AI intake
Your request page asks the questions for you.
Share one link. Your customer doesn't get a blank form, but a short AI chat that asks follow-up questions the way you would: address, measurements, photos, exactly what your trade needs. By default, a complete request automatically becomes a draft quote. Prefer a plain form? That works too.
Carter Exteriors
No more vague requests you have to chase three times.
A customer texts "can you do my facade?" and you spend half an hour going back and forth about measurements, address, and what exactly needs doing. The AI intake asks all of that up front, while the customer is still motivated. You get a complete request, not half of one.
24/7
handles requests
1 conversation
for all the details
Default
draft created automatically
You
review and send
How it works
From request to ready-to-send quote
Step 1
Customer opens your link
Request a quote
Crystal Clear Cleaning
Step 2
The AI asks follow-up questions
Hi! What can I help you with?
Facade cleaning for our office, about 1,300 sq ft.
Got it. Should the fascia boards be included too?
Great. Could you add a photo of the facade, and the address?
Photo attached · 12 Main St, Springfield
Thanks, that is everything I need. Your quote is on its way.
Step 3
A draft is ready by default
AI built your quote
Ready to review and send
Step 4
Review and send
Capabilities
Smart, but always under your control
Asks follow-up questions like you would
The AI knows your services and asks the right follow-up questions for each job. Not a fixed questionnaire, but a conversation that adapts to what the customer needs.
Less calling and messaging
The AI asks your customer follow-up questions right away. You do not have to chase missing details by phone or message.
Customers send photos along
The customer adds photos of the situation right in the chat. They carry over to the draft quote, so you can see straight away what the job involves.
Prefer a plain form?
Every request page also has a classic form. If the chat cannot continue, your customer gets a link to that form, with previously entered details carried over where possible.
Steer the AI with your own questions
Add your own questions that the AI always includes: a budget question, a multiple choice, or plain text. That way you get exactly what you need for a solid quote.
Also works over email
Besides your request link, requests also come in by email. With automatic conversion enabled, a complete request becomes a draft quote; when it is disabled, the request stays ready under Requests.
Write quotes
10x faster
Describe the job, AI writes the quote. Professional layout in seconds. Free to try, no credit card.
Start for free · No credit card · Set up within an hour