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

Tell your AI who called, the problem and the job address, and it creates the lead in Projul, ready to move through the pipeline.

Say this

Add a lead in Projul for a new client, [Marta Whitfield], phone [(435) 555-0173]. Call it [Whitfield Water Heater Replacement], job at [612 E Diagonal St, St. George, UT 84770]. Her 50 gallon gas heater is leaking from the base and there is no expansion tank. Likelihood [85]%, I am the estimator.

Which leads in Projul have had no follow-up logged in the last [10] days? List them with the client, the stage and what the last conversation was.

What happens

Your AI asks you to approve, then confirms the lead on "Lead pipeline". From there it can log calls and site visits, schedule the estimate visit, move the lead through the stages, and mark it sold or lost.

The lead pipeline in projul on the stage with whole-house repipe your ai added at top

Note: Your AI can log a call it's told about, but it cannot email or text the client itself. Pricing the job is next. See How do I have my AI build a plumbing estimate?

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