Construction & General Contractors
Qualify construction inquiries before the site visit
An owner requesting an addition and a developer asking about a tender need different preparation.
The short version
- Record project type, location, available drawings, and the decision-maker.
- Separate a customer's request from a confirmed appointment, approved scope, or completed action.
An owner requesting an addition and a developer asking about a tender need different preparation. A useful first brief tells your estimator what kind of conversation is coming.
Clarify the request first
Record project type, location, available drawings, and the decision-maker. Separate a budget discussion from an accepted price. Note design or approval dependencies for review before promising a site visit or construction schedule.
Build a useful intake
Use these as prompts, not a questionnaire to read out in full. Confirm what you already know, ask what changes the next step, and leave unrelated fields blank.
- Project address
- Build or renovation scope
- Customer's target timeframe
- Plans available for review
- Decision-maker contact
Keep the next step clear
Bring the project brief, customer references, and site-contact details into one opportunity. Your estimator can prepare the next conversation, request missing information, and follow up on the proposal while your team plans the build.
Test it with your team
Try this with test details before changing your live reception process:
Test a request with no drawings yet. Keep the missing information visible instead of treating the brief as complete.
Have a colleague who did not take the original call review the record. They should be able to explain what is requested, what remains unconfirmed, and which action they own. If they have to reconstruct the conversation, change the intake or the handoff.
Bring the details together
Zweelie can connect calls, messages, contacts, forms, opportunities, files, and notes. Use that shared history to give the next person context, then assign the next action and a follow-up reminder. Configure access for the people who need it; keep specialist records in the systems approved for that work.
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About the author
Alex Hanna is the founder and CEO of Zweelie. He writes about bringing customer conversations and everyday business work into one connected workspace.
