A customer reaches out.
Remy · Website inquiry
Review your process.
Your services, service area, estimate availability, and existing tools.
Same Restoration 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.
A restoration request. A reply still needed.
A property owner reports damage. Your team assesses urgency, conditions, and the proposed restoration work before preparing a quote.
Your restoration business · Follow-up gapsTwo moments that matter
Restoration scope inquiry
A property needs assessment.
The owner describes the affected room.
Your team assesses conditions and urgency.
Assessment, proposed work and price
The scope is still a question.
Your team sends the quote.
The owner needs clarity on proposed work.
What slips awayThe chance to answer, follow up, and keep the conversation moving.
Capture the report. Connect your team.
Keep restoration requests, estimate appointments, and proposal questions together in SalesOS while your team assesses conditions and directs the work.
| Customer moment | Connected next step |
|---|---|
| Restoration scope inquiry | Contact + request captured |
| Team-prepared quote sent | Estimate follow-up |
| Job confirmed complete | Eligible review request |
From the first question to the follow-up after the work.
Keep the project context.
Reported damage area and property contact. Keep that information with the contact details for your team.
Answer the next question.
Follow up on assessment, proposed work and price. Your team answers the technical questions and handles changes.
Stay connected after the work.
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 restoration 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
Damage is reported.
Capture the details.
- Capture requests through website forms, chat, and configured AI call answering.
- Keep reported damage area and property contact with the customer’s contact information.
- Bring the restoration scope inquiry to your team before defining the work.
Your team assesses conditions, urgency and the appropriate restoration scope.
Illustrative example
Remy’s inquiry
Restoration scope inquiryRequested
Reported damage area and property contact
Contact details + property address
Your team reviews the request and next step
Step 02 / Convert
Your quote is ready.
Discuss the scope.
- Help customers choose a configured estimate appointment, separate from the work schedule.
- Follow up after your team records the quote and price.
- Bring questions about the proposal back to your team.
Your team defines the technical work and price, then sets the actual job schedule.
Illustrative example
Estimate appointment selected
From configured availability
YOUR RESTORATION BUSINESS
Restoration proposal
Prepared for Remy by your team
- Scope
- Assessment, proposed work and price
- Assessment
- Your specialist’s responsibility
- Price
- Recorded with your quote
SalesOS follow-up
“Any questions about the proposed work?”
Step 03 / Compound
The work is complete.
Stay in touch.
- 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
Restoration work completed
Your team confirms completion
Ask for a review
An eligible request. Remy chooses whether to respond.
Invite a referral
Your team personally follows up on introductions.
STAY IN TOUCH
Keep in touch.
Approved customer outreach can begin another inquiry. Your team defines future work.
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 restoration business.
What can SalesOS collect about a restoration inquiry?
Configured intake can capture the property, reported incident, requested work and contact details. Your team assesses the conditions and determines whether and how to respond.
Does AI decide whether a property is safe?
No. Safety, exposure, structural concerns and urgency require human assessment. SalesOS does not provide remediation instructions or tell someone it is safe to enter or occupy a property.
Does it dispatch an emergency response team?
No. Your business owns its emergency procedures and response decisions. A captured inquiry or configured estimate appointment does not promise immediate service or an arrival time.
Can it identify mold or certify that a room is dry?
No. Your specialists handle investigation, testing, methods and any required documentation. SalesOS does not diagnose contamination or certify remediation results.
Will SalesOS approve an insurance claim?
No. Coverage, claims, adjuster decisions and payment responsibilities are handled outside this workflow. Capturing a restoration inquiry does not establish insurance coverage.
How are scope changes followed up?
Your team defines and updates the work and price after assessment. Configured follow-up can invite questions once the quote and price are recorded; it does not approve additional work or schedule crews.
Can we request feedback after completion?
Eligible review and referral invitations follow your team’s confirmed completion. Personal follow-up handles introductions. Approved outreach does not guarantee future projects. Existing estimating and scheduling tool compatibility is reviewed during setup.
You handle restoration.
We set up the system.
Let’s connect your inquiries, estimates, and customer follow-up.
Book a Setup Call