Unclear project requests
The office needs practical property details before it can discuss an assessment.
Backed byCustomer Intake for Home-Accessibility Contractors Accessibility inquiries,
Customer Intake for Home-Accessibility Contractors Accessibility inquiries,
clearly organized.
Organize ramp, stairlift, and accessibility project inquiries. Zweelie connects customer requests, site photos, assessment notes, and follow-ups.
Customer work for home-accessibility contractors
Zweelie supports the customer workflow for home-accessibility contractors. A family may ask about a ramp, stairlift, or bathroom adaptation while several people coordinate the project. Capture the requested work and property context so your team can arrange the right human assessment without repeated intake conversations.
Built around the work of: accessibility renovation owners, ramp installers, stairlift service coordinators.
When a request gets lost, the work can follow.
The customer communication problems that home-accessibility contractors need to solve.
What's at stake
Family and site contacts split
The person making the inquiry may not be the one meeting the contractor.
Assessment follow-up delayed
Photos and consultation notes do not help if nobody owns the next customer discussion.
From the first inquiry to an owned next step
Example workflow for home-accessibility contractors; your staff confirm scope, timing, and any professional decisions.
Capture the practical request
Collect the requested adaptation, property location, preferred contact, and relevant site photos.
Prepare a qualified assessment
Keep the information on an assigned opportunity for staff to review and confirm a consultation.
Connect approved next steps
Record scope discussions, follow-up responsibility, and agreed payments while technical design and installation remain with your team.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
I'd like to discuss an entry ramp. Can I share a photo of the front steps?
Thanks, Eliza. Taylor will follow up with you.
Entry ramp consultationAssigned to Taylor Brooks
Thanks, that works for me.
Taylor has your request.
EM
Eliza Moore
1 call
Eliza uploaded an entryway photo. Arrange a discussion with the contractor about the requested access improvements.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Entry ramp consultation
Eliza Moore
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
EM
Eliza Moore3 files
Drop files hereFiles for entry ramp consultation
entryway-photo.jpgEliza Moore · Entry ramp consultation
Photoassessment-notes.pdfEliza Moore · Entry ramp consultation
Documentproject-request.pdfEliza Moore · Entry ramp consultation
DocumentForms
Build an intake form around requested adaptation, property location, primary contact. Accept relevant files and connect submissions to customer opportunities.
Openway AccessAccess improvement inquiry
Tell our team what you have in mind.
Form submitted
Entry ramp consultation
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Openway Access$2,800Entry ramp consultation
- Customer
- Eliza Moore
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
TB
Entry ramp consultation
Eliza uploaded an entryway photo. Arrange a discussion with the contractor about the requested access improvements.
Eliza MooreEntry ramp consultationIn progressOG
Bathroom access renovation
DraftNathan asked about bathroom access changes. Review the room layout before discussing a site visit.
Nathan BellBathroom access renovationOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Keep accessibility assessments, equipment selection, building requirements, funding decisions, and installation scheduling in specialist processes. Zweelie does not make clinical recommendations or certify a design.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from home-accessibility contractors
Do we need to collect medical information in the intake form?
Keep initial intake focused on the requested service, property, and contact details. Collect only information necessary for your professional process, and review privacy requirements before introducing any sensitive information into your workflow.
What should home-accessibility contractors keep in their existing systems?
Keep accessibility assessments, equipment selection, building requirements, funding decisions, and installation scheduling in specialist processes. Zweelie does not make clinical recommendations or certify a design.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for accessibility renovation owners, ramp installers, stairlift service coordinators.