Outbound: the agent calls

Interior drainage and excavation quotes followed up

A 15,000 waterproofing quote is a hard yes, and most homeowners wait until the next rain to decide. The agent calls while the water is still fresh in their mind, answers what's on the quote, and books the start.

When it starts

A waterproofing quote sent and not signed after the days you set.

What the agent does

Calls with the quote open, explains what's in it, offers crew dates, records the reason if not.

What your team gets

Jobs booked into crew dates, and the hold-up written on every open quote.

How it works

  1. Lists the open quotes

    Each morning: quotes sent and not signed after your wait, oldest wet basements first.

  2. Calls with it open

    Which walls, interior or exterior, membrane and weeping tile, the sump and the warranty, as the estimator wrote them.

  3. Answers from the quote

    Whether the finished wall comes out, what happens to the yard, how long the crew is there. Anything beyond the quote goes to the estimator.

  4. Offers crew dates

    Real weeks from the crew schedule, and a word that spring books fast.

  5. Hears what's in the way

    The price, a second opinion, waiting for a dry spell to decide. One question, written on the quote.

  6. Books the next step

    A signing call with the estimator, or a date to call back after the next rain.

Example call

  1. AI agentHi Mr. Haddad, it's Emma from Dryline Waterproofing. Mike sent your quote for the back wall last week. Any questions about it?
  2. CustomerOne. Do you have to rip out our finished wall downstairs?
  3. AI agentYour quote is for digging outside, so the finished wall stays. The crew works from the yard, and the quote includes putting the soil back and seeding it.
  4. CustomerOh, that's better than I thought. When could you start?
  5. AI agentThe excavation crew has the week of May 5 or May 19 open right now. Want me to set up a quick call with Mike to sign and pick a week?
  6. CustomerYes, tomorrow evening if he can.
  7. AI agentHe's free at 6:30 tomorrow. I'll text you the time.

After the call: Mike has a 6:30 signing call with "finished wall stays, exterior dig" on the quote, and the weeks of May 5 and May 19 are held on the crew schedule until then.

What your team gets

  • Open quotes called on your schedule
  • Scope questions answered from the quote itself
  • Crew weeks held while a homeowner decides
  • Signing calls booked with the estimator
  • A reason recorded on every lost quote
Set up with you: The team sets up a connection to your quotes and crew schedule in Jobber, JobNimbus or AccuLynx, and sets with you the wait after a quote, how many calls, and how long a crew week is held.

Questions

Will it match a competitor's price?

No. It reads your quote. A homeowner with another quote is booked with your estimator.

Does it explain the warranty?

It reads the warranty as it's written on the quote. Details beyond that go to the estimator.

When does it call back someone waiting for rain?

On the date they choose, or after the next heavy rain if you set it up that way.

Hear it on your phone

Request a demo call and the agent phones you, set up for foundation and waterproofing like yours.

Get a demo call