Collect Site Photos and Scope Notes Before the Estimate or Truck Roll
Request site photos, addresses, scope notes, and supporting documents through one secure link before the follow-up call, estimate, or scheduling step.
What this solves
Contractors and estimators often start calls before they have enough job information. That creates avoidable back-and-forth, bad scheduling, and unnecessary delays before the real work even starts.
RequestVault gives you a contractor-friendly intake flow that collects the right photos and job details before the next conversation, without forcing the recipient into a portal login.
Best fit when you need to gather
- site photos before estimating or scheduling
- addresses, scope notes, and supporting documents in one pass
- job intake from phone or desktop without more friction
- clearer follow-through before dispatch or callback
How it works
Keep the recipient flow simple, keep the request secure, and keep your team informed about status without piecing it together manually.
Send one contractor intake request
Choose the contractor or estimator starter, confirm the recipient, and launch a secure link built for pre-estimate collection.
The recipient uploads from the field or office
They can send photos, notes, files, and signatures from phone or desktop without needing credentials or a training moment.
Your team sees status before the next step
Track sent, opened, and completed progress so the follow-up call, estimate, or truck roll happens with better information.
Why teams choose this
- Replace scattered texts and attachment chasing with one structured intake step.
- Get the right project context earlier so estimates and scheduling are less reactive.
- Use a focused request type instead of making every intake depend on manual back-and-forth.
Need this connected to scheduling, estimating, dispatch, or a broader contractor workflow?
RequestVault is a real product example of the kind of secure intake, workflow collection, and recipient-friendly experience I can help businesses build in more tailored ways too.
Related paths
Keep exploring the use cases and workflow pages that connect this product idea back to custom software work.
Need something more tailored than a starter flow?
If your workflow needs custom fields, internal review, connected systems, dashboards, or a broader portal around the request process, that is where I can help shape a stronger custom solution.