Quote or consultation visit
You get a real appointment for somebody to come and measure, at a time that exists — not a form and a wait.
- Industry
- Retail & showroom
- Shape
- You go to them
- Plan
- Starter and above
Across Retail & showroom: No stock lookup. EzyConn can quote a price from your list; it cannot tell anyone what is on the shelf.
The situation it is for
A measure is the gate every fitted-product sale goes through, and it is a van movement that costs the same to send as any other. Qualifying the address first is what stops it being sent to somebody you cannot serve.
A customer's buying blinds, flooring or fitted furniture and needs someone to come and measure up before anything can be priced. The bot checks you cover their address, asks what it's for, and books the visit.
Who runs it
Retailers who sell fitted products and send a measurer before the order.
It starts when somebody types
- “book a measure”
- “home measure”
- “come and measure up”
- “measuring appointment”
- “book a home survey”
- “can someone quote it”
The conversation
What it asks
7 questions, asked in this order. Every answer is written down for whoever picks the job up.
- 01Postal code
“What's the postal code where you need us?”
Decides the service area before anything else is promised.
- 02What you need
“What's the measure for — blinds and curtains, flooring, or fitted furniture?”
Decides how long the appointment is, which item on your price list is booked, and how the next question is worded.
- Blinds & curtains measure
- Flooring measure
- Fitted furniture survey
- 03How soon
“How soon do you need someone out?”
Written onto the appointment for whoever works it. It moves nobody up a queue — EzyConn has no priority queue and no callout deadline to sort into.
- This week if you can
- Sometime this month
- No rush — I'm planning ahead
- 04Name
“And who should we put this down for?”
The name the appointment or enquiry is recorded under.
- 05Phone
“What's the best number to reach you on?”
The only way to reach the customer if anything changes.
- 06Email
“What's the best email address for the appointment and its confirmation?”
The email address it is recorded against.
- 07What you're planning
“Which rooms, and roughly what are you after?”
Lets whoever attends arrive prepared; the service decides how it is worded.
Those options are the starting set. The services you configure — and, where a process asks for them, the languages you work in — replace them, and the wording follows.
The rules that run
Checks, not judgement calls. The same answer every time, from your own settings.
- Do we cover this postcode?
- Is this a number that actually dials?
- Is this time still free?
What you need set up
Settings in your own account. Nothing here is guessed on your behalf.
- Your opening hours
- Your timezone
- The postcodes you cover
- Your services, their length and their price
- Your price list
Without your hours and timezone there are no times to offer, so the process hands every customer to a person instead of inventing one.
How it can end
The complete list. There is no other ending it can reach.
- Appointment booked
- Outside the area you cover
- Nothing free — handed to a person
- Handed to a person
- Visitor left
- Something went wrong — handed to a person
Available now
The limits
This process runs end to end. These are the boundaries it still has, published with it so nobody finds them on a Tuesday afternoon with a customer waiting.
- A confirmation email is sent. No SMS is sent from any process.
- No individual member of staff is chosen.
- The visit is booked; no quote is produced.
- The measure is booked; the order is not. No stock, no lead time and no delivery date can be quoted — none of them exist as data in EzyConn.
More for retail & showroom
Built on the same engine and the same settings — you go to them is one of 6 shapes the whole catalogue is made from.
- RETAIL-01Available, with a limit
Product discovery — get the enquiry to the right team
Retail & showroom
You are not made to guess which email address to use.
- RETAIL-03Available now
Purchase appointment
Retail & showroom
You get a named slot with somebody's full attention, instead of turning up on a Saturday and queueing.
Run this one on your own hours, services and postcodes.
Starter and above. Your settings decide the wording, the durations, the prices and the times it offers — nothing on this page is a template you have to accept as written.