A customer reaches out.
Greer · Property manager inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
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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.
Greer · Property manager inquiry
A property manager sends a turnover list. Your team reviews each task, responsibility, and deadline before accepting the work.
The task list is spread across messages.
Your team needs the context.
The contact is unsure which tasks made it into the quote.
Give the customer a way to ask.
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.
Capture the property contact, location, and requested work in one inquiry.
Follow up on the recorded proposal so scope questions reach your team.
Eligible outreach follows confirmation of the applicable completed work.
Your business. Connected. From inquiry to follow-up.
Set up around your services, your calendar, and your customers.
Built for your property maintenance 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 each task, access, qualifications, and work it can accept.
“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 team approves tasks, sets prices, coordinates trades, and schedules the work.
Service dates arranged by your team
“Greer, any questions about the agreed turnover tasks?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Your team confirms completion
An eligible review request. Greer chooses whether to respond.
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.
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 property maintenance business.
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.
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.
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.
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.
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.
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.
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.
Let’s connect your inquiries, estimates, and customer follow-up.
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