Lead capture and quoting / Support
AI Estimation Tool for Tradespeople support.
A lead and quoting tool for tradespeople. It captures job leads, drafts AI quote estimates, and gives each customer a quote page with booking and deposit options.
Three things to check first
- AI quotes come from the OpenAI collection in the API Connector. Enter your own OpenAI key there and reinitialize its calls, or quote estimates come back empty.
- If the dashboard is empty after copying, open the start_here_setup page and click Generate sample data. It creates a Business, links it to your User and adds sample Job Leads.
- SMS and email go through the Twilio SMS and Brevo collections. Add your own credentials to both before testing a live SMS or emailing a quote.
Setting it up for the first time? Follow the step-by-step setup checklist.
Contact support
Still stuck? Send the details and I reply by email. This template was built on Bubble®, so the fix is usually a setting in your copy.
Request received. I reply by email, usually with the fix or the next thing to check.