FINAL TESTING -- GENERAL AVAILABILITY LATE 2026
STAN SERVICES & TRADE ASSESSMENT NAVIGATORstan.clientintakesolutions.com · a CIS product
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SSTAN — SERVICES & TRADE ASSESSMENT NAVIGATOR

I’m STAN. I turn “something’s wrong with the house” into a scoped, quotable job.

Your billboard runs the ad — I handle everything after they reach out. I walk the homeowner through documenting the problem — wide shot, close-up, how fast it’s spreading — and hand your company a quote-ready, board-attributed job file before the next contractor even returns the call.

Walk the demo →How I work ↓
ROOFINGWINDOWSIDINGSOLARHEATINGPLUMBING
Runs on the Client Intake Solutions attribution platform — same chassis as ALEC
Neighborhood billboard above rooftops at sunset reading: House acting up? Get a real quote — free, no obligation. A house below has a blue tarp over storm-damaged shingles.
The board gets noticed. STAN answers — while the homeowner is still standing at the problem.
① Homeowner scans your QR — or finds your board in their feed② I scope the job — photos, urgency, access③ Quote-ready job file delivered to you
SIX TRADES · ONE FUNNELBillboard-to-booked-job attribution for home services — know which board face books jobs, not just which one gets calls.

One job for the homeowner. One job for your company. The same five minutes.

FOR THE HOMEOWNER AT THE PROBLEM
I turn their worry into a documented job.

A leak, a dead system, a storm-beaten roof — most people don’t know what to photograph or who to trust, so they put it off while it gets worse. I walk them through it like a foreman on the phone: wide shot, close-up, when it started, is it spreading. No trade jargon, no obligation, no stranger walking the house first.

✓ Hazard check first — active leaks, no-heat/no-air, burst pipes → a real safety script✓ Guided photos of the problem, not a blank upload box✓ A real quote from a real company — not a guess, not a call list
FOR YOUR COMPANY
I deliver a quote-ready job.

By the time your estimator opens the file, the problem is photographed wide and close, urgency is triaged, access is noted, and the homeowner has confirmed they want your quote. You’re not driving out to look — you’re pricing a scoped job.

✓ Scoped, photographed, urgency-triaged✓ Attributed to the exact board face that drove it✓ In your dashboard in minutes — routed by trade
“Wide shot, then close. When it started, whether it’s spreading. That’s the difference between a guess over the phone and a real quote.”— STAN

The homeowner’s journey — from the problem to your quote.

01 — THE BOARD
Your billboard, in their neighborhood

Your company’s board with a tracked QR code on every face.

02 — THE SCAN
Scanned at the kitchen table

The roof leaks, they remember your board, they pull it up in their traffic feed or scan it in person. Logged to the exact face.

03 — STAN ANSWERS
Urgent or planned?

No app, no account. I open under your company’s name and triage first — hazards before anything.

04 — THE SCOPE
Job documented

Guided photos wide + close, when it started, access, property details.

05 — THE HANDOFF
Quote-ready job to your team

Scoped, consented, routed by trade — attributed to the board that generated it.

< 60s
I answer every interaction — nights, weekends, storm season
6 trades
One funnel — jobs routed to the right crew automatically
Scoped
Photos, urgency, access — before your estimator picks up
No guessing
Every job traced to the exact board face that drove it

What I collect before your crew rolls.

Five minutes with the homeowner, standing at the problem — and your estimator prices a documented job instead of driving out to look at it.

📷The problem, wide and closeGuided shots — the whole wall, then the stain up close; the roofline, then the missing shingles.
⏱Urgency, triaged honestlyActive leak or planned remodel? When did it start, is it spreading? Hazards get a stop-and-call-the-utility script, not an intake.
🏠The property & accessOwn or rent, house or multi-unit, gate codes and dogs, HOA if it matters — the details that decide whether the first visit is productive.
❝The story, in their wordsWhat happened, what they’ve tried, what they’re hoping for — typed or spoken. Your estimator reads the job before the first call.
§The paper trailInsurance claim status and storm date for storm work; the details that stall jobs at the desk, handled before arrival.
➔Delivered as a job fileScoped, photographed, urgency-flagged, routed to the right trade — and attributed to the billboard that brought it in.
“I scope jobs so you can quote them straight. I don’t price work in chat — your team confirms everything on site.” — STAN
SIX TRADES · ONE FUNNEL

Whatever’s wrong with the house, I speak the trade.

The homeowner picks what’s closest — I ask the questions that trade’s estimator actually needs, and the job routes to the right crew.

🏠
Roofing & Storm Restoration HAZARD-AWARE

Storm date, insurance claim status, active-leak triage, roofline photos.

Start this request →
🪟
Window Replacement

Count, condition, draft or damage, measurements from photos.

Start this request →
🧱
Siding & Exterior Restoration

Hail vs. remodel, material, every affected side photographed.

Start this request →
☀️
Solar Energy

Electric bill, roof orientation and shade, own vs. rent, utility.

Start this request →
🌡️
Heating & Cooling HAZARD-AWARE

System age, heat or cool, symptom, emergency vs. planned.

