Review the request
Identify the service, the customer’s need, and whether a visit is required before pricing.
Kage Automation / Quote Lab
Turn an inquiry into a clear offer.
See how a small business can review a request, prepare an estimate, get staff approval, and move an accepted offer toward booking.
Interactive fictional demo. No quote, message, order, or payment is sent.
One workflow, six settings
Choose a business example.
The same sample journey adapts to each service. Select a card to change the quote form and suggested customer wording.
Try the workflow
Build a sample quote.
Use fictional details only. The amount is an example for this simulation, not a price from a real business.
Sample carried forward: The temporary link is cleared after opening.
01 / Review the request
Customer inquiry
Example: a local general-service business
02 / Business and customer view
Offer workflow
Waiting for a sample request
- Review
- Approve
- Decide
- Book
Your sample offer will appear here.
Choose a service and prepare the example on the left.
DRAFT · FOR STAFF REVIEW
Sample quote
- Customer
- Service
- Request
- Example total
Included work
Fictional amount only. No quote has been sent.
Staff review
Check the scope and example price before a customer could see it.
Customer decision
This simulates a customer seeing the approved draft. No message is sent.
Site visit needed
No price is promised before the business checks the job. Continue to a sample estimate visit.
Next: booking
Carry this sample into a booking request.
Continue to Booking LabOnly the sample name, business type, and selected service move between demos in a temporary browser link. Email and phone are not used here. These pages do not share a customer database.
Built around a real decision
Know what happens before anyone promises a price.
An owner can keep their current form, CRM, and calendar, or scope a replacement workflow. The handoff and approval rules come first.
Approve the offer
A person verifies scope and price. Customer-facing copy is approved before any real automation sends it.
Move to the next step
Accepted work can flow to booking. Visit-first requests can be scheduled without pretending a final price exists.
One step or the full path
Have a quote process to improve?
Tell us where requests arrive and how your team prices and approves work today.