AI Booking for Quote and Estimate Desks. Estimate appointment scheduling for site visits and measurements.
AI Booking is estimate appointment scheduling for the visits a quote needs: the measurement, the site survey, the tasting, the walk-through. It asks where the job is first, offers only the free times of the right estimator with travel time kept, and sends the confirmation and the reminder by itself.
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7 days free · per company, never per seat · nothing to install
Visit rules
A visit at the customer's place with its arrival interval, its length and the rest after it, set once so the AI books by those rules.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Site visits in one-hour slots, with travel time between them.”
Lisa“Site visit service: one-hour slots at the customer's address, with travel time kept between visits. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Quote and Estimate Desks use it
A homeowner asking about new windows books a Thursday measurement with the estimator whose hours cover that day.
An address outside the postal codes you serve becomes a callback for the office instead of a booking.
An event planner books a menu tasting the week before the catering quote is due, and gets a reminder the day before.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Booking inside the phone call, the chat, the e-mail and the form, plus a booking page
- By service and location: the AI offers the menu, then only the free slots of your live calendar
- Google / Outlook calendar connect; availability rules; buffers
- Confirmation and calendar invite e-mailed automatically; reminders; reschedule by reply
- Field visits with travel time; several providers with their own calendars
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Booking does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsLisa, your AI assistant
Before the price
Site visit scheduling software for the visits behind a quote
Where is the job?
Asked first, before any time is offered, so a measurement is never booked at an address your estimators do not cover.
The right estimator
When customers may choose, the AI asks who they would like to see; otherwise your rule assigns the estimator whose hours fit.
Verified before it enters
The caller's number, a code by text or a verified e-mail: nothing reaches the book until the customer is confirmed.
Reminded the day before
A reminder by text, e-mail or both, the hours before you choose, and a reply lets the customer confirm, cancel or ask for another time.
Ready in 2 minutes
Schedule estimate appointments from the first day
Tell Lisa the visits
Measurement, survey, tasting or walk-through: each becomes a service with its own length, place and questions to ask.
Add your estimators
Each one with the services they handle and their hours, so a day off blocks only their own visits.
Connect your calendar
Busy times in the calendar you already use are never offered, and booked visits appear there as events.
Watch it book for a week
Run online booking for estimates free for 7 days and read every site visit it booked, confirmed and moved.
AI Booking for Quote and Estimate Desks, trade by trade
By industryDistributorsConstructionHome ServicesManufacturingInsurance AgenciesMarketing AgenciesLogisticsPassenger TransportationSmall BusinessLaw FirmsSoftware & SaaSTravel Agencies
Questions & answers
AI Booking for Quote and Estimate Desks: questions & answers
Can an AI book estimate appointments?
Yes. As estimate booking software, AI Booking books the measurement or site visit on the phone, in the website chat, from a web form or on your booking page, into free slots only, and sends the confirmation before the customer hangs up or closes the chat.
Can each estimator keep their own calendar?
Yes. Each estimator is a provider with the services they handle, where, and their own hours. A vacation blocks only that person, and a provider linked to a login sees only their own agenda.
How does it handle travel between site visits?
A visit at the customer's place asks where the job is first. The postal codes you serve and the travel time between visits are kept, and an address outside your area becomes a callback, never a booking.
Does it work with the calendar we already use?
Yes. Connect your work calendar and its busy times are read every five minutes and never offered to a customer, while each booked visit is written there as an event.
Can I approve a site visit before it is confirmed?
Yes. Mark the service subject to approval and the visit lands as a request; the customer is told the time is requested, and confirming or declining it is one click for your team.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Quote and Estimate Desks ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
She sets up your business in 2 minutes.
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Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.