Before choosing appointment-based billing, clarify which confirmation and qualification conditions make a visit billable. The applicable rate, billing event and cancellation or dispute treatment must be stated in your final written arrangement.
Price the appointment definition, not just a time slot.
Review the service, property contact, scheduled time, time zone and confirmation conditions required for a billable appointment.
Request the applicable price for your service, market and property type. Do not infer a rate or authorize charges simply by viewing this page.
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.
A defined appointment
A defined appointment
Review the service, property contact, scheduled time, time zone and confirmation conditions required for a billable appointment. Keep the property address, contact person, agreed time and access instructions with the enquiry.
A written rate
A written rate
Request the applicable price for your service, market and property type. Do not infer a rate or authorize charges simply by viewing this page.
Changes and no-shows
Changes and no-shows
Clarify how reschedules, cancellations, unsuccessful contact and no-shows are reviewed under the agreement. Keep the property address, contact person, agreed time and access instructions with the enquiry.
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
A defined appointment
Review the service, property contact, scheduled time, time zone and confirmation conditions required for a billable appointment. 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.
STEP 02
A written rate
Request the applicable price for your service, market and property type. Do not infer a rate or authorize charges simply by viewing this page. 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.
STEP 03
Changes and no-shows
Clarify how reschedules, cancellations, unsuccessful contact and no-shows are reviewed under the agreement. 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.
STEP 04
Invoice traceability
Keep the appointment, lead, price snapshot and invoice references together. Record outcomes and submit specific evidence if a charge needs review. 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 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.
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.
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.
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.
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.
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.
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.
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.
What details are confirmed for a restoration assessment appointment?
Review the service, property contact, scheduled time, time zone and confirmation conditions required for a billable appointment.
Where should my agreed restoration lead rate be recorded?
Request the applicable price for your service, market and property type. Do not infer a rate or authorize charges simply by viewing this page.
How should appointment changes and missed visits be recorded?
Clarify how reschedules, cancellations, unsuccessful contact and no-shows are reviewed under the agreement.
How can I match a restoration lead charge to its original enquiry?
Keep the appointment, lead, price snapshot and invoice references together. Record outcomes and submit specific evidence if a charge needs review.
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
What should I check on a lead or appointment invoice?
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.
How do I raise a question about a billing entry?
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.
Which pricing terms should I record before purchasing leads?
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.
How should I report a possible duplicate charge?
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.
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.