Before the first call or visit
Client intake
Ask for the details that will make your next conversation useful: current photos, priorities, budget notes and the questions that need your assessment.
A simple request
Adapt this request for a homeowner you already know. Choose the questions that fit the project and agree where they should return the details.
Before we talk, please bring together the photos and notes below. Start with what you know and leave the rest as questions for us to discuss.
Daily use
What is difficult about using the room now? Give one everyday example.
Priorities
What would you like to change? Which three priorities matter most, and what would you like to keep?
Photos and ideas
Add current-room photos with a short note about what each shows. Keep inspiration separate and explain what you like about it.
Plans and dimensions
Include existing plans or sketches if you have them. Mark any dimensions that still need checking.
Budget and timing
What amount are you planning around, and do you have a firm maximum? Add any timing constraints, and leave unknowns open.
People and decisions
Who needs to review the choices? Which decisions are agreed, and which are still open?
Questions for the visit
What would you like us to assess or explain before you choose your next step?
Review the reply
Read the notes beside the photos. Separate the homeowner’s preferences from conditions you still need to verify. A request to keep the cabinets, for example, gives you a question to assess; it does not establish their condition or suitability.
Use the first conversation to agree what needs an on-site look and what each person will do next. Your professional assessment establishes feasible options, measurements, scope and construction pricing.
Choose a format
Client intake tools for remodelers can serve different steps. Compare a configured form with a file the homeowner reviews and chooses to share.
Paperform
Paperform’s renovation intake template describes scope, inspiration, budget, access and timing questions, with photo uploads, consultation booking and optional workflow connections. Its documented submission routing normally emails a summary to the form owner; custom recipient emails can be configured. Review that setup to decide whether the flow fits.
A Project File
LeadToScope brings the homeowner’s photos, priorities, inspiration, budget notes and open questions together. They own the file, review it and choose which contractors receive the approved version.
A shared document, photo folder or your existing intake form can be enough when it gives both of you clear information for the next conversation.
Share the project context needed for the conversation. Keep passwords, access codes and unnecessary private household details out of the request.
Use a Project File
A contractor can request a file from a homeowner they already know. A homeowner can also prepare one independently and choose to share it. Compare the fictional sample with the intake you already use before deciding whether it helps.
Homeowners prepare, own, review and share their Project File for free. Contractors buy one-time access credits: $10 for one or $45 for five. A request reserves one credit, used when the homeowner approves and shares. Opening an independently prepared shared file uses one credit.