How do I have my AI log a call, text or site visit on a job?

Tell your AI what happened and which job it was about, and it logs the communication on the project in Projul.

Say this

Log on [Rivera Kitchen Remodel] in Projul that I called [Sam Rivera] today, reached him, and he confirmed the start date.

Log on [Rivera Kitchen Remodel] in Projul that I tried calling [Sam] at 4 pm and got no answer.

What happens

Your AI asks you to approve, then confirms it logged the message with the method, direction, and whether contact succeeded. In Projul, open the project's three-dot menu and click "Open Messages" to see it. A message can also go on a client, task, or estimate instead. See How do I add messages to clients, tasks and estimates with my AI?

The Messages panel for a project in Projul showing a logged outbound phone call

Note: This logs to the project's "Messages", not "Client Follow-Ups", so it does not count as a follow-up on "Lead pipeline". Your AI needs a Read-Write key. See How do I get my Projul AI Connect API key?

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