Some enquiries are difficult to explain in a text box. A customer may want to show an awkward space, a damaged item or the location of proposed work before anyone can decide what information is needed for a quotation.
Make the video call part of the enquiry
A website or app could let a customer request a suitable appointment, explain the issue and attach photographs. Staff could review that information before accepting the assessment.
The call could use an agreed external video service or a separately scoped in-app feature. Account requirements, access links and any usage charges would need checking during planning.
Give staff a practical assessment record
The person taking the call could record what was visible, the questions asked and the information still required. Those notes could remain connected to the enquiry and any later quotation.
Not every enquiry should proceed directly to a price. The next step might be a site visit, measurements or a request for further photographs.
Be clear about the limits
Video does not establish dimensions, hidden conditions or the suitability of proposed work by itself. Your team should define which enquiries are suitable for remote assessment and when an in-person inspection is needed.
Do not assume calls must be recorded. Appointment details and approved notes may be enough; recording, storage and access would be separate requirements to agree.
Keep the customer journey short
A first version could cover the request, staff acceptance, appointment instructions and assessment outcome. Digital Solutions can connect that journey to your quotation process, with simple office controls for managing the enquiries.
Explore the relevant software
Quotation and estimating software
You can also explore our custom software development and mobile app development services, or email info@digitalsolutions.help.