Trades and field services
Missed calls, website enquiries and quote requests arrive in different places. The owner has to work out what is urgent, who should respond and whether anybody followed up.
What we could implement
Capture the enquiry, extract the job details, create or update the CRM record, assign the right person and prepare the first reply. Urgent or unclear work stops for review.
- Tools often involved
- HubSpot or Attio · Gmail or Outlook · n8n or Make · Slack or Teams
- Human checkpoint
- A person confirms urgency, price commitments and unusual jobs.