A homeowner reaches out.
Sam · 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.
Sam · Website inquiry
A homeowner asks about a water-heater replacement. Your team needs the details to assess the work and prepare a quote.
A homeowner asks about a new water heater.
The request waits for a reply.
Your team sends the quote.
The homeowner’s questions stay unanswered.
Connect water-heater inquiries, configured estimate appointments, and recorded quote follow-up while your plumbers handle equipment choices and scheduling.
| Customer moment | Connected next step |
|---|---|
| Water-heater inquiry | Contact + request captured |
| Water-heater quote 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 plumbing 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 active leaks and answers technical questions.
“Can we get an estimate for a new water heater?”
Reporting an active leak?Your team assesses urgency and the right response.
Step 02 / Convert
Your plumbers recommend equipment, set the price, and schedule the work.
“Sam, any questions about your estimate?”
Sam decides. Your team arranges any agreed work.
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Sam decides whether to share an honest review.
If Sam shares an introduction, your team follows up.
Approved outreach can open another conversation.
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 plumbing business.
Configured form, chat, and AI call intake can capture the reported problem and contact details for your team. Your business assesses urgency, gives any appropriate instructions, and decides how to respond. SalesOS does not diagnose the leak, dispatch an emergency plumber, or promise an arrival time.
Equipment selection stays with your plumbing team. AI can answer routine questions using the business information you approve during setup, including your services and estimate process. Your team assesses the property, explains suitable options, and defines the work.
Booking is for configured estimate appointments, such as a planned water-heater replacement estimate. Repair visits, emergency calls, installation dates, and crew scheduling remain with your business. We review how estimate availability fits your process during setup.
Your team prepares the scope, records the quote and price, and activates the configured follow-up process. Eligible follow-up can invite the homeowner to ask questions about the estimate. Your team answers technical or pricing questions, records the decision, and arranges any agreed work.
Your business determines the requirements for the work and coordinates any permits or inspections. SalesOS does not make code-compliance decisions or book inspections. Approved business answers can explain your estimate process without promising a specific technical outcome.
We review your current website, phone setup, and business tools on the setup call. Estimate handoffs, compatibility, and any data movement need to be checked for your business. No universal integration or replacement of your dispatch system is promised.
Your team confirms completion. Configured workflows can then send eligible review requests or referral invitations, with personal team follow-up on introductions. Approved past-customer campaigns can help you stay in touch; slow-season campaigns are team-launched. These messages do not automatically schedule service or guarantee a response.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call