Incomplete scope requests
An inquiry cannot progress until the office understands the site and requested professional service.
Backed byClient Intake Software for Small Engineering Firms Engineering inquiries,
Client Intake Software for Small Engineering Firms Engineering inquiries,
in context.
Connect engineering project inquiries, drawings, consultation notes, and client follow-ups. Zweelie helps small firms organize the customer side of their work.
Customer work for engineering consultancies
Zweelie helps small engineering consultancies manage inquiries before and around an engagement. A client may send a drawing, call about a site visit, and ask for a proposal on different days. Keep those interactions connected so your team can review the scope without reconstructing the conversation.
Built around the work of: engineering consultancy owners, independent engineering consultants, project intake coordinators.
When a request gets lost, the work can follow.
The customer communication problems that engineering consultancies need to solve.
What's at stake
Documents without discussion
Drawings and client explanations arrive in different places.
Proposal follow-up overlooked
Technical delivery takes priority and a prospective engagement remains unanswered.
From the first inquiry to an owned next step
Example workflow for engineering consultancies; your staff confirm scope, timing, and any professional decisions.
Gather the engagement request
Collect the project location, requested service, relevant drawings, and the person arranging the work.
Prepare a professional review
Link the materials and notes to an assigned opportunity for the consultant who will assess scope and suitability.
Track client next steps
Record follow-up responsibility and approved payment requests while engineering delivery stays in the firm's technical tools.
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'd like to discuss a warehouse mezzanine. Can I send the project brief?
Thanks, Felix. Casey will follow up with you.
Warehouse mezzanine consultationAssigned to Casey Morgan
Thanks, that works for me.
Casey has your request.
FM
Felix Moreno
1 call
Felix sent the mezzanine brief and existing drawings. Have the project lead review scope before responding.
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.
Warehouse mezzanine consultation
Felix Moreno
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
FM
Felix Moreno3 files
Drop files hereFiles for warehouse mezzanine consultation
scope-request.pdfFelix Moreno · Warehouse mezzanine consultation
Documentsite-drawing.pdfFelix Moreno · Warehouse mezzanine consultation
Documentconsultation-note.pdfFelix Moreno · Warehouse mezzanine consultation
DocumentForms
Build an intake form around project location, requested service, project stage. Accept relevant files and connect submissions to customer opportunities.
AlderPeak EngineeringEngineering project inquiry
Tell our team what you have in mind.
Form submitted
Warehouse mezzanine consultation
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.
AlderPeak Engineering$2,500Warehouse mezzanine consultation
- Customer
- Felix Moreno
- 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.
CM
Warehouse mezzanine consultation
Felix sent the mezzanine brief and existing drawings. Have the project lead review scope before responding.
Felix MorenoWarehouse mezzanine consultationIn progressTB
Site drainage review inquiry
DraftTalia requested a site drainage consultation. Confirm the project contact and available survey materials.
Talia SpencerSite drainage review inquiryOpenIntegrations
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.
Keep CAD, engineering analysis, document control, timesheets, and technical approvals in specialist systems. The receptionist should not provide design advice, certify work, or commit the firm to an unreviewed scope.
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 engineering consultancies
Does Zweelie replace engineering project-management software?
No. It supports customer intake, communication, files, opportunities, and payments. Engineering calculations, design review, project scheduling, controlled drawings, and professional sign-off remain in your existing tools and processes.
What should engineering consultancies keep in their existing systems?
Keep CAD, engineering analysis, document control, timesheets, and technical approvals in specialist systems. The receptionist should not provide design advice, certify work, or commit the firm to an unreviewed scope.
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 engineering consultancy owners, independent engineering consultants, project intake coordinators.