Lead Generation
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Lead Generation
AI Sales Agent for Construction
Project enquiries get their scope, timeline and budget gathered, then a site visit lands on the right estimator's calendar.
Project enquiries arrive while estimators and managers are on site, and the first call often just collects basic facts. This edition asks each enquiry about scope, timeline and rough budget, flags permit or zoning questions where relevant, and books a site visit or estimate call with the estimator who covers that type of project. Open quotes get followed up too.
- Scope, timeline and budget gathered before the site visit
- Site visits booked with the estimator for that project type
- Open quotes followed up so decisions keep moving
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Sales Agent for Construction asks a project enquiry about scope, timeline and rough budget, checks basic permit or zoning considerations where relevant, and books a site visit or estimate call with the estimator who covers that type of project. Each enquiry is logged for your estimators.
Why businesses buy it
Construction firms lose work when enquiries wait for someone to get off site, and estimators lose days on visits to projects that were never a fit. This edition handles the first conversation right away, collects what your estimators need and books only suitable visits, so your team spends time on jobs they can win. The written scope covers the channel, the project management and document connections and the Construction workflows before you order, so you know exactly what is delivered.
Problems this solves
Estimators drive to site visits for jobs with no realistic budget
The agent asks each project enquiry about scope, timeline and rough budget before anything is booked. Estimators can see those answers and decide where a site visit is worth it.
Permit or zoning questions surface late in the estimating process
Where relevant, the agent checks basic permit or zoning considerations during the first conversation. Points worth investigating are noted for the estimator ahead of the visit.
Enquiries reach an estimator who does not handle that project type
The Construction workflow template routes each enquiry by project type. The site visit or estimate call is booked with the estimator who covers that kind of work.
A good fit if
Project enquiries come in with vague descriptions, and your team spends the first call just clarifying scope before anyone can talk timeline or budget.
You run different project types, residential and commercial, new build and renovation, and want each one routed to the estimator who actually handles it.
Site visits get booked on the phone today, and you'd rather that happen automatically once an enquiry has real scope, timeline and budget behind it.
Your project management tool already tracks jobs and schedules, and you want qualified enquiries landing there instead of in a shared inbox or voicemail.
Not the right fit if
Your work is closer to ongoing home repair and maintenance jobs than project-based construction with site visits and estimates. See AI Sales Agent for Home Services.
You don't need project-scoping logic and would rather have a general qualifying agent for a simpler sales motion. See the AI Sales Agent, our base build.
You need this running across more than two connected systems or more than six workflows. Add a note at checkout for a written Change Quote.
The build needs to go beyond the listed scope, for example generating full permit applications. Larger or bespoke projects go through the Custom AI request form.
How it works
- We load your project types, the scope questions that matter for each, and the basic permit or zoning considerations your team flags before estimating.
- The agent asks an enquiry what kind of project this is, residential or commercial, new build or renovation, and gathers scope details specific to that type.
- Rough timeline and budget range are gathered in the same conversation, giving the estimator a real starting point instead of a one-line description.
- Basic permit or zoning questions relevant to the project type are checked and flagged where your playbook says they matter, without attempting to give legal guidance.
- Once scope, timeline and budget are gathered, the agent books a site visit or estimate call with the estimator who covers that project type.
- The full enquiry, scope, budget range, timeline and any permit flags, is logged in your project management tool before the estimator's first visit.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin access to your project management tool and document storage, with sandbox or test records if available.
- Your project types, the scope questions specific to each, and the permit or zoning basics your team checks.
- Ten real enquiry conversations or emails so tone matches how your best estimators actually scope a new project.
- The names of estimators and which project types or regions each one covers.
- Your business information (company basics, hours and brand voice), shared during intake.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never sent by email.
- One decision-maker who can confirm scope questions and routing rules before we build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your project types, scope questions and estimator routing confirmed.
Weeks 1–2
Project-scoping and permit-flagging logic built against your project types and playbook.
Week 3
Project management tool and document storage connected, with site visits routed to the right estimator.
Weeks 3–4
50 documented test scenarios run against real project enquiries, with results sent to you.
