The estimate handoff should not depend on memory.
A lot of estimate delay happens before pricing. The estimator is missing scope, photos, access notes, decision-maker context, or the owner’s assumptions. FieldLayer turns the handoff into a human-reviewed packet before the job gets quoted.
What usually breaks
A lead is “ready for estimate,” but the request is scattered across texts, calls, forms, and memory. The estimator starts by re-asking basic questions or guessing what matters.
What FieldLayer installs first
AI structures the request into an estimator packet, flags missing fields, and drafts the follow-up question. The owner reviews assumptions before the customer or estimator gets a promise.
- AI gathers job type, location, timing, photos, access, and known constraints.
- AI flags missing information and risky pricing assumptions.
- Human approves the packet, question, or internal note.
- Corrections become the next handoff checklist.
Install map
Capture the raw request
Start with the real inbound lead: form, call summary, text thread, or CRM note.
Structure the handoff packet
Convert scattered details into scope, site, photos, timing, constraints, and open questions.
Flag missing or risky assumptions
Mark anything that could cause rework, wrong pricing, bad promises, or estimator confusion.
Approve before send
The human decides whether to ask the customer, brief the estimator, or hold for more information.
Turn corrections into rules
If the owner changes the packet, the next estimate handoff gets a sharper checklist.
Why this belongs in the Starter Kit
The handoff packet is a safe first workflow: AI organizes and flags, but the human keeps control of scope, price assumptions, customer questions, and promises.