How QuoteNest works
A direct operational flow from incoming call to booked job, shown through the same dashboard your team uses every day.
1) Capture missed calls instantly
When your line is busy, QuoteNest logs the missed call with customer details and timestamp in your lead table immediately.
+44 7822 776611 · Missed call captured · New · just now
AI follow-up sent and summary generated for "Leaking pipe in kitchen".
2) AI runs follow-up and summary
Conversation updates and AI summary generation happen in one panel, keeping urgency and intent clear for your team.
3) Prioritize in the lead dashboard
Statuses move from New to Contacted to Booked with clear visual highlights, so operators always know what to handle next.
Lead status: New -> Contacted -> Booked
Alert: New job - Boiler repair - urgent
4) Notify your team in real time
Urgent opportunities trigger clean, high-signal notifications with job context so response time stays low.