Site visits wasted on unqualified enquiries
A structured enquiry form establishes project type, scope, planning status, budget range and timescale before anyone drives to a site, so visits go to genuine projects.
Industry
Automation for Builders and Construction Firms
Qualify enquiries properly, manage long quote cycles and keep clients updated.
Building work has the longest sales cycle of any trade. An extension enquiry in March may become a signed contract in September, and in between sit surveys, drawings, planning and three competing quotes.
Automation makes that long cycle survivable: enquiries are qualified before they consume a site visit, and clients are kept warm without weekly phone calls.
Challenges
Where the work is lost in this industry
Each of these is handled by a specific part of the Business Flow System platform.
Long quote cycles going cold
Follow-up sequences spaced over weeks — not days — keep your quote present through planning and finance decisions without becoming a nuisance.
Client communication during a build
Weekly automated progress updates and scheduled milestone messages reduce the phone calls asking what is happening on site this week.
Subcontractor and paperwork coordination
Workflow automation issues job packs, chases certificates and insurance documents, and alerts the office when something is missing.
Lead capture
What we capture from every build enquiry
- Project type — extension, renovation, new build or maintenance
- Approximate size and scope
- Planning permission and drawings status
- Budget range and funding position
- Target start date and flexibility
- Site address and access constraints
Outcomes
- Fewer wasted survey visits
- Quotes still live at the point of decision
- Fewer 'what is happening this week' phone calls
- Documentation chased without office time
Example workflows
How the automation runs day to day
Workflows are configured around your services during onboarding, then run without supervision.
Extension enquiry to signed contract
- 1Enquiry submitted with project details
- 2Qualification rules score the project
- 3Survey visit booked automatically for qualified leads
- 4Quote issued and logged against the lead
- 5Long-cycle follow-up sequence begins
- 6Owner alerted at the decision milestone
- 7Contract signed and project record created
Live project communication
- 1Project start confirmed with the client
- 2Weekly progress update scheduled
- 3Milestone messages sent at key stages
- 4Variation requests logged against the project
- 5Completion date communicated in advance
- 6Handover pack issued automatically
- 7Review request and referral prompt sent
FAQ
Frequently asked questions
Questions we are asked most often about builders.
Keep reading
The automation behind this industry
These are the parts of the platform that do the work described above.
- Customer Follow-Up AutomationQuotes chased, enquiries revived and past customers reminded — automatically.Read more
- CRM AutomationA customer record that updates itself as work moves through the business.Read more
- Business Workflow AutomationThe custom automation that connects your tools and removes repetitive admin.Read more
- Email AutomationEvery customer email sent on time, on brand, without being written by hand.Read more
Set up builders automation
Complete the onboarding form and we will configure your workflows around how you already work.