What matters
The commercial record should identify the requested work and assessment needs. Photos or a brief inquiry may help start the conversation, but the business decides what must be evaluated before preparing its proposal.
Put it into practice
- Confirm the work requested
- Record location and assessment needs
- Follow up on the current quote
An example in practice
A homeowner asks about one room, then adds more areas. The team updates the request and makes sure the follow-up refers to the revised proposal.
What to track
Track quote revisions and decisions by project.