Can I customise quote services and pricing?

Yes. You can train Sophiie with services, products, descriptions, durations, and pricing.

Can quotes turn into jobs?

Yes. Approved quotes can be converted into jobs in Sophiie's workflow.

Can Sophiie follow up open quotes?

Yes. CRM reminders, email, and text tools can help follow up quotes that have not been approved.

AI office manager

Lawn care quotes

Sophiie captures the enquiry, uses your service list, helps create the quote, follows up, and turns accepted quotes into scheduled jobs.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Quote intake from calls and chats

Capture property address, service type, frequency, access, timing, and customer contact details.

Australian tradesperson in hi-vis taking a phone call beside a brick wall

Trained service list

Add mowing, edging, cleanup, aeration, fertiliser, weed control, and snow services with descriptions and pricing context.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house

AI quoting workflow

Sophiie can build quotes from your service list, send them, and help convert approved quotes into jobs.

Australian tradesperson standing in a doorway reading a message on a phone

Follow-up reminders

CRM reminders, text, and email tools help track open quotes and customer questions.

Australian tradesperson crouching in a doorway on site using a smartphone

Job and invoice handoff

Accepted quotes can flow into scheduling, Job Manager, and invoice creation with customer history intact.

Australian tradesperson taking a phone call while crouched beside a glass door on site

How it works

Set up Sophiie once, then let the work flow

Train the quoting base
Add services, prices, terms, service areas, and rules that affect quote accuracy.
Collect the scope
Sophiie gathers the property and service details needed before a quote is prepared.
Create and send
Build a professional quote, review it, and send it through the quoting workflow.
Follow up and convert
Use reminders to chase decisions and move accepted quotes into jobs.

A lawn care quote needs the story behind the number

Two lawns can have the same square footage and completely different quote requirements. Access, slope, cleanup volume, green waste, treatment needs, frequency, and timing all affect the final scope. Sophiie helps make sure those details are captured before the quote is built.

As an AI receptionist and chatbot, Sophiie can collect the enquiry details. As an office manager, it can keep the customer record, quote workflow, schedule, job, and invoice trail connected.

Train quotes around your actual offer

Sophiie's training tools let you add services, products, descriptions, pricing, and business rules. That gives the AI quoting workflow something concrete to use. It can build quotes from the service list, send them to customers, and help convert approvals into jobs.

For lawn care companies, this is useful across weekly mowing, seasonal cleanups, treatments, commercial maintenance, and snow services. Each quote can start from your business logic instead of a blank email.

Follow-up is where many quotes are lost

A quote that is sent but never followed up is unfinished work. Sophiie's CRM reminders, text, and email tools help keep open quotes visible until the customer decides. When accepted, the scope can carry into scheduling and invoicing rather than being retyped.