How to Automate Quote Requests With AI Intake and Follow-Up

Quote requests often fail because staff lack the details needed to price or route. AI can collect structured intake before a human follows up. Details to collect: The right quote intake questions depend on the service, but the pattern is similar. Service type, Location, Urgency, Photos, Budget range, Preferred time Follow-up workflow: After intake, the system should route and remind without manual copy-paste. CRM record, Owner assignment, SMS confirmation, Photo link, Staff alert