Home Service Quote Automation: Forms, OpenAI, Sheets & Slack
Home Service Quote Automation: Forms, OpenAI, Sheets & Slack
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Home Service Quote Automation: Forms, OpenAI, Sheets & Slack
Regular price
£16.99
Regular price
£16.99
Sale price
Unit price
/
per
Instant home-service quote intake → estimate → dispatch (with Slack + Google Sheets)
This n8n workflow automates your home service quoting pipeline: it collects requests from an n8n Form, estimates hours and a price range using OpenAI and your Google Sheets Price book, then assigns the best serviceman and notifies everything in Slack—while logging results back to Google Sheets.
What this workflow does
- Receives a job request submitted via an n8n Form (name, contact details, postcode, service type, urgency, description, and optional photo).
- Loads dispatch settings and reads the Price book tab from a Google Sheet.
- Uses OpenAI to extract a quote basis: sends the request + price book context to OpenAI to determine a matching job category, an hours estimate, an urgency level, and a short customer-facing summary (without prices).
- Fallback to human quoting: if OpenAI cannot produce an estimate, the full request is posted to a Slack dispatch channel for manual quoting.
- Calculates an estimate range: otherwise, it reads the Servicemen tab, calculates the price range from the matching Price book row, and selects the best serviceman using skills, postcode coverage, and on-call status.
- Dispatches via Slack: sends a direct Slack message to the assigned serviceman and posts a confirmation to the channel; if none match, it posts the job as unassigned with the reason.
- Optional customer email + logging: can email the customer via Gmail and always appends the outcome and key fields to the Jobs log tab in Google Sheets.
Use cases
- Fast quoting for plumbing, electrical, cleaning, or similar home services after a customer submits a form.
- Reducing back-and-forth by assigning the right serviceman immediately based on postcode coverage and on-call availability.
- Ensuring every request is recorded in a Jobs log for reporting and follow-up.
Technical details
- n8n Form for structured request intake (including optional photo).
- Google Sheets reads Price book and Servicemen, and writes to Jobs log.
- OpenAI for category matching, hours estimation, urgency extraction, and a customer-facing summary.
- Slack for dispatch confirmations, direct assignment messages, and fallback posting when estimation fails.
- Gmail (optional) to email the generated response and estimate.
- Workflow logic uses core nodes such as if, set, code, and no op alongside the integrations above.
