
Customer questions keep pushing quotes to tomorrow.
The everyday problem. Dana runs the office and helps out on jobs. Between returning calls and checking the schedule, she keeps opening the same emails without getting to the replies. Estimates often wait until the customers have gone home.
How we could help. A useful first step would be to group incoming requests and draft replies using the job details already on file. Dana could check them in one place. A request with an unclear problem would stay on her call list; prices and appointment times would still be hers to confirm.
- AI could help
- Draft a reply asking a homeowner for the details needed to prepare an estimate.
- Dana would check
- Does this need a site visit? Is a phone call more useful than another email?
- The aim
- Less repeat typing and fewer requests left unanswered at the end of the day.

