Tell your AI who called and what they want, and it adds the lead to Projul's "Lead pipeline" in the right stage, books the measure and logs the call.
Adding the lead
Whole-house calls, storm damage, a returning customer's second phase: your AI creates any of them as a lead the same way, whether the client is already in Projul or brand new.
Add a new lead in Projul for [Rosa Delgado] called [Delgado Whole House Windows]. The job is at [418 W Tabernacle St, St. George, UT 84770]. She wants a price on [14 openings of vinyl double-hung and a 6 ft patio slider]. Put the likelihood of sale at [70]% and assign [Marco Reyes] as the estimator.
Your AI reports the project number, and the lead appears on the "Lead pipeline" board with the client, address and likelihood of sale on its card. A matching name, email or phone reuses the existing client instead of duplicating it. See How do I have my AI add a client?, How does my AI find a client?, How do I have my AI add a new lead? and How do I have my AI add project notes and the job-site address?
Booking the measure and logging the call
The in-home measure is an estimate meeting; scheduling one moves the lead forward and sets the estimator. See How do I schedule an estimate walkthrough with my AI?
Afterward, have your AI log the call or visit with the contact method and whether you reached the person, so the record lives on the job, not your phone. See How do I have my AI log a call, text or site visit on a job?
Moving it through the pipeline and following up
A new lead starts in "New" and moves through "Contact", "Schedule", "Estimate", "Write", "Revise", "Send" and "Sell" as you tell your AI what has happened; completing the estimate meeting or the write task also advances it on its own. Ask your AI what is stuck in "Send" and to set the reminders.
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 the next step
When the deposit lands or the job falls through, your AI marks the lead sold, completed or lost and records why. See How do I have my AI mark a job sold, completed or lost?
Note: Your AI can log a call or visit but cannot email or text the client; that step is still done in Projul by a person. See Can my AI message a client directly?
For the next step, see How do I have my AI build a window and door replacement estimate?
Questions? Let's Chat.
support@projul.com
(844) 776-5853