Summit Home Services is a fictional demonstration company created to show how an AI Company Brain works.

Remodeling Services

Dave KowalskiReviewed 2026-06-223 min read

Purpose: Defines the remodeling line: project types, size boundaries, payment structure, and how these longer projects differ from the rest of the business. Dave personally signs off every remodel contract, so this doc reflects his rules. The remodel crew is one of our three field crews and runs one project at a time plus small overlap work.

What we do

  • Kitchens. Full and partial kitchen remodels.
  • Bathrooms. Full baths, primary suites, accessibility conversions.
  • Basements. Finishing and refinishing, including egress and bathroom additions within the finished space.
  • Light-commercial build-outs. Office and retail interior build-outs for property managers and small business owners in our service area.

Project size runs $15k–$150k. Below $15k the overhead of a managed remodel doesn't work for either side; refer small handyman-scale requests out. Above $150k needs Dave's explicit call before we even schedule the estimate.

Payment structure (fixed, not negotiable at the sales level)

Remodel deposit 30%, progress billing, final 10% at walkthrough.

  1. 30% deposit to schedule the project and order long-lead materials.
  2. Progress billing at milestones defined in the contract (typically demo complete, rough-in complete, finishes started).
  3. Final 10% held until the customer signs off at the final walkthrough.

Nobody changes this structure in a sales conversation. If a customer pushes back on the deposit, that goes to Dave, not to a creative payment plan invented on the spot.

How remodel jobs differ from the rest of Summit

  • Longest timeline in the company: weeks on site, not days. Customer communication cadence matters more; see Customer Update SOP.
  • Design decisions (finishes, fixtures, layout) happen before contract signing, not during the build. Change orders are written and priced, never verbal.
  • Dave signs off every remodel contract before it goes to the customer.
  • Estimates still follow the standard clock: free estimate, delivered within 3 business days of the site visit. Larger projects may get a "budget range first, detailed proposal second" two-step, but the first response still lands inside 3 business days.

Qualifying a remodel lead

Ask these before booking the estimate:

  1. Budget expectation. Share the $15k–$150k project range early. It saves everyone a wasted site visit.
  2. Timeline expectation. If they need it done in three weeks starting Monday, we are probably not their contractor. Honest no beats a bad project.
  3. Decision makers. Both homeowners (or the property owner, for commercial) should attend the estimate.
  4. Scope clarity. "Refresh" vs. "gut" changes the number by multiples. Get specifics at intake so Tara walks in prepared.

Good and bad fit patterns are covered in Best Fit Customers and Bad Fit Customers.

Sample phrasing

  • "Our remodel projects typically run fifteen thousand to a hundred fifty thousand depending on scope. Does that fit the range you had in mind?"
  • "We take a thirty percent deposit to schedule and order materials, bill at milestones, and hold the last ten percent until you sign off at the walkthrough. You're never paying ahead of the work."

Related

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