Enquiries, quotes and follow-up, set up and managed for you.
Localdesk helps established UK construction contractors capture enquiries, organise their sales pipeline, manage quotations and follow up opportunities using AI and automation. It is a professionally implemented and managed service, built on the GoHighLevel CRM platform.
We set it up for you and manage it. Built by a construction project manager.
Established contractors with work coming in from several directions
Established UK construction and multi-trade contractors with an office and several jobs running at once. Enquiries arrive by phone, email, website and word of mouth, and more than one person handles them.
It is not designed for sole traders working on their own.
Good contractors lose work in the gaps
Calls the office cannot take. Enquiries that sit in one person's inbox. Quotes that go out and are never followed up. None of this is about the quality of your work. It is what happens when enquiries and quotes have no single place to live and nobody owns the follow-up.
Four parts, set up around how your business runs
What each part does, in plain English.
Call answering by Mia
Mia is an AI receptionist. Calls you do not answer are diverted to her from your existing number, where your phone provider allows it. She takes the caller's details and what the job is. Once she is connected during set-up, the call details are added to your sales pipeline as a new enquiry.
If a caller asks, Mia says she is an AI. She does not transfer calls, quote prices or book site visits during the call. More about Mia.
A CRM sales pipeline
Built on the GoHighLevel platform. One pipeline with up to 8 stages, from new enquiry through to won or lost, so enquiries and quotes are tracked in one place. Each opportunity holds the quote value and a follow-up date.
Quotation follow-up
Follow-up dates and automated reminders are set up during onboarding. When a quote is due a follow-up, your team gets a reminder and a follow-up task. Your team decides how to follow up with the customer.
Calendars and reports
Up to 3 calendars, for example for site visits. The platform's own reports are set up once at go-live, so you can see where enquiries and quotes stand. There are no scheduled reports.
What is included
A one-off set-up, then a monthly managed service that includes the platform.
- Up to 8 pipeline stages
- Up to 5 users
- Up to 3 calendars
- Call answering by Mia, with 400 connected call minutes a month included. Additional minutes are charged, and each connected call is rounded up to the next 30 seconds
- Up to 2 hours of changes a month
- 2 weeks of go-live support, including a brief handover walkthrough
- The platform's own reports set up once at go-live
Pricing is set out in a written proposal after your AI Growth Assessment. Full terms are set out in our service agreement.
From a conversation to a managed system
We start by understanding your business, not by selling you a tool.
Free AI Growth Assessment
A 30-minute video call about how you handle enquiries, quotes and follow-up, where the gaps are, and whether Localdesk fits.
Set-up
We set up the pipeline, calendars, reminders and Mia around how your business works.
Go-live
2 weeks of go-live support, including a brief handover walkthrough for your team.
Managed service
Each month the platform is included, and we make up to 2 hours of changes for you.
What this does not do
Being clear about limits is part of the service.
- It does not replace your office team. It works alongside them
- It does not create enquiries. We do not buy leads or run advertising under this service
- Mia does not transfer calls, quote prices, book site visits or promise a call-back time
- Follow-up reminders go to your team. Your team decides how to contact the customer
- Nobody can promise enquiries or jobs
- Any messages your team sends to customers must follow UK marketing and data protection rules
- It is not set up to connect to accounting or job software as standard
We set up and manage business workflow tools. This is not legal, tax, financial or regulated advice.
Honest answers
Do you replace my office team?
No. It works alongside them.
Do I have to learn new software?
Your team uses the pipeline and calendars day to day. We set them up, give a brief handover walkthrough at go-live and make up to 2 hours of changes a month for you.
What does it cost?
Pricing is set out in a written proposal after your AI Growth Assessment.
What if we use more than 400 call minutes in a month?
Additional connected call minutes are charged. Each connected call is rounded up to the next 30 seconds.
Do I need a new phone number for Mia?
Usually not. Calls you do not answer are diverted to Mia from your existing number, where your phone provider and plan allow it.
Does the system chase my customers for me?
Follow-up dates and automated reminders are set up during onboarding, so your team gets a reminder and a follow-up task. Your team decides how to follow up with the customer.
Do you promise results?
No. Nobody can promise enquiries or jobs.
Does it work with my accounting or job software?
Not as standard. Tell us what you use and we will say honestly whether a connection can be set up.
Ready to talk it through?
A free 30-minute AI Growth Assessment on Zoom: how you handle enquiries, quotes and follow-up, where the gaps are, and whether Localdesk fits.