Less back-and-forth

Prepare for the first call or visit.

  1. Start a Project File

    Prepare before the first call or visit.

    A contractor requests a Project File from a homeowner they know, or a homeowner starts independently to share with a chosen contractor.

    • Keep interested homeowners moving with a clear next step.
    • Start project preparation without arranging an initial appointment.
    • Prepare and review on your own schedule.
    • Give homeowners a free head start before they speak to a contractor.
    • Let homeowners start preparing while they choose the right contractor.
    • Keep homeowners in control of who receives their details.
    Illustrative contractor hands sending a Project File request from a laptop beside plans and tools
  2. Complete and share

    Share the details before anyone travels.

    The homeowner describes the project and adds their materials while LeadToScope helps organize a Project File they review and choose to share.

    • Explain the project from home before making time for an initial visit.
    • Turn existing ideas and materials into a clear project brief.
    • Keep important priorities and project details together for easy review.
    • Share a file that clearly explains what matters most to you.
    • Choose what stays private and which project details contractors see.
    • Explain the project once and share that same file with each contractor.
    Illustrative homeowner hands preparing a Project File at a dining table in a comfortable home
  3. Receive the Project File

    Decide what needs a call or visit.

    The contractor receives the file approved by the homeowner, with project details and supporting materials ready to review before the next step.

    • Save travel time by reviewing the project before arranging a visit.
    • See the scope, priorities, budget and timing the homeowner has shared.
    • Focus follow-up questions on the details that still need an answer.
    • Discuss the project by phone with the same file in front of you.
    • Decide whether a visit is needed before making an appointment.
    • Reduce appointments that simply repeat the project overview.
    Illustrative contractor hands reviewing a received Project File on a tablet beside drawings and measuring tools

Common questions