AI Intake & Quoting
Turn messy requests into structured quotes in minutes. Quote first, win the job.
AI intake and quoting for contractors
Quote time
Minutes, not days
Inputs
Email / Form / Call
Output
Estimate + Deposit
Review
Human-in-the-loop
An agent that takes messy inbound requests — emails, forms, phone calls — and turns them into structured quotes, estimates, or intake records in your system. In manufacturing and industrial niches, the company that quotes first usually wins the job.
Guided intake
Conversational capture of every field your estimate needs.
Photo & file upload
Customers send photos of the job; AI reads them into the scope.
Instant quoting
Quotes generated from your pricing rules and sent on the spot.
Structured records
Every request becomes a clean intake record in your system.
Approval + deposit
One-click approval and deposit collection built in.
Scope lock
Every quote tied to a structured scope to prevent scope creep.
How the AI intercepts a lead and moves it to your CRM.
01
Intake
Email / form / call
02
Scope
Structured job data
03
Quote
Pricing rules applied
04
Send + Approve
Estimate + deposit
01
Map your estimate
We structure your services, units, and pricing into rules.
02
Build the intake
Conversational flow with photo upload and validation.
03
Quote engine
AI generates quotes from your rules, reviewed by you first.
04
Go live
Customers get quotes in minutes, not days.
Ready to deploy?
See AI Intake & Quoting running on your workflow.