What You Need Before Starting Auto-Quoting

1. An Active ServiceTasker Business Account





You must have a verified and active business profile on ServiceTasker with access to leads in your service category.


2. Correct Service Categories Selected





Your business must:




  • Select the correct service categories you offer


  • Only enable Auto-Quoting for services you can confidently deliver



Incorrect categories may lead to unsuitable leads and possible suspension of Auto-Quoting.


3. Defined Service Areas





Ensure your service areas are:




  • Accurate and up to date


  • Cover locations you are willing to service immediately



Auto-Quoting only accepts leads within your selected areas.


4. Sufficient ServiceTasker Wallet Balance






  • Auto-Quoting charges are deducted instantly when a lead is accepted


  • You must maintain enough balance to cover exclusive lead pricing


  • Insufficient funds will cause leads to be released and re-broadcast


5. Availability to Respond Quickly





By enabling Auto-Quoting, you agree to:




  • Contact customers promptly


  • Respond professionally to messages and calls



Repeated non-response may result in Auto-Quoting being disabled.


6. Up-to-Date Business Details





Make sure your:




  • Contact information is correct


  • Business profile accurately reflects your services


  • Licensing, insurance, or compliance details (if required) are current


7. Acceptance of Auto-Quoting Terms





Auto-Quoting operates under:




  • The Auto-Quoting Terms & Conditions


  • The broader ServiceTasker Platform Terms



Enabling the feature confirms your acceptance of these terms.

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