# Initial Contact & Scheduling

**Purpose of this step**\
To identify the nature of the concern and determine whether an on-site inspection is appropriate.

**How homeowners typically first connect with Cupcake**\
Homeowners commonly first meet Cupcake through in-person outreach, including door-to-door introductions following nearby projects.\
Additional contact may occur through phone calls, web inquiries, referrals, or advertising channels as availability varies over time.

Initial contact is informational and logistical.

**Information gathered prior to scheduling**\
Before scheduling an appointment, the following information is typically collected:

* Property address and occupancy type
* General description of the issue or project (roofing, windows, siding, gutters)
* Whether any active damage is present
* Whether insurance involvement may be part of the process
* Availability of homeowners for an on-site visit

No conclusions or recommendations are made during this stage.

**Scheduling considerations**\
Appointment timing is based on:

* Urgency of the reported concern
* Trade required
* Location and inspection routing
* Availability of all homeowners

For inspection accuracy, Cupcake requests that all homeowners involved in the decision be present during the appointment whenever possible.

**What does *****not***** occur during this stage**

* No inspection is performed
* No pricing or estimates are discussed
* No product or material recommendations are made
* No insurance coverage opinions are provided

This stage exists only to determine next steps.

**What comes next**\
If the project is a fit, an in-home appointment is scheduled.\
Interior access is required to perform a complete inspection and properly evaluate conditions.


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