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

Tell your AI who called, what the roof is doing, and the address, and it creates the lead in Projul.

Say this

Add a new lead in Projul called [Whitfield Roof Replacement] for [Ellen Whitfield] at [418 W Tabernacle St, St. George, UT 84770]. Twenty-year three-tab, granule loss on the south slope and a ceiling stain. Likelihood of sale [60]%, estimator [Dale Brenner].

Log an inbound call on [Whitfield Roof Replacement] in Projul: spoke with Ellen, roof is [22] years old, she has one bid at [$14,800]. Then schedule an estimate meeting for [Thursday at 9 am] with [Dale Brenner].

What happens

Your AI creates the lead, logs the call, and books the inspection, moving the lead forward the same as one you add by hand. Click "Lead pipeline" in Projul to see it.

The lead pipeline in projul the stage with roof replacement your ai added at top

Note: Your AI logs the call you made; it can't text or email the client itself, since client messages send from Projul.

Next: How do I have my AI build a roofing estimate?

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