• A guided intake tool that helps you define goals, style preferences, urgency, and budget before your estimate.

   

Better information upfront means a faster appointment, more accurate quote, and fewer surprises.

It's recommended; some services may require it to ensure accurate scope.

Project type, concerns, photos (optional), timeline, decision-maker info, and budget comfort range.

No—basic details help; we verify measurements on-site or by aerial tools.

Yes—photos help us prepare the right materials and plan the visit.

It can, depending on configuration.

Yes—many planners include style and color preference questions.

Typically yes via email or stored in your project record.

No—it improves the inspection and speeds up decision-making.

Budget alignment prevents wasted time and helps us recommend options that fit real expectations.

Yes—used for planning and quoting under your privacy policy.

That's fine—answer what you can and we'll guide options during the consult.

Yes—your answers help us bring the right colors, products, and brochures.

Yes—bundles can be scoped cleaner when everything is captured upfront.

Yes—less time gathering basics and more time on options and planning.

The planner helps ensure all decision-makers' priorities are considered from the start.

Yes—most systems allow preferred times, subject to availability.

Clear communication, less confusion, and better recommendations.