Call back boiler quote requests
Collect the postcode, type of installation and preferred callback time so the office can respond while the installer is out.
Construction & Trades
From the first quote request to a job in the diary, keep track of what the customer has asked for and who needs to act.
An installer taking calls between jobs has a different starting point from a builder handing approved work to a scheduler. Choose your trade to see the enquiry, quoting or job hand-off Labs can help you put in place.
Solutions by business type
Plumbing and heating installers
Put an accepted installation into the diary
Carry the accepted quote reference, address and agreed work into a draft job for scheduling.
Electrical contractors
Turn installation quotes into job drafts
Move the site address and approved electrical work from the quote to the job tool for the scheduler to review.
Keep site-survey requests in one queue
Capture the requested survey and site location, then remind the estimator which callers still need a response.
Builders and renovators
Follow up renovation enquiries
Collect the property location, outline of the work and callback details before the estimator schedules a conversation.
Hand agreed building work to the site team
Copy the quote reference, address and approved scope into the job draft without typing the same brief again.