This template starts a sheet for Automation workflow, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.

Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.

My tools are different. Does it still fit?

The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

Quote requests with photos, straight to your phone

Customers describe the job and add photos in a short form, and the whole request reaches your WhatsApp or email at once.

For plumbers, electricians, roofers and other trades

From $490 per project

Typical timelineUsually within days of the confirmed scope

Start a sheet from it The part this sheet is for: Automation workflow

What this template does

Half a quote is guessing what the job looks like. A short form on your site asks for the address, the problem and a few photos, and the request reaches you as one message on WhatsApp or by email, with the photos in it, so you can price it from the van.

Prefilled for you

The brief it fills in

A quote request form on our site that asks for the address, a description of the job and up to five photos, and sends the whole request with the photos to our WhatsApp or email.

Systems it connects

Your website form
WhatsApp Business
Gmail or Outlook

Kind of job

Automations - Trades

What you get

One integration built, tested and running on your own accounts
The steps written down, so both sides know exactly what runs
Checked by a person before it is handed over
Changes until you approve it

What you provide

The questions you always ask before a quote
The WhatsApp number or inbox it should reach
Access to your website, or we add the form for you

Questions about this template

What does it cost?This template starts a sheet for Automation workflow, at $490, the price published in the catalogue. Scope and price are confirmed before any work starts, and nothing is charged before that.
How does it start?Start a sheet from it and the order opens with this template's brief already written. Change what differs for you, send it, and a person reads it before anything is built.
My tools are different. Does it still fit?The systems named here are examples of what it usually connects. Write the ones you use in the brief; if that changes the size of the job, the quote says so before you accept.

Ready to run this recipe?

The sheet opens with this template's form already filled in. Change what is yours, and the price is set before anyone starts.

Start a sheet from it All templates