Global Business · United States Guide 2026
US Contractor Follow-Up: Site Visits and Agreed Work
JASOTO · Updated October 4, 2026 · 416 words
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Contractor follow-up should distinguish a site-visit request from an accepted project and a proposal reminder from permission to begin work. Customers need current scope and scheduling information, especially when materials or conditions change. Record the actual decision and responsible person before messages imply a start date, additional task or completion outcome has been agreed.
The follow-up process
- Assign project requests and response owners.
- Confirm site visits explicitly.
- Track proposal versions and decisions.
Assign the project inquiry
Record the broad work, area and preferred contact route and identify who checks fit and attendance capacity. Keep optional photos safely obtained and avoid instructing customers to investigate wiring or structural conditions for a quote. An acknowledgement should not imply a complete property assessment or acceptance of every requested task from a short project description.
Confirm site visits and changes
Separate preferred dates from agreed attendance and explain who communicates rescheduling. Discuss necessary entry details privately and stop old reminders after cancellation. A visit offered should not be counted as an assessment completed. Keep work outside the team’s scope visible so follow-up does not continue promising a project the business cannot actually support.
Refer to the current written scope
Identify the proposal version, materials, tasks and responsibilities under discussion before requesting a decision. Record acceptance explicitly rather than inferring it from document opens or silence. Keep deferred decisions distinct from declined projects. A gallery image should remain evidence of its actual job rather than a substitute for the new property’s assessment or complete specification.
Record changes before further work
Explain who agrees a scope revision, associated arrangements and scheduling update through the business’s actual process. Do not use a reminder to add tasks silently or leave an old start promise active after a known material delay. Keep identifiable property records out of public reports, and route questions requiring technical assessment to appropriate people rather than promotional copy.
Request feedback on work actually delivered
Invite honest feedback after the defined service without review rewards; Google prohibits incentives. Avoid repeating access details or private property circumstances publicly. Track completed visits, accepted proposals and delivered projects separately from messages sent. Supply, weather and staffing affect outcomes, so more reminders should not be presented as proof of additional completed construction work.
Source: Google: collecting and responding to reviews. Check the source for current guidance and terms.
Checks before sending
- Assign project requests and response owners.
- Confirm site visits explicitly.
- Track proposal versions and decisions.
- Agree changes before further work.
Frequently asked questions
Does reading a proposal authorize the project?
Record the actual scope and acceptance through the business’s agreement process.
Can a reminder add tasks to the agreed job?
Discuss and record changes through the actual process before treating extra work as authorized.
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