Less back-and-forth

Get prepared before the first call or visit

  1. Start a Project File

    Prepare before the first call or visit

    A contractor requests a Project File from a homeowner they know, or a homeowner starts independently to share with a chosen contractor

    • Keep interested homeowners moving with a clear next step
    • Start project preparation without arranging an initial appointment
    • Prepare and review on your own schedule
    • Give homeowners a free head start before they speak to a contractor
    • Let homeowners start preparing while they choose the right contractor
    • Keep homeowners in control of who receives their details
    Illustrative contractor hands sending a Project File request from a laptop beside plans and tools
  2. Complete and share

    Share the details before anyone travels

    The homeowner describes the project and adds their materials while LeadToScope helps organize a Project File they review and choose to share

    • Explain the project from home before making time for an initial visit
    • Turn existing ideas and materials into a clear project brief
    • Keep important priorities and project details together for easy review
    • Share a file that clearly explains what matters most to you
    • Choose what stays private and which project details contractors see
    • Explain the project once and share that same file with each contractor
    Illustrative homeowner hands preparing a Project File at a dining table in a comfortable home
  3. Receive the Project File

    Decide what needs a call or visit

    The contractor receives the homeowner-approved file with project details and supporting materials together, ready to review and plan the next step

    • Save travel time by reviewing the project before arranging a visit
    • See the scope, priorities, budget and timing the homeowner has shared
    • Focus follow-up questions on the details that still need an answer
    • Discuss the project by phone with the same file in front of you
    • Decide whether a visit is needed before making an appointment
    • Reduce appointments that simply repeat the project overview
    Illustrative contractor hands reviewing a received Project File on a tablet beside drawings and measuring tools

Common questions