How do I have my AI handle drywall and insulation leads and follow-ups?

Tell your AI who called, what the job is and where it is, and it creates the lead in Projul.

Say this

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].

Book the site visit the same way.

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].

What happens

Your AI creates the lead with the client attached, and it appears in "Lead pipeline". A lead is the same record the job runs on once it sells.

The lead pipeline in projul on the stage with basement finish drywall your ai added at top

Note: Your AI logs that you made contact; it cannot text or email the client for you.

Questions? Let's Chat.
support@projul.com
(844) 776-5853