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.
Homeowners gather project details before sharing the Project File with your team
Project File
Project Files bring together the details your team needs before the next call or visit
01 · Project Files
Create a stronger starting point for every homeowner conversation while protecting your team’s time
02 · Homeowners
Give homeowners one simple place to capture the ideas, priorities, and questions that shape their project
03 · Shared details
Review the details homeowners choose to share so your team arrives prepared and asks better questions
04 · Project Files
Open one complete project picture and turn the next call or visit into a more productive decision

Homeowners add project details before your next call
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.
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.
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.
Request project details before your next call or visit