Quote & Walkthrough Agent
by Katexs
Sizes the job, gives a range, and books the in-person estimate.
Overview
Deep cleans and move-outs need an in-person walkthrough — but most customers want a ballpark first. This agent sizes the job over the phone or chat, gives a realistic price range based on square footage and condition, and books the walkthrough for final pricing. It qualifies leads before you send a human estimator.
What it handles
- Collects square footage, room count, and condition details
- Provides a rough price range based on your pricing matrix
- Books the in-person walkthrough for final quote
- Sends prep instructions and cancellation policy
- Follows up on walkthrough no-shows with reschedule options
Channels
VoiceChatSMS
Integrations
Launch27Google CalendarZapierStripe
Workflow
- 01
Inquiry Received
Customer asks for a cleaning quote for a move-out or deep clean.
- 02
Size the Job
Agent collects square footage, rooms, pets, and condition.
- 03
Range & Book
Customer gets a rough range; walkthrough booked for final quote.
- 04
Confirm & Prep
Confirmation sent with what to expect and how to prepare.
What you'll need
- Pricing matrix by square footage and condition
- Estimator or team lead calendar
- Walkthrough duration estimates