Zenith for construction
Bid inquiries answered while your team is on site.
Estimators are on a walkthrough and project managers are on a jobsite, so the office line goes to voicemail. Zenith answers it. It qualifies a new project, books the site visit, tells an owner where their project stands, and sends subcontractors and suppliers to the person who handles them.
The calls
Who calls a contractor, and who should get the call.
| Call | What Zenith does | Your team |
|---|---|---|
| A new project inquiry | Asks scope, location, timeline and budget, then books a site visit | The estimator sees a qualified lead |
| An invitation to bid | Takes the bid date and documents link and logs it | Estimating decides whether to bid |
| Where is my project | Gives the status your team has recorded | Nothing, unless they want the PM |
| A subcontractor or supplier | Routes by trade and project to the right PM | The PM takes it with context |
| A billing question | Reads the invoice and balance and transfers | Accounting answers it |
| A problem on site | Transfers to the project's PM at once | The PM handles it |
Inquiry to site visit
From a cold call to a walkthrough on the calendar.
- 01
Answered
On the main line, a tracking number on your site, or a missed call texted back.
- 02
Qualified
Your questions: project type, square footage, timeline, budget, and whether there are drawings.
- 03
Booked
A site visit or bid walkthrough on the estimator's calendar, confirmed by text.
- 04
Handed over
The estimator gets the thread with every answer, and the lead's record in your CRM.
Context
Context from your ERP and CRM.
Open projects
The projects tied to this caller, and their recorded status.
Open bids and estimates
Anything quoted and not yet decided.
Invoices and balance
From the ERP, for the accounting team.
Who owns it
The PM or estimator, so the transfer lands on the right phone.
On its own, and where it stops
Zenith handles the routine. Your people handle the rest.
Zenith qualifies inquiries, books site visits and gives recorded project status on its own. Pricing, change orders, disputes and anything about safety on site go straight to a person.
Zenith answers, routes, books and handles routine questions on its own. Refunds, discounts, complaints, low reviews and campaigns wait for a person, and anyone on your team can take over a conversation at any time.
Your dataThe voice model carries the spoken conversation and nothing else. Your customer records stay in your own database, read only by your own agents.
Start here, keep the foundation
Start with one function. Add the rest without starting over.
Most contractors start with new project inquiries on the main line and the website, since a missed inquiry is a bid never made. The CRM and ERP records Zenith reads are then ready for project status calls and for routing subcontractors and suppliers.
FAQ
Questions, answered plainly.
Will Zenith give a price for a job?
No. It qualifies the project and books the visit. Pricing comes from your estimator.
Where does project status come from?
From what your team records in the systems Zenith reads, such as your CRM or ERP. If a status is out of date, Zenith offers the caller the project manager instead of guessing.
Can calls go to a project manager in the field?
Yes. A transfer can go to any number you set, including a PM's mobile, and the context arrives with it.
How do subcontractors get routed?
By your rules: the trade, the project they name and the line they called. Each goes to the PM or coordinator who owns that relationship.
Do we need new numbers?
No. Keep your numbers and carrier. You can publish separate Zenith numbers on bid sites or your website so you know where each inquiry came from.
Does it work with our project management software?
Zenith reads project and customer records from your CRM and ERP today. A project management system can be connected for your company if that is where status lives; it is set up and checked before calls go live.
Related in Zenith
- Lead responseEvery new lead answered on the channel they used, qualified and booked, day or night.View
- Call routingEvery call sent by the line dialed, the time, who is calling and why.View
- HubSpotContacts, companies and deals read; calls and notes written back to HubSpot.View
- NetSuiteCustomers, open orders, ship dates, invoices and balances from NetSuite.View
- Appointment schedulingAppointments and visits booked into your real calendar or system, confirmed and reminded.View
From Ferrata Labs
- Ferrata in constructionContractors, tenders and site operations.
- Quill, the quoting agentReads every inquiry, prices it against your rules, drafts the quote.
- IndustriesWhich agents apply in each of the six verticals Ferrata serves.
- Book a discovery callThirty minutes on one workflow, and an honest answer on where to start.
Start with Zenith, or talk it through first.
Thirty minutes with Ferrata Labs on how calls and messages reach you today. You leave with a view of where Zenith fits, and an honest answer if something else should come first.
Your menu, your policies, your routing and the way you talk to customers are yours. Zenith is configured to them. You are not fitting your front desk into a template.