A facility contact reaches out.
Arden · Facility contact 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.
Arden · Facility contact inquiry
A facility contact asks about workshop ventilation. Technical scope and commercial questions need a path back to your specialists.
The facility contact shares project goals.
Your specialists still need a technical review.
Your team sends the quote.
Scope and commercial questions stay open.
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.
Facility contact and project goals. Keep that information with the contact details for your team.
Follow up on engineering scope, equipment and commercial terms. 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 mechanical contracting 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 specialists assess the building, system requirements and design scope.
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 Arden 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. Arden 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 mechanical contracting business.
Configured intake collects the site, project goals and facility contact details. Your specialists define the assessment and technical information needed to develop a proposal.
No. Engineering, calculations, equipment selection and design approval remain with your qualified team. SalesOS can answer approved routine business questions.
No. It offers configured estimate availability. Your team coordinates surveys, site access, resources and the actual work schedule.
No. Your business handles permits, inspections, qualifications and applicable requirements. A recorded inquiry or quote is not compliance approval.
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.
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.
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.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call