Co-write with AI: professional documents, no stress
Turn vague notes into clear scopes, professional contracts, and approval-ready change orders. AI helps you write like a pro—faster.
Phase 1 – Project Diagnostic and Client Intake for Residential Contractors with AI
"Let me think about it and I'll get back to you..."
AI turns vague ideas into clear descriptions. You and client work together: you suggest, AI improves, you comment, adjust until both formally approve. Professional description in 15 minutes.
❌ The Problem
- Client interprets scope differently than you meant
- Everything was discussed verbally—nothing written down
- Client asks for "just one more small thing" outside budget
- No clear boundaries on what's included in the job
- You end up working more for the same price
"If it's not in writing, it doesn't exist."
🤖 The Solution
- AI takes your vague description and suggests an improved version
- AI asks key questions: 'Paint included? Who pulls permits?'
- You and client see drafts, comment, adjust together
- AI generates new version with changes—repeat until perfect
- Both formally approve—description in perfect English
"Collaboration until crystal-clear."
✅ The Result
- Fewer complaints and callback requests
- Calmer, more confident clients
- Prices are respected (you get paid fully)
- Fewer unexpected changes
- Faster, cleaner projects
Start well → End well.
AI Doesn't Just Write—It Collaborates With You Until Perfect
ReConto PRO turns loose ideas into professional descriptions working IN COLLABORATION: 1) You describe the project (can be vague, with errors). 2) AI analyzes and suggests improved versions. 3) AI asks questions to cover basics ('Materials included? Who handles permits?'). 4) Both (you and client) see drafts, comment, improve. 5) AI adjusts with changes. 6) Repeat until BOTH formally approve. Result: complete, clear, unambiguous description—ready for contract.
Start Every Project With a Clean, Documented Diagnostic
Most project problems start long before the first day on site. They start with vague inquiries, incomplete information, and saying 'yes' to the wrong jobs. Phase 1 – Diagnostic in ReConto PRO gives you a simple, repeatable intake process so every new opportunity enters your pipeline with photos, context, risks, and expectations clearly documented.
Structured Client Intake
Use guided questions to capture scope, constraints, budget ranges, and deadlines in a format your whole team can understand.
Photos and Context in One Place
Attach photos, videos, and notes to the project record so you're not searching through messages and email later.
And more
AI Agent Improves Your Description
AI offers enhanced versions of your text, asks clarifying questions to complete missing details, and suggests improvements before you schedule a visit or send a proposal.
Qualify Before Investing Time
Quickly spot bad-fit projects and focus your calendar on the jobs that have a real chance of closing.
Phase 1 – Diagnostic Works in ReConto PRO
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1
Create a new project and log the initial client request while you're on the phone or reading their message
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2
Request and upload photos or a short video of the work area to understand the real conditions on site
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3
Use the intake checklist to document goals, constraints, budget range, and preferred timing for the work
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4
Use AI to improve the description: AI offers enhanced versions, asks clarifying questions, and suggests additional details. Both you and the client can collaborate on refining the description together. ReConto saves the last 5 versions so you can see the evolution.
Phases
AI that thinks with you: what’s next?
ReConto’s AI summarizes messages and documents, then recommends what to do next so nothing slips through the cracks.
Your technical assistant with real judgment
Detects risks, estimates timelines, and flags vague terms before they become expensive problems. Smart help, without losing control.
❌ Chaos when everything lives in WhatsApp
- Poorly written scopes = more disputes
- Voice notes as change orders = no evidence
- Vague contracts = misunderstandings
Smart Assistants for Every Stage
- Detect errors, ambiguities, and guide you step by step
- 100x faster writing for scopes, changes, contracts
- Suggests task plans and phases automatically
- Digital signatures and formalized agreements
Clarity from Day One. Zero Surprises.
- Clear, signed and approved documents
- Fewer corrections, greater trust
- Happier clients, faster projects
Real-World Diagnostics for Different Types of Contractors
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Landscaping and lawn care: document lot size, access issues, irrigation conditions, HOA rules, and client expectations before you commit to recurring work
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Remodeling and renovations: capture existing finishes, structural constraints, and client inspiration photos so Phase 2 – Scope is built on solid context
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HVAC, plumbing, and electrical: record model numbers, attic or crawl-space constraints, and safety concerns before sending a technician on site
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Handyman and small projects: quickly qualify small jobs so you fill your calendar with profitable, well-defined work instead of time-wasting visits
Why Saying "Yes" Too Early Costs Contractors Real Money
Many residential contractors treat every new inquiry as an opportunity they must chase. But not every project is a good project. When the initial diagnostic is weak, you end up visiting homes that were never serious, preparing estimates for clients who will never decide, or starting jobs that were poorly defined from day one.
A strong diagnostic process protects your time and your margin.
It gives you enough information to decide whether this is a project you want, at a price that makes sense, with conditions you can deliver on.
