More jobs quoted. Same site team.
Handling new enquiries, site visits, client updates, snagging.
Every call ends with the job already moving.
- 00:02Caller
We're planning a rear extension and want a builder to price it.
- 00:08
JessicaHappy to help. Do you have planning permission, and when would you like to start?
- 00:15Caller
Planning's approved and we have the architect's drawings. Ideally March.
- 00:20Jessica
Perfect. Mark, our estimator, will visit on Tuesday at 10. I've emailed you the confirmation.
- Project
- Single-storey, 4 x 6 m
- Planning
- Approved
- Drawings
- Architect's plans ready
- Start
- March 2027
- Pipedrive: deal created, rear extension
- Pipedrive: qualified, planning approved, start March
- Google Calendar: site visit Tue 10:00, Mark
- 00:02Jessica
Hi Mr Doyle, it's Jessica from Harrow & Stone. We sent your extension estimate last week. Any questions I can help with?
- 00:12Caller
We've read it through, and we'd like to go ahead.
- 00:17Jessica
Wonderful. Mark can go through the contract with you. Is Thursday at 5 all right?
- 00:24Caller
Thursday at 5 is fine.
- 00:27Jessica
Booked for Thursday at 5 with Mark. I've sent you the invite.
- Loft conversionHendon · sent 12 days agoThinking it over
- Rear extensionMr Doyle · sent 9 days agoGoing aheadContract stage
- Garage conversionBarnet · sent 6 days agoNo reply
- Kitchen knock-throughMill Hill · sent 4 days agoViewed
- Pipedrive: estimate sent 9 days ago, follow-up due
- Pipedrive: going ahead, moved to contract stage
- Google Calendar: contract meeting Thu 17:00, Mark
- 00:02Jessica
Hi Kev, it's Jessica from Harrow & Stone. First fix at Linden Avenue runs a day over. Can your team start plastering on Thursday instead of Wednesday?
- 00:14Caller
Thursday's fine, we'll be there at 8.
- 00:18Jessica
Great, Thursday at 8. I've updated the programme and let Mark on site know.
- Brickwork
- Roof
- First fix+1 day
- PlasteringThu start
- Second fix
- Procore: first fix runs one day over, ends Wed
- Procore: plastering moved to Thu, 3 days
- Microsoft Teams: site manager Mark notified
- 00:02Caller
You finished our extension in June, and there's a crack above the new kitchen door.
- 00:09Jessica
Thanks for letting us know. That's covered in your defects period, so we'll put it right.
- 00:16Caller
Great. Could someone come on Friday morning?
- 00:20Jessica
Yes. Kev will be there on Friday at 8. I've texted you the confirmation.
- Area
- Kitchen, door head
- Cover
- Defects period
- PlanRadar: defect pinned, crack above kitchen door
- PlanRadar: assigned to Kev, plasterer, Fri 08:00
- SMS: visit confirmed to the homeowner
- 00:02Caller
I run a care home in Enfield. We're tendering a new 12-room wing and want you on the list.
- 00:11Jessica
That's one for David, our director. He has your details already. Putting you through now.
- Homeowner projectsJessica
- Commercial and tendersDavid, director
- Site complaintsSite manager
- Client
- Care home, Enfield
- Project
- New 12-room wing
- Question
- Tender due 14 November
Jessica- Routing: commercial tender, needs a person
- Microsoft Teams: brief sent (client, project, tender date)
- Handover: warm transfer, nothing to repeat
You choose who goes to a person. How handover works · What AI does on every call
Already on these? We plug in.
Autodesk Construction Cloud
Salesforce
Microsoft Outlook / Microsoft 365
Zapier
- Buildertrend
Microsoft Teams
Make
HubSpot
Google Calendar
Slack
n8n
Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.
Where do your jobs get lost?
Quote requests waiting for days
Scope taken on the call, site visit booked the same day.
Enquiries nobody called back
Called within a minute, qualified and booked.
Past clients never asked again
Past clients called about their next project.
Calls while you are on site
Every call answered while your team is on the tools.