A customer reaches out.
Rowan · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Installation Services Business. More jobs, More estimates, More reviews, and More referrals.
Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
Items to install. A reply still needed.
A customer describes the storage they want installed. Your team needs the room details before assessing preparation and scope.
Your installation services business · Follow-up gapsTwo moments that matter
Storage installation project
The products are picked.
The customer describes their storage project.
Your installers still need to review the site.
Accepted items, preparation and installation price
The installation needs a plan.
Your team sends the quote.
Preparation and included items need clarity.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
From the project list to quote follow-up.
Keep requested items, room details, and quote questions together while your installers assess the site and define the work.
| Customer moment | Connected next step |
|---|---|
| Storage installation project | Contact + request captured |
| Team-prepared quote sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Keep the project context.
Requested storage and room details. Keep that information with the contact details for your team.
Answer the next question.
Follow up on accepted items, preparation and installation price. Your team answers the technical questions and handles changes.
Stay connected after the work.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your installation services business
We do the setup.
Build your system.
We configure your website, AI answers, and customer follow-up.
Test the handoffs.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
A storage project.
Start with the request.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep requested storage and room details with the customer’s contact information.
Your installers assess the walls, products and installation requirements.
Illustrative example
Rowan’s inquiry
Storage installation projectRequested
Requested storage and room details
Contact details + property address
Your team reviews the request and next step
Step 02 / Convert
Your team quotes it.
Follow up on the details.
- Help customers choose a configured estimate appointment, separate from the work schedule.
- Follow up after your team records the quote and price.
- Bring questions about the proposal back to your team.
Your team defines the technical work and price, then sets the actual job schedule.
Illustrative example
Estimate appointment selected
From configured availability
YOUR INSTALLATION SERVICES BUSINESS
Installation quote
Prepared for Rowan by your team
- Scope
- Accepted items, preparation and installation price
- Assessment
- Your specialist’s responsibility
- Price
- Recorded with your quote
SalesOS follow-up
“Any questions about the proposed work?”
Step 03 / Compound
The items are installed.
Stay in touch.
- Start eligible review requests after your team confirms completion.
- Invite referrals, with personal follow-up from your team.
- Reconnect through approved past-customer campaigns.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Installation completed
Your team confirms completion
Ask for a review
An eligible request. Rowan chooses whether to respond.
Invite a referral
Your team personally follows up on introductions.
STAY IN TOUCH
Stay in touch.
Approved customer outreach can begin another inquiry. Your team defines future work.
Your website. Your AI. Your follow-up.
One connected system.
Set up for you.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
$3,000 setup+ $300/month
Book a Setup Call Usage billed separately. View usage rates · What’s included
Questions, answered.
How SalesOS fits your installation services business.
What installation details can we capture?
Collect the requested products, room or site, property address and contact details. Your team confirms whether the items and work fit the services you offer.
Does SalesOS decide how an item should be mounted?
No. Your installers assess the surface, product instructions and site requirements. AI does not specify fixings, loading limits or installation methods.
Can someone book the installation itself?
The configured calendar is for estimate appointments. Your team confirms the scope, materials, product readiness and actual installation date.
Can AI approve electrical or structural work?
No. Your team determines qualifications, specialist involvement and any required permissions. A captured task is not technical approval or acceptance of that work.
Can it quote from a product link or photo?
Your team decides what information and assessment it needs before pricing. SalesOS does not automatically calculate labor, materials or a project duration from customer-supplied content.
What if the customer adds more items?
Your team checks the added items and changes the agreed scope and price if needed. Configured follow-up helps the customer raise those questions after a recorded quote, but does not approve additions.
How do we stay connected after installation?
After confirmed completion, eligible review and referral invitations can be sent. Your team handles introductions personally. Approved outreach can begin a future inquiry, not automatically schedule more work. Existing-tool compatibility is reviewed during setup.
You do the installing.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call