Identify the decision.
Does staff need to establish service fit, request a visit or prepare a proposal? List the information necessary for that next step.
Resources / Quote diagnostic
Which missing detail stops the office preparing the quote?
Review a safe recent example before adding more questions to a form.
Compare the request.
Review the property type, approximate size, frequency and relevant condition information available. Note where staff must contact the customer again and why.
Design the exception.
A customer may not know a measurement or service detail. Give the office an explicit review path instead of inventing a price or silently discarding the inquiry.
Test the whole handoff.
Use isolated examples for complete, incomplete and unsuitable requests. Check that the responsible staff view includes the useful context and next action.