Tell your AI who called, what fence they want and where the job is. It creates the lead in Projul, books the measure and logs the call, landing on "Lead pipeline" the same as "+ Add a new project lead".
Adding the lead
In Projul a lead and a project are the same record at different stages. Referrals, pool builders, storm damage, realtors and repeat clients all become leads the same way.
Add a new lead in Projul for [Dana Hollis] called [Hollis Privacy Fence]. The job is at [418 W Tabernacle St, St. George, UT 84770]. She wants about [210] lin ft of [6 ft cedar privacy] with [two] gates. Put the likelihood of sale at [70]% and assign [Marco Reyes] as the estimator.
Your AI can add a new client at the same time; a matching name plus email or phone reuses that client instead of duplicating it. It can set the likelihood of sale and assign a sales rep, estimator and project manager. Project type, lead source and tags are set in Projul after. See adding a client, adding a new lead and adding project notes and the job-site address.
Booking the measure and logging the call
The measure is an estimate meeting. Scheduling one moves the lead forward and makes the people on it the estimators, as in the app; your AI can book a whole morning of measures in one request.
It also logs calls, texts and site visits onto the lead with the contact method, inbound or outbound, and whether you reached the person, so the record lives on the job, not your phone. See scheduling an estimate walkthrough and logging a call, text or site visit.
Working the pipeline
A new lead starts in "New" and moves through "Contact", "Schedule", "Estimate", "Write", "Revise", "Send" and "Sell". Tell your AI the stage it belongs in, and completing the estimate meeting or estimate-to-write task moves it along on its own, as in the app.
For every lead in Projul still in the Send stage after [7] days, set a follow-up reminder for me [tomorrow at 8 am] and list them so I can work the calls in order.
Sold, lost, and next season
When the deposit lands, your AI marks the lead sold and it becomes an active job; when you lose one, mark it and say why, so the reason is on record, not in your head. It cannot message a client directly, that stays with a person, but it can list every fence lead from a date range with stage, bid total and estimator. See marking a job sold, completed or lost and whether your AI can message a client directly.
For the next step, see How do I have my AI build a fencing estimate?.
Questions? Let's Chat.
support@projul.com
(844) 776-5853