What matters
The commercial process should identify location, request context and the next assessment step. A request is not a confirmed project, and communication must stay aligned with the contractor’s evaluation of the work.
Put it into practice
- Confirm location and request
- Organize the assessment step
- Record the next proposal action
An example in practice
A homeowner asks for roofing information. The record follows the assessment and estimate instead of labeling the first message as an accepted job.
What to track
Track assessments, estimates and decisions separately.