Outreach

AI Follow-Up Engine for Construction

Quotes, enquiries and subcontractor documents that went quiet get a follow-up tied to the project they concern.

Quotes and tenders go out, then sit unanswered while estimators move on to the next job. This edition follows up with clients, developers and main contractors about the specific project, quote or survey request, using the history in your project tool or CRM. It also chases subcontractors for outstanding documents, so paperwork stops holding up work on site.

  • Submitted quotes and tenders followed up by project name
  • Site survey requests and pending decisions kept moving
  • Subcontractor documents chased before they delay work on site
$4,900 20–30 working days Optional maintenance $249/mo
A wrench, stacked boxes, a ruler and a small pennant in isometric view, standing for a project's open items chased to done.

What it is

AI Follow-Up Engine for Construction follows up with clients who went quiet after an enquiry or a quote, and with subcontractors who owe a document or a site update. It reads project history from your project management tool or CRM before writing. Each follow-up is logged on the project record.

Why businesses buy it

Construction bids take real effort to price, and a quote that goes quiet is work you have already paid for. Estimators rarely have time to chase every one, and a generic check-in rarely earns a reply from a busy developer. This edition keeps follow-up steady and specific, so decisions come back sooner and fewer jobs are lost to silence. The written scope sets out the channel, the connected systems and the Construction workflows before you order, so nothing about the build is open-ended.

Problems this solves

Tenders and quotes go out and the client goes quiet

The engine reads quote and project history in your project management tool or CRM. It follows up about that specific bid, using quote-stage rules suited to slower construction decisions.

Subcontractors are late sending documents and site updates you need

Construction sequences include reminders to subcontractors about the document or update they owe. Each reminder is logged on the project record, so the team can see what is still outstanding.

Estimators spend evenings chasing replies instead of pricing new work

Routine follow-ups run on one channel within your approval rules. Estimators step in only when a client responds, with the full thread already on the project record.

Nobody can see which bids are still live

Every follow-up and response is written to the project record. Business development leads can see which quotes are active, which went cold and what was last said.

Scope card SKU UPM-I0116

AI Follow-Up Engine for Construction

Everything this build includes, written down before you pay. Choose a delivery speed and any add-ons, then add it to your cart.

$4,900 one-time build price
1. Choose your delivery speed

Delivery times are in working days (Monday to Friday) and start once your intake is complete. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.

What is included

Channel
1 channel
Integrations
Up to 2 systems with read and write access
Knowledge
Up to 100 documents
Workflows
Up to 6 workflows with your approval rules; includes the Construction follow-up sequence template
Languages
1
Testing
50 documented test scenarios
Revisions
2 rounds
Handoff
1 × 60-min handoff session (recorded)
Support
30 days after launch

A good fit if

Quotes go out after a site visit and then sit unanswered while estimators move on to the next job.
Subcontractors are slow to return documents, and someone in the office spends hours chasing each one.
Clients waiting on a site update go quiet, and the relationship cools before the next stage is agreed.
Projects are tracked in a project management tool or CRM, with documents kept in shared storage.

Not the right fit if

You need quotes and proposals written, not chased afterwards. See AI Proposal System for Construction.
You need data pulled out of incoming project documents. See AI Document Extraction for Construction.
You need new enquiries qualified on arrival rather than revived later. See AI Lead Qualification Agent for Construction.
You want routine office and site requests handled day to day. See AI Operations Assistant for Construction.

How it works

  1. Each follow-up type has its own clock. An unanswered quote, an enquiry that stalled at qualification and an overdue subcontractor document can wait different lengths of time.
  2. The project record comes first. The engine reads stage, contact, quoted scope and earlier messages from your project management tool or CRM.
  3. Wording fits who is reading. The Construction intent library separates client language from subcontractor language, refined with your sample emails.
  4. The workflow template covers enquiry qualification, quote preparation, site updates and document control.
  5. Anything contractual waits for a person. Variations, pricing changes and disputes go to the project manager you name.
  6. Every reply and outcome is written back to the project record, so site and office teams see the same history.

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 or API access to your project management tool or CRM, and to document storage if document status should be read.
  • Rules for chasing quotes, enquiries and subcontractor documents, including when to stop.
  • Construction-specific policies, standard terms and the documents each subcontractor must supply.
  • Ten real client or subcontractor emails showing how your team writes.
  • The project manager or estimator who approves anything outside the rules.
  • Admin access or API keys for each connected system.
  • One decision-maker for approvals.
  • 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 checked, chasing rules set for clients and subcontractors.
Weeks 1–2 Construction template built for quotes, site updates and document control.
Week 3 Project tool or CRM and the channel connected, write-back tested.
Weeks 3–4 50 client and subcontractor scenarios run and reported.
Week 4 Two rounds of revisions after your review.
Go-live Live, recorded handoff session, then 30 days of support.
Delivery options, in working days (Monday to Friday) from completed intake. They can extend because of national or public holidays, technical issues outside our control (such as platform outages, third-party changes, account approvals or access delays), or natural disasters and other events beyond our control. If a delay happens, we tell you in writing with a new date.
OptionDelivery timePrice
Standard20–30 working days$4,900
Express15–25 working days$5,750
Rush10–20 working days$6,600

