Concrete and Masonry field guide
Qualifying concrete and masonry projects before the estimate
Collect the details that help your team prepare the appropriate visit. Let the customer describe the concern without requiring them to diagnose it.
- What is the project: driveway, patio, wall, foundation concern, or repair?
- What is the approximate area and how can a crew reach it?
- Are drainage, cracking, or movement part of the concern?
- Where is the property and what timing is planned?
Who reviews the request: Record cracks and drainage as customer observations, not diagnoses. An estimator should verify dimensions, site conditions, and appropriate work in person.
Prepare the right professional assessment.
A crack's appearance alone does not establish its cause. Concrete repair calls for evaluating condition and deterioration before choosing a method or preparing a firm scope.
Use the actual property conditions, selected products and applicable local requirements to decide the scope. A web form or photograph does not replace a qualified assessment.
Trade reference: American Concrete Institute: Concrete repair. This reference supports the specific trade point above; it is not a complete installation procedure or a diagnosis for an actual property.
Offer a clear next step.
Adapt this original fictional example to your actual service, timing and availability. Viewing this guide sends no message.
Thanks for outlining [project] and [site concern]. An on-site look will help us understand the work and access. Would [option A] or [option B] work for a visit?
After the first reply: If the season or weather changes the project timeline, ask when the customer wants to reconnect and record that date instead of sending generic reminders.
Follow the fictional concrete and masonry inquiry β