General Contractor — Project Estimate
Inbound inquiry for a construction or renovation project. Captures project scope, timeline, and permit awareness.
When this runs
classifies this work type when the caller says things like:
How the call goes
4 surface rules tied to missing field definitions. Urgent first.
Clarify the project type — a kitchen facelift vs. full gut remodel vs. addition are very different scopes.
important“Can you walk me through what you're looking to do — is it a remodel, an addition, repairs, or something else?”
Field: Project type (remodel / addition / new build / repair)
Ask about budget — helps us determine if the project is feasible as described and what trade-offs to suggest.
important“Do you have a budget range in mind? It helps us tailor the scope to what makes sense.”
Field: Budget range
Ask about timing — some start dates aren't possible due to permit lead times or material order delays.
important“When are you hoping to start, or is there a deadline you're working toward?”
Field: Desired start date or deadline
Ask if they have plans — saves time on the estimate if an architect has already drawn it up.
normal“Do you have any plans, drawings, or sketches for the project?”
Field: Plans or drawings available
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Quote a project cost before an on-site visit and detailed scope review.
Guarantee a completion date before subcontractor and permit scheduling.
Promise no change orders will be needed.
Start work without signed contract and permits.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm project address
- Confirm callback number
- Schedule site visit
- Send confirmation
Then creates a appointment encounter with:
- Caller name
- Callback number
- Project address
- Project type (remodel / addition / new build / repair)
- Project scope description
- Rooms or areas affected
- Desired start date or deadline
- Plans or drawings available
- Aware permits may be required
- Budget range
- HOA approval needed
- Living in home during construction
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