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

Give your AI the caller's name, the floor and the address, and it creates the lead in Projul with the client attached.

Say this

Add a new lead in Projul called [Delgado Main Floor Replacement] for a new client, [Ana Delgado], phone [(435) 555-0142], email [ana@example.com]. Job address [418 W Tabernacle St, St. George, UT 84770]. Put the likelihood of sale at [60]%.

Log on [Delgado Main Floor Replacement] in Projul that [Ana] called this morning about replacing the carpet with plank, and add a follow-up reminder for [Monday morning] to call her back about the stairs.

What happens

Your AI asks you to approve, then confirms the lead on "Lead pipeline". Booking the measure moves it to the "Estimate" stage; mark it sold, rejected or complete as the job closes out.

The lead pipeline in projul on the stage with lvp main floor your ai added at top

Note: Your AI cannot email or text the client, only log that you contacted them. See Can my AI message a client directly?

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