Machine time competes with calls
The owner is operating or coordinating equipment while the next customer needs to explain a project.
Backed byProject Intake & Customer Follow-Up for Excavation Contractors Excavation briefs,
Project Intake & Customer Follow-Up for Excavation Contractors Excavation briefs,
clearly organized.
Keep excavation and grading inquiries ready for site review. Zweelie connects project descriptions, site plans, access contacts, and estimator callbacks.
Customer work for excavation & grading contractors
Zweelie helps excavation and grading businesses organize requests before committing equipment or a site visit. A customer may have a plan, a rough description of the work, and a different person coordinating access. Keep those pieces with the opportunity so the estimator can clarify the job without treating an inquiry as permission to start digging.
Built around the work of: excavation business owners, grading contractor estimators, earthworks office coordinators.
When a request gets lost, the work can follow.
The customer communication problems that excavation & grading contractors need to solve.
What's at stake
The site brief is fragmented
Drawings, access restrictions, and the site contact are supplied by different people in different conversations.
Early dates become expectations
A customer's desired start date circulates before scope, prerequisites, or availability have been checked.
From the first inquiry to an owned next step
Example workflow for excavation & grading contractors; your staff confirm scope, timing, and any professional decisions.
Collect the earthworks inquiry
Capture the property, requested excavation or grading work, available plans, and the customer's preferred timeframe.
Prepare the estimator's review
Keep customer-supplied documents and access notes with the opportunity. Assign a person to inspect the site and verify prerequisites through your established process.
Follow up before committing work
Record the questions still open and the staff-confirmed next conversation. Keep agreed payment activity connected once the scope has been approved.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
We're preparing an addition and need an excavation quote. Can I send the site plan?
Thanks, Everett. Taylor will follow up with you.
Addition excavation estimateAssigned to Taylor Brooks
Thanks, that works for me.
Taylor has your request.
EH
Everett Hayes
1 call
Everett uploaded the addition site plan. The estimator will review access, scope, and required site checks.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Addition excavation estimate
Everett Hayes
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
EH
Everett Hayes3 files
Drop files hereFiles for addition excavation estimate
site-plan.pdfEverett Hayes · Addition excavation estimate
Documentaccess-photo.jpgEverett Hayes · Addition excavation estimate
Photoearthworks-inquiry.pdfEverett Hayes · Addition excavation estimate
DocumentForms
Build an intake form around site address, excavation or grading scope, available plans. Accept relevant files and connect submissions to customer opportunities.
Bedrock Vale EarthworksEarthworks project inquiry
Tell our team what you have in mind.
Form submitted
Addition excavation estimate
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Bedrock Vale Earthworks$7,500Addition excavation estimate
- Customer
- Everett Hayes
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
TB
Addition excavation estimate
Everett uploaded the addition site plan. The estimator will review access, scope, and required site checks.
Everett HayesAddition excavation estimateIn progressOG
Driveway grading proposal
DraftSana requested driveway grading. Review the access photos before discussing the project.
Sana MalikDriveway grading proposalOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Retain utility locating, geotechnical review, survey controls, engineering, permits, equipment allocation, and excavation safety planning in your specialist processes. Zweelie does not verify ground conditions or determine whether excavation is safe.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from excavation & grading contractors
Can Zweelie prepare excavation inquiries without dispatching machinery?
Yes. Use it to collect the brief, keep files with the contact, and assign an estimating follow-up. Your team remains responsible for inspecting the site, checking prerequisites, selecting equipment, and confirming attendance. No captured request is an authorization to excavate.
What should excavation & grading contractors keep in their existing systems?
Retain utility locating, geotechnical review, survey controls, engineering, permits, equipment allocation, and excavation safety planning in your specialist processes. Zweelie does not verify ground conditions or determine whether excavation is safe.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for excavation business owners, grading contractor estimators, earthworks office coordinators.