A homeowner reaches out.
Sam · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Plumbing 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.
Good inquiries can go quiet.
A homeowner asks about a water-heater replacement. Your team needs the details to assess the work and prepare a quote.
Your plumbing business · Follow-up gapsTwo moments that matter
The water-heater inquiry
Waiting for a reply.
A homeowner asks about a new water heater.
The request waits for a reply.
The replacement quote
Waiting for a decision.
Your team sends the quote.
The homeowner’s questions stay unanswered.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Give the next step a system.
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.
Keep the details together.
Forms, chat, and configured AI calls bring the request and contact details into SalesOS.
Keep estimates moving.
Follow up after your team records the quote. Give homeowners a way to ask their next question.
Keep the relationship.
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 plumbing 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
Your inquiries.
In one place.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the reported issue, property address, and contact details together.
- Give your team context to assess the request and the next step.
Your team assesses active leaks and answers technical questions.
Illustrative example
Sam’s website inquiry
“Can we get an estimate for a new water heater?”
A request with context.
- Project
- Planned replacement
- Property
- Home address supplied
- Next question
- Estimate visit details
Reporting an active leak?Your team assesses urgency and the right response.
Step 02 / Convert
The estimate is sent.
Keep talking.
- Offer configured estimate appointments for planned water-heater replacements.
- Follow up after your team records the quote and price.
- Invite questions about the quote before the homeowner decides.
Your plumbers recommend equipment, set the price, and schedule the work.
Illustrative example
Your team’s quote.
- Assess the property
- Recommend equipment
- Define scope and price
Configured estimate follow-up
“Sam, any questions about your estimate?”
Sam decides. Your team arranges any agreed work.
Step 03 / Compound
The job is finished.
Stay connected.
- 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
Water heater installedCompletion confirmed by your team
Eligible review request
“How was your experience?”
Sam decides whether to share an honest review.
Referral invitation
A neighbor needs a plumber.
If Sam shares an introduction, your team follows up.
Approved outreach can open another conversation.
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 plumbing business.
What happens if someone reports an active leak?
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.
Can AI recommend a tank or tankless water heater?
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.
Can homeowners book a plumbing repair through SalesOS?
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.
How does follow-up work after a water-heater estimate?
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.
Does SalesOS handle permits or inspection requirements?
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.
Can it work alongside our existing plumbing software?
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.
What happens after we finish the installation?
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.
You handle the plumbing.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call