Imagine a homeowner enquires about an extension. They've seen photographs of similar projects. They like your work. They want to know what their proposed extension might cost.
Your team calls them. Arranges a site visit. Travels to the property. Discusses the project. Reviews the plans. Considers access, structure, materials and construction requirements. Then begins preparing the estimate.
More questions follow. Perhaps revisions. Perhaps another meeting. Then the homeowner reveals their budget is substantially below the likely construction cost. Or they haven't established whether the project is feasible. Or they're still deciding whether to move house instead.
Nobody deliberately wasted anybody's time. The expectations simply weren't established early enough.
Now multiply that across a month of enquiries. Your estimator is busy. Your survey calendar is full. Your quotation pipeline looks healthy. But too much of that activity may be tied to projects that were never likely to proceed.
The qualification process should begin before your estimator gets in the van.
That means understanding the property, the proposed work, the approximate project scope, the homeowner's expectations, their likely timescale, and whether the opportunity is suitable for your business.