Recipe No. 35 · Lead management
Quote request to estimate draft
Turn website quote requests into a CRM job and AI-drafted estimate email for review.
- Serves
- Home services
- Made with
- Zapier
- Prep (setup)
- ~45 min est.
- Yield
- 2–4 hrs/week saved, est.
- Level
- Intermediate
- Plan needed
- Zapier: Free covers 2-step Zaps (100 tasks/mo, checks every 15 min); multi-step Zaps need Professional (from $19.99/mo billed annually, $29.99 monthly, per zapier.com/pricing). Check your plan.
- Est. SMS cost
- No SMS needed
- TriggerTrigger
- Step 2Create client/request in Jobber or a Sheet row
- Step 3ChatGPT
- Step 4Gmail 'Create Draft'
- Step 5Test with dummy data, then turn it on and…
Ingredients
- Website form
- Zapier with ChatGPT
- Jobber/Housecall Pro or Sheets
- Gmail
Editor-reviewedLast checked 2026-10-16v1.0.0 · Free
Steps reviewed against current tool UIs by the editor; not yet run end-to-end in a live account. Time saved is an estimate; results vary. Costs from Axis Consulting and Twilio pricing; check current pricing.
Method
- Trigger: form 'New Submission' (include job type, address, photos).
- Create client/request in Jobber or a Sheet row.
- ChatGPT: draft a reply confirming details and proposing a site visit; never quote final prices.
- Gmail 'Create Draft'.
- Test with dummy data, then turn it on and review results for the first week.