Entry points
Website, Messenger and Instagram in one shared workflow.
The channel can change; the workflow does not. Every estimate request can enter the same checking and booking process.
Estimate requests from your website, Messenger and Instagram move through one workflow while you're on a job: project brief, photos, service-area check, your approval, a booked in-home estimate and a reminder.
Comes in
website · Messenger · Instagram
Gets prepped
project brief · photos · area check
Gets booked
approval · in-home estimate · reminder

Website, Messenger or Instagram: one workflow.
Estimate requests get answered while you're up a ladder, and every one lands in the same system.
The layer behind the job
It doesn't price jobs or commit you to anything. It collects and moves forward everything that doesn't need your judgment.
Entry points
The channel can change; the workflow does not. Every estimate request can enter the same checking and booking process.
Area check
Each request can be flagged by ZIP code, project size and preferred start date.
Human approval
Prices, commitments and deadlines keep a human decision point.
Close-out
An accepted request becomes a booked in-home estimate, and the next round of messages can run automatically.
How it reaches you
new requestBathroom remodel, Round Rock, TX
In-home estimate in your calendar
Only your open slots are shown.
Tue
Wed
Thu
Interactive workflow
Click through. Each step shows what comes in, what the system does with it, and what comes out.
Active step / 1
Incoming
New estimate request, 9:40 pm.
System
Source recorded, shared customer record started.
Result
One clean estimate request
Live demo / scenarios
Switch between scenarios. You can see photos landing on the project brief, the service-area check, and a conversation turning into a booked in-home estimate.
Brick & Beam
online · scripted demo
Hi, we'd like our bathroom redone, it's about 60 sq ft. Ballpark, what would it cost?
Happy to help. The price depends on the tile and the plumbing, so a couple of details first: are the supply lines being replaced too, or is it tile only? If you can, send a photo of how it looks now.
Brick & Beam / fictional remodeling contractor
Want this for your own business? Book a free 15-minute call. You get a written plan first, and if you don't want it, you pay nothing.