Spot the right fit
See whether each project fits your trade, schedule and workload before arranging a visit, so you can focus your time on work that makes sense for your business.
Prepare together
Prepare before the first visit
1 — Request a Project File
Send your homeowner one request to gather project details before you spend time on a call or appointment.
2 — Homeowners prepare it
Homeowners prepare and approve a file with photos, plans and priorities, saving you repeated follow-ups.
3 — Review and plan
Review the file, discuss key questions and decide whether a visit is needed.Review the shared file, discuss questions and agree on whether a site visit is needed.Review the file, discuss key questions with the homeowner and decide whether to visit the site.
A better first call
Project details ready to discuss
Get to useful questions
Review photos, plans and priorities before the call, so you can discuss the work and next steps with the homeowner instead of repeating basic questions.
Make each visit count
Resolve open questions by phone and agree what needs an on-site look, so each visit has a clear purpose and your time goes toward assessing the work in person.