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JobLoop/02 · Convert

Keep the conversation
moving toward a job.

Response. Booking. Follow-up.
One connected process.

A captured inquiry needs a next step. SalesOS helps answer the questions, book the estimate appointment, and follow up after your quote goes out.

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Built for home-service businesses. Set up for you.

Capture ConvertCompound
CONVERT / THE NEXT STEPIllustrative example
Example conversation
I’m looking to replace my front lawn.
I can help with an estimate appointment. Which town is the property in?
Winchester. It’s the front yard.
Project details stay with the conversation
One connected opportunity
Alex MorganFront lawn replacement
  1. 1AI response
  2. 2Booking
  3. 3Quote follow-up
Learning about the project

Keep the conversation going.

AI asks about the request and gathers the details needed for the next step.

Example journey. Messages, availability, and follow-up depend on your business setup.

Between the inquiry and the decision

Interest is a start.
It still needs a next step.

A homeowner asks a question. An estimate needs a time. A quote is waiting on a reply. When the day fills up with jobs, those conversations can stall.

A question waiting

The homeowner needs an answer before they can move forward.

A visit to arrange

Interest still needs to become a scheduled estimate appointment.

An open estimate

Your quote is sent. The customer has not made a decision yet.

01 / RESPOND

The inquiry is in.
Keep the conversation going.

SalesOS AI responds and asks about the work, location, and other details needed for the next step. The conversation stays connected to the inquiry, so your team has context when they take over.

Configured around your services, service area, and handoff rules.
Example conversation
I’m looking to replace my front lawn.
I can help with an estimate appointment. Which town is the property in?
Winchester. It’s the front yard.
Project details stay with the conversation
02 / BOOK

From interested
to on the calendar.

With your calendar and booking rules configured, SalesOS can help the homeowner choose an estimate appointment. Confirmations and reminders support the next step before your team makes the visit.

AI helps with booking. Your team handles the visit and assessment.
Example availability
M12T13W14T15F16
9:00 am2:00 pm 4:00 pm
Landscape estimateThursday at 2:00 pm · Alex Morgan
Illustrative times, not a live calendar
03 / FOLLOW UP

You price the job.
SalesOS follows up.

Your team scopes the work and sends the estimate. Configured follow-up messages bring the open quote back into the conversation, with replies connected to the opportunity.

Your team answers scope and pricing questions and records the outcome.
Your team sends the estimate
Front lawn replacementScope and price set by your team
Sent
Hi Alex, did you have any questions about the estimate for your front lawn?
QuestionsReady to proceedNot going ahead
The customer decides. Your team records the outcome.
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Connected to the people doing the work

The system follows up.
You run the job.

Keep the opportunity current as the customer makes a decision. SalesOS connects the conversation and reminders. Your team keeps the scope, price, and job status accurate.

  • Send the estimate and record the price
  • Mark won or lost and set the job date
  • Complete the work and confirm it is done
Your team completes the workJob completion confirmed
Next: CompoundReview and referral requests

Compound starts after completed work, not just a booking.

Explore Compound

Your process.
Connected for you.

We review your services, booking rules, messages, and team handoffs. Then we configure and test the response and follow-up process for your business.

Before you book

A few practical questions.

Does the AI close the sale or price the work?

AI can respond, gather details, help with booking, and follow up. Your team assesses the work, sets the scope and price, and handles the decisions. The customer decides whether to proceed.

Can I control what the AI says and when it hands off?

We configure the business information, intake questions, and human handoff rules with you. Your team handles questions or decisions that need a person. The setup is tested before activation.

What does follow-up actually send?

Messages depend on your configured workflows, such as appointment confirmations and follow-ups on open estimates. We review the message content and process with you during setup.

What if the customer is not ready or says no?

An open estimate can receive configured follow-up. Your team keeps the opportunity status accurate, including marking it lost when the customer is not going ahead. A follow-up message does not guarantee a reply or a sale.

What does my team need to update?

Record when you send a quote and the price. Update the outcome, set the job date when work is won, and confirm when the job is complete. These updates give the connected workflows the information they need.

Are AI and messaging usage unlimited?

No. Usage-based activity is billed separately from setup and the subscription. We review the relevant channels and usage with you during the demo. See usage pricing.

See Convert in your business

You quote the job.
Give follow-up a system.

Walk through AI response, booking, and estimate follow-up.
See where the system helps and where your team takes over.

Book a Demo