FlowApps / Service quote · service businesses
At a show, whoever leaves your booth without talking to anyone doesn't come back. With a QR, the agent answers them right there, asks what you need to quote and your salesperson calls the ready ones first.
Saturday, 4:10 pm · Carlos scans the booth's QR and the agent answers him
Home Show
Sol Andino · solar panels
How much would your power bill drop?
Scan and see your savings in 1 minute
Work out your solar savings
AI assistant · Sol Andino
no line at the booth: the agent talks to everyone at once
0414 · solar
Hot · 78
Carlos R. · owns his home in Guayaquil, pays about $120 a month for power. Scanned the QR at the show.
Assigned to Daniel
sample
Daniel calls him that same day and already knows everything he needs
4:12 pm · Carlos answers everything in two minutes
1 · What it asks
Only what it takes to quote without calling to ask. If they say they have a budget, the agent asks how much. You change the questions whenever you want.
What the agent asksWhat your salesperson gets
What service do you need?
Solar panels for my home in Guayaquil, I pay about $120 a month for power
How big is the job?
A one-off
When do you need it?
This month
Do you have a budget in mind?
Yes, an amount or a range
Roughly how much?
Between 5,000 and 7,000 dollars
Is the quote for you or for a company?
For me
What's your name?
Carlos R.
Which WhatsApp number should we send the quote to?
Their WhatsApp number
And an email?
Their email
Sol Andino swapped the first one for “how much is your power bill?” and that was it
4:12 pm · it arrives scored, no line at the booth
2 · How it scores
Every request arrives with a score from 0 to 100, a summary and the reason behind each number: whether there's a date, whether they explained what they need, whether there's a budget, the size of the job and whether they left a way to reach them. 70 and up is Hot, 40 and up Warm, the rest Cold.
0414 · solar
Hot · 78
Carlos R. wants solar panels for the house he owns in Guayaquil. He pays about $120 a month for power and wants them installed this month.
Assigned to Daniel
sample
every number comes with its reason
6:30 pm · Daniel calls Carlos first
3 · Who gets it
The FlowApp comes with three rules written the way you'd explain them to your team, and you change them whenever you want. The big job doesn't wait behind someone who's just looking, and nobody goes unanswered.
Priority rules · sample
Rated Hot
Urgent priority
Hot: answer today
Answers "For a company"
High priority
For a company
Answers "No date, just exploring"
Low priority
Exploring
And who handles it
Your workspace's distribution rules pick the person.
On Saturday, Carlos went to Daniel.
Monday, 10:00 am · Daniel sends him the quote
4 · What lands on your Process Board
Every conversation becomes a card with the details, the summary and the score. Your team moves it across columns as it progresses, and you see where every quote stands.
New2
0419 · company
Hot · 90
Sofía G. · Solar panels for my company's 3 offices, with monthly maintenance
Panels for her company's offices, with monthly maintenance.
Assigned to Paola
0418 · home
Cold · 24
Pablo R. · I want to know what panels cost, I'm still thinking it over
Asking about prices, still thinking it over. Gets a base quote.
Assigned to Daniel
Preparing quote2
0414 · solar
Hot · 78
Carlos R. · Solar panels for my home in Guayaquil, I pay about $120 a month for power
Pays about $120 a month for power. Wants it installed this month.
Assigned to Daniel
0416 · home
Warm · 57
Andrés C. · Solar panels for my home in Samborondón
Wants to see options before settling on a budget.
Assigned to Paola
Quote sent1
0409 · business
Hot · 83
Valeria N. · Solar panels for my café
Paola sent her 2 options on Friday over WhatsApp.
Assigned to Paola
quoted ✓ Paola
Following up1
0398 · warehouse
Warm · 64
Mateo L. · Solar panels for my company's warehouse in Durán
Going over the proposal with his partner. Daniel calls him Thursday.
Assigned to Daniel
called ✓ Daniel
Daniel moves it when he sends the quote, and you see where every request stands without asking anyone
Columns that come with the FlowApp: you change them · sample · Using HubSpot, Zoho or GoHighLevel? You can send every case there too
Friday, 5:00 pm · you check how the show went
5 · What your numbers tell you
You see how many finish the conversation, which campaign or QR each request came from and what people ask most. So you know whether the show was worth it and where to put your budget.
Conversations · last 30 days
81% finish the conversation
Where they come from
| Campaign | Cases | Finish |
|---|---|---|
| qr · home-show | 96 | 88% |
| instagram · solar-savings | 72 | 61% |
| web · solar-calculator | 41 | 83% |
| No campaign (direct link) | 21 | 76% |
What people ask most · AI summary
Overall tone: curious, power bill in hand.
the Instagram one brings requests, but many don't finish: check the ad before you raise its budget
Sample data · Analytics included in the Business plan
From Saturday 4:10 pm to Monday 10:00 am · a booth visit that ended in a quote
It comes with the questions, the scoring and the rules. Change whatever you want, try it yourself and put the QR on your booth, your website or your ads.
Install this FlowApp