Home-services quote intake
Captures quote requests for home projects — job type, scope and details — saves the lead, and books a free estimate visit so no enquiry slips away after hours.
Runs on web, telephony.
Last updated 2026-06-30
The conversation flow
Home-services quote intake is a multi-step flow agent. Each box is a stage in the conversation; the agent moves along the labelled paths based on what the caller says.
How the agent opens
“Thanks for reaching out! I can get you a free estimate — what's the project you have in mind?”
How it works
- 1Capture project
Capture the {job_type}, scope, property type and {timeline}, plus contact details.
- 2Save & book estimate
Use capture_lead, then book_estimate to share a link for a free on-site estimate.
Tools & integrations it uses
More Home services templates
Frequently asked questions
What does the Home-services quote intake agent do?
Captures quote requests for home projects — job type, scope and details — saves the lead, and books a free estimate visit so no enquiry slips away after hours. On a call it can create crm lead and send booking link. You install it, connect your tools, and it's ready to take or make calls.
How does the Home-services quote intake agent handle a call?
It follows a guided flow: capture project and save & book estimate. Each step has its own instructions, so the agent stays on-track and hands off or ends the call cleanly.
What do I need to connect for the Home-services quote intake agent?
Connect Zoho CRM, Salesforce, and Calendly so the agent can act during the call, then point a phone number or the web widget at it.
What channels and languages does Home-services quote intake support?
It runs on web and telephony, in EN. You can change the voice and language in the builder.
How quickly can I launch the Home-services quote intake agent?
Minutes. Install the template, connect your tools and number, test it in the browser, then publish, and new accounts get free signup credit to try it.
Launch the Home-services quote intake agent
Sign up free and get ₹300.00 in credit — no card required. Connect your number, pick a template, and go live in minutes.