Ask the useful questions
Ask only what helps you understand this service: size, site conditions, options, timing, and more when needed.
● BETTER PROJECT DETAILS BEFORE THE FIRST CALL
Know what they need
before the first call.
Put a focused, branded project form on your website. Customers answer the basic project questions while they are interested; you see the details before you call. Show a preliminary range only when it makes sense for your service.
✓ Your company’s brand✓ Your questions and approved pricing rules✓ Your customer requests
FICTIONAL DEMO REQUESTSample customer
$9,100 – $11,100
PRELIMINARY CUSTOMER ESTIMATE
MTMichael TurnerConcrete driveway
SIZE840 sq ftTIMELINEWithin 30 daysREMOVALExisting concreteLOCATIONKansas City, MO
Onlineproject details
Brandedfor the contractor
Not resoldrequests are for your business
The homeowner gets a useful next step. You get the details needed to follow up.Never resold as a shared marketplace lead
THE PROBLEM
A name and phone number are not enough to quote a job.
Most “request a quote” forms collect a name and phone number but omit the facts a contractor needs to decide how—and how quickly—to follow up.
Homeowners explain the job once. You receive the service, project answers, name, and email—plus phone and project address when provided.
HOW IT WORKS
Ask the right questions before you pick up the phone.
Customers get a straightforward form. Your team gets a useful project record and a clear next step.
Give them a clear next step
Customers share contact details only after they know what they will receive. Your team has permission to follow up on that request.
Show a useful estimate when appropriate
When you approve pricing rules, the form can show a clearly labeled preliminary range—not a promise of the final price.
Get the full picture
You receive the customer, job details, estimate context, and follow-up history in your private workspace.
THE HOMEOWNER EXPERIENCE
It looks like your business because it is built for your business.
Each estimator is branded as the contractor’s own. ScopeBriefing handles the questions, pricing rules, request storage, and contractor portal behind the scenes.
- Contractor-branded page or website embed
- Contractor-controlled pricing
- Mobile-first project intake
- Clearly labeled, non-binding estimate ranges
PRAIRIE STONECONCRETE CO.
STEP 2 OF 4Tell us about your driveway.
Approximate length 42 ft
42 feet
Approximate width 20 ft
20 feet
PROJECT AREA840 sq ft
Powered by ScopeBriefingWHAT’S INCLUDED
The information your team needs to follow up well.
A focused project form that works with the website and email your team already uses—and can show a preliminary estimate when appropriate.
Your way of estimating
Use your minimums, options, service area, and range rules—not generic national pricing.
The details before the call
Measurements, site conditions, options, timing, name, and email—plus phone and project address when provided.
Every request in one place
Completed customer requests and estimate context stay in your private contractor workspace.
Simple follow-up tracking
See what is new, who has been contacted, and what needs to happen next.
Hosted or embedded
Use a branded calculator page anywhere you advertise, or place the calculator directly inside your existing website.
Your team, with the right access
Authorized team members can review requests, update follow-up, and export records based on their role.
ONE SUBMISSION. TWO USEFUL RESULTS.Give the customer clarity.
Give the customer clarity.
Give the contractor context.
A guided project intake
- Questions specific to the selected service
- Confirmation that the project details were sent
- A non-binding preliminary estimate when configured
- What can change final pricing
- A clear contractor follow-up expectation
A useful project request
- Name and email, plus phone and project address when provided
- Measurements, options, and job conditions
- Estimate context when pricing is configured
- Contact permission for this project request
- Authorized team access and status history
TRY FIVE COMPLETE BUSINESS DEMOS
Start with one service. Build it around the way you quote.
Open a trade below, submit a sample homeowner estimate, then see that sample opportunity appear in its contractor workspace.
DONE-FOR-YOU LAUNCHYou explain how you quote.
You explain how you quote.
We configure and test the workflow.
01
We document the service
You walk us through minimums, measurements, choices, exclusions, service area, and deal-breakers.
02
We build for approval
We configure the questions, rules, disclosures, branding, recipients, and homeowner experience, then you review it.
03
We launch after testing
We run test submissions, verify account access, email delivery and record storage, document approval, and only then publish the calculator page and website embed.
SIMPLE PRICINGStart with one service.
Start with one service.
Approve it before it goes live.
Clear setup and monthly pricing. Your signed agreement confirms the exact estimator services, timing, and launch details before payment.
ONE-SERVICE LAUNCH
CONTRACTOR PORTALFirst-Service Launch
$1,000total startup
$100/ month total
$1,000 setup and $100 per month for the service defined in your written scope. Taxes are included; no additional tax is added.
Month-to-month after launch. Either party can cancel with 30 days’ written notice.
- Contractor-branded page and website embed code
- Configured project questions and approved pricing logic when an estimate is shown
- Customer contact details and permission to follow up
- Private record of every customer request
- New-request email notifications
- Lead status, team follow-up history, and CSV export
- Control which team members can view or update requests
- Question and pricing adjustments during the first 30 days
$1,000 total startup and $100 total per month. The signed client service agreement controls deliverables, payment, cancellation, and any written usage limits.
YOU STAY IN CONTROL
A useful estimate without promising the job price.
ScopeBriefing is designed for preliminary estimates—not binding quotes. You choose how conservative the range is, which variables affect it, the minimum job size, and what customers see.
DISPLAYED TO HOMEOWNER
$9,100 – $11,100
Preliminary estimate
CALCULATED TARGET$9,920
DISPLAY RULE-8% / +12%
FINAL QUOTEConfirmed onsite
Private pricing details stay inside the contractor account.COMMON QUESTIONSBefore you put it
Before you put it
on your website.
ScopeBriefing is meant to fit the way you already sell—not force a brand-new operating system on your business.
No. When an estimate is enabled, the homeowner sees a clearly labeled preliminary result based on the information entered. When contractor review is required, no online price is shown. Your final price is confirmed only after your team reviews the property, measurements, and job conditions.
The result is only as accurate as the information the homeowner enters and the pricing rules you approve. It gives your team a useful starting range; you still confirm measurements, site conditions, and final price.
No. You receive a branded ScopeBriefing page plus copy-and-paste website box code. You can link to the calculator or place it directly inside your existing HTTPS website.
The project details and contact information—plus the preliminary estimate when configured—are saved in your private ScopeBriefing workspace. Your notification address receives an email, and your team can record who followed up and what happened.
The leads generated by your estimator are for your company. ScopeBriefing is not a shared-lead marketplace and does not sell the same request to competing contractors.
A logo, brand colors, service area, the questions you normally ask, and a walkthrough of how you price one service. We translate that into the customer flow and calculation rules.
Reasonable corrections and pricing calibration are included during the first 30 days. After that, we confirm whether a requested change fits the monthly service or needs separate setup work before making it.
Start with a service you quote often, where the same measurements, options, and site conditions affect price each time. We can help you decide whether that service fits a useful preliminary estimate.
YOUR WEBSITE CAN COLLECT MORE THAN A NAME.
Tell us how you quote one service. We’ll build the first version with you.
Every client starts with a written scope, contractor-approved rules, test submissions, and a private account before homeowner traffic is accepted.