Enquiries and quotes

A copy-paste script tag adds a floating IntelliQuote chat bubble to your existing website. Customers describe their job, IntelliQuote takes the details and books them in for a quote visit.

The end-to-end flow from customer enquiry to accepted quote — where the AI helps and where you're in control.

What happens when you approve an enquiry, what the customer sees, and how to decline politely without ghosting.

Have TradesOps catch the enquiries that come through your existing website contact form — set up an auto-forward once and they land in your dashboard.

Everything you can do on Telegram, you can do from your dashboard at a desktop — and vice versa.

How to tweak IntelliQuote's draft — labour, materials, scope, payment schedule — before it goes to the customer.

What happens when a customer replies to a quote or invoice email — replies thread back into the enquiry automatically.

What the customer sees when you approve a quote, and how to resend it if they need a nudge.

A closer look at how IntelliQuote — your AI Job Coordinator — turns dictated site-visit notes into a labour + materials quote with a payment schedule.

Every enquiry creates a customer record. Here's how to add notes, labels and Instagram handles, and edit contact details.