AI implementation and ongoing management

Move more business opportunities to the next step.

Mortise builds and manages inquiry handling, follow-up and sales workflows around the way your company operates.

Two workflows we build and manage
  1. 01Fence & deck
    1. Project inquiry
    2. Answer · qualify · book
    3. Estimate booked
  2. 02Fire protection
    1. Repair quote
    2. Follow up
    3. Customer decision
    4. Hand off
    5. Scheduling

Who we help

Built around your industry.

Each workflow is built around how that kind of business wins work. Choose yours to see what we set up and who it suits.

Fence, gate and deck installers

Fence & deck companies

Help more incoming project inquiries reach an estimate. Call handling, qualification, booking and follow-up configured around your service area and sales process.

  • Call handling
  • Project qualification
  • Estimate booking
  • Follow-up
Explore the fence & deck service

Commercial inspection and repair

Fire protection contractors

Keep outstanding repair quotes moving. Follow up on prepared quotations, capture decisions and hand approved work to your scheduling team.

  • Quote follow-up
  • Decision capture
  • Scheduling handoff
  • Sales handoff
Explore repair quote follow-up

How it works

A working process, from scope to support.

  1. 01

    Find the gap

    Understand the current workflow, opportunity volume and where progress stalls.

  2. 02

    Agree the build

    Define routing rules, systems, responsibilities and measurable acceptance criteria.

  3. 03

    Configure and test

    Connect the agreed tools and test realistic scenarios with the team.

  4. 04

    Launch and manage

    Monitor the scoped workflow and make agreed improvements after launch.

Delivery

A clear owner for your implementation.

Mally leads your project at Mortise, supported by our CTO and development team. We agree what will be built, how it will connect to your tools and what support follows launch.

Project lead
Mally
Build and testing
Our CTO and development team
Agreed up front
What's built, how it connects and the support after launch

Investment

Scoped around your business.

Your implementation price depends on the workflows, locations and connections involved. You receive a clear scope and a breakdown of implementation, ongoing management and usage costs before work starts.

Implementation
The build: configuration, connections and testing
Ongoing management
Monitoring and agreed improvements after launch
Usage
Metered costs that depend on your volume, such as call minutes and messages

For fence & deck companies

What could an improvement be worth?

A scenario calculator for fence, gate and deck installers. Use your own numbers to compare the extra gross profit from booking more estimates with the full cost of implementation, ongoing management and usage.

Built for fence and deck installation work only. It doesn't model fire protection repair quotes.

Your inquiries and jobs

Calls and web inquiries for fence, gate or deck work

Your current rate

Booked estimates that you win

US dollars

After materials and labor

Your scenario

Your assumption, not our estimate. Try several, including lower than today.

With the new workflow in place

Costs

Use figures from a proposal or your own estimate. Blank costs aren't treated as zero.

One-time

Per month

Per month, such as call minutes and messages

Months after launch

How the scenario is calculated
  • Extra booked estimates = inquiries × (scenario rate − today's rate)
  • Extra jobs = extra booked estimates × share of estimates that become jobs
  • Extra gross profit = extra jobs × average job value × gross margin × months
  • Total costs = implementation + (ongoing management + usage) × months
  • Break-even is the scenario rate at which extra gross profit equals total costs

Everything runs in your browser. The numbers you enter aren't sent to us, stored or tracked.

Get started

Start with the process you want to improve.

Prefer to talk it through first? Email Mally atmalachi@usemortise.com.