The short version, before the full process.
- Every homeowner call, consultation, and follow-up
- The in-person site visit, measured and photographed
- Building the estimate and the proposal
- Sourcing materials from vetted providers
- Every status update, to you and to the homeowner
- The final check before anything is signed
- Documenting and processing change orders, then closing the project out commercially
- Your labor rates and cost input for the estimate
- Approving, adjusting, or holding what we build
- The construction work itself
- Code compliance, permits, and licensing
- Anything discovered once walls come down, reported to us so it becomes a documented change order
- Building the signed job, and pricing whatever changes along the way
This fits how you already work.
Nothing below is a rigid script you have to bend around. Your pricing rules, your materials, your communication style, your scheduling preferences, that's what gets built into the process during onboarding. You tell us how your company already sells and prices jobs, and we run it your way, not ours.
Fifteen steps, call to closeout.
Every step below is ours to run, all the way through closeout, not just to signature. You're needed for a few of them: your cost input, two separate approvals, and flagging anything that changes once you're on site.
Calls, DMs, and texts, all handled
Every homeowner call is answered under your business name, not as a separate company. It's not just the phone either: DMs across your platforms, Instagram, Facebook, and any others you connect, plus SMS texts, all get answered the same way. Basic qualification happens right there: is this a real kitchen or bathroom project, what's the rough budget range, what's the rough timeline. Anything that isn't a fit, wrong trade, wrong scope, no real budget, gets filtered out before it ever reaches your calendar.
If you're worried about wasting time on dead-end inquiries: that's exactly what this step exists to prevent, across every channel a homeowner might reach you on, not just the phone.
Consultation
A structured conversation covering scope of the remodel, style preferences, must have items, nice to have items, budget range, and timeline expectations. This can happen on the same call or as a scheduled follow up. Everything gathered gets organized into a written brief.
Site visit
An in-person visit to the home. Measurements are taken of the kitchen or bathroom space, and photos are taken of the existing space, layout, and any problem areas. Everything the homeowner described on the call gets verified against reality, and the same visit produces a constructability read, whether what's being asked for is actually feasible given panel capacity, load-bearing walls, and where the plumbing stack sits. Anything extra caught in person, structural issues, outdated wiring, plumbing concerns, gets flagged for your review, not quietly folded into the estimate.
If you're worried about surprises baked into the number: anything found beyond what the homeowner described is flagged separately for you to see, never silently added.
If you're worried about being on the hook for the visit itself: the site visit is part of the commercial process, which is on us. Your responsibility starts once you're on site building.
Estimate build, with your input
A full cost breakdown is built across the categories that matter for kitchen and bath work: materials, labor, permits where applicable, fixtures, cabinetry and countertops, plumbing and electrical, and contingency. Your labor rates and cost input are pulled in directly before the estimate is finalized. The process behind the estimate is shown to you, not just a final number with no explanation.
If you're worried the numbers won't match your business: the estimate is built on your real rates and markup, not a generic guess.
Your approval on the estimate
The estimate goes to you first, before it's turned into anything homeowner-facing. Approve it as is, adjust any line item, or hold it until you're ready. This version is entirely internal, the homeowner never sees it.
If you're worried about losing control of your own numbers: you can't. Nothing sends without your explicit sign off, every single time.
Materials sourcing
Materials are matched from a select group of vetted providers, covering the categories specific to kitchen and bath work: cabinetry, countertops, tile, fixtures, hardware. No commission is taken from any provider. Selections are made for speed and reliability only.
If you're worried about kickback vendors or inflated pricing: we take no commission from any material provider, on any job.
Proposal build
The approved estimate, the site visit findings, the homeowner's brief, and the sourced materials are combined into one signable proposal, delivered as an online link. Optional invoicing and scheduled deposit invoicing is available if you want it, off by default, and it requires connecting your own payment processor to work. If you skip it, the proposal link still works exactly the same, just without invoicing built in.
If you're worried this means we touch your money: we don't, even with invoicing turned on. It only schedules and requests the invoice. Money still only ever flows from the homeowner directly to you.
