PrepVisit

Get Started

Enter your info once. Send customers a prep link before every appointment — they arrive ready, so do you.

📋 How it works Fill in your details, enter each job, and get a link to send your customer. They complete a short prep form before the visit — you get everything you need before you show up.

Business Name

Your Email (responses go here)

Your Name

Trade / Specialty

PrepVisit

Your Business

New Appointment

Enter the customer details and get a prep link to send them before the visit.

Customer Name

Appointment Date

Customer Phone

Type of Work (optional)

PrepVisit

Your Customer Prep Link

Send this to your customer before the appointment. They'll be guided through what to expect and what to have ready.

J

Johnson Roofing

Has a visit coming up — here's what to expect

Hi! Here's what to expect at your upcoming visit.

Before we arrive, we want to make sure you feel confident and prepared. This quick guide walks you through the process so there are no surprises.

1

We come to you

One of our team members will visit your property at the scheduled time to see the project firsthand. This helps us give you the most accurate quote possible.

2

We look, measure, and ask questions

We'll walk through the area, take measurements, and ask about your goals for the project. The more detail you can share, the better.

3

We follow up with your quote

We don't always provide a quote on the spot. We'll review everything and get back to you within a few days with a detailed estimate.

4

You decide — no pressure

Once you receive the quote, you let us know if you'd like to move forward, need more time, or have questions. No obligation.

⚠️ A note about materials

Not all quotes include materials. Some contractors provide labor only — meaning you would select, purchase, and have materials delivered before work begins. Others include everything. We'll clarify this in your quote, and you can let us know your preference in the form below.

Takes about 2 minutes — helps us prepare for your visit

J

Johnson Roofing

Appointment prep form

Your Information

Full Name *

Property Address *

Best Phone *

Best Time to Reach You

The Project

Type of Work Needed *

Where on the Property?

Approximate Size of the Area

Describe the Project in Your Own Words *

How Long Has This Been on Your List?

Materials

What Are You Expecting for Materials? *

Have You Already Purchased Materials?

Timeline & Budget

When Do You Want This Done?

Budget Range (optional)

Access & Logistics

Will Someone Be Home?

Pets on Property?

Access Instructions (gate code, parking, etc.)

Additional Notes & Photos

Anything Else We Should Know?

📋

You're All Set!

Your information has been sent. Your contractor will review everything before the visit.