Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Follow up on project bids when the sales pipeline calls for contact.
Keep your sales follow-up process moving with relevant emails at key deal stages and a clear record of every send or hold.
Revisit quiet construction bids with a relevant prospect email.
Your quiet deals get personal follow-ups based on recent conversations, with a clear report on what was sent and what needs your review.
Follow up with project prospects when a sales conversation is due.
Keep prospect conversations moving with relevant follow-up emails, and see what went out or needs your attention.
Block drive time before jobsite meetings.
Your calendar shows time to reach in-person appointments, with an arrival buffer and visible conflicts when plans overlap.
Keep project milestone dates current on the calendar when build plans shift.
Your project list and calendar agree when dates move or plans get canceled. Owners see what changed in a project comment.
Update the team calendar when project site meetings move.
Your team calendar follows project date changes, and your coordinator gets a clear list of events that need a manual match.
Call prospects about decisions on proposed project work.
See what happened with requested sales follow-up calls: the prospect's answer or a reason the call did not happen, plus a task for your next step.
Ask clients about project bids when their agreed check-in dates arrive.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.
Confirm approved site visits and flag missing job addresses.
Your clients get a personal appointment confirmation email after staff agree on a booking, with a link to check the details.