Contractor enquiry intake that gives estimators usable context.

The handoff to check

A project request may include a location and drawing but omit access details or timing. Keep those unknowns visible before someone commits estimating time. This is a workflow pattern, not a claim about your current process.

Try the fictional workflow demo →

Capture project context without inventing it

Map supplied job type, location, service area, residential or commercial context, requested timing and document references. Do not infer measurements, budget, safety suitability or technical feasibility from a short enquiry.

Agree the next decision for each request type

A maintenance request may need a service coordinator; a project RFQ may need an estimator. Agree the owner and next action for the selected source. A missing drawing or unclear service area enters review rather than a silent rejection.

One practical first implementation

Choose one form or shared inbox and either HubSpot or Google Sheets. Use up to 30 historical examples supplied by your team to check mapping, ownership, dates and review handling. Phone, WhatsApp and other channels stay outside this pilot.

The bounded deliverable

• One enquiry source: one web form or one shared inbox
• One destination: HubSpot or Google Sheets
• Extraction of available contact or company details, enquiry type, work scope, postcode or service area, domestic or commercial context, requested timing, drawings, urgency and preferred contact method
• An owner, status and dated next action on every created record
• A visible human review queue for uncertain or incomplete records
• A basic team notification
• Acceptance testing against up to 30 historical examples supplied by your team
• Short operating and handover documentation
• Customer-owned accounts and operational data

The 14-day delivery window starts once the agreed access, sample enquiries and acceptance rules are available.

£475 at the agreed start; £475 after documented acceptance. Third-party software fees are excluded. The pilot does not include autonomous pricing, quoting, revenue guarantees or CRM replacement.

Read the full scope, exclusions and acceptance criteria →

Check the fit

Fits: Specialist contractors or technical service firms with recurring quote/service enquiries and a defined receiving team.

Outside this pilot: Buying more leads, emergency dispatch, safety-critical triage or autonomous estimates.

Is this a contractor CRM replacement?

No. It connects a selected enquiry source to HubSpot or Google Sheets. A replacement CRM, full job management and workforce scheduling are outside the fixed scope.