QuoteMax · v6 Architecture Plan

Tradie Onboarding
Flow + System

How a tradie signs up, fills the form, and gets a live AI receptionist on their own QuoteMax number. End to end, fully automated, four pages on the front, six steps on the back.

← Back to QuoteMax home

The Flow

Website to live AI in under 4 minutes

One forward path. No branching, no separate apps to install. Tradie hits one button at the end and the system provisions everything in parallel.

01WebsiteTradie visits quotemate.com.au and clicks Get Started
02Form4 short pages on mobile, ~3 minutes to fill
03DatabaseTenant row, pricing book, service offerings written
04TwilioNew AU phone number bought, SMS + voice webhooks wired
05VapiAI assistant created with their pricing and brand
06Live AIWelcome SMS sent. Tradie tests their new number.
The Form

Four pages, three minutes

Fields that need outside verification (ABN, licence, insurance) are optional in test. The tradie can add them later from the dashboard.

01

Account basics

Business name, owner first + last name, mobile, email, password. Six fields. All required.

→ tenants table
02

Trade and licence

Pick electrical or plumbing, choose your state. ABN, licence number, and expiry are optional in test.

→ tenants + pricing_book
03

Pricing essentials

Hourly rate, callout minimum, markup percent. Advanced fields hide behind a toggle with sensible defaults.

→ pricing_book
04

Review and activate

Summary of every field. Services pre-ticked. Big orange button: Activate my QuoteMax.

→ /api/onboard/activate
Behind the Activate Button

Six things happen in parallel

Total elapsed time around 10 to 15 seconds. The tradie watches a live checklist tick over while the system provisions everything.

01

Save to database

Tenant row, pricing book, and service offerings inserted in one atomic transaction.

Supabase
02

Buy phone number

New AU mobile long code purchased via Twilio API. SMS and voice webhooks pointed at QuoteMax.

Twilio API
03

Create AI assistant

Vapi assistant spun up with the tradie's business name, trade prompt, and pricing book bound to it.

Vapi API
04

Bind number to tradie

Twilio number and Vapi assistant ID saved on the tenant row. Inbound webhooks know which tradie to route to.

tenants.twilio_sms_number
05

Send welcome SMS

Tradie gets a text from their new QuoteMax number on their personal mobile. Closes the loop visibly.

Twilio outbound
06

Show the new number

Welcome screen displays the number with a Send a test text button. Stripe Connect deferred to dashboard.

/onboard/success
The Outcome

Tradie sees one screen. AI is live.

You’re live

Your QuoteMax line:

+61 482 123 456

Send any text to that number now to try your AI receptionist. We just sent you a welcome text from it too.

What’s active

  • AI receptionist taking SMS
  • AI receptionist taking voice calls
  • Your pricing book loaded
  • Services configured for your trade
  • Welcome SMS delivered

Set up Stripe Connect from the dashboard later to start accepting deposits.

Build order · migration 015 → form routes → /api/onboard/activate → twilio + vapi provisioning