VisualFlow Analytics

AI receptionist, automatic quotes and follow-ups

Losing quotes?

Nobody follows up. The system does.

20-minute call, no commitment.

Live · While you work

  1. AI answers the callMark Thompson · Leaking water heater9:14 AM
  2. Quote sent#2048 · $1,4899:16 AM
  3. Appointment added to your calendarThursday 8 AM9:17 AM
  4. Client confirmedPerfect, see you Thursday!9:21 AM
  • AI answers your calls
  • Automatic quotes
  • Appointments in your calendar
  • Delivered in 7 business days

The system

An AI team that works while you work.

From the first call to the confirmed appointment, it all happens without you taking out your phone.

01

AI answers every call

While your hands are full, an AI receptionist answers in English or French, asks the right questions and logs everything in your CRM. No more missed calls, even evenings and weekends.

Mark Thompson

Incoming call · Live

ClientHi, my water heater has been leaking since this morning.
AII'll take care of it. About how old is it? And what's the address?
ClientAround ten years old. We're in Laval.
AIGot it. I'm texting you the quote, and I can book you Thursday at 8 AM. Does that work?

Qualified · Leaking water heater · Laval

02

The quote goes out in minutes

Using your price list, the system prepares the quote and sends it by text and email. Approve it in one click, or let it go out automatically.

Quote #2048

Mark Thompson

Leaking water heater · Laval

VF
60-gal. electric water heater
$1,049
Installation and hookup
$380
Old unit disposal
$60
Total before tax$1,489

Sent by text and email · 9:16 AM

Opened by client · 9:21 AM

03

The appointment lands in your calendar

The client picks an open slot and the appointment goes straight into your calendar and CRM. No back-and-forth, no double booking.

Your week

Added by AI
MonTueWedThuFri
8 AMMT
10 AM
1 PM
3 PM

Thursday 8 AM · Mark Thompson

04

Follow-ups happen without you

If the client doesn't reply, the system follows up by text and email at the right time. The moment they reply, follow-ups stop and you're notified.

Mark Thompson

Follow-ups

Follow-up 1 · 2 days later

Hi Marc, Julie from Laval Plumbing here. Did you get a chance to look at the quote for your water heater? We have an opening Thursday morning. Reply YES and I'll book it for you.

Follow-up 2 · 5 days later

Quick reminder about your quote. Want us to save a date for you?

Perfect, see you Thursday!

Follow-ups stopped · client confirmed

A typical day

You work. The system does the rest.

  1. 7:30 AM

    You : You get to the job site.

    The system : Calls back a client who phoned last night and books a site visit.

  2. 9:14 AM

    You : Both hands busy on the job.

    The system : Answers a new call, qualifies the request and sends the quote.

  3. 11:40 AM

    You : Quick lunch in the truck.

    The system : Follows up on a quote sent Monday that got no reply.

  4. 2:05 PM

    You : Second job of the day.

    The system : A client accepts. The appointment lands in your calendar.

  5. 5:30 PM

    You : You head home.

    The system : Texts you a summary of the day.

Your day, without touching your phone

calls answered
4calls answered
quotes sent
3quotes sent
appointments booked
2appointments booked

Illustrative example.

The process

How it works

  1. 01

    A 20-minute call

    We look at how you handle calls and requests today, and where contracts slip away.

  2. 02

    We set up your AI team

    In 7 business days: your AI receptionist, quote templates, calendar, follow-ups and website, all connected to your CRM.

  3. 03

    You work, the system handles the rest

    Calls get answered, quotes sent and appointments booked. You get a summary every evening.

Pricing

Clear pricing, no surprises

Complete system

$1,995 + $149/month

One-time setup of $1,995, then $149 a month for the AI, CRM, hosting and support.

Delivered in 7 business days or your money back

  • AI receptionist that answers your calls
  • Quotes generated and sent automatically
  • Appointments added to your calendar
  • Text and email follow-ups
  • Website + CRM
  • Delivered in 7 business days
Book a 20-min call

Plus applicable taxes.

Booking

Book your 20-min call

Fill out the form. You'll then pick the time that suits you.

So we can text you the call link.

Questions

Frequently asked questions

Will my clients know they're talking to an AI?

The receptionist introduces itself as your company's assistant. It's polite, fast and accurate, and it transfers the call to you as soon as a client asks to speak with you.

Does the AI speak English and French?

Yes. It answers in the client's language and switches between the two as needed.

What if the AI doesn't know the answer?

It takes the contact details and the request, then texts you right away. For an emergency, it transfers the call to you.

Do I keep control over my prices?

Yes. Quotes are built from your price list. You choose whether they go out automatically or after you approve them.

What does the $149/month include?

The AI, the CRM, website hosting, sending texts and emails, updates and support.

What if it isn't delivered in 7 business days?

We refund the setup fee. The clock starts when we receive your starting information: price list, services offered and service area.