Most quote requests die because intake is slow and incomplete.
We build systems that capture service requests, gather the right information upfront, qualify and route them to your team, and support your proposal process — so fewer opportunities fall through the cracks.
Quote requests are coming in, but the intake process is inconsistent and slow.
Service-based businesses lose revenue every day from poorly handled quote requests. Customers fill out incomplete forms. Staff spend time chasing down project details. Requests sit in inboxes unrouted. Proposals take days to get out. Analysis of over one million proposals found that proposals with structured client intake forms have a 119.4% higher close rate and close 26% faster than those without — the structure of your quote intake process directly affects your win rate. AI can handle the intake layer — gathering the right information, qualifying the request, and routing it to the right person — so your team can focus on delivering, not chasing paperwork.
AI systems we can build for this workflow
Smart Quote Request Form
Dynamic intake forms that ask follow-up questions based on service type, location, and scope — gathering what your team actually needs.
Request Qualification Flow
AI reviews incoming requests against your criteria and routes qualified leads to the right team member or queue.
Missing Info Follow-Up
Automatically follows up when a request is incomplete — via SMS or email — to gather the remaining details before escalating.
Auto-Routing by Service Type
Routes requests to the right estimator, technician, or team based on service type, location, or size.
Proposal Summary Support
Organizes intake data into a structured summary for your team to review before preparing the proposal.
Request Status Updates
Keeps customers informed on where their request stands — without staff having to make manual check-in calls.
Systems we connect to
We build AI workflows around the tools your team already uses — no ripping out existing software.
HubSpot 
Salesforce 
Pipedrive 
Jobber 
Housecall Pro 
ServiceTitan 
Typeform 
Jotform 
Google Forms 
Google Drive 
Dropbox 
Airtable Common use cases
- Inbound estimate and quote request intake
- Multi-step intake forms for complex service requests
- Service scope qualification before site visit
- Routing requests to the right team member or estimator
- Following up on incomplete or stalled quote requests
- Customer communication during the proposal stage
- CRM logging and request tracking
Business types we serve
- Home service businesses (roofing, HVAC, remodeling, landscaping)
- Legal and professional service firms
- IT and managed service providers
- Marketing and creative agencies
- Commercial cleaning and facility services
- Any service business with a structured quoting process
Built with clear limits — not just scripts.
Every AI system we build includes human handoff, escalation rules, testing, and monitoring. We're clear about what AI should handle — and what it should escalate to your team.
- AI does not make pricing commitments without team approval
- All quotes and requests routed through your approval workflow
- Clear escalation for high-value or complex projects
- Customer data handled securely and not shared without consent
- All intake conversations logged and reviewable
- You define the qualification criteria and routing rules
- Tested with real request scenarios before launch
Explore related workflows
Ready to fix this workflow?
Book a free AI Opportunity Review. We'll identify the right system for your business, scope it clearly, and tell you honestly if AI is the right fit.