Contractor updates throughout
You get status updates at every stage, not just a message when something needs your approval or input: call received, consultation done, site visit scheduled and completed, estimate drafted, proposal sent, signed. Updates go out on a regular cadence, daily at minimum, whenever a job is active.
If you're worried about being left wondering what's happening: you'll hear from us at every stage, not just when we need something from you.
Homeowner updates throughout
The homeowner is told where things stand at each stage: after the call, after the site visit, once the estimate is ready, once the proposal is ready. No radio silence. If something is delayed, the homeowner hears about it directly, and they're followed up with every 24 hours until the process moves forward.
If you're worried a homeowner will go cold on you: they're actively followed up with on a set schedule until we hear back, not left to drift away.
Final check
Before anything reaches you again, we run our own internal pass on the assembled proposal: do the numbers match what you approved, does the scope match the brief, do the materials match what was sourced, does the timeline make sense. This is us catching our own mistakes before they become your problem, not a second approval gate for you, that already happened at step 5.
Your sign-off on the finished proposal
You see and approve the actual document before it goes to the homeowner, real materials selected, final language, not just the estimate numbers you approved back at step 5. A lot can shift between an approved estimate and a finished proposal, this is the gate that makes sure you see the final version before anyone else does.
If you're worried something could change without you seeing it: that's exactly what this step closes. Nothing reaches the homeowner without your eyes on the finished document.
Homeowner signs
The homeowner reviews and signs. This is the exact moment the 1% Contract Administration Fee is invoiced to you, immediately, regardless of whether the homeowner has paid anything toward the project yet.
Ready to Build handoff
You receive the signed proposal, the homeowner's full brief, the estimate breakdown, the site visit photos, the materials selected, and the payment schedule, plus anything still outstanding. This is a construction handoff, not a full one. You start building. We stay on the commercial side. The deposit, the homeowner's first payment, is paid directly to you around this point.
If you're worried this means we're managing your jobsite: we're not. Crew, schedule, means and methods, quality, all yours. We're keeping the paperwork, approvals, and money organized around it.
Permit status tracking
We don't file anything or touch drawings, that stays entirely yours, but we track whatever permit process is underway and flag it if it stalls. Same pattern as payment coordination: watching and flagging, not holding the licensed part. Drawings, filing, plan review, issuance, board approvals, lining up subs, and site protection logistics all stay entirely on your side.
Change orders, if anything changes
No signed change, no changed work. If something comes up once you're building, hidden wiring, plumbing, a scope shift the homeowner requests, you report it and give us the added cost, labor, and schedule impact. We document it, prepare the formal change order, and confirm it with you before it goes to the homeowner. They sign it or reject it. Once it's signed, it's added to the project record and the payment schedule, and you get written authorization to proceed. The Commercial Management Fee applies to this added value the same way it applies to the original contract.
If you're worried this slows down a real emergency: in a genuine emergency where waiting isn't safe, you can proceed to protect the property. The reason, photos, and homeowner notification just need to reach us right away so it's still documented.
Commercial closeout
At completion, we reconcile the original contract against every approved change order, confirm the full payment history and any outstanding balance, and close out the commercial record. Nothing left to chase, on paper or on payment.
The site visit and consultation, in full.
This is the part that happens inside your customer's home, under your business name, so it gets its own explanation.
The consultation and the site visit are where this service is most visible to your homeowner. Everything else, the estimate, the proposal, the follow-up, happens behind the scenes. This is the part where someone from our team is standing in your customer's kitchen or bathroom, representing you. Here's exactly who that is and how it goes. See how we recruit and train that team on the Field Specialist Network page.
Who shows up
A field specialist from our network, sourced, screened, and trained specifically on our consultation, measurement, and documentation standards, not a random stranger. They show up the way you'd want anyone representing your business to: on time, professional, and courteous in someone else's home.
Screened, trained, insured
Every field specialist is vetted before they're assigned a job, trained on a standardized process, and covered by insurance for the work they do in a homeowner's house. That's on us to carry, not something that touches your policy.
