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Lead Call

Capture and qualify a new inquiry.

Client Consultation

Document the in-person or virtual consultation.

Estimate & Proposal

Record how the client responded to pricing.

Project Handoff

Confirm readiness before mobilization.

Preconstruction Meeting

Confirm scope, schedule, and logistics.

Selections & Design

Track confirmed and outstanding selections.

Weekly Jobsite Meeting

Log progress, decisions, and action items.

Change Request

Document a scope change and its impact.

Issue Resolution

Track a project issue to resolution.

Punch List

Confirm status and remaining items.

Project Closeout

Wrap up financials and client experience.

Warranty & Service

Log a service call and its resolution.