Flow 03·Company claim·broccoli, leadtruffle, cactus

Qualification

Is this a real, serviceable job worth allocating capacity to? Qualification overlaps with lead intake for AI-response tools, but is a distinct decision for the contractor reviewing the lead.

Qualification

User goal

Contractor needs to confirm: is this job in my service area? Is it a project type I take on? Is this homeowner ready to move forward, or are they price shopping? Does this job meet my minimum ticket size?Company claimSource

Treehouse implication

Current qualification tools stop at project type and urgency. A Treehouse qualification step that also collects technical data — panel photos, main service size, appliance inventory, permit history — produces a higher-quality lead that can be estimated without a site visit. That is a different level of qualification: not just 'is this real?' but 'can we scope this remotely?'Hypothesis

How competitors approach this

2 companies mapped. Click a company's "View flow" link to see their captured screens.

Company	What they do	What they automate	Contractor control	FSM relationship	Key strength	Key weakness	Treehouse implication
Broccoli View flow →	AI qualifies during the voice call using a configured script. Qualification criteria include trade type, service area, property type, and urgency. Unqualified leads are flagged for human review.Company claimSource	Script execution, lead routing, transcript generation, FSM writeback for qualified leads.Company claimSource	Owner configures qualification script and routing rules. Sees transcript for every conversation. Manually handles exceptions.Company claimSource	Qualified leads write an appointment to ServiceTitan. Declined leads can trigger SMS follow-up.Company claimSource	Consistent qualification criteria. Immediate human-like voice conversation. High booking rate claimed (85%+).Company claimSource	Cannot assess technical feasibility. Cannot ask for photos. Qualification is purely conversational — no structured data collection.Hypothesis	Broccoli qualifies for serviceability. Treehouse would qualify for scopability — a higher bar that unlocks remote estimation.Hypothesis
Cactus View flow →	AI agent 'Pam' qualifies inbound leads via voice. Done-for-you setup means Cactus configures the qualification script on the contractor's behalf.Company claimSource	Voice qualification, booking into HCP or Jobber, outbound reactivation of unbooked leads.Company claimSource	Less direct control than Broccoli — done-for-you model means Cactus manages the configuration. Contractor sees results via the attribution dashboard.Company claimSource	Writes bookings to HCP or Jobber.Company claimSource	3x guarantee reduces risk perception. Done-for-you reduces setup friction.Company claimSource	Contractor has less visibility into and control over qualification criteria. Cactus controls the attribution dashboard that determines guarantee performance.Hypothesis	Outcome-based framing ('3x or free') for a qualification tool is worth studying — if Treehouse can attribute revenue generated from remote-scoped leads, it has a similar proof point.Hypothesis

Treehouse read

What Treehouse owns, orchestrates, and defers to the FSM — plus six supporting questions that shape architecture decisions. All entries are hypothesis until validated internally.

Treehouse ownsCore IP or data that Treehouse controls and no partner provides.

Technical qualification — collecting the job-specific data that determines whether the job can be remotely scoped. This goes beyond what any current lead-response product does.Hypothesis

Treehouse orchestratesThird-party capabilities Treehouse coordinates but does not own.

The qualification conversation (using AI voice or a guided SMS/web flow), the photo-collection request, and the routing to the next Treehouse step.Hypothesis

Stays in the FSMWorkflow or data that belongs in the contractor's system of record.

Lead source tracking, customer record update, job status update, appointment scheduling.Hypothesis

Differentiated intelligenceWhat Treehouse knows or computes that competitors cannot easily replicate.

Treehouse knows which job types can be scoped remotely and which cannot. That classification guides qualification — a 'remote scope possible' flag on a qualified lead is differentiated.Treehouse internal

Commodity infrastructureCapabilities that are table stakes — others have them too.

Voice/SMS telephony, appointment booking, lead routing.Hypothesis

Persists across the journeyData or state from this step that must travel to later steps without re-entry.

Job type, technical qualification data (panel size, appliance inventory, property details), homeowner motivation and urgency, 'remote scope possible' classification.Hypothesis

Contractor seesWhat the contractor-facing UI surfaces from this step.

A qualification summary: job type, technical data collected, 'remote scope possible' flag, and any notes from the conversation. Not a raw transcript — a structured brief.Hypothesis

Happens automaticallyWorkflow events that fire without a contractor action.

Technical-feasibility classification, FSM status update, routing to photo collection if qualified, routing to human review if not.Hypothesis

Human takeoverConditions that require a contractor or Treehouse team member to intervene.

Any lead where remote scoping is not possible. Any homeowner who expresses hesitation about sharing photos. Any technical question beyond the qualification script.Hypothesis

Research detail11-field structured template: contractor workflow, information flows, product outputs, FSM read/write

User goalWhat the homeowner and contractor each need from this step.

Contractor workflowHow contractors handle this step today, with or without software.

AI qualification tool asks scripted questions during the lead-intake call. Contractor reviews transcript and either confirms the booking or declines the job. For non-AI workflows: the CSR or owner manually qualifies on a callback.Company claimSource

Information entersWhat data flows in — from the homeowner, the FSM, prior steps.

Homeowner's answers to qualification questions: trade type, project description, address, property type, urgency, timeline, decision-making authority, budget range (if asked). Plus any information already captured at intake.Company claimSource

What the product doesWhat the software handles — based on evidence, not assumptions.

Executes a scripted qualification conversation, scores or flags the lead against configured criteria, and routes it to either booking or human review. Some tools send unbooked leads back into nurture sequences.Company claimSource

Contractor must doSteps that always require a human decision or action.

Configure qualification criteria and routing rules. Review flagged conversations. Decide on leads the AI could not qualify.Company claimSource

Requires judgmentWhere automation breaks down and a licensed trade professional is needed.

Jobs where the homeowner's description doesn't clearly map to a service type. Budget conversations where the homeowner has unrealistic expectations. Projects that require a licensed-trade assessment before a contractor can commit.Company claimSource

Product outputsWhat the step produces — data, documents, FSM records.

A qualified lead with a booked appointment, or a flagged unbooked lead routed to human review or nurture. Some systems produce a lead score.Company claim

FSM read / writeWhat the tool reads from and writes to the contractor's system of record.

Qualification outcome may update the job record status in the FSM. Booked leads write an appointment. Declined leads may be archived or routed to a follow-up sequence.Company claimSource

Product strengthsWhat the best products in this step do unusually well.

Consistent qualification criteria on every lead. After-hours qualification without staffing cost. Immediate response keeps the homeowner engaged before they call a competitor.Company claimSource

Product weaknessesWhere current products fall short or create new problems.

AI qualification cannot assess technical feasibility — whether the electrical service supports the proposed load, whether the property has easement issues, whether the job is permitted. Contractors must still send a tech before they can commit to a price.Company claimSource

Treehouse implicationWhat this step means for Treehouse's product positioning and architecture.

Open questions

01What qualification criteria does Treehouse actually apply today?
02At what point in qualification could a photo request be introduced without losing the homeowner?
03What is the conversion drop-off when a homeowner is asked for photos vs. just a phone call?
04Which job types are fully qualifiable without a site visit — and which always require one?