Can it ask locksmith-specific estimate questions?

Yes. You can train Sophiie to ask about lock type, location, urgency, property or vehicle context, access, and service need.

Can estimates become jobs?

Yes. Sophiie's quoting workflow supports converting accepted quotes into jobs.

Can Sophiie handle emergency estimates?

Sophiie can capture urgent call details and follow your routing or escalation rules, but pricing decisions remain under your business control.

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Locksmith estimates

Sophiie captures lock type, service need, property or vehicle context, urgency, and customer details, then supports quote creation and follow-up.

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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

Service-specific intake

Ask whether the customer needs a lockout, rekey, lock repair, key replacement, commercial work, or security upgrade.

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Pricing and service training

Add services, products, durations, pricing guidance, and policies so Sophiie has accurate context.

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AI quoting workflow

Sophiie can create quotes from your service list, send them, and convert accepted estimates into jobs.

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Follow-up through CRM

Keep reminders, communication history, quote notes, and customer details attached to the estimate.

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Booking and dispatch handoff

Accepted estimates can move into scheduled locksmith jobs with location, technician assignment, and status.

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How it works

Set up Sophiie once, then let the work flow

Train your estimate rules
Add locksmith services, price guidance, proof requirements, service areas, and call questions.
Capture the request
Sophiie collects lock issue, location, urgency, property or vehicle context, and contact details.
Create the quote
Use Sophiie's quoting workflow to prepare a customer-facing estimate for review or sending.
Convert accepted work
Schedule or dispatch the job and keep invoice follow-up connected after completion.

Locksmith estimates need more context than a service name

A customer asking for a lock change may mean a simple cylinder swap, a full rekey, a broken lock repair, a commercial restricted system, or an emergency access issue. Pricing from a vague request creates risk for both the locksmith and the customer.

Sophiie helps by asking structured questions before the estimate is prepared. It can capture location, lock type, urgency, property or vehicle context, access notes, and contact details.

Use your trained services and pricing

Sophiie can be trained with locksmith services, products, descriptions, durations, pricing guidance, and policies. The AI quoting workflow can then use that information to create quotes, send them, and move accepted work into jobs.

CRM reminders and communication history help with follow-up. If the customer asks a question by text or email, the quote conversation stays connected.

Fast estimates still need professional control

Sophiie supports estimate creation and follow-up, but your locksmith business decides what can be quoted remotely and what needs technician review. That keeps the process fast without making unsafe or inaccurate promises.