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When a customer calls and asks “How much does that cost?”, your AI receptionist can give them a price range based on your configured pricing. It never commits you to a fixed price — it always gives a range and explains that a final quote depends on seeing the job.

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How the AI Handles Pricing Calls

1

Customer asks about pricing

The caller says something like “How much for a boiler service?” or “What do you charge for a cut and colour?”
2

AI gives a price range

Based on the pricing you’ve configured in your business settings, the AI responds with a range: “A boiler service typically runs between 80 and 120 pounds, depending on the make and model.”
3

AI adds a disclaimer

The AI always follows up with something like: “That’s an estimate — we’d need to take a look before giving you a firm price.” This protects you from being held to a number.
4

A draft quote is created

If the AI captured enough details (service, name, phone), a draft quote is created in your dashboard for you to review before it goes to the customer.
The AI will never give a fixed price — only a range. This is by design. Every job is different, and you should always see the work before committing to a final number. The AI explains this to the customer on every pricing call.

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Quote Statuses

Every quote moves through a lifecycle:
StatusWhat It Means
DraftCreated by the AI or by you. Not sent to the customer yet. You can edit it freely.
SentEmailed or texted to the customer. They can view it via a link.
ViewedThe customer has opened the quote link.
AcceptedThe customer agreed to the price. Time to book the job.
RejectedThe customer declined. Follow up or move on.
ExpiredThe quote passed its validity date without a response.

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Creating a Quote Manually

Not every quote comes from a phone call. You can create one from scratch for any customer.
1

Go to Quotes

Click Quotes & Invoices in the sidebar.
2

Click + New Quote

Click the button at the top right.
3

Fill in the details

Add the customer name, phone, email, and one or more line items. Each line item has a description and a price range (low and high).
4

Save as Draft

Click Save Draft. The quote is stored but not sent yet.
5

Review and send

Open the draft, check everything looks right, and click Send Quote. The customer receives it by email with a branded link to view, accept, or reject.

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Editing Draft Quotes

While a quote is in Draft status, you can change anything:
  • Add or remove line items
  • Adjust price ranges
  • Update customer details
  • Add notes or terms
Once a quote is sent, you cannot edit it. If you need to change the price, create a new quote and let the old one expire.

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Auto-Send Option

If you’d rather not review every quote manually, you can enable Auto-Send in your settings. When enabled:
  1. The AI creates the quote during the call.
  2. The quote is automatically sent to the customer by SMS after the call ends.
  3. You still see it in your dashboard and get notified.
Auto-send works best when your pricing is straightforward and doesn’t vary much per job. If your pricing depends heavily on seeing the work first, keep auto-send off and review each quote before sending.

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Price Ranges — Why Not Fixed Prices?

Every service business knows that the price depends on the job. A “boiler repair” could be a simple part swap or a full system replacement. By using ranges:
  • You stay protected — You never accidentally promise a price you can’t honour.
  • Customers get useful information — A range is better than “I’ll have to come and look first” with no number at all.
  • The AI sounds professional — “Between 80 and 120 pounds” is a confident, helpful answer.

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What the Customer Sees

When a customer receives a quote (by email or SMS), they see:
  • Your business name and logo
  • A clear breakdown of each line item with the price range
  • Total estimated range
  • A disclaimer that the final price may vary
  • Two buttons: Accept and Decline
  • An expiry date (default: 14 days)
Yes. Open any accepted quote and click Convert to Invoice. It will create an invoice pre-filled with the quote details, ready for you to set the final price and send.
The status changes to Expired automatically. The customer can no longer accept it via the link. You can create a new quote if they come back.
No. If you haven’t added pricing to your business settings, the AI will say “I don’t have pricing information available — our team will follow up with a quote.” It will never make up numbers.