WhatsApp bots for quotes & intake
Quote requests start vague and end as a half-completed back-and-forth. A WhatsApp bot captures the scope, budget, timeline, and photos up front — so the estimator opens a real brief, not a 'how much?' message.
What quote & intake bots do
These bots run the structured first conversation an estimator would have. Project type, scope, budget range, timeline, location, photos — collected systematically before any human time is spent on the quote.
The result is a brief that the estimator can either price directly or use as the starting point for a faster site visit. Customers stop waiting two days for a return call; the team stops asking the same five questions on every first message.
Flow shapes this category covers
Quote intakes look similar across very different trades — these are the building blocks.
Project / scope description
Type of work, what's involved, rough size or square footage. Free text plus options for the predictable parts.
Budget range
Bands the customer can self-select. Filters out budget-mismatched projects before the estimator gets involved.
Timeline & urgency
Emergency vs. scheduled, target completion, hard deadlines. Drives whether the response is 'today' or 'this week.'
Photo / file uploads
Customers send photos of the leak, the room, the warning light. WhatsApp's native attachments land in the same thread.
Location & contact
Service area, address, callback preference. Quotes that aren't in your area get a polite no without burning estimator time.
Why WhatsApp for this category
Service-business quote requests in Europe and the US already start in DMs — usually with a photo and a vague 'how much?' A WhatsApp bot turns that into a complete brief before the estimator opens it.
Where this shape pays off
Trades and services where the quote intake is the bottleneck.
Home cleaning & domestic services
Home size, clean type, preferred date, pets in home, recurring or one-off. The bot returns a quote band and books the visit.
Plumbers, electricians & trades
Problem type, urgency, location, photos. Emergencies route immediately; scheduled work gets a quote and a slot.
Web, software & creative freelancers
Project type, brief, timeline, budget range. The freelancer opens a real proposal-ready intake instead of a 'can you build a website?' message.
Moving, removal & logistics
Origin and destination, home size, distance, preferred date, special items. The team responds with a quote band same day.
Renovation, HVAC & roofing
Property type, scope, square footage, timeline, location, photos. Site visits are pre-qualified before anyone gets in a truck.
Quotes & intake FAQ
Ready to launch
Open every quote with a real brief.
Browse the quote templates and pick the closest shape — cleaning, trades, freelance, moving, renovation. Edit the questions to match your trade, connect WhatsApp.
Other use cases
Sales & Lead Capture
Sales & lead-capture bots on WhatsApp
Pre-qualify inbound leads on WhatsApp before a rep ever opens the conversation.
Booking & Reservations
Booking & reservation bots on WhatsApp
Real bookings on WhatsApp — service, resource, and time slot in one chat, calendar built in.
Internal Ops
Internal ops bots on Telegram
Coordinate the team on Telegram — dispatch, HR, follow-ups, status updates.