You might be wondering, how do homeowners book their appointments with my company in the first place? Great question! Homeowners book their soft-set appointment with your company via our self-serve form through CostGuide.com!*
Homeowners provide the below information during the qualification process, and then choose a preferred day and time of appointment with one of the top 3 local pros presented to them (ranked by revenue per appointment).**
Once a homeowner has chosen your company, the appointment is delivered straight to your dashboard and CRM - you’ll also get notified via email/text!
What we qualify:
Homeowner name (w/confirmation that they are the homeowner)
Homeowner address
Contact email address
Contact phone number
Trade: repair or replacement
Quantity (windows)
Material (roofing and siding)
Preferred day and time of appointment
*Remember, appointments are considered “soft-set” until your team reaches out to confirm and officially set the appointment! We ask for a minimum of 6 calls and 6 texts per appointment.
**On our platform, homeowners have the option of booking up to 3 in-person estimates with local pros shown on the booking form.