Qualification before a site visit
Turn scattered messages into a useful assessment brief
Flatzer structures scope, location, timing and available material for professional review.
Local simulation: no messages, bookings, assignments or data leave this browser.
The operational problem
Qualifying does not mean quoting
Photos, voice notes and measurements arrive separately and cause site visits with no context.
An assessment request, never a quote, technical solution or confirmed date.
How it prepares a brief before the site visit
Someone writes on WhatsApp with a renovation idea and little information. The agent gathers the scope so the team can decide whether a visit is worth it.
It gathers scope, location, deadline and access conditions, and makes clear what is missing. It does not quote, propose a technical solution or confirm a date. The brief sits in the estimates team's inbox.
Hi, I want to renovate a bathroom of about 4 m² in Valencia. I have photos, but not the exact measurements.
Message → data → handoff → summary
A workflow designed for this specific job
Groups the type of work, location, stated deadline and material provided.
MessageBathroomGather the jobFlags missing measurements, photos or access details before deciding whether a visit is worth scheduling.
Structured dataMeasurements missingAssess the brief to avoid unnecessary site visitsNever prescribes a solution, calculates a quote or confirms a date.
HandoffReviewProtect the technical decisionThe estimates team receives a traceable request for review.
Execution receiptBR-306Hand off the brief
Interactive simulation
Inspect the work, not a decorative conversation
This sandbox runs only in your browser. It contacts nobody, stores no data and performs no external action.
Sandbox · local simulation
Renovation firms and installers
Example message
“I want to renovate a four-square-metre bathroom in Valencia. I have photos, but not the exact measurements.”
Boundaries that protect the work
Reliable automation shows what it knows and leaves everything else for review.
- No technical solution or regulatory validation.
- No quote from incomplete information.
- Scope, visit and date stay under professional review.
Where the agent stops and the professional begins
Qualifying is not quoting. The agent does the first and leaves the second to whoever can sign it.
- It does not quote. From a chat, a figure would be a promise nobody can keep.
- It does not prescribe technical solutions or validate regulations. If the job touches gas, electricity, structure or asbestos, it flags it for a licensed professional's review.
- It does not confirm visits or dates. It records the desired deadline and availability; the team decides.
- It treats the customer's photos, voice notes and measurements as information provided, not as verification. If two messages contradict each other, it flags the conflict instead of picking one.
- It exposes what is missing: measurements, access, the state of the space. That way the visit, if there is one, does not start from zero.
Design the process before you automate it
How to qualify a renovation before arranging a visit
Structure scope, location, deadline and available material before sending a professional to site, without inventing solutions or quotes.
Read articleFrom WhatsApp messages to a brief for renovations and installers
Organize text, photos and voice notes from a renovation into a reviewable brief that exposes missing data and avoids premature estimates.
Read articleWhat it needs from your company
Your details in the business memory.
Areas you work in, the kinds of jobs you do, opening hours and what you ask for before a visit.
The jobs that require professional review.
Gas, electricity, structure, asbestos or whatever you decide. The agent flags them for review, never assesses them.
The fields of your brief.
Type of work, location, deadline, state of the space, access, material provided. Every company has its own.
A connected channel.
The company's WhatsApp, linked by QR code with your number, or the widget on your website.
Whoever reviews the briefs.
They wait in the inbox with the history until estimates decides on a visit, more information or a no.
Frequently asked questions
Try it with your website
See the agent in action for your renovation company
Paste your company's website URL and we'll prepare a demo of the agent answering questions about your projects.
Start with a bounded task and a reviewable outcome
The sandbox shows the workflow contract. A live process requires verified rules, sources and destinations.
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