Back-and-forth quote questions waste hours.
A customer asks, “How much will this cost?” but does not include photos, measurements, suburb, urgency, access details, budget, or the exact service required. The business then spends time asking follow-up questions before the real quote can begin.
This creates delays for the customer and admin work for the owner. Some customers lose interest before the quote is ready.
We guide the setup so the automation fits the way your business actually works.
Digital Solutions maps your current enquiry flow, writes the customer questions, builds the automation, and tests the handoff before it goes live.
- Map the journeyWe review how leads arrive, what customers ask, and where follow-up slows down.
- Build the systemWe create the assistant, flow, messages, integrations, and human handoff rules.
- Launch and improveWe test the workflow, check the customer experience, and adjust the system after real use.
A quotation assistant collects the right information upfront.
Digital Solutions builds quote flows that ask structured questions, collect photos or files, request location, identify urgency, clarify job type, and prepare a clean summary for the team.
The assistant can provide a guide, collect the information needed for a human-approved quote, or route complex jobs to the team. The final price can stay under human control if that is safer for the business.
Cleaner quote intake saves time and improves close rates.
If a team handles 30 quote requests per month and spends 10 minutes on missing details for each one, that is five hours of admin time. At $75 per hour, that is $375 in monthly time cost before counting delayed quotes, lost leads, or jobs that should have been filtered out earlier.
- 10 minutes saved on 30 quote requests equals 5 hours per month
- $375+ monthly admin cost at $75 per hour
- Cleaner quote data helps teams respond faster and more professionally
How a quotation assistant collects cleaner job details.
The assistant is designed around the information your team needs before estimating.
- Customer asks for a quote
- Assistant asks structured questions about service type, location, urgency, and budget
- Customer uploads photos or shares job details
- The system prepares a quote summary
- The team reviews, approves, and sends the estimate or next step
What is included in this setup?
Every setup is shaped around your current workflow, your customer questions, and the way your team wants to handle the final response.
- Structured quote intake questions
- Photo or file collection prompts
- Location, urgency, and budget capture
- Job summary for the team
- Human approval path for pricing
- Follow-up rules for incomplete quote requests
Business types this can help.
- roofers
- cleaners
- landscapers
- builders
- plumbers
- electricians
- mechanics
- event suppliers
This is a good fit if...
- Quote requests arrive without enough information
- You need photos, location, urgency, or notes before pricing
- You want your team to approve final estimates
This may not be the right fit if...
- Every quote is too complex for structured intake
- You do not want customers to answer questions first
- You want AI to guess final prices without review