A customer reaches out.
Remy · 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.
Remy · Website inquiry
A property owner reports damage. Your team assesses urgency, conditions, and the proposed restoration work before preparing a quote.
The owner describes the affected room.
Your team assesses conditions and urgency.
Your team sends the quote.
The owner needs clarity on proposed work.
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.
Reported damage area and property contact. Keep that information with the contact details for your team.
Follow up on assessment, proposed work and price. Your team answers the technical questions and handles changes.
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 restoration 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 conditions, urgency and the appropriate restoration scope.
Contact details + property address
Step 02 / Convert
Your team defines the technical work and price, then sets the actual job schedule.
From configured availability
Prepared for Remy by your team
“Any questions about the proposed work?”
Step 03 / Compound
Requests depend on setup and eligibility. Customers choose whether to respond.
Your team confirms completion
An eligible request. Remy chooses whether to respond.
Your team personally follows up on introductions.
Approved customer outreach can begin another inquiry. Your team defines future work.
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 restoration business.
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.
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.
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.
No. Your specialists handle investigation, testing, methods and any required documentation. SalesOS does not diagnose contamination or certify remediation results.
No. Coverage, claims, adjuster decisions and payment responsibilities are handled outside this workflow. Capturing a restoration inquiry does not establish insurance coverage.
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.
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.
Let’s connect your inquiries, estimates, and customer follow-up.
Book Setup Call