A better project brief before the first call.
We engineer qualification flows that respect how custom trades actually bid and build. Clear questions, zero software jargon, and immediate clarity for both the craftsman and the client.
Visitor Arrives
Referral, Instagram project link, or Google Maps search.
Trade-Specific Logic
Asks for dimensions, timber specs, appliances, and permits.
Asset Upload & Verification
Captures blueprints, sketches, and site condition photos.
Structured Shop Dossier
Owner receives SMS alert and complete project brief in CRM.
Homeowner Intake vs Trade-Partner Intake
A custom cabinet shop deals with estate homeowners differently than a commercial general contractor requesting a Div 06 40 00 bid. GetIntakes routes each persona into the appropriate intake branch.
Friendly Education Without Technical Barrier
Most homeowners don't know the difference between flush inset and overlay, or why an outdoor deck on a hill requires caisson footings. We guide them with visual cues, clear photo references, and realistic investment ranges so they feel informed and comfortable.
- Room type and functional goals (e.g. Scullery, Island, Beverage Station)
- Visual wood species & finish style selection
- Realistic budget tiers without sticker shock
- Simple photo uploader for mobile camera rolls
What Every GetIntakes System Delivers
Structured Field Collection
Collects project category, room dimensions, wood species, appliance models, investment brackets, site location, and preferred contact time.
Trade-Adaptive Logic
Rules shift depending on trade: decks ask for hill slope and caissons; built-ins ask for firebox clearance; commercial millwork asks for CSI divisions.
Secure File & Photo Uploads
Accepts multi-page PDFs, CAD exports (.dwg), and high-resolution job-site photos with server-side MIME type verification and safe naming.
Instant SMS & Email Alerts
Sends structured briefings to the owner's phone via SMS and to the estimating team's inbox or CRM within seconds of submission.
Privacy-Conscious Tracking
Measures intake start, step progress, completion rate, and referral UTMs. Zero third-party creepy ad trackers or bloated scripts.
Mobile-First Thumb Ergonomics
70%+ of homeowner referrals open links on smartphones. Every card, button, and tap target is engineered for quick one-thumb interaction.