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
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
Summary
Water intrusion near chimney flashing. Customer noted attic access is inside hallway closet.
Activity Timeline
Customer completed intake
Feb 6Roof leak near the chimney + access notes added.
Photos uploaded
Feb 63 exterior photos attached.
Status moved to Estimate
Feb 6Auto recap routed to estimator inbox.
Quote draft created
Feb 6Line items prefilled from recap.
Branding
Logo, colors, and voice matched to your business.
Smart questions
Scope, access, and urgency prompts auto-inserted.
Photo capture
Photo requests triggered when needed.
QuoteTxt
What needs attention today?
Customer
Roof leak near the chimney.
QuoteTxt
Got it. Can you add a few photos?
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.
QuoteTxt
Hi! What's the best way to help today?
Customer
Water pooling near the patio.
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