Build the intake around how UK jobs are qualified
The first record captures postcode and service radius, domestic or commercial context, trade, property or site type, requested timing, available drawings and the customer's preferred contact method. Your team decides which facts are required before a survey or estimate can be booked.
The system can recognise common signals such as emergency repair, planned refurbishment, maintenance contract or tender enquiry. It records uncertainty instead of inventing dimensions, budgets or deadlines that the customer did not provide.
Route the job before the estimator opens the inbox
Each enquiry becomes a structured summary with source, location, scope, urgency, qualification reasons and missing information. Approved rules assign the correct branch, trade or estimator and create a visible next action in your CRM or operations sheet.
Ambiguous, high-value and compliance-sensitive requests stay behind a human review gate. Automatic acknowledgements can confirm receipt, but pricing, contractual promises and unusual scope remain with your team.
Measure an operating queue, not an AI claim
The first dashboard should show new enquiries, requests outside the service area, records awaiting information, survey-ready opportunities, assigned estimators and quotes due for follow-up. That gives the office one operational view across forms and inboxes.
We establish the current capture and hand-off baseline, then compare it after calibration. Response or win-rate improvements are reported only from the contractor's own records; they are not promised before deployment.
Frequently asked questions
Does this replace our website or estimating software?
No. It connects approved forms and mailboxes to the CRM, spreadsheet or estimating hand-off your team already uses.
Can it route by postcode or branch?
Yes. Postcode, service radius, trade and branch rules can be combined, with uncertain locations sent for review.
Will it send quotes automatically?
Not by default. It can prepare records, reminders and drafts; price and contractual approval stay with an authorised person.
Does it work for specialist subcontractors?
Yes. The intake fields and routing rules are calibrated to your scopes, evidence requirements and estimator structure.