Tell your AI who called, what the job is and where it is, and it creates the lead in Projul with the client attached. A lead is just a project that has not sold yet, so this is the same record the job runs on later.
Adding the lead while you are still on the phone
Name the builder or contractor the way they appear in Projul, so your AI attaches the lead to that client instead of creating a duplicate. See How does my AI find a client?.
Add a new lead in Projul for [Rockwater Homes] called [Rockwater Lot 42 Hang and Finish]. The job is at [1188 N Sagebrush Dr, St. George, UT 84770]. Likelihood of sale [85]%, estimator [Grace Oakes].
The same shape works for a new homeowner client, or several lots at once. Your AI can also set the stage, project notes and the assigned sales rep, estimator and project manager; project type, lead source and tags get set in Projul afterward.
Booking the visit and logging every call
Scheduling an estimate meeting on a lead moves it to the "Estimate" stage on its own and makes the people on the meeting the estimators, exactly as it does in the app. See How do I schedule an estimate walkthrough with my AI?.
Book the takeoff walkthrough on [Rockwater Lot 42 Hang and Finish] in Projul for [Tuesday morning, 8 to 10] with [Grace Oakes], and add these steps: [count sheets by size, measure ceiling square footage, confirm fire-rated locations, confirm attic R-value and access].
Your AI can also log each call or site visit, with how you made contact and whether you reached the person, and set a follow-up reminder so the next call happens. See How do I have my AI log a call, text or site visit on a job?. It logs that you made contact; it cannot text or email the client for you. See Can my AI message a client directly?.
Moving the lead through the pipeline, and closing it
The columns are "New", "Contact", "Schedule", "Estimate", "Write", "Revise", "Send" and "Sell". Your AI can put a lead in any of them, in any order, so a repeat builder lot can start further along than a cold call. Completing the estimate meeting or an "Estimate to Write" task also advances the lead a step on its own.
When the builder decides, tell your AI to mark the lead sold, rejected or complete. Marking it sold converts the lead to a project exactly as dragging it to "Sold" does, with the same dates and history. See How do I have my AI mark a job sold, completed or lost?.
Questions? Let's Chat.
support@projul.com
(844) 776-5853