Lead Intake & Quoting

Never Miss Another Lead, Even at 3 AM

Our AI-powered lead intake and quoting system works 24/7 to capture leads, create quotes, and follow up automatically, so you never miss an opportunity again.

AI-powered quoting system for tree services

AI Quoting System

8+ hrs/week

Time saved on quotes and follow-ups

40%

More leads captured with 24/7 response

22%

Higher average job value

Complete Lead Automation System

From the moment a potential customer reaches out to the final quote approval, our system automates every step

AI Booking Chatbot

Our 24/7 web assistant handles FAQs, licensing questions, and bookings automatically, ensuring you never miss a lead, even when you're sleeping or on a job site.

Works around the clock, 365 days a year
Answers common questions instantly
Books appointments directly into your calendar
Estimate Intake + CRM Setup

Automatically creates detailed client records in Airtable from incoming leads, ensuring all customer information is organized and accessible.

No more manual data entry
Captures all important customer details
Creates searchable customer database
Photo + Voice Estimate Builder

Simply take photos and record voice notes at the job site, and our system automatically generates professional quotes ready to send to clients.

Create quotes in minutes instead of hours
No typing required - just speak and snap
Professional formatting and layout
Multi-Quote Generator

Automatically offers basic, premium, and upsell tiers for every job, increasing your average job value and giving clients options.

Increases average job value by 22%
Gives clients choice without extra work
Professionally presents good/better/best options
InstaQuote AI

Generate instant quotes from photos or videos, allowing you to provide estimates faster than your competition.

Send quotes before competitors even answer their phone
AI analyzes tree size, condition, and location
Accurate pricing based on your historical data
Proposal Follow-Up Bot

Automatically reminds clients to approve their quote, increasing your close rate without manual follow-up.

Increases quote approval rate by 35%
Perfectly timed follow-up sequence
No awkward sales calls required

How It Works

See how our lead intake and quoting automation transforms your business

1

Lead Capture

A potential customer visits your website or calls your business at any time, day or night.

Our AI Booking Chatbot immediately engages with them, answering questions and collecting their information.

2

Quote Creation

You visit the property and use our mobile app to capture photos and voice notes about the job.

Our system automatically generates a professional quote with multiple options based on your input.

3

Follow-Up & Conversion

The quote is automatically sent to the client with a clear call-to-action to approve.

Our Proposal Follow-Up Bot sends perfectly timed reminders until the client approves or declines.

"

The AI Booking Chatbot has been a game-changer for us. We used to miss 30% of our calls during busy seasons, but now every lead gets an immediate response. The Photo + Voice Estimate Builder has cut my quote creation time from 45 minutes to just 5 minutes per job. I'm booking more jobs and spending less time on paperwork.

Sarah Thompson

Sarah Thompson

Thompson Tree Care, Austin TX

More Lead Intake & Quoting Features

Discover all the ways our system streamlines your lead management and quoting process

Financing Trigger

Automatically sends monthly payment options if a quote stalls, helping overcome price objections and rescuing up to 15% of stalled quotes.

Voice-Driven Estimating

Create estimates by voice via Siri or Google Assistant, perfect for when you're on the go or at a job site, allowing hands-free quote creation.

1-Click Add-On Builder

Clients can select extra services with a single click, making it easy to increase job value without additional sales effort.

ZIP Code Price Adjuster

Automatically adjusts pricing based on local costs and market rates, ensuring you're competitive while maximizing profit in each neighborhood.

Ready to Transform Your Lead Management?

Join thousands of tree service owners who've automated their lead intake and quoting process with ArborOffice.

Explore Related Automation Features

Discover how our other automation systems work with lead intake to transform your business

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Turn new leads into loyal clients with automated follow-up, review collection, and client communication.

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June 2025
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