Pre-qualify the job faster
Collect contact details, project scope, and photos before the first call or site visit.
RequestVault for Contractors
Get project photos and job details before the truck rolls.
RequestVault gives contractors a simple secure link for site photos, project notes, addresses, and supporting documents before an estimate, visit, or follow-up.
Built for photo-heavy intake
Optional PDFs for sketches, plans, or supporting files
Simple sender workflow for one-off or repeat use
Audience fit
Roofing teams, Home-service contractors, Estimators and office staff
Template structure
8 fields with 4 marked required.
Upload flow
8 files max and 7-day default expiration.
Template preview
Contractor
Contractor Project Intake
Collect homeowner contact details, site photos, measurements, and project notes before a contractor follow-up.
What the recipient sees
Please confirm your contact details, share the project details, and upload any photos or files that will help your contractor prepare.
Request package
- 2 upload fields
- 15 MB max per file
- Signature optional
Sample request form
Contractor Project Intake
Use this secure request to send the key project details before an estimate, visit, or follow-up conversation.
Homeowner full name
Short answer
Required
Best phone number
Phone
Required
Email address
Email
Project address
Short answer
Required
Project type, room, or area
Short answer
Cut down on texting photos back and forth
Customers upload everything through one secure request instead of scattered text threads and email chains.
Keep office follow-up tight
Reminders and status tracking help your team see which customers still owe photos or documents.
How this segment flow works
1
Launch a contractor-ready request
Start from the project-intake template and send a secure link from your phone or desktop.
2
Customer uploads photos and details
They add the address, describe the scope, and upload project photos without installing anything.
3
Estimate from a cleaner intake packet
Your team reviews a more complete request package before scheduling the next step.
Keep the process simple from the first request to final review.
Start with a workflow that fits the job, then send, track, and review everything in the same RequestVault flow without adding another portal or process for your team.
Secure sender access
Only authorized team members can create and manage requests with secure email code or Google sign-in.
Guided request setup
Start from a matching workflow, then adjust the details before you send the request.
Straightforward request pricing
You use the same RequestVault pricing model while starting from the workflow that best fits the request.
Status and reminder tracking
See reminders, expiration timing, and request status after launch so follow-up is easier to manage.
Frequently asked questions
Is this better than asking customers to text photos?
For many teams, yes. A secure request keeps the photos, address, and project notes together instead of splitting them across text messages and inboxes.
Can customers upload multiple project photos?
Yes. The contractor template supports multiple photo uploads so homeowners can send a fuller view of the job.
Can I also request PDFs like sketches or plans?
Yes. The template includes an optional document slot for plans, sketches, or related PDFs.
Start with the contractor project intake template.
You can keep the segment-specific starting structure, then adjust the recipient, wording, or template choice once you are in RequestVault.