Catch and clarify
The agent receives the lead — text, web form, email, missed-call callback — and asks the right questions: photos, location, size, timing, budget, urgency.
AI Quote Intake
AI quote intake for Idaho service teams and agent stacks.
Actrix builds AI quote intake for Idaho businesses that lose time chasing project context. Example workflow: the agent asks for photos, dimensions, location, urgency, budget, and constraints, then updates the right brief inside the larger agent stack.
The real cost of vague leads
This cycle costs you work every single week.
If you have ever replied to "how much for a quote" and then spent three messages getting a location, the cycle is costing you work you will never get back — and leads you lose before you hear from them again.
Phone tag
You or your front desk chase context across calls, voicemails, and text threads. By the time you have the details, the customer has called someone else.
Half-baked leads
Without photos, dimensions, or budget range, every quote starts from zero. You cannot prioritize urgent jobs from speculative inquiries.
Slow follow-up
When it takes hours to gather basic information, the lead cools off. Speed is the difference between booked and ghosted in local service work.
Owner bottleneck
The owner gets every raw inquiry. Every "can you do X?" lands on one desk. Meanwhile, the work that pays the bills waits.
How Quote Intake works
Three steps from vague to decision-ready.
The agent does not replace the owner's judgment. It removes the work of getting from "how much?" to a brief the owner can actually price.
Build the brief
Every answer lands in a structured brief: what the job is, where, when, how big, and what the customer expects to spend. No missing fields, no phone tag.
Owner reviews, owner quotes
The brief lands in the owner's inbox or phone. Review, adjust, and respond with a real quote — not another round of "let me check and get back to you."
The brief artifact
What the owner sees is what matters.
The output is not a chatbot transcript. It is a structured brief the owner can act on in under 60 seconds.
Every lead the agent processes becomes a clean brief with the details that matter for quoting: scope, location, photos, timing, budget range, and urgency level.
- No more three-message loops to get a location
- Photos arrive before the owner opens the brief
- Budget range tells the owner which leads to prioritize
- Urgency label helps separate "next week" from "next month"
- Every brief gets a status: ready for owner, waiting on customer, or quoted
Quote Brief
Ready for owner
Job Brief · Bathroom Reno
LeadBathroom renovation — 80 sq ft
LocationKetchum, ID
Photos6 photos attached
TimingWithin 3 weeks
Budget$12k–$18k
UrgencyReady to book
NotesCustomer was referred by previous client
Who needs this
If you take leads through text, this is for you.
Quote Intake works best for service businesses where every lead starts with a question and the owner or a small team handles all quoting.
Contractors & Trades
Plumbers, electricians, landscapers, HVAC, painters, roofers, remodelers — anyone whose first customer question is "how much?" followed by "area, photos, timing."
Repair Shops
Phone repair, appliance, auto, equipment — any shop where diagnosis starts with a description and photos before the estimate lands on a tech's bench.
Service Businesses
Cleaning, moving, handyman, tree service, snow removal, junk hauling — businesses that quote by scope and location and lose leads to slow response.
Home Services
Window cleaning, gutter work, pressure washing, flooring, tile, carpet — projects where photos and measurements tell the owner if the job makes sense.
Wellness & Clinics
Chiropractors, massage therapists, physical therapists, estheticians — service-based practices where pricing depends on assessment and customer needs vary.
Any local business
If customers text asking about pricing and you need to ask follow-ups before you can answer, Quote Intake eliminates the round-trip.
Idaho service-area fit
Built for quote-heavy Idaho businesses, not fake local offices.
Actrix serves Idaho statewide from one practical implementation desk. Quote Intake is especially useful when leads arrive from multiple towns and the owner needs a clean brief before deciding whether the job is worth quoting.
Boise & Treasure Valley
High lead volume across Boise, Meridian, Nampa, and Caldwell makes fast intake and prioritization matter.
Idaho Falls areaRegional service teams can collect photos, scope, and timing before dispatching or quoting.
Twin Falls regionRoute service requests into clearer briefs before the owner loses time sorting raw messages.
Wood River ValleyFor Hailey, Ketchum, Sun Valley, and Bellevue owners where quick follow-up protects local reputation.
Coeur d'Alene regionGather enough context to choose between quick jobs, complex quotes, and requests that need human review.
Pocatello & eastern IdahoKeep service-area inquiries structured when customers text from multiple nearby towns.
Pricing
Start with one intake channel. Expand when it works.
Quote Intake can start with a single lead source — text messages, a web form, or email — and grow as the owner sees the briefs arrive.
Intake Audit
$250–$500Map where leads enter and how many details are gathered before the owner responds. Decide the highest-value first channel.
- Lead source walkthrough
- Current intake friction analysis
- Build brief and channel recommendation
Single Channel Intake
$750–$1,500One lead channel connected to a Quote Intake agent with human approval built in. The owner gets structured briefs within minutes.
- Custom intake questions for your business
- Human approval on all outgoing responses
- Brief delivered via text or email
- Setup and testing with 5 real leads
Multi-Channel Intake
$2,500+Quote Intake connected across text, web forms, email, missed calls, and social DMs. Briefs routed to the right person automatically.
- All lead channels connected
- Priority and routing rules per channel
- Integration with existing tools
- Owner insight briefs across channels
Common questions
What owners ask about quote intake.
Plain answers before anyone commits to anything.
Does the agent send quotes to customers automatically?
No. The agent gathers information and prepares a brief. The owner reviews, adjusts pricing and terms, and sends the real quote. The agent handles the intake work so the owner can focus on the estimate.
What if the customer sends something the agent cannot handle?
The agent flags complex, sensitive, or unusual requests for human review immediately. The owner gets the full context and can take over without starting from scratch.
Does this work with my current phone number?
Yes. The agent can work with your existing business number through forwarding or a parallel text-enabled line. No need to publish a new number or migrate your customer base.
What kind of questions does the agent ask?
It depends on your business, but the standard set includes: what the job is, location, photos, approximate size or scope, timing, and budget range. Every business can customize the questions.
Can I see the brief on my phone?
Yes. Briefs arrive by text or email — whichever the owner prefers. They are designed to be readable on a phone screen in under 30 seconds, with all key details visible without scrolling.
How fast does the agent respond to a lead?
Typically within 10–30 seconds. The lead gets an immediate reply asking for the first clarifying details instead of waiting hours for a human to respond.
Start with a single channel
Text the last vague lead you got. I will show you the brief it should have been.
Forward a real inquiry or describe the kind of quote requests your business gets most often. Actrix can map the safest first intake channel in one conversation.
Starter-system path
Keep the starter system grounded.
Missed calls, quote intake, readiness, and rollout planning are connected because one working system usually reveals the next one.
Missed Call RescueCatch after-hours calls before leads go cold.Starter systemsThree narrow systems local owners can understand fast.What AI can automateSee which business tasks are realistic first targets.Implementation planA safer rollout path for real businesses.How it worksSee how narrow agents become owner-approved workflows.Idaho AI servicesThe main service hub for AI implementation in Idaho.