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Enterprise Layer Intelligence
Categories/CRM/Build Concierge
Build Concierge

Build Concierge

Founded 2023

Automate trade service booking, customer messaging, job creation, and invoice collection

Pricing model

Demo

You can use Build Concierge to manage customer communication and automate back-office operations for trade and service businesses. It brings calls, emails, text messages, and WhatsApp conversations into a single shared inbox with automatic call summaries. The system creates jobs automatically from incoming enquiries or spreadsheets, schedules technician visits, and dispatches job confirmations. You can also generate branded quotes, accept digital approvals, collect instant payments online, and send automated invoice reminders to eliminate repetitive administrative paperwork across your entire service team.

What Build Concierge does

Import job lists from spreadsheets to create work ordersGenerate automatic call summaries from customer phone conversationsSend automated appointment reminder text messages to customersCreate and dispatch digital invoices with payment linksSync customer records between field service tools and CRM systemsTrack response times and technician bookings on live dashboardsConsolidates calls, emails, SMS, and WhatsApp messages into a unified timelineGenerates automatic text summaries for every recorded phone callCreates and assigns jobs automatically from customer messages or uploaded spreadsheetsSends instant confirmation messages and reminders to clients via SMS and emailBuilds branded quotes and handles digital customer approvalsGenerates invoices and collects online payments via payment linksSyncs job and customer details directly with accounting and CRM systems

Pricing breakdown

Pricing model: Book a demo

Frequently asked

HubSpotHubSpotXeroXeroWhatsAppWhatsAppQuickBooksQuickBooksGoogle WorkspaceGoogle Workspace

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Build Concierge, trade business automation, job booking, automated invoicing, customer messaging, WhatsApp integration, work order automation, field service, call summaries, CRM integration, dispatch automation, quote to cash, trades admin, service businesses, payment links, job management