ZIV.CONSTRUCTION · your process

Here's what you do, and what the system handles.

Two helpers run in the background. You handle the in-person work and the quote. Six buttons on your screen tell the system what just happened — that's the whole job.

The two helpers

Helper #1

The Greeter

Runs before you ever meet the customer. Greets new leads, books the estimate on your calendar, sends reminders. Also turns away anyone outside your service area or asking for work you don't do — they never hit your screen.

Helper #2

The Booking Helper

Kicks in the moment you tap "Quote Sent." Waits 5 days, sends one soft check-in text, then drops whatever the customer replies into your Reply to This Contact inbox. Never argues, never closes. That part's yours.

The split

You do

Drive to the house. Walk the space. Write the quote with your numbers. Call back when they have questions. Send the contract. Close the deal.

The system does

Greets the lead. Filters out the obvious no's. Books the estimate. Sends reminders. Waits 5 days after the quote. Texts a soft check-in. Drops every reply into your inbox.

Your six buttons

Quote Sent The Booking Helper wakes up. Waits 5 days, then texts the customer asking if they have questions.
Signed Only tap after the contract is signed AND the deposit is in. Customer gets the receipt. Your crew lead gets a text.
Revision Needed Customer wants a change. Follow-up stops. You get a reminder to send the new quote.
Not Interested Customer said no. Follow-up stops. System checks back in 90 days, just once.
Can't Do This Job When you decide to pass. Polite decline goes out — "we're not the best fit, best of luck." Both helpers stop.
Job Complete A day after the final walkthrough, customer gets a polite ask for a Google review.

When you tap Quote Sent, the app asks one quick thing: did you send it by email, text, or phone? Tap one. Helper follows up the same way. Three seconds.

The Reply to This Contact inbox

Every time a customer replies to the Booking Helper, their message lands in one place — the Reply to This Contact inbox. Their name, what they said, and one tap to text or call them back. That's the part that replaces you having to remember who needs a callback. The inbox holds it until you handle it.

What if something different happens

A lead comes in outside your service area.

Greeter politely turns them away. Never reaches your screen.
The customer wants to reschedule the estimate.

Greeter handles it. Checks your calendar, offers new times, books the one they pick.
The customer asks something the helper isn't sure about.

Helper says "Let me check with Ziv and get right back to you." Drops it in your Reply to This Contact inbox. Never makes up an answer.
The customer wants to push the start date after they've signed.

Comes straight to you. No automation touches anything after a contract's signed.
The customer cancels the job after signing.

Comes straight to you. Refunds and material decisions stay with you.