Site visit booking
Books the visit that leads to a real design and a real price.
The AI receptionist that grew into the whole job.
A receptionist built for a conservatory company's phone.
A family ringing to ask what a lantern-roof conservatory would cost, who deserves a straight "that needs a site visit" rather than a voicemail. A caller worried about planning permission on a listed building. The site visit that never gets booked because the office was out on a design consultation.
What it sounds like on the phone.
Roughly how much for a decent-sized conservatory with a lantern roof?
That's genuinely something the site visit works out, every garden and every design's different. I can get someone out to have a look and talk through style, and you'd get a proper quote from that.
Would we need planning permission, our house is in a conservation area?
That's exactly the kind of thing worth checking properly rather than guessing. I'll flag the conservation area status on your site visit so it's looked at from the start.
What we book.
The steps a conservatory company actually books calls for, from a first site visit to a roof conversion assessment.
- Site visit and initial design (60 min)
- Design consultation follow-up (45 min)
- Roof conversion assessment (60 min)
- Post-installation check-up (30 min)
What it actually does for this trade.
Style and roof-type guidance
Explains options like lantern roofs and orangeries in plain terms.
Planning flag capture
Notes anything like a conservation area or listed status for the survey to check properly.
Roof conversion enquiries
Separates a roof-only conversion from a full new conservatory build.
Frequently asked questions.
Will it give me a rough price over the phone?
No, every price follows a site visit and design, since gardens and specifications vary too much for a phone estimate.
Can it tell me if I need planning permission?
It flags anything relevant, like a conservation area, for the survey to check properly: a genuine planning answer needs that visit, not a guess on the call.
What about converting an existing conservatory roof?
It treats that as its own enquiry type and books the right kind of visit, rather than assuming everyone wants a brand-new build.
Other lead qualification businesses on team.help.
Estate agents · EV charger installers · Heat pump installers
Book a site visit that turns into a real design.
Call our receptionist, 020 4538 8898, and hear it for yourself, or see what's in every plan.
Call 020 4538 8898 See pricing Get started