Billing should follow the definition and pricing schedule in your signed agreement. Calls, enquiries, deliveries, accepted leads and appointments are separate events. Review the rate, billing period and dispute process before authorizing a purchasing arrangement.
Identify whether your agreement charges per qualified lead, per booked appointment or through another expressly agreed arrangement.
Review the applicable price before purchasing. A later change to a pricing rule should not rewrite the historical price associated with an earlier lead.
Turn each card to read the details before your next conversation. 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.
Identify whether your agreement charges per qualified lead, per booked appointment or through another expressly agreed arrangement. Keep the agreed delivery type, applicable price and charge reference together so each item can be reviewed against the enquiry.
Review the applicable price before purchasing. A later change to a pricing rule should not rewrite the historical price associated with an earlier lead.
Keep invoice numbers, lead references and payment-provider references together. Keep the agreed delivery type, applicable price and charge reference together so each item can be reviewed against the enquiry.
Move through the guide using the left and right arrows. Choose the sections relevant to the question you are trying to answer, then keep a short list of points to discuss. Compare the guidance with your property details or business profile and record the information you need before deciding on the next step.
Identify whether your agreement charges per qualified lead, per booked appointment or through another expressly agreed arrangement. Keep the agreed delivery type, applicable price and charge reference together so each item can be reviewed against the enquiry. Ask how account limits, invoice questions and any adjustments are recorded, and keep your team’s purchasing preferences current before changing a plan.
Review the applicable price before purchasing. A later change to a pricing rule should not rewrite the historical price associated with an earlier lead. Keep the agreed delivery type, applicable price and charge reference together so each item can be reviewed against the enquiry. Ask how account limits, invoice questions and any adjustments are recorded, and keep your team’s purchasing preferences current before changing a plan.
Keep invoice numbers, lead references and payment-provider references together. Keep the agreed delivery type, applicable price and charge reference together so each item can be reviewed against the enquiry. Ask how account limits, invoice questions and any adjustments are recorded, and keep your team’s purchasing preferences current before changing a plan.
Share your service capabilities, operating territory and current capacity with the partnership team to discuss the next steps. 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.
Explore related guides on coverage, qualification and commercial arrangements. Choose the sections relevant to the question you are trying to answer, then keep a short list of points to discuss. Compare the guidance with your property details or business profile and record the information you need before deciding on the next step.
Review your scope, coverage and response process. Describe the source if known, when the water appeared and the rooms or materials affected. Ask how moisture will be measured, which extraction or drying tasks are proposed and how related repairs will be coordinated with the source of the problem.
Read the guide →Compare distribution rules and purchasing expectations. Compare the requested work, property location and contact information with your company’s services and operating territory. Review how the enquiry is delivered and followed up, and keep the qualification details, distribution arrangement and outcome notes with the lead reference.
Read the guide →Plan dispatch coverage around your team’s capacity. Include exact ZIP codes, dispatch boundaries, working hours and the number of projects your team can support. Review travel time, equipment and existing work before expanding the area, and update the profile when your operating capacity changes.
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Clarify confirmation, access and appointment outcomes. Keep the property address, contact person, agreed time and access instructions with the enquiry. Record updates and follow-up notes in one place, and confirm who will communicate any changes so the household, business and assessment team can plan around the visit.
Read the guide →Ask for clear qualification, delivery and billing rules. Compare the requested work, property location and contact information with your company’s services and operating territory. Review how the enquiry is delivered and followed up, and keep the qualification details, distribution arrangement and outcome notes with the lead reference.
Read the guide →
Understand contact, service and location checks. Compare the requested work, property location and contact information with your company’s services and operating territory. Review how the enquiry is delivered and followed up, and keep the qualification details, distribution arrangement and outcome notes with the lead reference.
Read the guide →Separate billable events, prices and invoice records. Keep the agreed delivery type, applicable price and charge reference together so each item can be reviewed against the enquiry. Ask how account limits, invoice questions and any adjustments are recorded, and keep your team’s purchasing preferences current before changing a plan.
Read the guide →Review enquiry sources against your business needs. Compare the requested work, property location and contact information with your company’s services and operating territory. Review how the enquiry is delivered and followed up, and keep the qualification details, distribution arrangement and outcome notes with the lead reference.
Read the guide →Identify whether your agreement charges per qualified lead, per booked appointment or through another expressly agreed arrangement.
Review the applicable price before purchasing. A later change to a pricing rule should not rewrite the historical price associated with an earlier lead.
Keep invoice numbers, lead references and payment-provider references together. A transmission or a call alone is not proof of a valid charge.
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
Match each line to its lead or appointment reference, the agreed billing event and the applicable amount. Keep the invoice and supporting account records together.
Provide the invoice number, lead or appointment reference and the item you want reviewed. Include the written terms and a clear explanation of the discrepancy.
Ask for the delivery type, price, billing event, payment timing and review process in writing. Keep the dated terms so later invoices can be checked against the same agreement.
List the related references, dates and invoice entries, and explain why they appear to concern the same opportunity. Submit those details for the account team to review.
Open Billing and finance in the contractor dashboard to review the account’s recorded charges and invoices. Use the contractor contact page for questions about an individual entry.
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.
