A facility contact reaches out.
Arden · Facility contact inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Mechanical Contracting 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.
A facility project. A reply still needed.
A facility contact asks about workshop ventilation. Technical scope and commercial questions need a path back to your specialists.
Your mechanical contracting business · Follow-up gapsTwo moments that matter
Workshop ventilation project
A facility project is taking shape.
The facility contact shares project goals.
Your specialists still need a technical review.
Engineering scope, equipment and commercial terms
A proposal needs a conversation.
Your team sends the quote.
Scope and commercial questions stay open.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
From project inquiry to proposal follow-up.
Connect facility project goals, your recorded proposal, and follow-up while your specialists handle design, equipment, price, and work scheduling.
| Customer moment | Connected next step |
|---|---|
| Workshop ventilation 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.
Facility contact and project goals. Keep that information with the contact details for your team.
Answer the next question.
Follow up on engineering scope, equipment and commercial terms. 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 mechanical contracting 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 workshop project.
Capture the site goals.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep facility contact and project goals with the customer’s contact information.
Your specialists assess the building, system requirements and design scope.
Illustrative example
Arden’s inquiry
Workshop ventilation projectRequested
Facility contact and project goals
Contact details + property address
Your team reviews the request and next step
Step 02 / Convert
Your team sets the scope.
Follow up on the quote.
- 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 MECHANICAL CONTRACTING BUSINESS
Ventilation proposal
Prepared for Arden by your team
- Scope
- Engineering scope, equipment and commercial terms
- Assessment
- Your specialist’s responsibility
- Price
- Recorded with your quote
SalesOS follow-up
“Any questions about the proposed work?”
Step 03 / Compound
The project is complete.
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
Mechanical work completed
Your team confirms completion
Ask for a review
An eligible request. Arden 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 mechanical contracting business.
What can we capture for a planned mechanical project?
Configured intake collects the site, project goals and facility contact details. Your specialists define the assessment and technical information needed to develop a proposal.
Can AI design or size the system?
No. Engineering, calculations, equipment selection and design approval remain with your qualified team. SalesOS can answer approved routine business questions.
Does estimate booking reserve a project start date?
No. It offers configured estimate availability. Your team coordinates surveys, site access, resources and the actual work schedule.
Can SalesOS handle permits or certify building compliance?
No. Your business handles permits, inspections, qualifications and applicable requirements. A recorded inquiry or quote is not compliance approval.
Does this replace project management or procurement?
Your team manages project schedules, subcontractors, purchasing and inventory in its existing tools. SalesOS supports inquiry handling and quote follow-up. We review tool compatibility during setup.
How does it help when a proposal needs clarification?
Once your team records the quote and price, configured follow-up can invite the client’s questions. Your team decides revisions to technical scope, commercial terms and price.
Can we maintain the customer relationship afterward?
After team-confirmed completion, eligible review and referral requests can go out. Your team follows up on introductions. Approved account outreach can open another project discussion without scheduling maintenance or guaranteeing another contract.
You handle the systems.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call