Estimate filter
Qualify the bid before it burns a Saturday walkthrough.
GCs lose days to unqualified walkthroughs: tenants calling for a landlord’s kitchen, jobs outside the service mix, drawings that do not exist. EXCEL asks the filter you already use, then routes.
Separate a real remodel lead from a punch-list call on the same number.
Elliot is a live receptionist demo. This industry is usually a working session first.
Calls a general contractor actually gets
Kitchen/bath remodel
Do you pull permits?
Addition
Can I get a ballpark?
Insurance rebuild
How far out are you booked?
Subcontractor check-in
Subcontractor check-in is a real inbound conversation for a general contractor — captured with your fields, not a generic script.
Inspection window
Inspection window is a real inbound conversation for a general contractor — captured with your fields, not a generic script.
Workflows worth automating in General contractors
Project type → occupied → budget band if you use one → site visit The exits are yours.
Primary path
Project type → occupied → budget band if you use one → site visit
Also: change order
Existing job: address + trade + issue
Scheduling rules
Needs on the board: Site walks; Long production calendars.
Qualification filter
Ask every time: Project type; Decision-maker; Timing; Budget range you approve asking.
How EXCEL could work in a general contractor
Industry knowledge is a starting point. The build follows how this company already operates.
Lead qualification
Unqualified ‘how much to add a kitchen?’ calls
Job vs new-lead routing
Subs and inspectors calling the same line as leads
Site-walk scheduling
Permit questions the AI must not invent
Hypothetical: kitchen remodel inquiry
Illustrative. Not a price per square foot.
We want a kitchen. Can you walk it this week and give a number?
I can see if this matches the jobs we take. Are you the owner, is this a full gut or cabinets and counters, and do you have drawings?
If the company only quotes owners with a defined scope, a tenant call does not take a Saturday slot. That rule is yours.
Nights, weekends, and overflow
Storm damage looking for a GC Overflow and nights use the same knowledge as daytime — It should not invent an answer outside approved knowledge.
What gets configured
- Your meaning of “allowance” — not a generic glossary
- Your meaning of “change order” — not a generic glossary
- Your meaning of “punch list” — not a generic glossary
- Your meaning of “permit” — not a generic glossary
- Intake field: Project type
- Intake field: Decision-maker
- Intake field: Timing
- Hours, service area, and what you do not do
When a person has to take it
Anything missing from approved knowledge. Billing disputes, threats, and conversations you mark human-only.
Plan details live on the pricing page. Current plans are listed there.
EXCEL services that fit General contractors
The EXCEL services that usually fit this kind of work.
- AI Lead Qualification AgentAsks the same qualifying questions every time, scores or routes opportunities using your rules, and keeps incomplete leads from reaching the calendar or the truck.
- AI Scheduling AgentScheduling AI that helps customers request or book appointments using the business’s hours, rules, and connected calendars when those connections are available.
- AI Sales AgentA sales and intake agent that responds to inquiries, gathers information, qualifies opportunities, and keeps leads moving.
- AI ReceptionistA custom AI receptionist that answers calls, handles approved questions, captures leads, routes callers, and supports scheduling around how the business already works.
- AI Follow-Up AgentKeeps quotes, missed calls, and unfinished conversations from dying in a notebook — using the cadence and copy you approve.
AI workflows for this industry
Dedicated service × industry pages — only when the workflow is actually different.
Related industries
Guides for this work
EXCEL implements from Troy, Michigan and remotely for companies across the United States. See markets.
Questions for this industry
Will it give a ballpark price?
Only if you approve ranges. Most GCs capture scope and book a walk.
How would it handle a “kitchen/bath remodel” call?
Using your workflow: Project type → occupied → budget band if you use one → site visit. It should not invent an answer outside approved knowledge.
Can it answer after hours for a general contractor?
After-hours coverage is a typical build. Example from this trade: Storm damage looking for a GC. You decide what is urgent enough to page someone.
Can it help with site walks?
It can always collect a complete request. Live booking happens when a calendar or scheduling system can be securely connected. Rules for site walks and long production calendars are part of the build.
What does it ask before routing a general contractor lead?
You define the list. Typical fields in this catalog: Project type, Decision-maker, Timing, Budget range you approve asking. Unqualified work can still be treated politely.
Does this replace the people at a general contractor?
No. It covers overflow, after hours, and the questions you already answer the same way. Judgment, exceptions, and sensitive conversations stay with people.
Where do General contractors see pricing?
EXCEL publishes Essential, Professional, and Custom plans on the pricing page. Fit depends on workflows, usage, and integrations — scoped in a consultation, not guessed here.
The scarce resource is the walkthrough. Protect it.
Bring the real call types. We will tell you what belongs in an agent and what should stay with people.