AI Sales Automation for Pergola & Patio Builders
Winthespringrush withoutdroppingalead.
AI that replies to every pergola, patio and outdoor living inquiry instantly, books the site measure, follows up every design and quote, and keeps winter leads warm until build season.
Not ready to talk? Score yourself in 2 minutes
- Late winterHomeowner fills in your “design my pergola” form on a Sunday night.
- +1 minuteThey get a reply asking for a photo of the backyard and offering measure times.
- That weekMeasure done. A 3D design and quote arrive with two size options.
- +3 daysFollow-up answers their permit question and shows a lighting and fan package.
- +10 daysReminder that spring build slots are filling. They sign with the lighting add-on.
- Jobber
- ServiceM8
- Housecall Pro
- HubSpot
- Pipedrive
- Design and quoting tools
- Jobber
- ServiceM8
- Housecall Pro
- HubSpot
- Pipedrive
- Design and quoting tools
Sound familiar?
The leak01 / 03
01
Everyone wants it by summer
Inquiries pile up in spring, the team is out measuring and building, and new leads wait days for a reply. By then they’ve booked someone else.
The leak02 / 03
02
Designs go out, then silence
You send a 3D design and a quote. The homeowner shows their partner, has a question about size or permits, and nobody follows up to answer it.
The leak03 / 03
03
Add-ons get forgotten
Lighting, fans, screens, heaters and louvered roofs add real margin, but they only get mentioned if the rep remembers on the day.
Workflows for Pergola & Patio Builders
Each one runs on the software you already use, or as custom code you own.
Instant reply and measure booking
Every inquiry gets a reply in under a minute that asks for a photo of the space and offers site measure times on your calendar.
Design and quote follow-up
Each design gets a recap, answers to the usual size, material and permit questions, and check-ins until you get a yes or a no.
Add-on offers
Every quote and signed job gets a short, visual offer for lighting, fans, screens and heaters, so upgrades don’t depend on memory.
Off-season nurture
Leads who aren’t ready get build-slot updates and recent projects through the quiet months, so you start spring with a full calendar.
Build updates and reviews
Deposit, permit and install updates go out automatically, then a review request with photos once the job is finished.
See how each workflow works
One lead, start to finish.
An example journey. Timing and messages are set up around how your business works.
- Late winterHomeowner fills in your “design my pergola” form on a Sunday night.
- +1 minuteThey get a reply asking for a photo of the backyard and offering measure times.
- That weekMeasure done. A 3D design and quote arrive with two size options.
- +3 daysFollow-up answers their permit question and shows a lighting and fan package.
- +10 daysReminder that spring build slots are filling. They sign with the lighting add-on.
- Job completeReview request with before-and-after photos, plus a neighbor referral offer.
No new software to learn.
We build on the tools you already pay for and connect the places your leads already come from. Need something they can’t do? We custom-build it, and you own the code.
Software6 tools
- Jobber
- ServiceM8
- Housecall Pro
- HubSpot
- Pipedrive
- Design and quoting tools
Lead sourcesEvery one answered
- Website design forms
- Instagram and Facebook ads
- Houzz
- Google Ads
- hipages
- Angi
- Home shows
They’re promising Q4. We ship Thursday.
- 01
Free audit
A 15-minute call. We map where your leads and quotes leak today.
- 02
We build it
No six-month project. We ship your first workflow fast, on your existing tools or as custom code you own.
- 03
Runs every month
We watch the numbers and keep improving it. You keep the jobs.
Questions from Pergola & Patio Builders
01Does this cover patio covers, decks and outdoor kitchens too?
Yes. Pergolas, patio covers, louvered roofs, decks, outdoor kitchens and similar outdoor living builds all share the same seasonal rush and long design decisions.
02How do you handle leads in the off-season?
They go into a light nurture sequence with recent builds and build-slot updates. When they reply or click, your team gets an alert to call them.
03Can it help sell more add-ons?
Yes. Add-on offers are built into every quote and signed job, with photos and simple package pricing you set, so upgrades happen on every job, not just some.
04Does it work with my scheduling software?
Yes. We build on top of the tools you already use, such as Jobber, ServiceM8 or HubSpot, so measures and builds stay on your calendar.
05Do I own what you build?
Yes. If we build on your existing tools, the workflows live in your own accounts. If we custom-build, the code lives in your own repository and is yours to keep, and you can change it later yourself with AI coding tools like Claude Code or ChatGPT.
Your team does the selling. AI does the chasing.