sagasprint
Loading Saga Sprint...
Solar and home improvement
For installers who lose visits when the first ping is late.
Ad and WhatsApp leads expect a site visit fast. Follow-up cadence closes the install. Own the chase so a visit is booked before they message the next crew.
Visit, quote, and field job on one lead.
How the work moves
- 01Lead
- 02Visit
- 03Quote
- 04Install job
Who works this mix
These apps and this AI Employee sit in the same workspace. Here is what each one is for.
App
Sales
Every enquiry becomes an owned file with a next step.
What they do
- A live pipeline, not a buried chat
- Follow-up with a named owner
- Visits and quotes on the same record
App
Projects
The brief becomes a project the team can see.
What they do
- Work has an owner and a date
- Blockers are visible without a standup
- Delivery stays on the same job as the invoice
App
Finance
Quotes and invoices stay attached to the same work.
What they do
- Bill from the job, not from memory
- See what is unpaid
- Chase sits on the invoice, not in a notebook
AI Sales Employee
Salesforge
Follows up every lead. Never forgets. Keeps your pipeline moving.
What they do
- Reply to new leads within minutes on WhatsApp, email, or forms
- Never drop a follow-up: every lead gets an owner and a next step
- Prepare proposals, quotes, NDAs, and contracts from your templates
- Send commercial documents once you approve them
The mix that does the work
Home improvement is a mix: inbound leads, visit windows, quotes, and field jobs in Projects. That mix is the workspace.
Leads that become visits
A form or WhatsApp is assigned before the address goes cold.
Visit windows the desk can confirm
Address and slot sit on the file. Rebook if they do not confirm.
Quote after the visit
Devis rides the same lead as the site notes.
Install in Projects
Once they say yes, the field job is where the crew already works.
What changes in your day
The first ping happens while the lead is warm
Someone owns the call. The workspace queues the nudge if they ghost.
Visits are confirmed work
Address and window sit on the file, not in a personal chat.
The quote has a trail
What was sent after the visit is on the same lead.
The install is a project
Crew work lives in Projects. This page does not invent a field app.
How the work moves
01
A lead arrives
Ad or WhatsApp is named and assigned.
02
You book the visit
Confirm, rebook, then quote on the same file.
03
Yes becomes a field job
Delivery stays in Projects.
Where it stops
Stops after visit chase and quote. Field jobs stay in Projects.
SagaSprint gives solar and home crews a workspace built around visit chase and the job that follows.
You pick the combination: follow-up, finance, tasks, stock, people, automation, and AI Employees. One workspace. The mix is the product.
Get your field workspace running.