Guides / Clients and intake
What the client sees, measuring
Five steps on a phone, in your colours, with no required field anywhere. This is the path for a client who will pick up a tape measure.
What you need first
- An intake link already sent
By the end of this guide you know exactly what your client is being asked, so you can answer the phone call that sometimes follows. Nothing on the form is a required field and nothing on it is binding.
They open the link and name the rooms
The first screen is headed Hi and their first name, tell us about the space, with the line Takes about five minutes. You can stop and come back on this same link; nothing is lost.
Under What are we building, ten choices they can tap as many of as they like: Kitchen, Pantry, Laundry, Lockers or mudroom, Bathroom or ensuite, Library or built-ins, Gun room, Closet or shoe room, Office, Something else. Under them, Tap everything we're doing. One room or six, it's the same form.
- 1Five steps, with the one they are on named
- 2Ten room types, as many as apply. Not everything is a kitchen
Then whether it is a renovation or a new build, which floor, and the address.
They choose how to share measurements
The second screen asks How would you like to share measurements? and gives two boxes of equal weight.
- 1Start measuring. This guide follows this one
- 2Send photos instead. The other guide follows this one
Measure it yourself reads A tape measure and five minutes. We walk you through exactly what to measure, one wall at a time. Under both boxes: Either way, we take proper site measurements before anything is cut. Nothing here is binding.
They measure one room at a time
Each room gets its own screen, headed with the room and wall-to-wall measurements, and told Measure wall to wall in feet, along the floor. Round to the nearest half foot. Measure the wall, not the cabinets in front of it.
Three figures: Lower cabinets, along the floor. Upper cabinets, on the wall above. Full height, skip if none. Then Ceiling height as four taps.
- 1Three runs in feet, and the aside saying what each one means
- 2Ceiling height as four taps, not a typed figure
They answer the two questions that change the price
Lighting in the cabinets is asked per room, because lighting the kitchen does not light the laundry. It is Yes, price it in or No, under the line Strip lighting under the uppers or in the shelving. No commitment either way.
Then a free-text box, Anything odd about the room. That is where the bulkhead, the post and the sloping floor turn up, and it is the field that earns its place on every job that is not a straightforward box.
Style and timing, both skippable
Style asks what they are drawn to: doors and finish, species if wood, what goes inside the boxes, and a box for photos they have saved. It opens with Nothing here is a commitment. It just helps us price the right direction.
Timing asks when they want it in and offers a budget band they can decline with Rather not say yet. The last button reads Send it to and your shop's name.
What happens next
Read the other path, because it is the one older clients take: What the client sees, photos.