Your intake agent
AI lead intake for contractors
Every call, text, and form becomes a qualified lead brief — asked in your words, and handed to you ready to quote
AI lead intake for contractors captures incoming inquiries from any channel, asks the right qualifying questions, and delivers a clean project brief straight to your inbox. No more missed details or half-filled forms — just pre-qualified leads ready to quote.
Last reviewed
A customer asks their assistant
“find a contractor for a kitchen remodel near me”
- Answers
- What you take on, and where
- Hands over
- A qualified project brief
- Not yet
- Quoting or scheduling the job
Can AI take a homeowner’s inquiry and qualify it for me?
Yes, and it hands you a brief rather than a message. The agent asks for project type, location, budget and timeline in the customer’s own words, fills the gaps they skip, and reaches you ready to quote.
- Answers
- What you take on, and where
- Hands over
- A qualified project brief
- Not yet
- Quoting or scheduling the job
Your customers are already asking AI
These are the kinds of prompts people now type into an AI assistant — the demand this workflow is built to serve.
“find a contractor for a kitchen remodel near me”
“who can quote a home renovation in my area”
“I need a builder for an extension — get me a few options”
“recommend a trusted local contractor for a bathroom job”
So how does a customer's AI find this at all?
This workflow only matters if inquiries reach you. Make your services and this intake available to AI, so when a homeowner asks their assistant for help, AI can point them to you and start the brief — on your terms.
Your intake agent runs on the things only you can tell it: the trades you take on, the areas you cover, the jobs you turn down, and the four things you always need to know before you can put a number on anything.
Fugentic publishes what you describe as an MCP server — the thing that lets an AI assistant ask your business a question and get a real answer back — and registers it, so an agent finder, the index an assistant checks to see what is available, can pick it up.
- The customer asks
“who can quote a home renovation in my area”
- AI looks for what can answer
An agent finder checks what is available
- Your agent answers
Your intake agent
A qualified project briefreaches you
A homeowner asking their assistant about a kitchen remodel gets a real account of the work you take on and the areas you cover — and your intake agent puts a qualified brief in front of you while they are still deciding, not after they have called three others.
What AI can and cannot do here today
What AI can do today
- It can explain which trades you take on, which areas you cover, and what you do not do.
- It can ask the qualifying questions you would ask, and fill the gaps a customer leaves out.
- It can hand you a structured brief — project, location, budget range, timeline and contact details.
What it cannot do yet
- It cannot quote the job. It gets you to the point of quoting; the number is yours.
- It cannot arrange the visit. No bookings, no orders, no payments — you take it from the brief.
How the AI lead intake workflow works
- 1
Capture the inquiry
A homeowner calls, texts, or submits a form describing their project. The agent receives the message through Twilio or your web form.
- 2
Qualify the lead
The agent asks for project type, location, budget, and timeline — and fills gaps the customer left out.
- 3
Log the lead
The structured lead is written to a Google Sheet so nothing slips through the cracks and you can track every inquiry.
- 4
Notify you
A clean project brief lands in your inbox, ready to review and quote — usually within seconds.
Will AI one day quote, book and sell for you?
Not yet — and not for a while. Everything below needs server types we hope to build, and an AI ecosystem that is still forming. It is where this is going, not what you sign up for today.
- 1
Quoting against live data
Not available todayOne day your intake agent could price the job while the homeowner is still describing it — reading your current material costs and your crew's diary, and putting a real range in front of them instead of a promise to call back.
- 2
Taking the booking
Not available todayIt could put the site visit straight into your calendar, in the slot that suits your route that week, without either of you picking up the phone.
- 3
Selling and closing
Not available todayFurther out, the job could be won inside the conversation: the homeowner accepts the range, pays the deposit, and the work is on your board before they have closed the app.
Where this agent fits
Few businesses need only one agent. Different moments of the same customer journey want different help — and every one of them is made available to AI the same way.
See how your agents work together →Tools it touches
Twilio
Send SMS and MMS messages, initiate and monitor phone calls, look up phone number metadata, and manage Twilio messaging resources from agent workflows.
Google Sheets
Integrate an AI agent with Google Sheets to read, write, and sync data — agents log results, look up reference tables, and update task status directly in your spreadsheets.
Gmail
Send, read, search, and manage emails through Gmail
Industries it fits
Agents alongside it
AI emergency dispatch for contractors
Triage urgent jobs and dispatch the right crew in seconds, day or night
AI quote request automation
Turn quote requests into ready-to-send estimates, without the back-and-forth
AI booking & scheduling for service businesses
Let customers start a booking in their own words while you stay on the job
Build this workflow
Open this exact workflow in the free Agentic Planner and adapt it to your business — no code required.
Frequently asked questions
Phone calls and SMS via Twilio, plus web forms on your site. The agent handles them all the same way and produces one consistent lead brief.
Project type, location, budget range, timeline, and contact details — plus any specifics the customer mentioned, like materials or access constraints.
Yes. Open it in the Agentic Planner and change the qualifying questions, the tools, and the destination to match how your business works.
A directory holds a listing about you. What your intake agent gives an assistant is something it can actually ask — so instead of reading a page about your trades, it asks what you take on, where you work and what you need to know before quoting, and gets your answer. That is the difference between being mentioned and being useful.
Make your services available to AI
Describe what you sell, what it costs and how you decide — then publish it as an agent an assistant can ask. No code.