Trades and industrial

Contractors, installers, rental yards and plants quoting jobs and coordinating crews. 55 use cases, written for each kind of business on its own.

  1. Storm leaks sent to the on-call tarp crewInbound
  2. Reroof estimates booked with roof age and pitchInbound
  3. Reroof quotes followed up before the season fillsOutbound
  4. Tear-off day calls: weather holds and driveway prepOutbound
  5. Hail and wind checks for past roof customersOutbound
How they fit together for roofing →
  1. Kitchen and basement leads qualified for a site visitInbound
  2. Renovation proposals followed up with both ownersOutbound
  3. Subtrades confirmed the day before they startOutbound
  4. Change orders written up, never agreed by phoneInbound
  5. Site problems put through to the project managerInbound
How they fit together for general contractors and renovation →
  1. Painting estimates booked with rooms, trim and ceilingsInbound
  2. Colour consultations booked before the brush comes outInbound
  3. Painting quotes chased before the summer fillsOutbound
  4. Exterior jobs moved when rain is in the forecastOutbound
  5. Property managers put through to the commercial estimatorInbound
How they fit together for painters →
  1. "Will vinyl work in my basement?" answered, visit bookedInbound
  2. In-home measures booked with subfloor and stairs notedInbound
  3. Special-order flooring arrival calls and new datesOutbound
  4. Install week calls: clear the room, crew arrives at 8Outbound
  5. Lifting boards and open seams sent to the install managerInbound
How they fit together for flooring →
  1. Home show leads called while the booth is freshOutbound
  2. Draft and frost calls booked as in-home consultsInbound
  3. Window quotes followed up and signers put throughOutbound
  4. Install day calls: openings, access and a cold-day planOutbound
  5. Foggy glass and broken locks logged against the orderInbound
How they fit together for windows and doors →
  1. Failed sump pumps put through to the on-call crewInbound
  2. Wet basement and crack inspections bookedInbound
  3. Interior drainage and excavation quotes followed upOutbound
  4. Dig day prep: locates, access and the back yardOutbound
  5. Spring sump checks for past waterproofing customersOutbound
How they fit together for foundation and waterproofing →
  1. Water losses at 2 a.m. put through to on-callInbound
  2. Adjuster and property manager files loggedInbound
  3. Drying-day progress calls to the homeownerOutbound
  4. Mould and smoke odour assessments bookedInbound
  5. Rebuild start dates and trade visits confirmedOutbound
How they fit together for water and fire restoration →
  1. New store camera and keypad quotes before openingInbound
  2. Sounding alarms put straight through to monitoringInbound
  3. Repeat false alarms traced to a zone and bookedInbound
  4. Low-battery and trouble signals called outOutbound
  5. Yearly system inspections booked for accountsOutbound
How they fit together for security and alarm systems →
  1. Couch and mattress pickups quoted by truck loadInbound
  2. Renovation bins booked by size and driveway spotInbound
  3. Crew on-the-way calls with the arrival timeOutbound
  4. Full or overdue bins swapped, extended or liftedOutbound
  5. Estate and full-house cleanouts planned with careInbound
How they fit together for junk removal and bin rentals →
  1. Mini excavators and lifts reserved by the dateInbound
  2. Long-term and multi-unit quotes for contractorsInbound
  3. Delivery windows confirmed with the site superOutbound
  4. Machines down on site sent to the service shopInbound
  5. Return-day calls: extend, pick up or call off rentOutbound
How they fit together for equipment rentals →
  1. RFQs taken with material, quantity and finishInbound
  2. Open RFQ quotes chased before the buyer decidesOutbound
  3. PO status calls answered from the shop scheduleInbound
  4. Shipment quality problems put through to qualityInbound
  5. General labour and welder applicants answeredInbound
How they fit together for manufacturers and fabricators →