A homeowner reaches out.
Taylor · 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.
Taylor · Website inquiry
A homeowner shares ideas for a bathroom remodel. Your team reviews the home, scope, and options before preparing a proposal.
A homeowner wants to update a bathroom.
Their plans stay in an unanswered message.
Your team sends the quote.
Questions about scope and budget linger.
Keep remodeling inquiries, estimate appointments, and proposal follow-up together in SalesOS while your team handles design, pricing, and construction.
| Customer moment | Connected next step |
|---|---|
| Bathroom remodel inquiry | Contact + request captured |
| Remodeling proposal sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Keep the room, requested changes, and contact details together so your team can start an informed conversation.
Follow up after your team records the proposal. Bring questions about scope and budget back to the people preparing it.
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 remodeling 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 the home, design requirements, and project feasibility.
Bathroom remodel
“We want to update the shower and vanity.”
Your team explores the scope and possibilities
Step 02 / Convert
Your team owns design, materials, scope, price, and the construction schedule.
Prepared by your team
“What questions do you have about the proposal?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Completion confirmed by your team
An eligible request. Taylor chooses whether to respond.
Your team personally follows up on referrals.
Reconnect through approved 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 remodeling business.
Configured forms, chat, and AI calls can gather contact details, the property address, and what the homeowner wants to change. Your team reviews the request and asks the project-specific questions needed before preparing a proposal. Intake captures the homeowner’s description; it does not establish a final scope.
No. Your team owns design, measurements, technical feasibility, material selection, and pricing. AI can answer routine questions using your approved business information, such as the kinds of remodels you offer and how your estimate process works.
SalesOS helps homeowners select a configured estimate appointment. If your initial project consultation is part of that estimate process, we review the calendar and availability during setup. Your team decides which additional visits or design discussions are needed. Design sessions, trade visits, and construction dates remain with your team.
Configured quote follow-up can invite the homeowner’s questions after your team records the estimate and price. Your team reviews requested changes, revises scope or pricing, and records the outcome. SalesOS does not automatically approve design changes or create and price change orders.
Your business handles permit requirements, trade coordination, material decisions, and the work schedule. SalesOS supports the inquiry and follow-up process described here; it is not presented as a construction project-management system or a permit-approval service.
Bring your current website, phone setup, and estimating or project software to the setup call. We map the handoffs before recommending a setup. Compatibility, integrations, and data movement need to be checked for your specific tools.
After your team confirms completion, configured workflows can send eligible review requests and referral invitations. Homeowners choose whether to respond, and your team follows up personally on introductions. Approved past-customer campaigns can reconnect with previous clients; slow-season campaigns are team-launched.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call