Quote Requests

Free Web App

When your Company Marketing Website is live with the quote form enabled, visitors can submit project inquiries from your public site. Each submission lands in Quote Requests in the dashboard, where you can review, contact the lead, and convert them into a customer and bid with one click.

Quote Requests are restricted to Owner and Manager roles. Included on every plan (bundled with the marketing website feature).

What visitors see

The quote form is a modal that opens from the “Get a Free Quote” button on your published site. The fields shown are configurable — five are always required, four are optional and can be toggled on or off under Settings → Website.

Always-on fields (can’t be disabled):

• Name
• Email
• Phone
• Project description
• Address (street, city, state, zip)

Optional fields (toggle in website settings):

• Company name
• Services needed (multi-check, pulls from your services list)
• Timeline (ASAP / 1-2 weeks / 1 month+ / Flexible)
• Budget range (Under $5k / $5k-$25k / $25k-$50k / $50k+ / Not Sure)

Anti-spam protections

The form is protected by several layers — you don’t have to configure anything for these to work:

• CAPTCHA challenge on submit to stop automated bots.
• Rate limit: one submission per IP per 15 minutes in production.
• Email + IP blocklist: if you mark a quote as Spam, the sender’s email and IP are added to a shared blocklist so they silently fail on future submissions.

Legitimate submissions always return a success message — rejections are silent so spammers can’t probe the limits.

Dashboard workflow

1. Go to Quote Requests in the sidebar. New submissions show up with a blue New badge.
2. Click a row to open the detail dialog. You’ll see the submitter’s info, project description, services, timeline, and budget.
3. Mark Contacted — if you’ve reached out but haven’t converted yet. The row turns orange. This is a status flip only; nothing else happens — no customer record is created.
4. Take action — pick one of three options at the bottom of the dialog:
   • Schedule Site Visit: creates a customer record from the submitter (copying name, email, phone, company, and address), then opens the Site Visit wizard pre-filled with the customer, the job-site address from the request, and contact name/phone. Assign the personnel and the visit shows up on their calendar — they’re notified automatically (mobile push + email per their preferences).
   • Manual Bid: creates the customer the same way and opens the Manual Bid form pre-filled with the project name, requirements, and location.
   • AI Bid: same customer creation, opens the AI Bid chat, and seeds the first message with the project description.
5. The row is now marked Converted and shows links back to the created customer plus any bids you’ve started. You can keep triggering more actions on the same request — the customer is reused (no duplicates), and the action labels drop the “Customer & ” prefix to reflect that.

When to pick Schedule Site Visit first

For requests where the scope isn’t clear from the description, scheduling a visit before bidding is usually the right move. The customer is created up front, your field team is notified, and you can come back to the same quote request later to convert it into a bid with the visit notes in hand.

Cleanest path to an AI bid

The AI Bid conversion automatically selects the customer, pre-fills the project details in the form, and primes the first chat message with the full submitter description — so you go from a quote-request click to a live AI conversation in about two seconds.

Statuses

• New — just arrived, hasn’t been looked at. Solid primary badge.
• Contacted — you’ve reached out. Outline badge.
• Converted — a customer and/or bid have been created from the submission. Linked records appear in the detail dialog.
• Archived — no longer actionable; keeps the history but hidden from the default view.
• Spam — red destructive badge. Adds the sender’s email and IP to the shared blocklist so they silently fail future submissions. Spam items are only visible via the filter.

Configuring the form

1. Go to Settings → Website in the web app.
2. Scroll to the Quote Form section.
3. Toggle Enable Quote Form on. The CTA button on your published site swaps from a tel: link to opening the form.
4. Customize:
   • Heading — max 100 chars. Shown above the form.
   • Success message — max 200 chars. Shown after successful submit.
   • Field toggles — enable/disable the four optional fields.
5. Click Save, then Publish to push to the live site.

Notifications

Configure who gets emailed when a new quote arrives:

1. Go to Smart Notifications (in the sidebar).
2. Click Configure on the Quote Request Alerts card.
3. Toggle Enable alerts on.
4. Pick one or more team members from the list. All selected recipients get an email with the submitter details and a link to the dashboard when a new quote comes in.
5. Save.

Emails are sent via Resend and include the submitter’s contact info, project description, and a deep link to the quote in the dashboard.

Development / testing

On localhost and dev environments, a + Test Quote button appears at the top of the Quote Requests page. It generates a random realistic submission (different names, cities, project types each click) so you can exercise the dashboard workflow without running a real form submission. This button is hidden in production.

Linked records

Once a quote is converted, the detail dialog shows a Linked Records panel with:

• A link to the created customer (/resources/customers?highlight=...).
• A list of every bid created from this quote (linked by sourceQuoteRequestId on the bid). Multiple bids per quote are supported — if the first job scope evolves, create a new bid from the same quote and both appear in the list.

Customer and bid pages also show a “From quote request” badge linking back, so you can trace a job’s history from either end.

Next steps

Marketing Website Set up the public site that hosts the quote form.

AI Bid Chat How the AI Bid conversion flow continues from a quote.

Manual Bids The Manual Bid conversion path.

Scheduling Where the Schedule Site Visit conversion lands — the visit wizard, mobile notifications, and the calendar.