The loop
A request comes in
Photos and questions arrive from your website chat, a form, a text, or an email. The agent reads them and starts a conversation. A new quote appears in the Quote Desk under Being quoted.
The agent qualifies the job
The agent identifies the vehicle, asks your qualifying questions about service, coverage, and condition, and matches the request to a service and package in your price book. You can watch this happen in real time on the quote’s detail page.
A price goes out — or waits for you
The agent computes a price range from the prices you published. Routine jobs go out automatically. High-value jobs, unusual conditions (like matte paint), or anything over your approval threshold are held under Needs you — no price reaches the customer until you decide.
The customer commits
When the customer accepts, they pay a deposit and pick a time slot from the quote link. The quote moves to Deposited, the booking lands on your Bays, and the vehicle gets a record in your Garage.
Where you fit in
Most quotes never need your attention — the agent handles intake, pricing, and deposit on its own. You step in when:- A quote is held for approval. The Needs you lane shows the vehicle, the photos, the suggested price range, and why it was held. You approve, adjust the price, or decline.
- A deposited job needs scheduling. If the customer paid a deposit but hasn’t picked a slot, the quote shows in Deposited — needs scheduling with a link you can re-share.
- A completed job needs its balance. After you mark a job done, the balance link goes out — or you collect at pickup.
How the agent prices
The agent never invents a price. Every quote is computed line-by-line from your published price book — the same numbers you calibrated during onboarding. The price range accounts for the vehicle class, any product line or modifier the customer selected, and your rounding rules. You’ll see the full derivation on each quote’s detail page, so you always know how a number was reached.Channels
Quotes can arrive from four channels:| Channel | How it works |
|---|---|
| Web chat | A visitor chats on your website — the agent qualifies and prices in the conversation. |
| Form | A customer submits a form on your site with photos and questions. |
| Text | A customer texts your Kordless number. Requires SMS setup. |
| A customer emails your quote address. Requires branded email setup. |
Next steps
Your price book
Edit services, packages, and vehicle classes — and control which quotes go out on their own.
Reviewing and approving quotes
The approval queue: what needs your attention, how to approve, adjust, or decline.
Deposits and scheduling
How a customer pays a deposit and picks their slot from the quote link.
Balance and final payment
Collecting the remaining balance when the job is done.