Contact and consent
Contact and consent
Review the contact details supplied, the requester’s relationship to the property and the recorded permission for the intended follow-up and sharing.
FOR RESTORATION CONTRACTORS
What Makes a Qualified Restoration Lead?
Share your service capabilities, operating territory and current capacity with the partnership team to discuss the next steps.
MAKE AN INFORMED NEXT STEP
Qualification should give you useful context.
Review the contact details supplied, the requester’s relationship to the property and the recorded permission for the intended follow-up and sharing.
Check the reported damage, requested work, property type and urgency against the services your business accepts.
DETAILS THAT MATTER
Three points to review
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.
Service fit
Service fit
Check the reported damage, requested work, property type and urgency against the services your business accepts. Keep the relevant enquiry reference, service details and a short timeline together before starting the conversation.
Location and timing
Location and timing
Compare the exact ZIP code and appointment preferences with your coverage, hours and current capacity. Include exact ZIP codes, dispatch boundaries, working hours and the number of projects your team can support.
YOUR PLANNING GUIDE
Work through the important questions
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.
STEP 01
Contact and consent
Review the contact details supplied, the requester’s relationship to the property and the recorded permission for the intended follow-up and sharing. Check the contact details and response method entered on the form, and review the sharing selections before sending it. Keep your reference for follow-up and let the team know if the contact information or preferences associated with the enquiry need updating.
STEP 02
Service fit
Check the reported damage, requested work, property type and urgency against the services your business accepts. 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.
STEP 03
Location and timing
Compare the exact ZIP code and appointment preferences with your coverage, hours and current 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.
STEP 04
Issue review
Record duplicate, incorrect-contact or out-of-scope concerns against the relevant lead. The signed agreement defines review windows and available remedies. 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 EXPLORING
Useful reading for your business
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.
Get more water damage opportunities
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 →Exclusive vs shared leads
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 →Expand your service area
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.
Read the guide →
How booked appointments work
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 →Choose a lead provider
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 →
What makes a qualified lead?
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 →How lead billing works
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 →Lead generation options
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 →BEFORE YOU DECIDE
Questions to bring to the contractor team
Which contact preferences accompany a homeowner enquiry?
Review the contact details supplied, the requester’s relationship to the property and the recorded permission for the intended follow-up and sharing.
How do I decide whether a restoration enquiry fits my team?
Check the reported damage, requested work, property type and urgency against the services your business accepts.
Which property location and timing details help assess a lead?
Compare the exact ZIP code and appointment preferences with your coverage, hours and current capacity.
What details should I provide when disputing a restoration lead?
Record duplicate, incorrect-contact or out-of-scope concerns against the relevant lead. The signed agreement defines review windows and available remedies.
How do I recommend another restoration specialist?
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
Which details help the team review my 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
How do I describe my company’s fit for lead quality?
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.
Which records should I keep when discussing lead quality?
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.
How should I prepare questions about lead quality?
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.
Where can I update the business details used for lead quality?
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.
YOUR CONTRACTOR PARTNERSHIP
Find the information you need before your next step.
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.
