How routing and lead review work
How contractor opportunities appear, what exclusive routing means, and what to do when a lead arrives in your Proofstead workspace.
- +Proofstead is designed around one routed opportunity at a time, not shared lead resale.
- +Lead review should quickly answer fit, availability, and whether you can stand behind the scope in writing.
- +If you cannot take the job, let the platform reroute cleanly instead of creating off-platform confusion.
What exclusive routing means on Proofstead
Proofstead's contractor flow is not meant to feel like a shared-lead marketplace. The platform routes a homeowner request to one contractor at a time when coverage, trade fit, and readiness line up.
That changes the job review posture. You are not racing several anonymous competitors to be first in the inbox. You are deciding whether you can own the documented scope and execution for that job.
What to check during lead review
Before accepting, review the homeowner's description, photos, location, and timing. The key question is whether you can turn the available facts into a written scope that is specific enough to approve before labor starts.
If a job obviously falls outside your service area, trade, or current capacity, it is better to let Proofstead reroute than to keep the homeowner in limbo.
- +Confirm trade fit and service area.
- +Check whether the homeowner's notes are sufficient for a clean scope draft.
- +Make sure your availability and payout setup are current before taking work.
What happens after you review
Once you take the lead, the next major deliverable is the written scope. Proofstead expects that document to define included work, exclusions, assumptions, and the cost basis before labor begins.
If you do not take the job, the cleanest outcome is a platform reroute. That preserves the homeowner record and avoids creating side conversations that later make scope or billing harder to defend.
Exclusive routing only works when the contractor response is disciplined. The faster you decide, the faster the homeowner can move into a written scope review.