Practical pre-quote resources

Better job information before the quote or site visit.

These guides focus on the part of quoting that often happens before the quoting software: understanding what the customer actually needs, what the site is like and what still needs to be checked.

01

How to reduce unnecessary site visits

A practical way to decide what information can be collected before anyone gets in the ute.

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02

Remote job scoping for tradies

What remote scoping is good for, where it stops, and how to keep professional judgement with the trade.

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03

What information should you collect before quoting a job?

A job-intake checklist built around scope, access, existing conditions, timing and useful evidence.

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04

How to collect customer photos and job information for quotes

Why guided photo requests work better when the customer also knows what the photo is meant to show.

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Work out what site visits are costing you

Use your own numbers.

The Site Visit Cost Calculator estimates the time and labour value tied up in the avoidable visits you enter. It does not assume HomeWalk can replace every visit.