New customer checklist for contractors: first-visit basics
A clean first contact saves time on every later visit. Capture the same few details every time.
- Full name, phone and service address. Confirm spelling and a number you can reach.
- What the problem is, in their words. Write it down before you quote anything.
- Access notes. Gate codes, pets, parking, who will be home.
- How they prefer to be contacted. Call, text or email. Only message people who agreed to it.
- Where they found you. This tells you which marketing is working.
Common questions
How much should I ask on the first call?
Only what you need to book the visit. Collect the rest on site.
Do I need permission to text customers?
Check the rules that apply to you and get consent first. Verify with your attorney.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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