Would a homeowner let your crew in?
Before a homeowner opens the door, they look you up. Mark the six things they can find about you, and the crew badge fills in as you go.
- Who answers your callNot checked
- Written scopeNot checked
- Job photosNot checked
- How the work is doneNot checked
- Customer wordsNot checked
Mark Ready only if it exists today, it is up to date and it is yours to share. Not sure? Leave it on Not checked.
0 ready0 missing6 not checked
Check: Written scope
You haven't checked this one yet. Look for something you already have before you make anything new. If it isn't there, do this:
Make a blank estimate page with scope, exclusions, payment stages, and a way to approve changes. Explain the next step in plain words.
Example: A sample scope explains surface prep and cleanup, then names any repairs priced separately.
Where to use it
Place a sample scope and your estimate steps beside the quote form.
- Written scopeNot checked
- Someone to contactNot checked
- Job photosNot checked
- The people on the jobNot checked
- How you do the workNot checked
- Customer wordsNot checked
The list puts what a homeowner needs before agreeing to a job, like a written scope and a contact, ahead of the things that sell you.
Example: a roofing crew's badge
This is a made-up 3-person roofing crew, run through the same check. They have job photos, a contact and a few customer reviews, but no team photo and no written scope.
- Make: Written scopeMake a blank estimate page with scope, exclusions, payment stages, and a way to approve changes. Explain the next step in plain words.
- Make: The people on the jobTake a clear photo of the people customers will meet. Add first names, roles, and who handles questions. Get permission before publishing.
- Check first: How you do the workFilm or photograph one step your crew follows on every job, like protection, prep, inspection or cleanup. Say what it does and what it can't do. Skip staged safety demos.
Their next step: Make: Written scope. The scope comes before the team photo because a homeowner needs to know what they are agreeing to.
- Who answers your callReady
- Written scopeMissing
- Job photosReady
- How the work is doneNot checked
- Customer wordsReady
Get the full cheat sheet
It is built from the answers you just gave.
- Every gap in order, with the job to make each one
- Where each proof goes: a post, an ad, your website
- Fill-in drafts for your bathroom remodel
- The printable PDF and a copyable text sheet
It only counts the proof you have, so it can't promise you more jobs.
Questions
Why no trust score?
Six answers can't tell anyone how much a homeowner trusts you. So the badge only counts the proof you can show.
What counts as ready?
It exists, it is current, and you have permission to share it. A team photo of people who left last year is not ready.
Can I use these drafts as they are?
No. Every bracket needs your own facts. Leave out any claim you can't back up, like a licence or a review you don't have.