The 7 Most Common Problems That Start in the Diagnostic Phase
Problem #1: Clients who "just want a ballpark" but have no clear budget or timing
Result: Hours wasted on estimates that never close.
Problem #2: Hidden access issues that double the effort on the day of the visit
Result: Lost time and unexpected costs eating your margin.
Problem #3: Expectations formed from social media photos that don't match the property reality
Result: Client disappointed from day one, project starts with tension.
Problem #4: Important constraints (HOA rules, city permits, neighbors) that appear only after you sent the estimate
Result: Have to re-scope, re-price, or walk away after investing time.
Problem #5: Verbal agreements that no one wrote down and everyone remembers differently later
Result: "He said / she said" disputes that damage relationships and delay payment.
Problem #6: Scattered information across email, text messages, WhatsApp, and voicemail
Result: Can't find critical details when you need them, look unprofessional.
Problem #7: No documentation of initial conditions that later become liability issues
Result: Client blames you for pre-existing damage you never documented.
None of these problems are purely technical. They are information problems. The diagnostic phase is where you either solve them or carry them forward into the estimate, the contract, and the work itself.
What a Professional Project Diagnostic Should Include
A good diagnostic doesn't have to be complicated, but it must be complete. At minimum, each new opportunity should capture:
| Category | What to Document |
|---|---|
| Property Basics | Address, type of home, access notes, parking/loading limits, gate codes |
| Client Goals | What "success" looks like in their own words, inspiration photos they've shared |
| Constraints | Budget range, timing preferences, HOA rules, city permits required, neighbor concerns |
| Visual Context | Photos/video of existing conditions, damages, measurements, special features |
| Risks Identified | Potential issues (structural, access, materials, timeline) that could impact feasibility or price |
| Next Steps | What needs to happen before investing more time (site visit? Budget alignment? Permit check?) |
ReConto PRO turns this checklist into an easy intake flow. You don't have to remember every question; the software guides you so your notes are complete, structured, and ready for the next phases.
From Scattered Notes to Structured Project Data
Many contractors still rely on notebooks, loose photos in their camera roll, or message threads spread across different apps. Later, when they need to prepare an estimate or defend a decision, it becomes almost impossible to find what was said or agreed.
In ReConto PRO, every project keeps everything in a single record: photos, videos, written notes, and intake answers. The AI helps you improve those descriptions by suggesting better versions and asking clarifying questions. That structure makes it much easier to write a clear scope of work in Phase 2, prepare a contract in Phase 3, and resolve questions on site in the execution phases.
How AI Improves the Diagnostic Without Replacing Your Judgment
AI doesn't decide which projects you should accept. That's still your job. What AI does is help you write better descriptions by offering improved versions, asking clarifying questions, and suggesting details you might have missed when you're tired or in a rush.
The AI description assistant in ReConto PRO can:
- Offer improved versions of your text with better clarity and structure
- Ask clarifying questions to complete missing information
- Suggest additional details based on the type of project
- Help both you and the client collaborate on refining the description
- Save the last 5 versions so you can track the evolution of the description
Example: Before and After Using ReConto PRO for Diagnostics
Before (Typical scattered intake):
- Text message: "Need bathroom remodeled, can you give me a price?"
- 2 photos in camera roll (no labels)
- Voicemail about timing (not transcribed)
- Mental note: "She mentioned something about tile"
- No budget discussed
- No documented next steps
After (Using ReConto PRO diagnostic):
Project Record Created:
- Client: Sarah M. | Property: 123 Oak St, Suburbs
- Request: "Full bathroom remodel, outdated tile and fixtures, wants modern look"
- Photos: 6 labeled images (floor, shower, vanity, lighting, current tile, ceiling)
- Budget Range: $8,000-$12,000
- Timing: Flexible, ideally before holidays (Nov-Dec)
- Constraints: Only bathroom in house, needs to stay functional during work
- AI Summary: "Moderate scope, realistic budget. Risk: plumbing access unclear. Next: Schedule site visit to inspect plumbing and confirm shower pan condition."
Connecting Phase 1 to the Rest of the Project
A diagnostic by itself has limited value if it doesn't feed the next steps. In ReConto PRO, everything you document in Phase 1 is available when you write the scope of work, prepare the contract, and plan the schedule.
- Phase 2 - Contract: Uses budget range and timing to set payment terms
- Phase 3 - Work Plan: Builds timeline based on constraints documented
- Phase 4 - Subcontractors: Coordinates specialists based on project needs
- Phase 5 - Tracking: Team references initial photos to track changes and progress
- Phase 6 - Changes: Documents modifications against original understanding
- Phase 7 - Payments: Links invoicing to completed milestones
- Phase 8 - Closure: Final report compares to original diagnostic expectations
- Phase 9 - Evaluation: Collects feedback for future improvements
When you treat the diagnostic as a serious, structured step instead of an informal conversation, you protect your time, your reputation, and your profit on every project that enters your pipeline.