Estimate Scheduler
by Katexs
Books the site visit and preps the tech with job details.
Overview
Every qualified lead that doesn't get a site visit is money lost. This agent handles estimate requests end-to-end — capturing job details, checking the estimator's calendar, booking the visit, and prepping the tech with a summary. It shortens your sales cycle and ensures your estimator walks in informed.
What it handles
- Captures project scope, square footage, and access details
- Checks estimator availability and books the site visit
- Sends confirmation with prep instructions to the homeowner
- Preps the tech with a job summary before arrival
- Follows up if the homeowner misses the appointment window
Channels
VoiceChatSMS
Integrations
ServiceTitanGoogle CalendarJobberZapier
Workflow
- 01
Request Received
Homeowner requests an estimate via call, form, or chat.
- 02
Scope Capture
Agent collects job details, photos, and homeowner availability.
- 03
Book & Confirm
Site visit scheduled; confirmation sent with prep list.
- 04
Tech Brief
Estimator gets a summary with scope, photos, and homeowner notes.
What you'll need
- Estimator calendar integration
- Project scope questionnaire
- Photo upload capability