Prepare a referral brief that names the actual requirement
Ask for the intended covered area, roof and enclosure preferences, approximate footprint and the person requesting pricing. A trade partner may be seeking a design allowance rather than an issued homeowner proposal. Preserve that distinction, together with the referral source and intended responsibilities.
For a supplier receiving referrals in Waterloo, Aurora or Dundas, confirm its actual supply and installation territories and the authority relevant to the address. Waterloo publishes project-specific building-permit information. Use the appropriate local resource in the project review rather than assuming one Ontario city process applies to every referral.
Separate the veranda offer from the wider construction project
Identify the roof structure, glass layout and accessories your company will supply. Clarify who is responsible for foundations, interfaces, site work and required technical documents. A partner's full patio or extension proposal should not silently become the veranda supplier's quotation scope.
Configurix can structure the supplied catalog choices and agreed pricing and document workflow. A saved design is useful when its product revision and commercial inclusions are explicit. If the referring partner changes the footprint or glazing, reconcile the affected quantities and proposal before the project moves forward.
Make the partner handoff repeatable
Agree who contacts the buyer, who provides missing information and what the partner receives after quotation. Give each referred project an owner and next action. Record outcomes using the same definitions so trade sources can be compared without counting every introduction as a qualified lead.
Tenteks Italia's Configurix project includes product configuration within a wider software and website delivery. Use your own veranda referral example to define the corresponding workflow, documents and integrations. The useful acceptance test is a complete, traceable handoff from partner brief to issued proposal.
What to check with your team
- Referral source and requesting role retained
- Allowance and issued proposal clearly distinguished
- Veranda scope separated from other construction work
- Partner changes produce a controlled revision
- Quotation owner and partner handoff agreed