01
Landscaping
Project type, property details, photos, service area, consultation
Lead capture + quote scheduling for service businesses
Capture the lead. Book the quote.
Bay Walkthrough is a lead-to-quote system for service businesses. It captures new inquiries, collects the job details your team needs, and schedules the right estimate or quote appointment.
- No new customer app
- Human handoff anytime
- Built around your quote workflow
Workflow preview
One inquiry, one accountable next step
JM
Jordan M.
Sample local-service lead
I need someone to look at a new fence in 21401.
Happy to help. What type of fence are you considering, and can you send 2–3 photos?
Wood privacy fence. Photos sent.
Thanks. We can offer Thursday at 4:00 or Friday at 10:30. Which works better?
The immediate product: turn an inquiry into a qualified quote appointment.
- Lead captured
- Job qualified
- Quote scheduled
- Team notified
Why Bay Walkthrough
Not another chatbot. A working path from lead to quote.
The first product has one job: make it easier for a serious customer to request work, provide the right details, and get the correct quote or estimate appointment onto the schedule.
A disconnected lead flow
Bay Walkthrough lead-to-quote
Calls, texts, and forms land in different places
Every eligible inquiry creates one lead record
Generic forms miss the details needed to quote
Questions change by service, location, scope, urgency, and photos
Scheduling becomes phone tag
Approved quote or estimate times are offered immediately
The owner has to remember every follow-up
The lead, appointment, and next owner stay visible
How it works
Your quote-booking process, turned into a simple working flow.
We begin with one service journey, fit it to the calendar and tools you already use, and expand only after the workflow proves useful.
- 01
Capture the request
A website form, text inquiry, or connected source creates one structured lead record.
- 02
Collect quote details
The flow asks the service-specific questions, territory, timing, photos, and urgency your team approves.
- 03
Offer approved times
The scheduler reads allowed availability and offers the correct quote, estimate, or walkthrough appointment.
- 04
Notify the right person
Your team gets the lead context, appointment, exceptions, and anything that still needs human judgment.
Built around your business
Same engine. Different service logic.
A plumbing emergency, a fence estimate, and pool maintenance should not enter the same script. Each business gets its own qualification, urgency, territory, scheduling, and handoff rules.
02
Fencing
Material, footage, site photos, timing, on-site estimate
03
Plumbing
Issue, urgency, property, safe escalation, service window
04
Electrical
Job type, symptoms, urgency, access, qualified dispatch
05
Patios & hardscape
Scope, dimensions, photos, budget range, walkthrough
06
Pools
Repair or maintenance, equipment, symptoms, service visit
07
HVAC & AC
System, issue, urgency, location, technician window
08
Painting
Interior or exterior, scope, photos, timing, estimate visit
And the same approach extends to roofing, cleaning, remodeling, pest control, garage doors, appliance repair, and other local service businesses.
Controlled automation
It knows the next action. And when to get out of the way.
You approve what it can say, which jobs can be booked, how urgency is handled, and which situations need a person. The agent does not invent prices or improvise on sensitive questions.
Your territory
Only qualify leads inside the areas you actually serve.
Your workflow
Route each service to the right estimate, service call, callback, or follow-up.
Your handoff rules
Escalate safety issues, unusual work, complaints, emergencies, and uncertain answers.
Product preview · sample data
Lead-flow overview
42
New leads
31
Qualified
19
Next steps booked
4
Human handoffs
Lead path
Received42
Qualified31
Advanced19
Needs a person
4 open- Commercial property request
- Outside service area
- Customer asked about deposit
The product ladder
Build the scheduler first. Earn the right to automate more.
We are not pretending every layer exists today. The quote scheduler creates the real workflows and business data needed to build useful quoting, web-management, visibility, and marketing agents later.
- First build
Lead capture + quote scheduling
Capture web or text inquiries, collect the required job details, check approved availability, book the quote appointment, and notify the team.
- After proof
AI quote assistant
Turn photos, measurements, service rules, and an approved price book into a draft range or estimate for human review.
- With reliable rules
Controlled auto quote
Automatically issue quotes only for repeatable work with complete inputs, confidence thresholds, exclusions, and escalation.
- Expansion
Web + visibility agent
Keep service pages and business facts accurate, support reviews and campaigns, and improve discovery across search and AI-assisted research.
Buildable now
Lead records, service-specific intake, calendar availability, appointment creation, owner handoff, and funnel measurement.
Needs partner data
Quote assistance requires the business’s price book, job variables, historical examples, photos, and human correction.
Needs earned permission
Automatic quotes, website edits, and marketing actions launch only after accuracy, approvals, logging, and rollback are proven.
The durable advantage is the service-business learning loop.
Inquiry → job details → quote appointment → estimate → completed work → revenue → review → better future decisions.
Aligned around the result
If it does not create value, it does not earn a bigger role.
The founding build starts with one quote workflow and a success definition the business agrees with. We measure movement from inquiry to scheduled and completed work—not chatbot activity or vanity metrics.
Response time
How quickly eligible inbound leads receive a useful reply.
Qualified conversations
How many leads complete your approved intake questions.
Next steps booked
How many qualified leads reach the right service call, estimate, or appointment.
Revenue outcomes
Which booked opportunities are kept, completed, and won—when the business can share that data.
Founding build-partner program
Build your first lead-to-quote workflow with us.
We start with a free lead-leak audit. If there is a strong fit, a small paid founding build creates one working quote-scheduling flow and gives both teams a clear continue, change, or stop decision.
FAQ
Before you connect a real lead.
Clear answers about the founding build, the boundaries, and your control.
Is the founding build free?
The lead-leak audit is free. A fitted founding build has a small scoped charge because both teams need to commit to implementation, testing, and measurement. We show the exact fee before work starts and do not require an automatic long-term contract.
Will it sound like a robot?
The booking desk uses your services, terminology, service area, and approved answers. Messages stay short and practical. When a question needs judgment, it hands the conversation to your team.
Does it replace my office staff?
No. It handles repetitive intake and scheduling so your team can focus on customers, exceptions, and running the work.
Can it provide quotes?
Only when the business has approved pricing rules, reliable inputs, and clear guardrails. The first job is to collect what your team needs and move the customer to the right next step. The system does not invent a number.
Will it work with our calendar and phone number?
We confirm compatibility before launch. Some setups can connect directly; others may need a dedicated text-enabled number or a different routing method.
What happens when it does not know an answer?
It does not guess. It can collect the customer’s information, flag the conversation, and notify a person to take over.
How do we control what it says?
Before launch, you approve the services, service areas, intake questions, booking rules, FAQs, and handoff conditions. We test the full flow before customers use it.
How long does setup take?
Setup begins after the number, calendar, service rules, and approved responses are available. We give you a launch estimate after checking those connections.
How is customer texting handled?
The founding build is designed for eligible inbound or properly opted-in conversations. The business is identified, opt-outs are honored, and the exact messaging setup is reviewed before launch.
Your next step