Lead qualification
Know the project before the first visit.
The best first conversation starts with the basics already in hand: what the homeowner wants, where the work is, and when they hope to begin.
Action center
What needs attention
New enquiries
12
Site visits booked
5
Quotes to follow up
3
The friction
Where opportunities stall.
Teams spend time chasing enquiries that are outside their service area, below their project minimum, or missing essential scope details.
A clearer next step
A workflow your team can act on.
Collect practical project information early and prioritize enquiries that match your services and capacity.
How it works
A practical path from enquiry to action.
Ask useful questions
Capture project category, location, desired timing, budget range, and contact preference.
Apply your rules
Use your service areas and project thresholds to flag fit consistently.
Review the brief
Give the estimator a short project summary and the missing questions to ask.
Common questions
Know what to expect.
Does a score reject homeowners?
No. Scoring helps your team prioritize. People can review and override every recommendation.
Can qualification rules match our business?
Yes. Service categories, service areas, and budget thresholds are configured for each contractor.
See where your lead flow can improve.
Start with an audit of your current response, booking, and follow-up process.