Sales & quotes
Project qualifier
"What would a heat pump cost for our house?" – Without the year it was built, the state of the insulation or details of the radiators, you're working in the dark. And right now that often ends with a site visit that wasn't worth the trip.
You'll get …
- 1
A complete project inquiry, not a three-liner
Plans, property, scope, timeframe and photos are covered before the inquiry reaches you.
- 2
Fewer wasted site visits
You can spot unsuitable inquiries in a minute instead of after a wasted trip.
- 3
Everything where you work
The prepared inquiry arrives by email, in your trade software or in your project overview.
01Intro
The project qualifier does the clarifying up front: it asks about the plans, the property, the scope, the timeframe and the key technical points – and requests the photos that fill in what a description can't. Your business receives a prepared inquiry the boss can assess: is this project right for us, what's the rough cost, is a site visit worth it? You can spot unsuitable inquiries in a minute instead of after a wasted trip.
For context: the qualifier is the counterpart to the inquiry router – the router shows visitors the way BEFORE the inquiry, the qualifier prepares the project inquiry FOR your business. And it never decides anything on its own: no automatic prices, no automatic rejections – whether a project is a fit is the boss's call.
02How it works
- 01
Understand your project types
New build, renovation, heating replacement, custom work – what kinds of inquiry come in, and what do you need for each to assess it? Usually five essentials plus photos. They're just never in the first email.
- 02
Design the follow-up questions
Worded the way customers talk – with options to choose from instead of technical jargon. Anyone who can't describe their roof uploads two photos; anyone who doesn't know when the house was built picks a decade.
- 03
Define the inquiry brief
How should the result arrive? A structured email, an entry in your trade software, a card in your project overview – the inquiry brief fits your process, not the other way round.
- 04
Build it in and connect it
The qualifier becomes part of your website – ideally as the destination of the router's project path. Incomplete inquiries are politely completed rather than turned away.
- 05
Refine with real inquiries
After the first few weeks you can see where prospects drop out and which technical question comes too early. We adjust the questions and the inquiry brief – until the boss says: I can price from this.
03Stages
The entry level can work without AI – and still solves most of the problem.
Starter: the guided project form
Structured required fields for each project type plus photo upload, and the complete inquiry goes to the team by email. No AI involved – and wasted site visits become rarer.
Next step: smarter follow-up questions
An AI spots gaps and special cases, asks targeted follow-up questions and pulls everything together into an inquiry brief – including an initial view on the type of project.
Full build: connected
Handover to your trade software or CRM, prioritisation by fit and region, photos filed with the project – the inquiry becomes one continuous process.
04Try it yourself
Three project inquiries as they arrive daily. On the left the original – on the right what your business gets instead, after the qualifier has asked for the project, property, scope and timeframe.
This is where the processed inquiry lands.
05Technical implementation
- Front end: guided form or chat flow on your website – in your company's look.
- Tier 1 is pure form logic, with required fields for each project type and photo upload – reliable, no AI involved.
- From Tier 2, a language model asks follow-up questions where there are gaps and condenses the details into the inquiry brief; it never names prices.
- Photo uploads with clear rules for storage and data protection – images are kept with the inquiry, not lost somewhere.
- Handover to suit your process: email, Airtable, trade software or CRM.
- Built on your website's existing stack; Tier 2 adds a small back end.
for context · This shows how something like this usually gets built – not how it has to be built for you. What actually fits is worked out in the project: around your existing setup, your team, and what stays easy to maintain.