Quotify handles lead intake through web experiences, QR codes, and inbound AI voice. It asks the approved questions, captures service and project context, verifies contact details where appropriate, checks fit, and routes the prospect to an estimate, consultation, quote, budget match, or human handoff.
Quotify uses your approved service knowledge, intent pathways, pricing logic, exclusions, calendar rules, and escalation instructions. It does not invent a price or promise.
A paid lead may call while the team is on-site. A website visitor may submit a generic form after business hours. A homeowner may scan a QR code from a vehicle, flyer, banner, or project sign. The channel changes, but the requirement remains: understand the need, confirm whether the company can help, and move the prospect to the correct next step.
A campaign or service page opens the relevant question path. The next question adapts to previous answers. Straightforward services may receive an approved price or range. Complex projects move to budget matching, an on-site estimate, a consultation, or a specialist handoff.
Flyers, brochures, banners, project signs, business cards, posters, and vehicle graphics can open a mobile-first Quotify experience. The source and campaign are recorded so the business can compare which physical placements create qualified opportunities.
A prospect calls the tracked number from Google Ads, Local Services Ads, the website, or another approved source. The AI voice assistant answers inbound, uses the company knowledge base and intent pathway, captures the project context, answers approved questions, and books or escalates.
The standard workflow described here does not automatically place an AI voice call to homeowners who submit a web form. Follow-up uses the client-approved channels, consent, and rules.
Kitchen remodel, bathroom remodel, addition, whole-home renovation, design-build project, or another approved service.
Property type, rooms or areas involved, desired changes, current condition, plans, design status, photos, and access considerations where appropriate.
Desired start, decision stage, external deadline, and whether the prospect is actively comparing providers.
Service area, property ownership or authority, project type, minimum requirements, and excluded work.
Use approved ranges or thresholds when suitable. If pricing cannot be responsibly determined, explain the need for assessment without manufacturing a quote.
Confirm the contact where required, offer the correct calendar, capture appointment details, and send the approved confirmation.
The team receives the source, service, scope, urgency, location, budget compatibility, answers, summary, risk flags, and recommended next action.
Revenue Intelligence analyzes how prospects move through the Quotify experience. It can identify abandonment points, questions associated with bookings, common objections, budget mismatches, routing errors, call-handling gaps, show rates, closing results, and the effect of script or threshold changes.
A recommendation is not automatically accepted because an AI produced it. The specialist reviews whether the evidence is sufficient, whether the change is practical, and whether it supports more qualified, booked opportunities without damaging a guardrail.
No. It can provide an approved price, range, budget-fit result, or no-price pathway. Complex projects should move to an estimate or consultation when the available information cannot support responsible pricing.
The standard workflow is inbound: the prospect calls the Quotify number and the AI answers. Web and QR follow-up use the approved channels and consent rules. An outbound voice program would require a separate legal, consent, and operating design.
Yes, subject to the systems and integrations available. The objective is to preserve the full intake context and outcome fields inside the workflow your team actually uses.
Web or QR flows can use a one-time code when verification is appropriate. An inbound call already establishes control of the calling number during that interaction, although additional checks may be required for higher-risk situations.
Yes, within the approved knowledge base. The assistant can use website content, project records, proposal and pricing references, policies, and frequently asked questions. It escalates when the answer requires unavailable information, an exception, or human professional judgment.