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Win work

Turn more opportunities into profitable work.

Calls, web leads, texts, estimates, pricing, proposals, and follow-up all move through the same pipeline — with AI handling the repetitive work between them.

Pipeline — this week 24 open · $412K
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Hope qualified 9 of 11 inbound calls and booked 6 estimates without a callback.
The leak

Before you buy more leads, stop losing the ones you already have.

The problem usually isn't lead generation. It's what happens after the lead arrives.

The typical process
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One record
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Capture

Every opportunity enters the same system.

Call, form, text, or online booking — the opportunity lands in the same operating record.

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Connected intake New opportunity
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Customer Property Opportunity
AI voice

The phone gets answered. The work keeps moving.

Hope is an AI agent working inside syteOn — not a voicemail box and not a call center.

First ring → booked estimate
1m 48s
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While another lead waits for a callback, syteOn is already moving the opportunity forward. Times shown are demo tenant data.

Live intake Hope · 1m 48s
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Transcript

Customer: We need to rebuild the deck behind the house.

Hope: Absolutely. Let me check whether we service your property and find an estimate time.

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Estimate booked with David R. — Thursday 9:30 AM.
What Hope does on the call
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You stay in control

AI handles the repetitive work. Your team handles the decisions that matter.

syteOn automates
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Your team decides
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CRM

Not another list of contacts.

Customers, properties, conversations, opportunities, estimates, proposals, and jobs stay connected. The whole relationship reads in one place.

Marie Whitfield
Customer since 2026 · 4418 Barrington Rd
Active
Opportunities
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Communication
3 calls · 8 texts · 2 emails
Documents
Site photos · Proposal · Signed contract
Scheduling

Book the estimate someone can actually make.

syteOn checks service area, skill, calendar, buffers, travel time, and capacity — then recommends. Your dispatcher approves.

Whitfield — Deck rebuild Zone North · on-site estimate Matching estimators
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Recommended David R. · Thursday 9:30 AM
AI Recommended Dispatcher Approved
Estimate

Price from your system. Not from memory.

Built from your catalog: assemblies, labor, materials, equipment, production rates, overhead, margin.

Deck Rebuild 320 SF composite
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Sell price $16,420
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Different estimator. Same pricing logic.
Company standard
Material · Labor · Equipment · Overhead · Margin
Estimator adjustment
Site access · Complexity · Waste · Special conditions
Proposals

Turn the estimate into something the customer can approve.

Scope, options, terms, price, deposit, and signature — built from the estimate, not retyped.

Proposal v3 — Whitfield Signed
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Scope Allowances Terms Schedule Deposit
Proposal activity
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AI assistance AI Drafted
Less time writing. More time selling.

AI drafts scope, option summaries, and customer-facing explanations, and reads RFP and RFI documents where they apply. Nothing goes out unreviewed.

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Follow-up

No proposal should disappear because someone forgot to follow up.

You set the cadence, the channels, the handoff, and the stop conditions.

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Customer replied

"Can we change the railing option?"

Opportunity Reopened
Proposal v4 revised — railing upgrade
Next action David to call — today 4:00 PM
Pipeline

Know exactly where your next jobs stand.

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Figures shown are demo tenant data.
Know what's working

Follow the lead source all the way to revenue.

Not clicks and form fills — source to lead to estimate to proposal to won job to revenue.

Source Leads Estimates Jobs Revenue
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Ad platform and analytics sources are connected integrations. Figures shown are demo tenant data.
The complete flow

From the call to the project — one continuous record.

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Won job created and ready for operations
Same job. No re-entry.
Explore Plan Work

One sales system instead of six disconnected ones.

Consolidate the systems syteOn can own while keeping the integrations your operation still needs.

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syteOn
Win Work

What each person gets.

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See how syteOn would handle your next lead.

Walk through your actual intake, service areas, estimator capacity, pricing workflow, and proposal process inside syteOn.

Book a Walkthrough Explore Plan Work