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PURCEAS TEMPLATE

Home Services Quote AI

Solar · HVAC · renovation

An AI quote assistant for home services runs the discovery a salesperson would normally run by phone — property type, location, consumption, constraints, timeline — and produces a preliminary project profile with what is still unknown clearly marked. It never issues a binding quote; it decides whether a site visit is worth booking and prepares the specialist for it.

Someone wants a solar estimate and is about to fill in a form that goes nowhere.

I'd like an estimate for installing solar panels.

I can build a preliminary profile — a specialist confirms the numbers on site. Detached house or apartment block?

Detached, near Cluj. Roughly €180 electricity a month.

✓Property · detached house
✓Region · Cluj area
✓Consumption · ~€180/month
·Roof survey · needed on site
✓Timeline · within this year
Project readiness

A preliminary profile, never a binding quote.

What happens behind it

  1. Visitor
  2. Discovery
  3. Qualification
  4. Project data
  5. Preliminary scope
  6. CRM
  7. Specialist
CRM · project profile · site visit requested

The specialist gets a project profile instead of a name and a phone number — the site visit is already worth making.

Connects to: CRM · Email · Calendar · GA4

Smart Lead Bot · €2,500–4,500
Build my Quote AI See the tier

A fictional example with demo data — showing what Purceas can build for this kind of business. Real client builds are listed on the homepage.

  1. What runs behind it

    1. Visitor
    2. Discovery
    3. Qualification
    4. Project data
    5. Preliminary scope
    6. CRM
    7. Specialist

    The specialist gets a project profile instead of a name and a phone number — the site visit is already worth making.

  2. The record it writes

    CRM · project profile · site visit requested

    Written into your own system, not into a transcript nobody reads.

  3. What it remembers

    industrySolar · HVAC · renovationplatformCRMgoalSomeone wants a solar estimate and is about to

    Visible, editable and deletable in your workspace.

  4. When a human takes over

    Escalation carries the full transcript and a written summary.

    Triggered by intent, complexity, or simply by asking for a person.

  5. What it connects to

    CRMEmailCalendarGA4

    Attribution back to the channel that produced the conversation.

Questions

Is the estimate binding?

No. It is a preliminary profile — the specialist confirms scope and price on site.

Now imagine this trained on your business.

Start from this architecture and Purceas will adapt it live — your products, your tools, your tone. It takes a few minutes and an honest price comes with it.

Build my Quote AI All ten templates