Contractor Lead Qualification Checklist

Requested work is within company scope. Repair versus project work is identified if relevant. Residential or commercial is identified.

Geography

Property city or zip is within service area. Travel or branch rules are considered.

Project size

Minimum job size is met. Approximate scope is captured using trade specific questions.

Timing

Emergency, immediate, near term, and future planning are separated. Requested start date is realistic enough for the next step.

Property control

Owner, tenant, manager, or commercial decision maker identified when relevant. Access or approval conditions captured.

Estimate readiness

Correct estimator or calendar identified. Any required photos, plans, or information requested.

Exceptions

Technical questions routed to a person. Safety concerns routed appropriately. Out of scope work receives a clear explanation.

Field time is the most expensive resource most contractors have. Every line on this list exists to protect it — without turning the intake call into an interrogation the customer can feel.