Smart lead form
Customer fills your embedded form, link or QR — photos & video attach in-form; a QR hands uploads off to their phone.
How it works
Three ways in. One engine. One signed proposal.
However a job reaches you, it flows through the same deterministic pricing engine and comes out as the same branded, e-signable proposal.
The flow
01A job arrives
Phone call
Drop a call recording or scan from a phone; AI transcribes with speaker labels and extracts the customer's details automatically.
Manual / on-site
A rep starts from a contact and walks the job with the guided Area × Phase wizard — price updating live as they answer.
02One lead record
The lead record
The three lanes converge: contact info, answers, photos & transcripts — all in one place.
- Attach a file later → the estimate auto-revises
- Lead ↔ estimate always cross-linked
03The estimate
AI draft
Drafts the scope and line items, grounded in your past quotes.
Your quote library feeds the draft as grounding.
The pricing engine
The heart of the system. Deterministic. Server-side. It computes every dollar from your own cost rules — markups, tiers, minimums, logic.
The AI never invents a price.
04Review & send
Review & send
The rep reviews the draft, opens the full math behind any line, and adjusts what needs judgment.
05The signed proposal
The signed proposal
Branded tokenized page + matching PDF, optional tiers & price range, open tracking. The customer e-signs → status flips to Accepted → you're notified instantly.
Every signed quote loops back into your quote library, so the next AI draft sounds more like you.
Who does what
What the AI does
Drafts scope, extracts details, and transcribes calls — the reading and writing.
What the engine does
Computes every dollar, reproducibly, straight from your own cost rules.
What you do
Bring judgment, keep the relationship, and close the win.
See it with your own price book.
Create an account and turn your next lead into a signed proposal. First form's free, no card required.
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