AI TOOL PROFILE
Build Concierge: Customer Engagement Software for Trades
- Operations
- Workflow Automation
- Electrical contractors
- Heating and plumbing services
- Pest control companies
- Cleaning service providers
- Drainage specialists
- Field service business owners
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Electrical contractors, Heating and plumbing services, Pest control companies, Cleaning service providers, Drainage specialists
- Key use cases
- Lead Capture and Response, Administrative Workflow Automation, Payment Collection, CRM Data Synchronization
- Integrations
- HubSpot, Xero, WhatsApp, BigChange, Quickbooks
- Official website
- Visit Build Concierge official website
How AI is used
Build Concierge is a customer engagement platform designed for service-based trades, including electrical, heating, pest control, and cleaning businesses. The tool centralizes various communication channels into a single inbox and uses AI to help manage customer interactions and administrative tasks.
For business owners, the platform supports workflows from lead capture to payment. It is designed to help with job creation, appointment booking, and invoicing, which may reduce the manual admin work required by back-office teams.
Buyers should confirm how the tool fits into their current software stack, as it is designed to sync with existing CRMs and ERPs. The platform also provides performance dashboards to track response times and productivity metrics.
The company holds ISO 27001 and ISO 9001 certifications for its systems and data security.
Key Features
Consolidated Smart Inbox
Unifies WhatsApp, SMS, phone calls, email, and webchat into a single interface for managing customer conversations.
Workflow Builder
Supports the automation of tasks such as extracting data from emails, creating jobs from client portals, and assigning SLAs.
Quote-to-Cash Automation
Supports the creation of branded quotes, digital approvals, and the use of instant payment links.
Automated Job Management
Helps automate the creation, assignment, and status updating of service jobs.
Performance Dashboards
Provides tracking of productivity, revenue, and response times in real time.
Automated Invoicing
Supports the automatic sending of invoices, payment reminders, and feedback requests.
Use Cases
Lead Capture and Response
Responding to leads from websites, WhatsApp, or trade marketplaces like Checkatrade and Bark.
Administrative Workflow Automation
Converting work orders into schedulable jobs and extracting enquiry details from incoming documents.
Payment Collection
Using branded quotes and instant payment links to manage the transition from a quote to a paid invoice.
CRM Data Synchronization
Syncing customer interactions and job data to a CRM to help avoid double-keying information.
Integrations
- HubSpot
- Xero
- BigChange
- Quickbooks
- Checkatrade
- Gsuite
FAQ
What does Build Concierge do?
- It is a platform that brings customer communications from email, text, WhatsApp, and calls into one inbox and supports the automation of administrative tasks like job creation and invoicing.
Which trades is this software designed for?
- It is designed for service businesses including electrical, drainage, heating, pest control, and cleaning services.
Does Build Concierge integrate with other tools?
- Yes, it supports integrations with HubSpot, Xero, WhatsApp, BigChange, Quickbooks, Checkatrade, and Gsuite.
How is the software's security handled?
- The platform is ISO 27001 and ISO 9001 certified and uses encrypted systems to protect business data.
Source category: Operations
Source subcategory: Workflow Automation
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