Product highlights

A full intake and quoting stack for service pros.

QuoteTxt blends AI chat, photo capture, and job recaps into one workflow. Your team gets every detail needed to price work fast without chasing customers.

24/7

Lead response

<2 min

Avg. intake

3x

Faster quotes

Northside ServicesLive capture

Chat intake

Collect scope, address, and preferences with the right questions.

Photo uploads

Let customers attach site photos for faster estimating.

Job recap

Generate a clear summary that is ready to quote.

Features that keep your pipeline moving

Designed for trade teams that quote, schedule, and dispatch fast.

Branded AI Chat

Launch a branded intake link with your logo, business name, and contact info.

Smart Auto-Recaps

Every conversation generates a clean summary with photos, scope, and contact details.

Timeline View

Track every touchpoint from chat to recap in a clean, scrollable timeline.

Customer Portal

Give customers a portal to review quotes, approve work, and track progress.

Smart Follow-ups

Send reminders when quotes need attention so leads never go cold.

Quote Builder

Build professional quotes fast with templates, line items, and approvals.

Timeline highlight

Every step shows up in a scrollable timeline.

From the first widget question to the recap, the timeline keeps your team synced without searching through messages.

Job record

Chimney leak - Northside Services

Estimate
742 Evergreen Terrace, Springfield, IL

Summary

Water intrusion near chimney flashing. Customer noted attic access is inside hallway closet.

Activity Timeline

Customer completed intake

Feb 6

Roof leak near the chimney + access notes added.

Photos uploaded

Feb 6

3 exterior photos attached.

Status moved to Estimate

Feb 6

Auto recap routed to estimator inbox.

Quote draft created

Feb 6

Line items prefilled from recap.

Widget setupConfigured

Branding

Logo, colors, and voice matched to your business.

On

Smart questions

Scope, access, and urgency prompts auto-inserted.

On

Photo capture

Photo requests triggered when needed.

On
Chatbot flowWidget Q&A

QuoteTxt

What needs attention today?

Customer

Roof leak near the chimney.

QuoteTxt

Got it. Can you add a few photos?

Before vs afterImpact snapshot

Before

  • Leads arrive as scattered texts or voicemails.
  • Missing photos and unclear scope slow estimates.
  • No shared view of what happened when.
  • Follow-ups happen late or not at all.

After QuoteTxt

  • Guided questions capture scope in minutes.
  • Photos land in the recap automatically.
  • Timeline keeps every touchpoint visible.
  • Follow-ups route to the right teammate fast.
What customers seeMobile-first
Northside Services2 min

QuoteTxt

Hi! What's the best way to help today?

Customer

Water pooling near the patio.

ASAPNext weekJust pricing

QuoteTxt

Add a few photos so we can price fast.

Customers move through a branded, two-minute flow that feels like your team, not a form.

See it live

Launch the widget and timeline on your next lead.

Built for the details your crews ask about.

QuoteTxt adapts the intake to your trade so every job recap includes the scope, access notes, and scheduling preferences your team needs.

  • Service address and access notes
  • Project scope, materials, and measurements
  • Preferred timing or urgency window
  • Photo uploads for the work area
  • Contact details and follow-up preferences

Automation stack

Workflow that closes faster

Instantly route new leads to your team

Send recap summaries to the right estimator

Kick off follow-ups for unanswered quotes

Built for local service teams

Turn every inquiry into booked work or a fast quote.