Set your coverage
Tell us where you work, which jobs you accept and when you can respond.
Before sending leads, align on the details that determine whether an inquiry is relevant to your team.
A clear written agreement helps set expectations before campaigns go live.
A repeatable process can help both sides understand what is being delivered and paid for. Keep the relevant enquiry reference, service details and a short timeline together before starting the conversation. Explain what you want to clarify and record the agreed next steps so the people involved can follow up with the same information.
Tell us where you work, which jobs you accept and when you can respond.
Agree on the lead fields, consent, duplicate window and invalid-lead policy.
Track lead acceptance, response times and outcomes; adjust only under agreed terms.

A useful partnership starts with a precise description of your business. Identify the services your team actually performs, whether you work on residential or commercial properties and the territories you can reasonably cover. Include any limits on job size, operating hours, staffing or specialist equipment so expectations can be discussed early.
Your dashboard lets you complete the business profile section by section. Registration details are already shown, and you can return to unfinished questions as information becomes available. Profile completion records your answers; verification, agreement acceptance, payment setup and activation are separate stages.
Describe the work you handle directly, the projects you may decline and any services that depend on another trade. Accurate capabilities support more useful qualification conversations.
Review service questionsKeep service areas and availability realistic. Discuss how changing crew capacity, travel distance and property type affect the opportunities your company can accept.
Review coverage areasAsk how an inquiry is defined, whether delivery is shared or exclusive, what the agreed pricing covers and how duplicates or disputed leads are reviewed.
Review partnership pricingSpecific service information gives a partnership discussion a clearer starting point than a broad list of trades. Prepare the company contact details, service capabilities and supporting records that explain your business. List property types, crew availability and any project limits clearly, then keep the profile current as your team, equipment and operating details change.

Describe the services you perform directly, the property types you accept and any limits on equipment, crews or project conditions. Include relevant water, mold, flood and sewage capabilities separately.
Review your service profile →
Explain what you need to know before assessing a potential fire or smoke inquiry. Clarify project fit, property location and the difference between a request, an appointment and an agreed job.
Review the partnership process →
Identify whether your company handles drywall, roofing and reconstruction directly or works with other trades. Define which stages and project sizes your team can support.
Review company information →Review these topics before discussing lead delivery, territory preferences and account activation. Keep the relevant enquiry reference, service details and a short timeline together before starting the conversation. Explain what you want to clarify and record the agreed next steps so the people involved can follow up with the same information.

Keep your business name, company address and contact details accurate so enquiries reach the right person. Add the services your team performs, the property types you accept and the person responsible for follow-up. Save supporting records with your profile and review the information when your business details or operating arrangements change.
Complete company information →
Record the areas your crews can serve and the operating limits that affect dispatch. Include ZIP codes, travel boundaries, working hours, equipment and the number of enquiries your team can handle alongside existing projects. Review these details as staffing and workload change so your service preferences remain useful for day-to-day lead planning.
Set service areas →Share your company details, service categories, target areas and preferred lead type.
Open Discuss a partnership and complete the specialist referral form. Include your business details, the recommended contractor’s expertise and contact information, and the homeowner’s project and property ZIP code. Submit a specialist referral
Describe the work you handle, the extra service the homeowner needs, how you know the recommended specialist and why their experience fits the project. Add contact details with the permissions requested in the form. Submit a specialist referral
Register your business and verify your email, then open Complete profile from the dashboard. Save your company information, service capabilities and service areas in their respective steps.
List the services you perform directly, the property types you handle, the areas you cover and your response hours. Use these details to explain which opportunities fit your crews.
Keep the relevant lead or referral reference, written terms, contact notes and agreed next steps together. These records help the contractor team follow the history of your question.
Start with the part you want to clarify, such as qualification, service fit, scheduling or account handling. Include a specific example and the outcome you want the team to explain.
Open Profile settings to review your registered name, company, email and phone. Use Complete profile to update the service, territory and operating details that support the discussion.
Review your crew availability, response hours and practical travel limits. Save the relevant profile changes and explain any temporary capacity changes when speaking with the contractor team.
Use the contractor contact page and include the relevant reference and a short description of the issue. State the question you need answered and your preferred contact method.
Use the partnership referral form to recommend a contractor you know for a homeowner’s additional service need. Include their expertise, your relationship and the project context.
Customers call our contact number and an AI assistant collects basic details about their property and the service they need. It transfers the call to a nearby contractor and immediately tries another contractor if the first is unavailable. A call counts as a lead when the customer speaks with the contractor for more than 90 seconds.
See how leads are generatedA contractor can introduce a homeowner to another contractor they know who provides the service needed. Once the referred contractor receives the lead, the referring contractor can submit the partnership form to request a reward.
Open the partnership formCompare ways to reach property owners and evaluate new inquiries.
Read article →Review how distribution affects follow-up and response expectations.
Read article →Check what information helps your team assess an inquiry.
Read article →Review lead criteria, coverage and terms before committing.
Read article →Plan coverage around crew capacity, dispatch time and equipment.
Read article →Prepare for scheduling, confirmations and handoffs.
Read article →Understand how to review charges and track acquisition costs.
Read article →Plan outreach and intake around your team’s response capacity.
Read article →Review how enquiries are qualified, how exclusive and shared arrangements work, and what your business needs for verification. Use these pages to prepare clear questions about pricing, appointments and account activation.