How the consultation fits in
If it didn't already happen on the initial call, the consultation happens face to face at the visit: scope, style preferences, must have items, nice to have items, budget range, timeline. It's a structured conversation, not a casual chat, and everything gets written down into one brief, not left to memory.
A standardized checklist, not a guess
Every consultation follows a project-specific checklist: required measurements, photos, homeowner questions, and existing-condition notes. A kitchen checklist isn't the same as a bathroom checklist, so nothing gets skipped because it wasn't top of mind that day.
What they don't do
They're not there to make construction calls on the spot, and they won't guess at something outside their lane. If anything looks off, structural concerns, outdated wiring, plumbing issues, it gets photographed and flagged for your review. Nothing gets explained away to the homeowner on your behalf.
How it represents you
Every call, text, and visit happens under your business name. Homeowners are also told we're coordinating the consultation and proposal on your behalf, so nothing about the relationship is hidden, it just runs the way you'd want a visit to your own customer to go: respectful, thorough, and careful enough that nothing gets missed before it becomes your problem to solve mid construction.
Every ask, with the reason behind it.
Nothing here is arbitrary. Each one exists to make a specific part of the process actually work.
Your Google Business Profile phone number, pointed our way
That's how inbound calls actually reach us instead of going to voicemail or getting missed. Just the number changes, nothing else on your listing. It can be pointed back to you anytime.
Access to your Facebook Page and Instagram, as a page admin
So homeowner DMs on those platforms get caught and handled the same as a phone call, instead of sitting unread. Access is limited to messages, never posting or changing your page, and it's revocable anytime.
A number for SMS texts from homeowners
Texts get answered the same way calls and DMs do. Homeowners increasingly text before they call, missing that channel means missing leads.
A full pricing profile, not just a rate
Labor rates, material markups, target margins, minimum job size, and the kinds of projects you take or pass on. This becomes your profile: every estimate after that gets built against your actual numbers, not a generic guess you have to correct later.
Your license, insurance, and standard terms
Your license number, insurance information, and standard payment and warranty terms, so every proposal has what's legally required on it from the start.
How you want the phone answered
So every call sounds like your business from the very first word, not a call center reading a generic script.
How you'd like to be billed
Invoice after each cycle, or another method, whichever actually fits how you run your books.
A direct line for same day approvals
Text is fine, it just needs to be checked. The one business day guarantee depends on your labor and cost input coming back quickly.
A quick approval before anything sends to a homeowner
A text confirmation is enough. This keeps the process moving without slowing you down or requiring a phone call every time.
Any lead that reaches you directly, forwarded the same day
If a homeowner skips the routed number and comes straight to you, forwarding it the same day keeps that lead in the same tracked process, updates, guarantee, and all.
Any field change reported before extra work begins
Hidden wiring, plumbing, a scope shift the homeowner asks for on site, whatever it is, tell us before you do the extra work, not after. That's what lets it go through as a documented change order instead of becoming an argument about what was included.
Confirming homeowner payments when we ask
We track the payment schedule and flag what's overdue, but we don't touch your money, so we rely on you to confirm what's actually been paid.
Site visit to ready to sign proposal in one business day.
As long as your labor and cost input comes back the same day, usually just a few hours. If a homeowner goes quiet, they're followed up with every 24 hours until we hear back. Nothing stalls on our end. The same one business day standard applies to change orders once you give us the cost and schedule impact.
Payment coordination is built in, not an add-on.
Building the payment schedule, sending reminders under your name, tracking what's due, flagging anything overdue, and adjusting for approved change orders, that's part of running your account, not a separate ask. Some contractors also want help mapping out financing options for a homeowner, that's available on request.
The same rule still applies here: we never touch your money. Payment coordination and financing support are about structuring how the homeowner pays you, not about us collecting, holding, or processing anything on your behalf. Every dollar still flows directly from the homeowner to you.
Financing structuring isn't priced or detailed on the site, it's available on request. Ask us what's available for your business.
Ask About Payment & Planning