WhatsApp bots for quotes & intake
Quote requests start vague and end as a half-completed back-and-forth. A WhatsApp bot captures the scope, budget, timeline, and location up front — so the estimator opens a real brief, not a 'how much?' message.
What quote & intake bots do
These bots run the structured first conversation an estimator would have. Project type, scope, budget range, timeline, location — collected systematically before any human time is spent on the quote.
The result is a brief that the estimator can either price directly or use as the starting point for a faster site visit. Customers stop waiting two days for a return call; the team stops asking the same five questions on every first message.
Flow shapes this category covers
Quote intakes look similar across very different trades — these are the building blocks.
Project / scope description
Type of work, what's involved, rough size or square footage. Free text plus options for the predictable parts.
Budget range
Bands the customer can self-select. Filters out budget-mismatched projects before the estimator gets involved.
Timeline & urgency
Emergency vs. scheduled, target completion, hard deadlines. Drives whether the response is 'today' or 'this week.'
Describing the problem
The leak, the room, the warning light, in the customer's own words plus a few fixed options. Meerlume doesn't capture photos yet, so ask for them when you reply with the quote.
Location & contact
Service area, address, callback preference. Quotes that aren't in your area get a polite no without burning estimator time.
Why WhatsApp for this category
Service-business quote requests in Europe and the US already start in DMs — usually with a photo and a vague 'how much?' A WhatsApp bot turns that into a complete brief before the estimator opens it.
Where this shape pays off
Trades and services where the quote intake is the bottleneck.
Home cleaning & domestic services
Home size, clean type, preferred date, pets in home, recurring or one-off. The bot returns a quote band and books the visit.
Plumbers, electricians & trades
Problem type, urgency, location, a description. Emergencies hand over to you immediately; scheduled work gets a quote and a slot.
Web, software & creative freelancers
Project type, brief, timeline, budget range. The freelancer opens a real proposal-ready intake instead of a 'can you build a website?' message.
Moving, removal & logistics
Origin and destination, home size, distance, preferred date, special items. The team responds with a quote band same day.
Renovation, HVAC & roofing
Property type, scope, square footage, timeline, location. Site visits are pre-qualified before anyone gets in a truck.
Quotes & intake FAQ
Ready to launch
Open every quote with a real brief.
Browse the quote templates and pick the closest shape — cleaning, trades, freelance, moving, renovation. Edit the questions to match your trade, connect WhatsApp.
Other use cases
Sales & Lead Capture
Sales & lead-capture bots on WhatsApp
Pre-qualify inbound leads on WhatsApp before a rep ever opens the conversation.
Booking & Reservations
Booking & reservation bots on WhatsApp
Real bookings on WhatsApp — service, resource, and time slot in one chat, calendar built in.
Internal Ops
Internal ops bots on Telegram
A structured way for the team to report in on Telegram: jobs, requests, check-ins, interviews.