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Capture construction leads and assign follow-up tasks

Capture construction leads and assign follow-up tasks

Estimators miss website inquiries that leave jobs unquoted and cost bids. This creates a follow-up task in your jobs project, assigning it to an estimator so every inquiry gets a qualified next step.

Capture construction leads and assign follow-up tasks

Overview

Construction firms lose bids when website leads sit unassigned. This workflow turns every inquiry into a job follow-up task assigned to an estimator, eliminating missed leads and speeding qualification. The result is visible: fewer unquoted jobs and clear ownership from first touch.

Notable Features

  • Create follow-up tasks in jobs project
  • Assign leads to estimators instantly
  • Notify sales reps of incoming leads

Capture construction leads and assign follow-up tasks