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From enquiry to booked job, without the inbox in between.

A quote-request form that asks the right things, a short qualifying step, a booking page for the discovery call, and a named owner for every enquiry.

Pro+Service businesses
  • Forms
  • Funnels
  • Bookings
  • Links

What goes wrong first.

A prospect asks for a quote through your site, a shared link or a QR code. Whoever sees it first is rarely the person who should answer, and the lead goes cold while it waits.

Quote requests arrive as free text, the details you need to price the job are missing, and booking a call is a separate email exchange.

  1. Quote requests arrive as free text without the details you need

  2. Whoever sees an enquiry first is rarely the person who should answer

  3. Booking a call is a separate email exchange

  4. The lead goes cold while it waits

The workflow, start to finish.

Each step names who does it and which product it uses.

  1. Ask for what you need to quote

    Office managerForms

    A quote-request form collects the job type, budget, timeline and any files, from a ready template, so the request arrives complete.

  2. Qualify before the call

    EstimatorFunnels

    A short guided funnel branches on the answers and can score the request, so the jobs you do not take are separated early.

  3. Offer a time

    ProspectBookings

    The prospect picks a discovery call on a booking page tied to your calendar. Times you are already busy are never offered.

  4. Name an owner and answer

    Owner or managerForms

    Each form submission has a status and can be assigned to a named person, and the team is notified by email when a new request arrives.

Sample data: the steps illustrate a typical workflow, not a customer result.

Who does what.

Roles, not job titles. One person can hold several.

Owner or manager
Decides who answers each enquiry and keeps an eye on the statuses.
Estimator or account lead
Takes the assigned enquiries, prices them and runs the discovery call.
Prospect
Fills in the request and books the call themselves.

Set it up in three steps.

What it needs.

Plans are read from the pricing catalogue, so this always matches the pricing page.

Formspring collects and routes the enquiry. Sending the quote itself and running jobs stay in the tools you already use for that.

Start here, add the rest when you need it.

Start with one workflow. Expand when it works.

Build the first service businesses touchpoint today and add the next one from the same workspace.