• Review incoming job requests including photos, videos, and descriptions and define clear, complete scopes of work • Determine required tasks, materials, tools, and estimated time needed for each job • Ensure scopes are specific enough to be executed without additional clarification • Identify missing or unclear information and proactively follow up with homeowners to fill gaps • Communicate with homeowners to clarify requests, set expectations, and prepare them for upcoming visits • Provide clear, professional, and timely communication to homeowners throughout the pre-visit process • Flag jobs that are out of scope, unsafe, or require licensed specialists • Maintain consistency in scoping standards across all job types • Balance speed and accuracy and scope jobs quickly without sacrificing quality • Incorporate field feedback to continuously improve scoping accuracy • Reduce job failure, rework, and scope creep through better upfront definition • Maintain clean documentation of scopes, notes, and assumptions • Support operations with queue management and prioritization of incoming requests • Identify patterns in mis-scoped jobs and improve guidelines to prevent repeat issues

• Review architectural drawings, specifications, and project requirements to prepare accurate estimates for aluminum railing projects. • Perform material quantity take-offs and cost calculations. • Prepare and submit detailed quotations and proposals to clients, contractors, and builders. • Coordinate with suppliers and vendors to obtain pricing for materials and services. • Evaluate project scope, timelines, and installation requirements. • Participates in various departmental and interdepartmental meeting or training as required. • Prequalify potential clients with appropriate questions to establish budget, timelines, and compatibility, prepare quotations and site installation meetings as required. • Assist in change orders with the project managers. • Manage clients’ expectations by informing them of company processes, policies, and timelines. • Update clients of business changes such as product offering, pricing, or assembly options. • Other related duties as assigned.