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Service Quote Request chatbot template

Capture service requests with job details and urgency, then book a site visit — even after hours.

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ChatMakeee

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What it asks

8 questions across the full flow

The flow opens with a welcome message, then guides every visitor through the questions below — one at a time. Options with a follow-up route visitors deeper with + flow, so people only see what applies to them.

Books directly from your calendar

Visitors pick a slot from your real availability inside the chat. No double-bookings.

Every answer becomes a lead

Finished conversations are saved in your CRM with full history attached, exportable to CSV.

Edit every question and option

Open it in the builder and change anything — no if/else logic, no canvas, no code.

Chat preview — visitor side

Exactly what a visitor sees

Hi! Thanks for reaching out. Tell us what you need and we'll get you a fast, fair quote.
What service do you need?
HVAC repairHVAC installationPlumbingRoofing+2
How urgent is this?
Emergency — need help nowUrgent — this weekNot urgent — just getting a quote
What seems to be the issue?
What's the address or zip code?

Full flow

Every question in the Service Quote Request flow

This is the real template you get — open it in the builder, edit anything, and it becomes your own.

1

What service do you need?

Choice
HVAC repairHVAC installationPlumbingRoofingElectricalOther
2

How urgent is this?

Choice
Emergency — need help nowUrgent — this weekNot urgent — just getting a quote
3

What seems to be the issue?

Text
4

What's the address or zip code?

Text
5

What type of property?

Choice
HomeBusinessRental property
6

Best phone number?

Phone
7

Best email?

Email
8

Pick a time for a site visit.

Booking

8 chatbot templates for Home Services

3 ready-made flows you can open, edit, and publish.

View all Home Services templates

FAQ

Service Quote Request template — questions answered

What does the Service Quote Request chatbot template do?+

Capture service requests with job details and urgency, then book a site visit — even after hours.

Does the Service Quote Request chatbot capture leads?+

Yes. Every answer a visitor gives is saved as a lead in your CRM with the full conversation history attached, and you can export everything as a CSV whenever you want.

Can visitors book a time without talking to anyone?+

Yes — the flow ends with a Meeting step that opens your real availability right inside the chat. Your working hours, time zone, and blocked dates are set once, so double-bookings are impossible.

Can I edit the questions in the Service Quote Request template?+

Yes. Open the template in the builder, edit any question or option, and add follow-up questions with + flow. There is no if/else logic to write anywhere — just questions, answers, and nested routing.

How do I publish the Service Quote Request chatbot?+

Copy the widget code and paste it on your website, or publish a shareable link you can put in your Instagram bio, on WhatsApp, in email signatures, or in ads. Visitors chat and you get leads and bookings.

Don't let another visitor walk away without booking.

Go live tonight — copy one line of code, no credit card, no developer. Your flow starts capturing leads and booking appointments while you sleep.

Start my free trial

14 days free · No credit card needed