For professionals
Understand the project before the first call.
Get the customer’s dimensions, design choices and preliminary budget in one clear brief. Assess the fit, prepare your questions and make the first conversation more productive.
Example project brief
Fictional exampleA home elevator for a three-level renovation
Illustrative only. This is not an available inquiry or a real customer’s information. Actual briefs depend on what the customer supplies and chooses to share.
- Project type
- Existing-home renovation · residential elevator
- Travel
- Three stops with same-side landings; floor heights supplied by the customer
- Design direction
- Enclosed hoistway and a simple interior finish
- Access goals
- Everyday access between living levels; cab size and equipment need professional selection
- Site conditions
- Potential stacked location; structure, pit and overhead not yet checked
- Customer budget
- $60,000–$100,000 target; equipment and construction scope unconfirmed
- Timing and help
- Researching a project within 6–12 months; seeking feasibility and installed pricing
Still needs professional review
Verify equipment suitability, required clearances, structure, pit, overhead, access needs, permits and local requirements before selecting or quoting a system.
Customer preferences and planning estimates are starting points, not verified measurements, an engineered design or a final quote. Customer contact details are not shown in this example.
Professional interest
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