A customer reaches out.
Greer · Property manager inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Property Maintenance Business. More jobs, More estimates, More reviews, and More referrals.
Capture the property contact, location, and requested work in one inquiry. Follow up on your proposal.
Your website, AI, and follow-up. Set up for you.
One property. A task list to review.
A property manager sends a turnover list. Your team reviews each task, responsibility, and deadline before accepting the work.
Your property maintenance business · Follow-up gapsTwo moments that matter
Rental turnover maintenance inquiry
The tasks need reviewing.
The task list is spread across messages.
Your team needs the context.
Your team’s proposal
Which tasks are accepted?
The contact is unsure which tasks made it into the quote.
Give the customer a way to ask.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Capture the task list. Keep the quote moving.
Keep turnover requests, recorded proposals, and customer follow-up together in SalesOS while your team approves tasks and coordinates the work.
| Customer moment | Connected next step |
|---|---|
| Rental turnover maintenance inquiry | Contact + request captured |
| Your proposal sent | Estimate follow-up |
| Work confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Bring the requested tasks together.
Capture the property contact, location, and requested work in one inquiry.
Clarify the agreed work.
Follow up on the recorded proposal so scope questions reach your team.
Keep the property relationship.
Eligible outreach follows confirmation of the applicable completed work.
Your business. Connected. From inquiry to follow-up.
The process.
Set up around your services, your calendar, and your customers.
Built for your property maintenance 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 task list arrives.
Give your team context.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep the turnover list details with the customer’s contact information.
- Give your team the turnover timing and scope questions before it reviews the task list.
Your team assesses each task, access, qualifications, and work it can accept.
Illustrative example
Greer’s turnover inquiry
“Can we discuss a task list before the next tenant moves in?”
Your team assesses each task, access, qualifications, and work it can accept.
Step 02 / Convert
Your scope is set.
Welcome questions.
- Help customers choose a configured estimate appointment, separate from a service visit.
- Follow up after your team records the quote and price.
- Bring questions about included tasks and responsibilities back to your team.
Your team approves tasks, sets prices, coordinates trades, and schedules the work.
Illustrative example
Prepared for Greer by your team
Turnover work proposal
Accepted tasks defined
Responsibility confirmed
Your scope and price
Service dates arranged by your team
Configured proposal follow-up
“Greer, any questions about the agreed turnover tasks?”
Step 03 / Compound
The work is complete.
Stay in touch.
- Start eligible review requests after your team confirms the applicable work is complete.
- Invite referrals, with personal follow-up from your team.
- Reconnect through approved past-customer outreach. Slow-season campaigns are team-launched.
Requests depend on setup and eligibility. Customers choose whether to respond.
Illustrative example
Turnover work completed
Your team confirms completion
Ask about the experience
An eligible review request. Greer chooses whether to respond.
Invite a referral
If Greer makes an introduction, your team follows up personally.
The next property need. A new conversation.Approved past-customer outreach
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 property maintenance business.
Can SalesOS collect several maintenance requests at once?
Configured intake can capture a property contact’s task list, location, and contact details. Your team reviews each request and decides what it can take on. A captured task is not accepted work or an item automatically included in a quote.
Does it manage work orders, vendors, or tenant schedules?
Your team manages work orders, vendors, and tenant scheduling in its existing process. SalesOS supports inquiry capture, configured estimate appointments, and follow-up. Your team coordinates trades, access, and actual service dates.
Can AI diagnose repairs from the task list?
No. Your team assesses the property and decides what work and expertise are needed. AI can answer routine questions using approved business information, but does not provide repair instructions or safety decisions.
Who confirms qualifications and permits for different tasks?
Your business determines the services it can perform, required qualifications, permissions, and when another trade is needed. SalesOS does not approve regulated work or confirm legal requirements.
Can it automatically price a turnover list?
Your team inspects or reviews the tasks, defines the accepted scope, and sets the price. SalesOS does not estimate repair duration or automatically total a task list. Configured follow-up begins after your quote and price are recorded.
What happens when the property contact adds more work?
Your team assesses the added task, revises the proposal as needed, and confirms the schedule. A new message does not change the agreed work automatically. Compatibility with your current property tools is reviewed during setup.
When can we request a review from a property contact?
Your team confirms the applicable agreed work is complete before eligible configured review or referral outreach. A partial task list or signed proposal is not completion by itself. Approved outreach can start a later discussion without scheduling another visit.
You handle the property.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call