Contractor Estimate Scheduling While You Work
Contractor estimate scheduling lets your receptionist take project details and book an estimate visit during the call. Try a kitchen remodel request in the browser demo, then decide which questions your business needs answered before a visit.
Turn an Estimate Request Into a Booked Visit
Your receptionist can book an estimate appointment into Google Calendar or collect details for your callback. It asks about the project while you stay with the crew.
- Project first
Ask what the homeowner wants done before discussing an estimate visit.
- Service area
Use the locations you provide to guide the intake conversation.
- Booking choice
Book an appointment or take a message for your callback.
Full details
Estimate intake gives you the project information behind the appointment. A kitchen remodel caller can explain the work, give the job location and describe the timing they have in mind. Your receptionist uses the intake questions and service rules you provide.
You can choose appointment booking into Google Calendar or keep the final scheduling conversation yourself. For work that needs your review first, a complete message gives you a starting point for the callback. You still decide whether the project suits your crew and what the estimate will cover.
From the First Question to the Appointment
The call starts with the virtual assistant and recording notices, then moves into your project questions. Your receptionist books an appointment or records the request for review.
- Clear greeting
Callers hear that a virtual assistant is answering and recording.
- Useful questions
Collect the scope, job location and contact details you need.
- Call record
Review the summary, transcript and recording after the conversation ends.
Full details
A homeowner calls about replacing cabinets and changing the kitchen layout. Your receptionist answers as your business, gives the required notices and asks the questions you set for that type of work. It can gather the project description, location and callback details without offering its own construction advice.
If you choose booking, it books the estimate appointment into Google Calendar. If you prefer to review requests, it takes the details for your callback instead. The email and app push alert include a summary, urgency tag, transcript and recording so you can check what was discussed.
Set the Services, Questions and Price Policy
You set what work you take, where you work and what callers should hear about prices. The onboarding chat gives your receptionist those instructions before calls forward.
- Work you take
Explain your services and the projects your business declines.
- Price instructions
Supply your own policy for estimate fees and phone pricing.
- Settings changes
Tell the AI in plain words when your business rules change.
Full details
Setup starts with a chat of 10 to 15 questions and the business information on your website. Tell your receptionist whether you handle full remodels, smaller projects or both. Add the service area and the questions that help you judge an estimate request.
Your price policy matters when a caller wants a number before anyone sees the property. Give the receptionist the wording you want used rather than leaving it to guess. You can adjust settings in plain words through the AI. Make a test call before forwarding live traffic, and hear whether the questions give you enough detail.
An Appointment Does Not Approve Scope or Price
Booking an estimate visit does not settle the scope, price or construction schedule. Your receptionist follows your stated policy and leaves project decisions with your business.
- No invented quote
Phone prices come from your instructions, rather than a guess.
- Scope stays yours
A caller's description is intake information for your review.
- Review the record
Check the summary before preparing for the estimate visit.
Full details
An estimate appointment is a chance to assess the work, rather than permission to start it. If a homeowner asks what removing a wall will cost, your receptionist uses the price policy you supplied. It does not invent a binding estimate or decide whether the proposed work is feasible.
You should review the call details before the visit, especially when the caller describes several jobs at once. The transcript and recording let you check the request against the summary. For a closer look at how appointment intake fits with the rest of the service, read the call setup walkthrough.
Try a Kitchen Remodel Estimate Request
The browser demo lets you play a homeowner asking for a kitchen remodel estimate. Use the fictional business scenario to hear the questions and test a price request.
- Describe the job
Explain a kitchen project as you would on the phone.
- Ask about price
Hear how the fictional business's price policy shapes the answer.
- Compare your needs
Note which intake questions you would want for your crew.
Full details
Start with a kitchen remodel request in the estimate conversation demo. Say what you want changed, where the project is and when you hope to begin. Then ask for a price over the phone and listen to how the receptionist uses the fictional business's instructions.
The demo shows a sample conversation, using a clearly fictional contractor. Your own services and policies come from onboarding. To test your business details, request a free trial; we'll email your sign-in link when it's ready. When available, the trial will last 14 days and include up to 100 minutes; a card will be required before call forwarding goes live.
Questions
Will it schedule estimates during the call?
Yes. Your receptionist can book estimate appointments into Google Calendar while speaking with the caller. If you want to review a project before arranging a visit, choose message taking instead. It collects the details so you can handle the callback yourself.
Can it screen tire-kickers before I spend time on a visit?
It asks the questions you provide about the project, service area and other intake details. Those answers help you judge whether a request fits your business. It does not decide that a caller is serious or promise that a booked estimate will become a job.
What happens when a caller asks for a price?
Your receptionist follows the price policy you set. It can explain information you have approved, or take the request for your review when a price needs an assessment. It does not make up an estimate from a homeowner's description of the work.
Can I keep my current business phone number?
Yes. You keep your existing number and forward calls to the local number we provide. Choose all calls or only calls that are unanswered, busy or after hours. We provide a forwarding guide for your carrier or phone system and a test call before launch.
Can a homeowner discuss the estimate in Spanish?
Yes. Your receptionist speaks English and Spanish, and callers can switch between them during the conversation. The same business knowledge and intake rules guide the call. You receive the call summary, urgency tag, transcript and recording through email and app push notification.
Try Your Next Estimate Request in the Demo
Describe a kitchen remodel in the browser demo. Then request a free trial to set your own services, intake questions and booking preference.