Pre-job qualifying: scope the job before the truck rolls
When a homeowner calls for a paint quote, the most valuable thing you can do happens before anyone drives out: scope the job properly. A well-qualified job means an accurate quote and no wasted trips. Pre-job qualifying gathers the surfaces, size, and timeline on the call so your estimate is fast and right.
The painting is the easy part. Scoping it right on the call — that's what protects your margin.
From inquiry to a scoped estimate
When an inquiry comes in through 24/7 Lead Response, Workfloor gathers the scope — interior or exterior, rooms and surfaces, square footage, color change, and timeline. It captures everything your estimator needs before anyone drives out, then books the estimate and flows the job into Job Ops. Your team arrives informed, quotes accurately, and wins more of the work.
QuestionsFrequently asked questions
Yes — it gathers the basics (interior vs. exterior, rooms and surfaces, rough square footage, and timeline) so you walk into the estimate already knowing the scope. The on-site visit confirms it.
It distinguishes a single accent wall from a full interior or an exterior repaint, so the estimate is booked with the right expectations and the right crew.
Helpful and professional. Instead of a vague "we'll call you back," they get real answers and a booked estimate — which is exactly what wins more jobs.