Week 4
Your review and two rounds of changes to scope questions or routing rules.
Go-live
Live, recorded handoff session, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The AI Sales Agent configured on one channel and connected to your CRM and estimators' calendars
- A Construction intent library and workflow templates for project qualification and routing
- A test report covering 50 construction enquiry scenarios
- An admin guide and recorded handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can reduce site visits that lead nowhere.
- Helps estimators arrive better prepared.
- Site visits that lead to a quote
- From your CRM, compare quotes issued with site visits booked for the quarter before launch and the quarter after.
- Enquiries reassigned between estimators
- Count enquiries passed to a different estimator after booking, comparing matching months.
- Enquiry-to-site-visit time
- Compare enquiry and booking dates in your CRM, averaged before and after launch.
Before you start: List last quarter's site visits and note which became quotes. Record how enquiries are currently routed to estimators.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay once for the build. Running it costs roughly $50 to $250 a month in AI model usage and hosting, on top of your existing project management and document storage plans. Because enquiries are usually a handful of structured questions rather than long conversations, usage tends to sit toward the lower end of that range.
AI usage during build and testing is billed to your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
For construction firms, monthly maintenance covers monitoring, fixes and change hours for new project types, updated scope questions or seasonal permit rules. It starts after the 30 days of included support and can be cancelled any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A contractor lead-gen tool charges per lead or per month | A custom agency quotes after discovery calls, often for months of work | Ours is one fixed price, shown before you buy |
| Scope gathering | A lead-gen form captures a short project description at best | An agency build depends on what was agreed | Ours asks the follow-up questions an estimator actually needs |
| Routing | Most lead-gen tools send every enquiry to one inbox | An agency build depends on what was agreed | Ours routes each project type to the estimator who covers it |
| Delivery | A contractor lead-gen tool needs weeks of internal setup | An agency usually takes several months for a comparable scope | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
What does the AI Sales Agent for Construction cost, and what's included?
One fixed price, shown next to this page before you order, covers the full build: project-scoping conversation logic, permit flagging and estimator routing. It also includes 50 test scenarios, two rounds of changes and a recorded 60-minute handoff session before launch. Express and rush delivery are available at a set uplift if a busy season is close.
Can the AI Sales Agent for Construction tell whether a project needs a permit?
It flags the permit and zoning basics your playbook says matter for that project type, but it doesn't give legal or regulatory guidance beyond that. Anything requiring a real determination is left for your estimator to confirm on the site visit, which keeps the agent honest about where its judgment ends.
How does the AI Sales Agent for Construction handle different project types?
It asks upfront whether a project is residential or commercial, new build or renovation, and adjusts its scope questions to match, rather than using the same generic form for every enquiry. That distinction is also what decides which estimator the agent routes the enquiry to once scope, timeline and budget are gathered.
What should we budget monthly to run the AI Sales Agent for Construction?
Roughly $50 to $250 a month in AI model usage and hosting, on top of your existing project management and document storage plans, billed to your own accounts. Because most enquiries are a handful of structured questions rather than long conversations, usage for most construction teams sits toward the lower end of that range.
What does an estimator see when the AI Sales Agent for Construction books a site visit?
The project type, scope details, rough budget and timeline, and any permit flags, all logged in your project management tool before the visit. The estimator arrives already knowing what the project involves, instead of using the site visit itself to gather the basics that should have been collected beforehand.
Can we update project types or scope questions after the AI Sales Agent for Construction launches?
Yes. Two rounds of changes are included before launch, and monthly maintenance covers new project types or updated scope questions once you're live, which matters as your business takes on new kinds of work. Larger changes are scoped separately as a Change Quote.
Who owns the project details captured by the AI Sales Agent for Construction?
You do. It runs inside your own project management and document storage accounts, so every enquiry, scope detail and booked visit stays in your systems, not tied to a platform we control. None of it is retained separately by us once the build is delivered, tested and running live.
Stop scoping projects twice, once on the phone and once on site.
Order AI Sales Agent for Construction and project enquiries arrive scoped, with site visits booked for the right estimator.
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