When you’re moving between job sites, a promising conversation can disappear into a text thread. A short, consistent opportunity record makes it easier to pick that conversation back up.
You don’t need a complicated process. Start with five things.
1. Who you’re talking to
Record the customer’s name, business if relevant, and their preferred contact details. If someone else makes the final decision, capture that too.
2. What they want done
Write a short description in plain language. “Kitchen remodel” is a start. “Replace cabinets and countertops, keep the existing layout, discuss moving the sink” gives the next conversation somewhere to go.
3. Where the work is
A location helps you think about travel, crew availability, and the other work nearby. Keep site access details with the opportunity when you have them.
4. What needs to happen next
A useful next step has an action, an owner, and a date. “Marcus to arrange a site visit by Thursday” is more useful than “follow up.”
5. When a decision is expected
An estimate deadline and a desired start date are different things. Ask about both. It helps you give the customer a realistic response and keeps your bid schedule clear.
Keep it close to the estimate
As the opportunity becomes an estimate, carry those details forward. The scope, location, and customer should stay connected to the work you priced.
In the Jobflow local preview, you can record an opportunity, build its estimate, and turn an accepted bid into a project. The point is simple: spend the next conversation moving the job forward.
Explore Jobflow’s product status for current availability, or try a sample workflow.