Quoting construction services: from prospect to follow-up

Contractors sell construction services, not property units. Keep the client, proposed work, quote and next action together.

A construction company sells its construction services. A property developer or real estate company can be the client, but the contractor is not selling that client's apartment units.

Start with the work

Record who needs the service, which job it belongs to and what work is being requested. Keep the company and decision-maker connected to the opportunity so the next conversation starts with context.

Make the quote part of the record

A quote sets out the proposed work and price. Link it to the job and record its status. The team should be able to see what was sent without searching through separate chats.

Keep the next step visible

• Record the client's questions and the outcome of each conversation.
• Keep visits and follow-up activities with the prospect.
• Set the next action so an unanswered quote does not disappear.

That is the commercial workflow described by SolSoft's ERP for construction companies: prospects, quotes and follow-ups in one place. It is about selling construction services and keeping each sale connected to the job that delivers it.