Industries / Construction / trades

More jobs signed, less time in the office.

For construction companies and tradespeople from 1 to 50 people: no enquiry lost while you’re on site, quotes followed up, and lighter admin.

Book a scoping callSee the use cases
01 / Day-to-day for trades

Customers who leave while you’re up on the roof

"When I’m on site, I don’t pick up. By evening I have six missed calls and no time to call them all back."

A customer who gets no answer calls the next tradesperson.

"Enquiries come by phone, email, the website, and lead platforms. One always slips through."

Without a single entry point, some enquiries are never handled.

"I send quotes, then hear nothing. I never think to follow up."

Some unsigned quotes would have been signed with a simple follow-up.

"My evenings and weekends go on quotes, invoices, and chasing unpaid bills."

Admin time is taken from the job site or from personal life.

02 / Use cases

What we set up in a construction business

01Capture & follow up

Stop losing missed calls

Situation

On site, hands full, you can’t answer. Missed calls pile up and callbacks happen late, if at all.

What Heralink sets up

  • Text message sent right after a missed call, with a link to describe the request.
  • Request qualification: type of work, address, urgency, availability.
  • Clear summary sent to the tradesperson, with requests ranked by priority.
  • Callback scheduled at a convenient time, without interrupting the job.
Expected result

Every missed call gets a reply within a minute, and you call back already knowing what it’s about.

Missed calls — today
10:42 · Water heater leakUrgent
Request qualified · priority callback
13:15 · Bathroom renovationQuote
Photos received · site visit to schedule
16:30 · Small repairInfo
Reply sent · time slot offered
02Capture & follow up

Centralize and qualify quote requests

Situation

Requests come by phone, email, the website, and lead platforms. Details are incomplete and you have to call back to ask for everything again.

What Heralink sets up

  • A single entry point for every request, whatever the channel.
  • Collection of key details: type of work, area, photos, address, timeline, budget.
  • Sorting by your service area and trades.
  • Booking of the technical site visit, when needed.
Expected result

You prepare quotes with all the information, without follow-up calls to fill the gaps.

Quote requests — to handle
Website · Loft insulation 60 m²Complete
Photos and address received · visit offered
Platform · Tiling2/4
Area and timeline requested
Email · House extensionOut of area
Reply sent
03Capture & follow up

Follow up on sent quotes

Situation

Quotes go out, then silence. Nobody tracks pending quotes, and some expire without the customer being contacted again.

What Heralink sets up

  • Scheduled follow-ups after sending, in your company’s tone.
  • Tracking of pending, accepted, and declined quotes in one table.
  • Alert before a quote expires.
  • Reason collected when declined, to adjust future offers.
Expected result

No forgotten quote, and a clear view of what’s in progress.

Pending quotes
Kitchen renovation · €14,800D+7
2nd follow-up sent · customer opened the quote
Facade restoration · €9,200Expires D+3
Alert · call recommended
Window replacement · €6,300Accepted
Deposit to request
04Automate

Lighten the admin work

Situation

Quotes, site reports, invoices, chasing unpaid bills: office work happens in the evening and at weekends.

What Heralink sets up

  • Quotes drafted from your templates and price library, approved by you.
  • Site reports written from voice notes and photos.
  • Invoice tracking and graduated payment reminders.
  • Connection with your quoting-invoicing software and accounting.
Expected result

Fewer hours in the office, invoices paid sooner.

Admin — this week
Draft quote · BathroomTo approve
Prepared from the "renovation" template
Site report · Dupont jobReady
Generated from 3 voice notes and 8 photos
Invoice F-2026-118D+30
Reminder sent to customer
03 / The streamlined journey

From first call to signed job, without gaps

  1. 01
    Call or enquiry
  2. 02
    Qualification
  3. 03
    Site visit
  4. 04
    Quote
  5. 05
    Follow-up
  6. 06
    Job signed
04 / Your tools

We integrate the solution into your existing environment rather than imposing a new tool.

  • Quoting-invoicing software
  • Telephony
  • SMS
  • Company website
  • Lead platforms
  • Calendar
  • Email
  • Accounting
05 / FAQ

Frequently asked questions

Yes. Sole tradespeople are often the ones who lose the most enquiries, because they can’t pick up. The setup is sized to your activity during the scoping call.

Let’s identify what will win you the most jobs.

A free 30-minute scoping call to review your enquiries, quotes, and admin.

Book a scoping call