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

Tell your AI who called, what happened and where the property is, and it creates the lead in Projul's "Lead pipeline".

Say this

Add a new lead in Projul for [Dana Whitcomb] called [Whitcomb Water Loss] at [318 Ashcroft Ln, Dublin, OH 43017]. [Second floor supply line let go overnight, water in the hallway, a bedroom and the ceiling below.] Put the likelihood of sale at [80]% and set me as the estimator.

What happens

Your AI matches an existing client by name, email or phone instead of creating a duplicate, then adds the lead. See it at the top of "Lead pipeline" in Projul.

The lead pipeline in projul on the stage with kitchen water loss your ai added at top

Note: Your AI cannot email or text the homeowner or adjuster itself; it drafts the message, and Projul sends it. See Can my AI message a client directly?

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