Quote requests become booked jobs without copy-paste.
A homeowner calls for a quote. Your estimator drives out, walks the job, sends the quote that afternoon. Then what? Statistically: nothing. Most shops have a 25–40% close rate on quotes — and the bulk of the gap is lack of follow-up, not price.
The homeowner is comparing your quote to two others. They'll book with whoever stays top of mind without being pushy. That means a warm, friendly follow-up at day 3, day 7, and day 14. Which almost no shop actually does.
An AI agent handles the entire quote-to-job flow — from initial request through appointment reminders through follow-up through review ask. Your team focuses on the work on the job site.
typical close rate on home services quotes
spent by most shops on automated quote follow-up
close rate achievable with consistent follow-up
Each step shows what the agent does autonomously and what your team sees on their end. Human approval gates are marked.
Form, call, web chat — agent captures every detail, assigns the right estimator based on location and specialty.
Job lead lands in your system with all the context needed to show up prepared.
Appointment confirmation texts. 48-hour reminder. 24-hour reminder. Day-of "on my way" text. No-show rate drops by half.
Customer shows up. Estimator arrives prepared. Everyone's on the same page.
Estimator finishes the walkthrough, quote goes out within an hour. Agent attaches photos, written scope, line-item pricing, optional add-ons.
Customer gets a professional-feeling quote fast. Beats the competitor still typing theirs.
Short friendly text: "Hey — Jordan from [Shop]. Just making sure the quote came through OK. Happy to answer any questions."
Dashboard shows who's responded, who hasn't, who's hot.
"Just wanted to let you know we have availability next week if you wanted to get this on the calendar."
Most closes happen on this touch. Zero manual effort.
Job finishes. Next morning, agent texts "How did we do?" with a one-tap 5-star / needs-work option. 5-star taps go direct to Google.
Your Google Business Profile fills up with reviews. Automatically.
close rate on quotes
fewer no-shows on appointments
Google reviews collected monthly
office admin reclaimed
Tell us where your team is losing time. We'll tell you honestly — whether AI can help, and if so, what we'd build first.
Book your strategy call