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What homeowners see in the walkthrough

The estimate walkthrough is designed to feel less like a form and more like a friendly chat through the property. It's short — no account, no install, no jargon, and no pricing surprises along the way. Whether the homeowner sees a price at the end is the painter's call, made on each invite: by default they see none, and the estimate comes from the painter afterwards. If the painter switches it on, the homeowner sees a rounded starting range once they've sent the walkthrough — never a quote.

This article walks through what the homeowner sees, in order. Useful if you're a painter wanting to coach a client over the phone, or a homeowner getting ready to start one.

Before you start: the invite

The homeowner gets an email from the painter's business — branded with the painter's logo (if one's been uploaded), business name, and brand colour. The email explains that before the painter visits, they'd love a quick walk-through of the place: photos of the spaces they want painted, and anything worth knowing. There's one big button: Start the walkthrough. Tapping it opens the link in their browser. No login screen.

The link is unique to them and the invite says so explicitly: "this link is just for you — you can come back to it any time." That matters because it removes the only-one-shot feeling. The homeowner can start, get distracted by dinner, and pick up exactly where they left off later that evening — or the next day, or the next week.

Adding spaces

There's no upfront "how big is the job" form. The homeowner starts with an empty walk-through and adds one space at a time. A "space" is whatever they want quoted — a room inside (kitchen, hallway, bedroom) or a side or feature outside (the front of the house, a deck, a fence).

To add one, they tap Inside or Outside — each shown with plain examples — and the space is added to their list. They can add as many as they like, in any order, rename them, and remove any they change their mind about. A running list shows what they've added so far, so it always feels like progress rather than a long form.

Walking through each space

This is the heart of the walkthrough. For each space they've added, the homeowner:

Every surface they pick needs sizes before they can send, because a surface with no sizes cannot reach a price; a row says what is missing. They can take a surface off the list if they would rather leave it to you. Cabinets and stairs are the exception: they count them and measure what they can, and you price those on site, so they never hold up the send. When they're ready they tap Add another space to keep going, or Done — review to move on.

Timing

One question: when do they want the work done? Four options — as soon as possible, next month, 2–3 months out, or just getting prices. No pressure. The painter sees this to help with scheduling.

Ready to send

The final screen is a confirmation, not a quote. It shows a tidy summary — how many spaces, how many photos, the timing — followed by a list of everything that'll be sent to the painter: each space with its photos, the surfaces picked (with any measurements), and the homeowner's notes. There's no price on this screen.

Two calm explainer boxes sit alongside it. One says the painter will review what's been shared and come back with an estimate, usually with a quick site visit first. The other two list what the painter's quotes typically include (labour, quality paint, standard prep) and what's usually priced separately (scaffolding and access equipment, waste disposal, other site-specific costs). It sets expectations without putting a number on anything.

The button reads Send to [painter's name]. Tapping it submits the walk-through, and the painter is notified to begin reviewing.

After they send: an estimate, if the painter chose to show one

The homeowner lands on an All sent! screen. What comes next depends on one switch the painter sets on each invite — Show them an estimate when they complete the walkthrough. It's off by default, and invites sent from the lead widget always have it off.

Either way, the real price is the painter's estimate, usually after a quick site visit.

Things homeowners never see

To keep the walkthrough honest and pressure-free, several things are kept out of the homeowner's view entirely:

What they see is their own job, described clearly, ready to hand over. Nothing more.

Tip for painters — on or off? Leave the range off when you'd rather your estimate be the first number the client sees: there's no anchor to argue against, and your price arrives backed by a painter who's reviewed their photos and walked the job. Switch it on when a ballpark will help — a client who wants to know they're in the right range before booking a visit, or one comparing painters. Because the range comes from your own rates, check those are right before you send; the rates the range uses are shown just above the switch.

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