See the Project File before the next call

Homeowners gather project details before sharing the Project File with your team

Project File

Bring every project conversation into focus

Project Files bring together the details your team needs before the next call or visit

  1. 01 · Project Files

    Choose Project Files

    Create a stronger starting point for every homeowner conversation while protecting your team’s time

  2. 02 · Homeowners

    Invite homeowners

    Give homeowners one simple place to capture the ideas, priorities, and questions that shape their project

  3. 03 · Shared details

    Share project details

    Review the details homeowners choose to share so your team arrives prepared and asks better questions

  4. 04 · Project Files

    Access Project Files

    Open one complete project picture and turn the next call or visit into a more productive decision

A homeowner organizes kitchen ideas, photos, material samples, and questions for a Project File

Better calls start here

Homeowners add project details before your next call

Homeowners start with what they know

They begin with ideas, photos, and plans already in hand. Guided questions help them describe the project in their own words. They add more detail as the project takes shape.

The Project File brings it together

Priorities, materials, practical details, and open questions stay together. Known details remain clear, and open questions stay visible. Your team can review one organized project picture.

Your next call starts further ahead

The homeowner reviews the Project File and chooses what to share. Your team opens the details before the next call or visit. The conversation can focus on decisions instead of basic intake.

Questions about Project File requests

Start your next conversation prepared

Request project details before your next call or visit