Smart Quote
A guided public quote request that uses AI-assisted analysis to help triage and classify jobs, while your own pricing rules — not the AI — decide the pricing outcome.
Available · Last updated 18 July 2026
The business problem
Answering every quote request individually is slow, and customers often submit incomplete information, meaning staff spend time going back and forth before pricing can even begin.
How KookaCRM solves it
Smart Quote is a guided public quote request form. It optionally uses AI-assisted analysis of the customer's description and any photos to help classify the job and speed up triage. The AI does not set a price by itself — the actual pricing outcome is always decided by pricing rules that a tenant configures. Depending on those rules, a request can result in an estimate range, a draft quote, a case flagged for staff review, or a request for an inspection. Manual-review rules can be set to override automation for anything outside a tenant's comfort zone, and instant fixed quotes are turned off by default — they only run when a business has configured strict, well-defined pricing rules for a service.
When to use this
- You want to speed up initial triage of quote requests without losing control of pricing
- Customers commonly submit photos or descriptions that help classify the job
- You want a documented, rules-based process for how estimates and draft quotes are produced
Suitable business types
- Trades quoting jobs that vary in scope and benefit from an early estimate range
- Cabinet makers and custom installers assessing photos before a full quote
- Cleaning and lawn care businesses handling high volumes of similar-sized jobs
How it works
A customer submits a Smart Quote request, optionally with photos and a description, then
AI-assisted analysis helps classify the request and extract relevant details, then
Tenant-defined pricing rules are applied to decide the outcome for that request, then
The result is an estimate range, a draft quote, a flag for staff review, or a request for an inspection, then
Staff review the outcome in the dashboard and finalise the quote if needed
What KookaCRM creates
- Smart quote request
- Lead
- Quote (where rules produce a draft)
How it connects with other features
- Requests flagged for review are worked from the same queue as other leads
- Draft quotes can be finalised and sent for acceptance using Quotes and Customer Acceptance
- Smart Quote can sit alongside a standard Website Enquiry Form as an alternative entry point
Example use cases
- A customer uploads photos of a broken fence panel and receives an estimate range while staff review the full request
- A recurring cleaning enquiry matches a tenant's configured pricing rule and produces a draft quote automatically
- A complex custom joinery request is flagged for manual review rather than being priced automatically
Setup requirements
- Configure pricing rules for the services you want Smart Quote to help triage
- Decide which outcomes (estimate range, draft quote, review, inspection) apply to each service
- Instant fixed quotes require deliberately configuring strict rules for a service before they will be offered — this is off by default
Availability
Available on all tenants. The intelligence in Smart Quote is limited to triage and classification — every pricing outcome is governed by rules your business configures, and manual-review rules always take precedence over automation.
Related guides
- Customer Entry Points
Website Enquiry Forms
A tenant-specific enquiry form that captures new work from your website and turns every submission into a lead and intake record your team can action.
- Pricing and Sales Workflows
Quotes and Customer Acceptance
Build itemised quotes, send them for the customer to review and accept online, collect a deposit if required, and continue straight into a job or invoice.
- Pricing and Sales Workflows
Customer requests a Smart Quote with photos workflow
How a customer's photos and guided answers move through Smart Quote's AI-assisted triage and the tenant's own pricing rules before a staff-reviewed quote is issued.
Relevant business solutions
- Business Solutions
Tradies and field service businesses
How electricians, plumbers, builders and other field service tradies use KookaCRM to take bookings, quote jobs, dispatch technicians and get paid, including where Field Dispatch fits in.
- Business Solutions
Cabinet makers and custom installers
How cabinet makers and custom installation businesses use KookaCRM to run a project from first enquiry through measuring, quoting, deposit, manufacturing and installation to the final invoice.
- Business Solutions
Cleaning and recurring service businesses
How cleaning and other recurring service businesses use KookaCRM to take online bookings for one-off visits and set customers up on recurring service packages and subscriptions.
- Business Solutions
Lawn and garden service businesses
How lawn mowing, garden maintenance and landscaping businesses use KookaCRM to take bookings for regular visits, price larger projects with a quote, and use Smart Quote photos for jobs that need a look first.