Tell your AI who called, what the job is and where it is, and it creates the lead in your Projul pipeline, books the site visit, logs the call and sets the follow-up. It lands in "Lead pipeline" exactly as one you added yourself.
Add the lead and the client
A lead and a project are the same record in Projul, just earlier in its life. Tell your AI the client, the job name and the address, and it creates both if the client is new.
Add a new lead in Projul called [Nowak Driveway Replacement] for a new client, [Alan Nowak], phone [(435) 555-0188], email [anowak@example.com]. The job address is [372 N 200 E, Washington, UT 84780].
If the name, email or phone matches someone already in Projul, it uses that client instead of creating a duplicate. See How does my AI find a client? Your AI can also set the stage, likelihood of sale, and the sales rep, estimator and project manager; lead source, project type and tags stay in-app.
Book the visit and log the call
Scheduling an estimate meeting on a lead moves it forward on its own, the same as in the app, and whoever is on the meeting becomes the estimator. See How do I schedule an estimate walkthrough with my AI?
Your AI can also log the call, text or site visit itself, who reached whom and what they said, so there is a record later. See How do I have my AI log a call, text or site visit on a job?
Move it through the pipeline
Leads run through "New", "Contact", "Schedule", "Estimate", "Write", "Revise", "Send" and "Sell". Ask your AI to move a lead, raise or lower the likelihood of sale, or add a deadline or follow-up reminder.
Move [Ridgeline Plaza Lot Repave] in Projul to the Send stage and raise the likelihood of sale to [65]%. Add a follow-up reminder for [next Tuesday] to call about the bid.
It can also read the pipeline back to you: which leads sit in a given stage, which have no estimate yet, or which have gone quiet.
Close it out
When the purchase order lands or the board picks someone else, tell your AI to mark the lead sold, lost or completed and it updates the pipeline and logs the outcome. See How do I have my AI mark a job sold, completed or lost?
Your AI cannot call or email the client itself; it sets up the lead and the reminders, and a person makes contact. See Can my AI message a client directly?
Questions? Let's Chat.
support@projul.com
(844) 776-5853