Extensions and renovations
Collect what the customer wants to change, the type of property and whether they are at the idea, drawing or quotation stage.
Monty for Builders
Keep the site moving. Keep new enquiries coming.
A new project often starts with a phone call while you’re already on someone else’s. Monty captures the outline of the work, the location and the customer’s timescale, ready for you to review after the day’s jobs.
The calls that make up your day
Collect what the customer wants to change, the type of property and whether they are at the idea, drawing or quotation stage.
Take enquiries about repairs, alterations and finishing work, with location and access details to help you decide whether the job fits.
Keep messages from clients and suppliers together with the site or project reference, so you know which job a callback concerns.
Less piecing things together
Set up Monty to ask the questions that matter to your business. A useful first conversation can cover:
Review the call summary, decide what needs attention and follow up with the customer. The enquiry stays together, ready when you are.
Monty takes the first conversation. You bring the experience that moves the work forward.
A receptionist that knows your business
Give Monty your working area, project types and the information you need before arranging a site visit. Add your approach to quoting and any business hours you want shared. Estimates, technical advice and commitments about starting work remain decisions for your building team.
A few things you might be wondering
Yes. Include the project-stage questions you want in your receptionist’s instructions, such as whether drawings are available and when the customer hopes to start. You can request the documents when you follow up.
Monty can take the project details and preferred times for a conversation or visit. You review the request before committing to a site appointment or quoting for the work.
Configure Monty to ask for the caller’s name, the relevant site or project and the message. This gives you context for calls about work already underway as well as new opportunities.
You can route calls from your existing business number to Monty using call forwarding. Availability and forwarding charges depend on your phone provider. Follow the setup guidance in the app and test the route before relying on it for customer calls.
Open Monty to review call activity, summaries and customer details, then decide what needs a reply or follow-up. You can use Monty in your browser; the iPhone app is coming soon.
A little help with the everyday
Set up Monty with your business details, choose how to handle your calls and try your receptionist.