What matters
A construction request needs project type, location and a path to technical assessment. Commercial qualification organizes the opportunity; the contractor remains responsible for evaluating the work and producing the project proposal.
Put it into practice
- Confirm project and location
- Define the estimate step
- Track the proposal to a decision
An example in practice
A homeowner requests a remodel. The team confirms scope information, arranges an appropriate assessment and records the next action after the estimate is sent.
What to track
Track project requests, estimates and accepted proposals.