What’s included for kitchen and bath remodelers
Kitchen and bath remodelers run a different motion than general remodelers. Higher design content, more selections per project, more supplier coordination, and homeowners who have been pinning to their dream-kitchen board for two years before they ever called you. The snapshot is calibrated to that:
- KBIS-grade lead capture — landing pages and intake forms designed for the design-research-driven homeowner: inspiration photo upload, style preference checklists, budget range, and timeline expectation.
- In-home consultation booking — calendar flow with pre-consultation prep email (homeowner uploads inspiration photos, measures rough dimensions, lists wish-list items) so the consultation produces a meaningful conversation, not a discovery interview.
- Design-selection appointment flow — showroom appointment scheduled after consultation with itinerary for cabinetry, countertop, plumbing fixtures, tile, lighting, hardware, and a post-appointment selection-summary email.
- Supplier and fabricator coordination — cabinet shop, slab fabricator, plumbing supplier, and lighting supplier each get order-confirmation and lead-time tracking flows; delivery-window notifications route to the project manager and homeowner.
- Daily install-window updates — kitchen install runs 28-42 days, bath install runs 14-21 days. Daily photo SMS to the homeowner with the day’s milestone callout.
- Template day and install day callouts — countertop template day and slab install day are the two highest-stress moments in a kitchen project. Both get explicit homeowner prep messaging and confirmation.
- Punch-list and warranty walk — final walkthrough with homeowner-driven punch-list, item-level closure tracking, and 30-day post-install warranty check.
How it differs from generic construction CRMs
Buildertrend and JobNimbus treat a kitchen remodel as one project with one timeline. They are not built around the selection-heavy reality of kitchen and bath work, where the homeowner is making 40+ product decisions before a single demo swing happens. They do not have a design-selection appointment flow. They do not coordinate the cabinet shop’s 8-week lead time against the slab fabricator’s 3-week template-to-install cycle. They do not text the homeowner “your countertops are templated tomorrow morning at 8 AM, please make sure the bases are completely clear and the sink is removed.”
The snapshot is built around the selections-and-suppliers reality of kitchen and bath work. Every selection has a deadline tied to its supplier’s lead time. Every supplier has its own coordination flow. Every install day has a homeowner-prep SMS that arrives 24 hours before. Stop losing a $58,000 kitchen project to the showroom down the street that called the Houzz lead back in 6 minutes when you called back in 6 hours. Stop losing a five-star review because the countertop template crew arrived to find the sink still installed.
Kitchen and bath remodeler-specific edge
Kitchen and bath remodelers compete in a niche where the homeowner has done more research than the homeowner in any other construction segment. They have a Pinterest board. They have inspiration photos. They have visited two showrooms before yours. They have a budget range, a style preference, and a list of must-haves. The snapshot’s edge is meeting that homeowner where they are.
The KBIS-grade lead capture is configured to make that research visible from the first contact. Inspiration photo upload at the intake form. Style preference checklist. Wish-list items captured in the homeowner’s own words. The in-home consultation begins with the design-team having already read the homeowner’s brief, not with the discovery questions every other showroom asked. The homeowner notices the difference inside 30 seconds. In 6 months you’ll have documented per-source close rate (showroom vs. Houzz vs. referral vs. paid), documented average-ticket trends by selection category, and documented supplier-lead-time accuracy — and you’ll know which channel and which supplier mix is producing the cleanest projects.
A homeowner who walked into the showroom on a Saturday
Homeowner browses the showroom for 40 minutes → designer is busy with another customer → homeowner leaves a name on a clipboard → designer calls Monday afternoon → homeowner has already booked an in-home with the showroom down the street
Homeowner walks in → greeted with the tablet intake (inspiration photos, style checklist, budget range, timeline) → in-home consultation booked before they leave → designer prep email auto-sends Sunday morning with three relevant project photos from the firm's portfolio → in-home consultation goes deeper because the prep already happened
Compliance, by default
- TCPA SMS consent — captured at intake form and confirmed at in-home consultation booking; STOP keyword triggers immediate suppression.
- State contractor license display — license, classification, and any state-board-required registration appear on every estimate, contract, change order, and email footer.
- Lead-paint disclosure — for pre-1978 homes, the federal lead-paint disclosure is inserted into the project documents and homeowner acknowledgment captured before demo begins.
- Lien waiver workflow — partial waivers on draw requests, final waiver at substantial completion, all signed digitally and retained to the project record.
- Right-to-cancel language — the federal 3-day right-to-cancel notice is built into the in-home contract execution flow.