A customer reaches out.
Rowan · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
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Capture the inquiry. Follow up on the estimate. Stay connected after the job.
Your website, AI, and follow-up. Set up for you.
Rowan · Website inquiry
A customer describes the storage they want installed. Your team needs the room details before assessing preparation and scope.
The customer describes their storage project.
Your installers still need to review the site.
Your team sends the quote.
Preparation and included items need clarity.
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.
Requested storage and room details. Keep that information with the contact details for your team.
Follow up on accepted items, preparation and installation price. Your team answers the technical questions and handles changes.
After confirmed completion, eligible review requests and approved outreach help you stay in touch.
Your business. Connected. From inquiry to follow-up.
Set up around your services, your calendar, and your customers.
Built for your installation services business
Your services, service area, estimate availability, and existing tools.
We configure your website, AI answers, and customer follow-up.
We test the inquiry flow and where your team takes over.
Step 01 / Capture
Your installers assess the walls, products and installation requirements.
Contact details + property address
Step 02 / Convert
Your team defines the technical work and price, then sets the actual job schedule.
From configured availability
Prepared for Rowan by your team
“Any questions about the proposed work?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Your team confirms completion
An eligible request. Rowan chooses whether to respond.
Your team personally follows up on introductions.
Approved customer outreach can begin another inquiry. Your team defines future work.
Your website. Your AI. Your follow-up.
Bring your current process to the setup call. We’ll review your inquiries, estimates, and tools, then map where SalesOS fits.
How SalesOS fits your installation services business.
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.
No. Your installers assess the surface, product instructions and site requirements. AI does not specify fixings, loading limits or installation methods.
The configured calendar is for estimate appointments. Your team confirms the scope, materials, product readiness and actual installation date.
No. Your team determines qualifications, specialist involvement and any required permissions. A captured task is not technical approval or acceptance of that work.
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.
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.
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.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call