Request → area and job type
Industries
Local services
From quote request to scheduling and billing handoff, with fewer missed calls.
Get the sketchThe commercial problem
Requests arrive from several channels, the team is in the field, and key details are missing when a quote or visit is planned.
Recommended package
Automation Sprint
€990 · stabilit după proces
Recommended conversion flow
- 01Show services and coverage areas
- 02Capture address, timing and need
- 03Request an estimate or photos
- 04Dispatch to the right person
- 05Follow up and hand off to billing
Useful integrations
- ✓Configured phone / WhatsApp
- ✓Calendar and dispatch
- ✓CRM or operational table
- ✓Billing handoff
Automation examples
Form → dispatcher alert
Booking → client and team reminder
Completed job → billing handoff
Unanswered quote → follow-up
Industry-specific questions
Do we have to replace all our tools?
No. We start with the process and connect tools that are stable and accessible.
Can requests come from phone and WhatsApp?
Yes, when those channels and access are included in the scope.