miryloThe site visit is done. The proposal is still open.
Give each revision and promised callback a place in the sales routine.
Bring the site details to the visit.
What happens to a qualified deck inquiry after we send the estimate?
An owner who measures, quotes and runs jobs has little room left for remembering every follow-up.
The existing deck may need removal. Capture that before the first estimate.
Mark the details your team captures today.
0 of 4 marked
Start with: New deck, replacement or repair.
Keep the proposal attached to the project.
- 01
Gather a usable brief
Capture new build versus replacement, approximate size, preferred material and location without presenting the form as a final quote.
- 02
Prepare the estimator
Pass the homeowner’s description and relevant notes into the appointment.
- 03
Track the open proposal
Give revisions and callbacks a clear status. A customer considering options should not quietly disappear into a generic lost column.
- 04
Close the loop
Record the sale or a useful loss reason and pass sold work to the project system.
One detail worth getting right.
A delayed decision does not always mean a lost project. Save the next agreed contact date before adding a homeowner to a follow-up sequence.
Questions to ask before the visit
- Is this a new build, replacement or a smaller repair?
- Which material choices or scope decisions are still open?
- When did the homeowner ask to discuss the proposal again?
Workflow boundaries
For deck builders selling quoted projects. Engineering, permits, structural advice, production scheduling and estimating remain with your team and project tools.
- A pending decision needs a dated next action.
- Keep revisions with the same project instead of creating a fresh lead.
- Hand the accepted scope to operations after the sale is recorded.
Let each system do its job.
We verify access, supported events and who owns each update before agreeing the connection.
Let’s map your deck project handoff.
Bring one inquiry, one estimate and the tools you use.