Quote request chatbot
Capture better quote requests before a human gets involved.
A contact form gives you a name and a vague message. A quote request chatbot gives you suburb, urgency, service type, timing, and enough context to decide whether the lead is worth chasing.
Best fit
Trades, cleaners, field service teams, clinics, and any business where people need a quote or booking path instead of a generic inbox form.
Job type
Ask what the visitor actually needs so the lead lands with real scope instead of a vague one-line message.
Suburb and service area
Filter out jobs you do not service before your team wastes time on them.
Urgency and timing
Separate emergency work from next-week work so the follow-up path fits the job.
How the workflow works
- 1. The visitor opens chat and asks for a quote.
- 2. The bot asks the right follow-up questions for the job type.
- 3. The lead is captured with the structured answers attached.
- 4. The enquiry lands in your dashboard, CRM, ServiceM8, or wherever you route leads.
What makes it better than a form
- ✓Dynamic follow-up questions instead of one static form for every visitor.
- ✓Cleaner lead quality because the bot asks what matters before handoff.
- ✓Pricing-rule and estimator support for grounded ballpark quotes when the workflow allows it.
- ✓Works naturally with ServiceM8, CRM, and booking flows.
Typical use cases
Tradies and field service
Blocked drains, hot water, switchboards, lockouts, installs, and inspection bookings.
Cleaning and maintenance
Recurring cleans, end-of-lease work, property size, and suburb filters.
Clinics and appointment-led businesses
Route people into the right booking path after a few qualification questions.
Pair it with pricing rules or estimators
The strongest version of this feature is not just collecting the lead. It is using your pricing rules or estimator tools to give visitors a grounded range and keep the conversation moving.
What is a quote request chatbot?
A quote request chatbot asks visitors the key questions needed to price or qualify a job, then saves the enquiry with the context your team needs to follow up properly.
Who should use quote request flows?
Trades, field service businesses, cleaners, clinics, agencies, and any team that loses time chasing incomplete contact forms are strong fits.
Can the bot give ballpark pricing?
Yes. Pivra can use pricing rules and estimator tools so the bot gives grounded ranges based on job type, suburb, urgency, and other inputs you define.
Does this work with ServiceM8 or CRM workflows?
Yes. Quote requests can be pushed into ServiceM8, your CRM, or other tools you connect so your team does not have to retype the lead.
Is this better than a contact form?
Usually yes when the goal is qualification. A chatbot can ask follow-up questions dynamically instead of sending every visitor through the same blank form.