AI Quoting turns a family's request for private pay home care into an estimate: private pay home care estimates priced line by line from your own rate list by code, never made up by the AI. Nothing reaches the family before your yes, and they accept on their own page and pay the deposit the way you allow.
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7 days free · per company, never per seat · nothing to install


Waiting for your yes
Estimates the AI drafted on the phone and in the chat, each priced from your own list and ready to preview before anyone receives it.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Estimates stay valid for thirty days, and every one waits for my yes.”
Lisa“Estimates will be valid for 30 days, and each one will wait for your yes before it is sent. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Home & Senior Care use it
After the assessment, a care manager asks Lisa for an estimate of weekday personal care, priced from your list.
A son asks the chat in the evening what weekend respite would cost; the estimate is drafted and waits for your yes.
A daughter accepts the estimate on her own page with her name and pays the deposit by card through your account.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
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 Quoting does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI InventoryAI CRMAI Auto-CallLisa, your AI assistant
What it does
Every line comes from your rate list by its code, such as an hour of companion care or a respite day, never from the AI.
Preview & authorize shows each line and the total before the family sees anything; Revise makes a new version that waits for your yes again.
Your letterhead, the lines, the total, Accept and Ask for a change, translated when the family reads another language, with your terms never rewritten.
Fourteen days unless you change it, and the list shows when the family opened the estimate and when they accepted it.
Moments
A son asks for a senior care cost quote for overnight care; the AI drafts it from your list and it waits for your yes in the morning.
A deposit rule on the card, the wire or the cheque, with the balance due on the days after acceptance that you set.
Asked on the phone, the AI answers from the record and can send the family the payment link again.
Questions & answers
It drafts a private duty home care quote from the rates on your own list, read by code and never made up, and the estimate waits under Awaiting your yes. The family receives it only after you approve it, or at once when it is under the ceiling you set.
No. The hours and the type of care come from the family's request and your assessment; the AI only prices the lines your team or the family named. A line that needs a person's price waits for that person under Price the lines.
Yes. The estimate arrives on your letterhead with a PDF and a link to the family's own page, where they see each line and the total, type their name and press Accept. Their name and the time become the record.
Yes. Set a deposit rule on any way to pay you offer, such as card on the estimate page, a bank wire or a cheque, with the balance due the days after acceptance you choose. The invoice is numbered from your own series when it is paid.
Yes. The follow-up starts on the send: a mail on day 1 with the link to their page, a reminder before the estimate expires, and a call only if you switch it on. It stops by itself when the family pays or declines.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Home & Senior Care ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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