Start this request →
🔧
Plumbing HAZARD-AWARE

Active-water check with a shut-off-the-main script before anything else.

Start this request →
WHAT YOUR COMPANY RECEIVES

A quote-ready job file — not a name and a number.

By the time your team opens the file, the job is photographed, triaged, and consented. Here’s an illustrative example of what lands in your dashboard.

⏱ URGENT — ACTIVE LEAK (illustrative example)
Roofing — Storm Damage · Ceiling Leak
Captured9 min after contactHomeownerConfirmed, consented, owns the propertyEvidence6 photos wide + closeStartedLast night’s storm — spreading across ceilingAccessHome after 5 PM · gate code provided
✓ Consented✓ Routed: Roofing★ Board-attributed

Every job shows which billboard it came from — your team learns which placements book jobs, not just which ones get calls. Dashboards run on the Client Intake Solutions platform.

I sound like your best foreman — because your name is on me.

🧰
Plain talk, no jargon

Nobody should need to know what a soffit is to get their roof fixed. I ask in homeowner words and translate to trade words for your estimator.

🛑
Safety before the sale

An active leak, a burning-smell system, a burst pipe — I stop the intake and script the emergency step first. Your brand is the one that told them to get safe.

🤝
No pressure, no price games

I never quote in chat and never rush a decision. “A real quote, not a guess” — from your team, on site, no obligation. That’s the whole promise.

🔒
One company, not a call list

The response goes to your company alone. No lead reselling, no five-contractor bidding war on their phone — their info stays with the name on the board.

SEE IT AS YOUR CUSTOMER WOULD

Walk it yourself, branded to your company.

Scan, meet STAN under your company’s name, and scope a test job in any of the six trades. Then see what lands on your job board.

✓ Your company’s name throughout the intake✓ Pick any of the six trades for your test job✓ The quote-ready file, exactly as your team gets it✓ No commitment, no pitch call required to start
Try STAN with your company’s brand
Request a 20-minute walkthrough — a real person from our team reaches out within one business day.
✓ See the intake co-branded to your company before any decision✓ Live in days if it’s a fit — no long setup, no IT project✓ No contract, no pressure
Set up my branded demo →
Opens the Client Intake Solutions walkthrough request — the “Which industries do you serve” list already includes roofing, windows, siding, solar, heating & cooling, and plumbing.

Thinking on home-services intake and job scoping.

SPEED TO QUOTEWhy the first real quote usually books the jobThe ceiling stain appears on Saturday morning. By Saturday night, one contractor has photos of the roof, an idea of the damage, and a visit scheduled. Everyone who calls back Monday is bidding against a decision that’s already been made.Read →ATTRIBUTIONWhich board books jobs? Closing the attribution gap in home servicesRoofers, HVAC companies, and remodelers spend real money on boards, benches, and truck wraps — and renew them on a feeling. Calls came in; the yard signs multiplied; business was good. Was it the board on Route 9? Nobody knows.Read →JOB SCOPINGWindshield time is your most expensive estimateForty minutes out, twenty minutes looking, forty minutes back — to discover the “roof job” is a gutter reattachment, the homeowner is a renter, or the budget is a tenth of the work. The truck burned half a day, and nothing got sold or built.Read →

What contractors ask first.

Is STAN quoting prices to my customers?

Never. STAN scopes — photos, urgency, access, story — and explicitly tells homeowners that pricing comes from your team, on site or from the file. “A real quote, not a guess” is the promise; you stay in control of every number.

We run three of the six trades. Does each need its own setup?

No — one funnel covers all six trades. The homeowner picks what’s closest, STAN asks that trade’s questions, and the job routes to the right crew or division in your dashboard. You choose which trades you accept.

What happens with emergencies — gas, sparks, flooding?

STAN triages hazards before anything else. An active roof leak, a system with a burning smell, or flowing water gets a stop-and-call script first — shut off the main, kill the breaker, call 911 or the utility — before any intake continues. Your brand is the one that told them to get safe first.

How is this different from the lead sites?

Lead sites sell one homeowner to five contractors and let you race. STAN works for your company alone — the response on your board goes only to you, documented and consented. It’s your billboard finally doing intake, not a bidding marketplace.

What does the homeowner actually see?

A mobile web conversation under your company’s name — no app, no account. STAN talks like a foreman: plain words, one question at a time, guided photos wide and close. About five minutes for a complete scope.

How quickly can we go live?

Days, not months. Your boards get a one-time print update with tracked QR codes, and STAN is configured with your company name, trades, and service area. Launch partners go from agreement to first live board in about two weeks.

Walk it as your customer would.

Set up your branded demo in under a minute — no commitment, no pitch call required.

Set up my branded demo →Talk to the team →
STAN

Services & Trade Assessment Navigator — job scoping & intake for home-service contractors.

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THE PLATFORMClient Intake SolutionsMedia company? Start here →Law firms — meet ALEC →Dealerships — meet AXEL →
STAN scopes jobs and collects project details. STAN does not provide quotes, pricing, or professional trade advice — all work is confirmed on site by the contractor. Emergency hazards should always go to 911 or your utility first.
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