Casa

Estimator

• Review incoming job requests including photos, videos, and descriptions and define clear, complete scopes of work
• Determine required tasks, materials, tools, and estimated time needed for each job
• Ensure scopes are specific enough to be executed without additional clarification
• Identify missing or unclear information and proactively follow up with homeowners to fill gaps
• Communicate with homeowners to clarify requests, set expectations, and prepare them for upcoming visits
• Provide clear, professional, and timely communication to homeowners throughout the pre-visit process
• Flag jobs that are out of scope, unsafe, or require licensed specialists
• Maintain consistency in scoping standards across all job types
• Balance speed and accuracy and scope jobs quickly without sacrificing quality
• Incorporate field feedback to continuously improve scoping accuracy
• Reduce job failure, rework, and scope creep through better upfront definition
• Maintain clean documentation of scopes, notes, and assumptions
• Support operations with queue management and prioritization of incoming requests
• Identify patterns in mis-scoped jobs and improve guidelines to prevent repeat issues

Estimator, Home Services