Home servicesMulti-step flowGlobalEnglish

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.

Use this template Install free · connect your tools · go live

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.

Capture projectStartSave & book estimateStepEnd callPerfect — you'll get the es…

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

  1. 1
    Capture project

    Capture the {job_type}, scope, property type and {timeline}, plus contact details.

  2. 2
    Save & 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.

₹300.00 free credit on signup

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.