A homeowner reaches out.
Casey · 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.
Casey · Website inquiry
A homeowner wants to refresh their planting beds. Plant choices, preparation, and scope need a conversation with your team.
A homeowner wants to refresh the planting beds.
The request waits for a reply.
Your team sends the quote.
The homeowner’s questions stay unanswered.
Keep yard goals, your team’s planting proposal, and customer questions together from the first inquiry through follow-up after the work.
| Customer moment | Connected next step |
|---|---|
| Yard-refresh inquiry | Contact + request captured |
| Planting estimate sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Forms, chat, and configured AI calls bring the request and contact details into SalesOS.
Follow up after your team records the quote. Give homeowners a way to ask their next question.
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 landscaping 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 team assesses the site and recommends the planting and design.
“We’d like the planting beds to feel more welcoming.”
Next: choose an estimate visit from your configured availability.
Step 02 / Convert
Your team designs the project, sets the price, and schedules the work.
“Casey, any questions about the proposed planting refresh?”
Your team handles design changes and work dates.
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Confirmed by your team
An eligible review request. Casey decides whether to respond.
If Casey makes a referral, your team follows up personally.
A new season. A possible new project.
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 landscaping business.
Yes, through your configured estimate calendar. A homeowner can choose from the availability your business supplies. The appointment is for discussing and assessing the project; your team determines the design, scope, price, and any work dates.
No. Your team assesses the site and makes planting, layout, and material recommendations. AI uses approved business information to answer routine questions about your services and estimate process. It does not assess soil, growing conditions, drainage, or plant suitability.
Estimate booking does not cover recurring lawn-care schedules, crew routes, or service visits. Your team manages those through its existing process. We review how project inquiries and maintenance questions should be handed to people during setup.
Configured follow-up can invite questions about a recorded estimate. Changes to planting, materials, project phases, or budget go to your team, which revises the scope and price as needed. SalesOS does not redesign the project or automatically reprice the work.
No. An estimate appointment gives your team a chance to understand the property and the requested work. Your business arranges installation separately, considering the agreed scope, materials, crew capacity, and conditions on site.
Bring your current tools, website, and phone setup to the setup call. We review the inquiry and estimate handoffs and check compatibility for your business. Connections, data movement, and whether existing tools can work together must be verified; no universal integration is promised.
After your team confirms completion, configured workflows can send eligible review requests and referral invitations. Your team follows up personally on introductions and approves audiences and messages for past-customer outreach. Slow-season campaigns are team-launched. Outreach does not automatically book a future project or recurring maintenance.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call