Workflow templates

Eight verticals. One starter question set each.

Every contractor gets a starter question set that ships with one of these eight trades. You edit it to match your service area, target thresholds, and per-question tiers, then publish it onto your hosted quote page. Below: what each starter set ships with out of the box — your overrides land per account after onboarding.

Solar

8-key rubric

Starter question set

ZIP match + roof age 10–30 yrs + acceptable shading + electric bill ≥ $150

ZIP matchRoof age in range+6 more

Roofing

7-key rubric

Starter question set

ZIP match + roof age ≥ 8 yrs + storm/hail flag + budget ≥ $8k

ZIP matchRoof age above floor+5 more

Landscaping

6-key rubric

Starter question set

ZIP match + lot size ≥ 0.1 ac + project-type eligibility (design / install / hardscape)

ZIP matchMin lot size+4 more

HVAC

6-key rubric

Starter question set

ZIP match + system age ≥ 8 yrs + residence ≥ 1,200 sqft + budget ≥ $7k

ZIP matchSystem age above floor+4 more

Plumbing

6-key rubric

Starter question set

ZIP match + home-age band + workable urgency (emergency / planned) + budget ≥ $1k

ZIP matchHome age above floor+4 more

Painting

6-key rubric

Starter question set

ZIP match + home-age band + residence ≥ 800 sqft + budget ≥ $2.5k

ZIP matchHome age above floor+4 more

Pest control

6-key rubric

Starter question set

ZIP match + severity ≥ medium + recurring-interest flag + budget ≥ $500

ZIP matchSeverity above floor+4 more

Other home service

5-key rubric

Starter question set

ZIP match + configurable home-age floor + budget ≥ $1k (no trade-specific guardrails)

ZIP matchMin home age+3 more

See it on your trade

Tell us your trade and we will tailor this template to your market.

A free vertical audit wires your service area, qualification thresholds, and scoring weights onto one of these templates — without committing to a retainer.

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