AI intake for contractors
Smart Intake asks trade-specific follow-up questions, collects photos, timing, location and budget signals, then scores every job by fit, urgency, value and distance.
Built into your Let’s Get Quoted website · Works across 150 trades · No app to install
“Water heater broken”
Two words. On a contact form that is the whole lead — a name, a number and something you will have to ring back to understand.
A sample job and homeowner. The follow-up questions and every field in the brief are the real ones the intake uses; nothing here calls the model.
Less chasing. Better first calls.
Instead of receiving a name, phone number and vague sentence, you receive a useful project brief. The homeowner answers the right questions before contact details unlock their estimate, helping set expectations and filter out poor-fit inquiries.
BUILT INTO THE WORKFLOW
The homeowner starts in plain language, and the intake asks only the follow-ups that job needs.
Photos, timing, budget signals and location are collected while the homeowner is still in the moment — not chased down over three days of voicemail.
A phone number is requested, and an email alongside it when you ask for one. You choose whether the email is required, optional or never asked for at all.
Contact details are collected before the estimate appears — that order is deliberate, and it is why a scored lead has a number on it.
Not every lead deserves a text message
Scoring is only worth having if something acts on it. What a lead scores decides how loudly it arrives, so the jobs worth stopping for are the ones that reach your pocket.
When the estimate clears the dollar figure you set, the alert escalates — a louder email, and a text to your own mobile if you switch that on. Big work does not wait behind a notification you check at six.
The full brief arrives by email with the summary, the photos and the priority signals, so the first thing you read is the job rather than a name and a phone number.
Leads that score low do not text you and do not email you — that is the default, not a setting you have to find. They are still captured and still on the board when you go looking. Nothing is thrown away; it just stops arriving as an interruption.
You set the dollar threshold that counts as high value, and you decide whether low-scoring leads stay silent. Both live in your intake settings, and both can be changed the first week you find you disagree with them.
Homeowners text your business line 24/7. Let’s Get Quoted AI checks your service area, generates an accurate quote draft, and collects an instant deposit before competitors even check their voicemail.
Your website’s AI intake asks the questions a master estimator would, scores the project, and texts you the jobs that make you money—while filtering out the noise.
🚨 HOT LEAD: Emergency electrical panel issue from Mark D. ($1.2k–$2.4k est, 3.1 mi). Reply 1 to call homeowner immediately.
Active electrical hazard detected. In core territory, homeowner verified phone, urgent response needed.
Custom Quote Form Appearance & Photo Analysis
Choose from Clean, Compact, Card, or Conversational styles. Plus, homeowners can upload job photos for instant AI scope recognition and equipment rating plate reading.
Streamlined, distraction-free inputs with zero visual friction for high conversion.
Step-by-step micro-stepper with progress indicators for detailed trade scopes.
Visual tile selectors with custom trade icons and 1-click preset suggestions.
Interactive conversational flow with photo uploads & multimodal vision analysis.
Want to see how photos turn into material pick-lists? Explore AI Vision & Photo Estimating →
Before you turn it on
Fit, urgency, value and distance. The job description and the follow-up answers give the first three; the service area you set gives the fourth, when that question is switched on.
All 150. The follow-up questions, the services and the FAQs are built for the trade on your account rather than for contractors in general — a water heater draws different questions from a panel upgrade.
Yes. You set the minimum job size, list the work you don’t take, choose whether an email is required alongside the phone number, and set the dollar figure that counts as high value.
They are captured and they stay on your board. What changes is that they do not text you and do not email you by default — nothing is discarded, it just stops arriving as an interruption.
No. It is a range, shown to set expectations before either side spends time on a call, and you see the same range the homeowner saw. The quote is yours to build afterwards.
Yes — Smart Intake is the request form on the site we build for you, which is included. There is nothing for the homeowner to install and no app to talk them through.
✦ THE FULL CONTRACTOR SUITE IS READY
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