Use these guides to review service coverage, lead quality, delivery arrangements, appointments and billing. They support a better partnership conversation; they do not replace your signed agreement or promise a business outcome.
Start with the area you need to clarify: service fit, lead distribution, appointment handling or billing.
Use the guide to identify the operational rules and evidence you want the contractor team to explain.
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.
Start with the area you need to clarify: service fit, lead distribution, appointment handling or billing. Choose the sections relevant to the question you are trying to answer, then keep a short list of points to discuss.
Use the guide to identify the operational rules and evidence you want the contractor team to explain. Choose the sections relevant to the question you are trying to answer, then keep a short list of points to discuss.
Review your real services, territory, staffing and purchasing preferences against the options being discussed. Prepare the company contact details, service capabilities and supporting records that explain your business.
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.
Start with the area you need to clarify: service fit, lead distribution, appointment handling or billing. 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.
Use the guide to identify the operational rules and evidence you want the contractor team to explain. 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 real services, territory, staffing and purchasing preferences against the options being discussed. 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.
Save updated details in Business Dashboard and maintain notes about lead follow-up and actual outcomes. 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 →A contractor can recommend a specialist they know when a homeowner needs work outside their own expertise. For example, a water-damage contractor can refer a mold-remediation specialist for the same property. Open the partnership referral form
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. Open the partnership referral form
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. Open the partnership referral form
The referral is saved with its own reference, and a confirmation email is sent to the contractor who submitted it. Keep that reference when following up with the team. Open the partnership referral form
Open Complete profile in your dashboard, choose the relevant step and save your updated services, property types, ZIP codes and capacity.
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.
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.
