Capture leads, send quotes, and get paid faster
This guide shows the exact flow your customers and team will see
AI handles customer conversations and collects job details automatically
Customers send photos, AI analyzes them to understand the job
Send quotes, then invoice and collect payment when you win the job
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They click your link and describe what they need. The AI greets them and starts asking questions.
The chatbot asks relevant questions based on your trade—size, location, access, timeline, etc.
Customer sends photos. AI analyzes them to understand the job scope and identify any challenges.
New lead shows up with the full chat, photos, a summary, and key requirements. You're ready to quote.
Tree removal - 25ft maple, backyard access
Lawn maintenance - weekly service
From the lead page, click the Create Quote button to start building your estimate.
Add services and materials with clear descriptions and pricing.
Preview how it looks, then send via email (and text if the customer opted in).
Quote created but not sent yet
Quote delivered to customer
Customer said yes!
Add team members in Settings so the right people can see and manage jobs.
Once a quote is approved, assign the job to whoever’s doing the work.
Set a target date for the job so your team stays aligned.
Choose a start time and add notes about access or special instructions.
Update the lead status and timing as plans change.
Available when SMS is enabled and the customer has opted in.
Use your Notification Email (set in Business Profile) for updates.
Add your company name, logo, and Notification Email for updates.
Adjust trade prompts and intake questions in Prompt Builder.
Connect Stripe to collect invoice payments from customers.
The faster you send a quote after a lead comes in, the more likely you are to win the job. Aim for same-day quotes.
Review the photos customers send carefully. They often reveal details that affect pricing—obstacles, access issues, etc.
If a quote is viewed but not accepted, send a friendly follow-up. A simple "Any questions?" can make the difference.
Create quote templates for your most common services. It saves time and keeps your pricing consistent.
Click the chat bubble in the bottom corner of your dashboard to talk to our team.
Send us an email at support@quotetxt.com and we'll get back to you quickly.
Visit app.quotetxt.com/support for guides and quick help.
That's everything you need to know to get started with QuoteTxt
Questions? We're just a click away. Good luck!