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Stage 1 — Enquiry

First contact with a prospective client. Scoping the job before any commitment exists.

A project enters the world as an Enquiry. Someone has reached out — a homeowner, a developer, an architect — and there's a job to be understood. There is no contract, no price the client has agreed to, and no obligation on either side.

What happens here​

  • A client record is created (or matched to an existing one). Every project links to exactly one client.
  • You capture the basics: site location, the rough scope, the kind of works, and any hard constraints the client has flagged.
  • The project is created and sits at ENQUIRY while you work up what it would take to deliver.

Your job at this stage​

Listen and scope. The quality of the questions you ask now — what's the condition of the existing space, what permits will it need, what's the client's real deadline — sets up everything downstream. A vague enquiry becomes a mispriced proposal.

What comes next​

When you're ready to put numbers in front of the client, you build a quotation and the project moves to Proposal.