Qualify Better Projects Before You Spend Hours Chasing Them
Collect the project details, property information, budget, timeline, plans and photos you need—then move approved customers from estimate to deposit to project schedule.
Two High-Value Contractor Systems
From First Inquiry to Funded Project
These systems create a cleaner path for evaluating opportunities, approving estimates, collecting deposits and preparing projects for scheduling.
Project Qualification System
Replace vague “How much would this cost?” messages with a structured project request that helps you decide which leads deserve the next conversation.
- Project type and requested work
- Property type, address and ownership details
- Budget range and financing needs
- Desired start date and timing flexibility
- Photos, plans and supporting documents
Quote Approval + Deposit System
Give an approved prospect a direct path to accept the estimate, pay the required deposit and enter the project-scheduling workflow.
- Online estimate review and acceptance
- Terms, scope and authorization confirmation
- Secure deposit-payment step
- Automatic payment confirmation
- Project handoff to the scheduling process
Stop Treating Every Lead the Same
Your Estimating Time Has Real Value
A contractor should not discover after multiple calls and a site visit that a prospect expects a $25,000 project for $500. Better intake surfaces budget, scope and timing before the most expensive part of the sales process begins.
How the Workflow Works
A Cleaner Contractor Sales Process
Lead Submits
The prospect explains the project and provides property, budget, timing, photo and plan details.
Contractor Reviews
Your team decides whether the opportunity fits your services, minimum project size and schedule.
Customer Approves
The qualified customer reviews the estimate and confirms the scope, terms and authorization online.
Project Advances
The deposit is paid and the approved project enters the contractor’s scheduling process.
Built for Real Contractor Workflows
Spend More Time on Projects That Can Become Revenue
The goal is not to automate construction judgment. It is to give the contractor complete information earlier and remove avoidable friction after the customer decides to move forward.
Frequently Asked Questions
Contractor Automation Questions
Can the Project Qualification form change for different project types?
Yes. Conditional questions can show different fields for kitchens, bathrooms, additions, roofing, exterior work, commercial improvements or other services the contractor offers.
Can prospects upload project photos and plans?
Yes. The qualification workflow can request photographs, sketches, floor plans and other supporting files before the contractor reviews the opportunity.
Does the system decide which projects the contractor should accept?
No. It organizes the information needed for qualification. The contractor still decides project fit, pricing, availability, scope and whether to provide an estimate.
Can the deposit automatically place a project on the schedule?
The workflow can connect a successful deposit to a scheduling or project-management step. The exact handoff depends on the contractor’s calendar, payment platform and preferred scheduling rules.
Both Contractor Workflows Connected
Qualify the Lead. Secure the Commitment.
The Project Qualification System organizes the opportunity before estimating begins. Quote Approval + Deposit maps the contractor’s approval, payment and scheduling requirements so the funded-project workflow can be built correctly.
