3 channels
Entry points
Website, Messenger and Instagram in one shared workflow.
The channel can change; the workflow does not. Every quote request can enter the same checking and booking process.
quote-request systemUK / demo / 2026
You build.The system handles the enquiry.
Quote requests from the website, Messenger and Instagram can move through one workflow: job sheet, site photos, area check, approval, site visit and reminder.
- 1
Comes in
website · Messenger · Instagram
- 2
Gets prepared
job sheet · photos · area check
- 3
Gets booked
approval · site visit · reminder
live systemBrick & Beam
1 / WEB · MESSENGER · INSTAGRAM
Website, Messenger or Instagram: one workflow.
Quote requests can be taken while you are up a ladder, and every one lands in the same system.
Quote request captured
automaticThe layer behind the build
A system running behind your work.
It does not quote or take on work for you. It collects and moves forward the information that does not need a trade decision.
area
Area check
See which requests fit your area and your diary.
Each request can be flagged by service area, job size and preferred start date.
your call
Human approval
The system prepares it. The builder decides.
Quotes, commitments and deadlines keep a human decision point.
to the end
Close-out
Site visit, confirmation, reminder, follow-up.
An accepted request becomes a site visit, and the next round of messages can run automatically.
How it reaches you
new requestBathroom refit, Watford
- Job
- bathroom, full refit
- Floor area
- 6 m²
- Location
- Watford, inside service area
- Preferred start
- second half of October
- Plumbing
- pipework to replace
- Budget
- not given yet
bathroom-1.jpgbathroom-2.jpgstopcock.jpg
statuswaiting for your approval
Site visit in your calendar
Only your free slots are shown.
Tue
- 8:00
- 12:00
- 16:00
Wed
- 8:00
- 12:00
- 16:00
Thu
- 8:00
- 12:00
- 16:00
bookedfreetaken
Interactive workflow
Six steps from first message to reminder.
Click through. Each step shows what comes in, what the system does with it, and what comes out.
Active step / 1
Website, Messenger and Instagram enter the same workflow.
Incoming
New quote request, 9:40 pm.
System
Source recorded, shared customer record started.
Result
One tidy quote request
Live demo / scenarios
The job sheet builds while they chat.
Switch between scenarios. You can see photos landing on the job sheet, the area check, and a conversation turning into a booked site visit.
Brick & Beam
online · scripted demo
Hi, we'd like the bathroom redone, it's about 6 m². Roughly what would it cost?
Happy to help. The price depends on the tiling and the plumbing, so a couple of details first: are the pipes being replaced too, or is it tiling only? If you can, send a photo of how it looks now.
Brick & Beam / fictional builder
The system works around the job.Your trade stays yours.
If this link came to you in a message, you don't need to book a call to move forward: just reply to that message. If you found it yourself, the packages and prices are on our Client Acquisition Systems page.