What you receive at handover

  • The engine set up on one channel and linked to your project management tool or CRM (up to two systems)
  • Construction follow-up sequences and quote-stage rules, built from the Construction template
  • A test report covering 50 construction scenarios
  • Admin guide and the recorded 60-minute handoff session
  • 30 days of post-launch support

Expected benefits and how to measure them

  • Can keep more bids in conversation until the client decides.
  • Makes it easier to collect subcontractor paperwork without constant phone calls.
Bid win rate
From your CRM or project tool, compare quotes won against quotes issued for the quarter before launch and the quarter after.
Quotes with a client response
Count quotes that received any reply, using logged activity, for matching periods before and after launch.
Wait for subcontractor documents
Compare request and receipt dates on project records for documents chased before launch and after.

Before you start: List your open quotes and tenders with their issue dates and current status. Note which subcontractor documents are overdue and how long they have been waiting.

These are things to track, not promised results. Outcomes depend on your data, your team and your market.

Running costs

One payment covers the build. Day to day it costs roughly $50 to $250 a month for AI model usage and hosting, billed to your own accounts, on top of your project management or CRM plan. More live quotes and subcontractor packages under review push it toward the higher figure.

AI usage in the build and test phase is billed the same way.

Ask about running costs

Custom requirements

Need WhatsApp as a second channel, document storage connected as a third system, or more than six workflows across divisions? Note it at checkout and a written Change Quote arrives.

Request a custom version

Keep it running

Monthly maintenance for this edition covers monitoring, fixes and change hours for things such as new document checklists or quote rules.

$249/mo (the minimum fee, includes 2 change hours)

Optional. Starts after the post-launch support period. Cancel any month.

How maintenance works

How this compares

Do it yourself with a SaaS toolHire a custom agencyUpmark Labs
Price A construction CRM bills per user each month A bid-support consultant bills for their time Ours is one fixed price, shown before you buy
Quote chasing A task reminder tells someone to call Depends on the consultant's availability Ours drafts the follow-up from the quote and project record itself
Subcontractors Document chasing is usually a manual checklist Rarely covered at all Ours chases outstanding subcontractor documents by name
Delivery Quick to license, slow to configure Set per engagement Ours has a fixed delivery time shown before you buy, with faster options

Questions about this product

Can AI Follow-Up Engine for Construction chase subcontractors for documents?

Yes. Document control is one of the workflows in the Construction template. You list the documents each subcontractor must supply, and when one is overdue past your threshold the engine follows up naming that document and project, then stops at the limit you set and flags it to the project manager.

Does AI Follow-Up Engine for Construction follow up on quotes after a site visit?

Yes. Quote preparation and enquiry qualification are both in the template, so a quote with no response gets a follow-up that refers to the project and the scope quoted. Price changes, variations or negotiation are held for the estimator or project manager you name, with the history attached.

Which systems can AI Follow-Up Engine for Construction connect to?

Two systems with read and write access, chosen from your stack, for example a project management tool or CRM such as HubSpot, plus document storage, email or WhatsApp. If you need three connected, such as a project tool, document storage and WhatsApp together, the third is quoted as a Change Quote.

What does the Construction edition cost, and how fast is delivery?

The fixed price, the standard delivery time and the express and rush options are shown next to this page before you order. Intake items, such as project tool access and your follow-up rules, are due within 72 hours of ordering, and each late day moves delivery by 3 working days. There are no per-message fees from us.

Can AI Follow-Up Engine for Construction send clients site updates?

It can follow up on them. Site updates are in the workflow template, so a client waiting on progress news can receive a message drawn from what your team has recorded in the project tool. It does not invent progress: if nothing has been recorded, the message is held for the project manager.

Who owns the project records AI Follow-Up Engine for Construction writes to?

Your business does. Follow-ups, replies and outcomes are written into your own project management tool or CRM, and AI model usage runs on accounts in your name. There is no ongoing license from us, only optional monthly maintenance if you want changes made for you.

Stop quotes and paperwork going cold between site visits.

Order AI Follow-Up Engine for Construction and quotes, survey requests and subcontractor paperwork stop going cold between site visits.

Works well with

Box, briefcase and an empty brass frame shape, showing a client proposal drafted and ready for review.
Professional Services

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Produces proposals, SOWs and pricing from discovery notes and templates.

From $5,400 Delivery in 20–30 working days
Calendar page, box of slips and a folder stacked together, standing for fields pulled from mixed document types.
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Extracts structured data from documents into your systems.

From $3,900 Delivery in 20–30 working days
A clipboard, ruler and dial gauge on a desk, showing a lead being measured against set criteria.
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From $3,900 Delivery in 20–30 working days
Staging copy for testing. Not the live site; payments are in PayPal sandbox and every email goes to the team.