Upon receiving an appointment from us, contact the homeowner immediately (call/text/email) to thank them for booking - the faster your team can reach out, the better! (We ask for a minimum attempt of 6 calls and 6 texts per appointment.) Confirm that your team will be there at the day and time the homeowner selected. From there, update the notes and statuses under the My Appointments tab:
NOTES
Keep track of where appointments are at in the process, who confirmed it, etc.
STATUSES
Confirmed: Mark the appointments who you've successfully engaged with to confirm
Bid Working: Keep track of potential deals in the pipeline until they are successfully closed!
Hired: Let us know when the deal is sealed! This helps us get you more of those types of appointments
No Bid: Use this status as a catch-all for any appointment your team is unable to provide a presentation and price to. When selecting this status, you will also be asked to provide a No Bid Reason to help us understand what happened
Bid Lost: Use this status for any estimate given that did not result in a sale. When selecting this status, you will be asked to provide a Bid Lost Reason
Request Credit: Receive an appointment that falls under one of our eligible return reasons?
Did you know that the feedback you give us through the dashboard can directly help impact lead quality?
Based upon appointment statuses and return reasons/notes, homeowners will receive texts (e.g., when they cancel, no show, are unresponsive) in order to encourage re-engagement with your team, and hopefully save the appointment! We work to save opportunities and rehash for up to 2 years via SMS!
Your feedback also gives us insight into how each marketing source is performing in terms of quality, allowing us to better optimize on your behalf!
Need to Reschedule after you’ve confirmed it with the homeowner? Simply click on the Reschedule link under the current day and time of appointment shown in the dashboard, select the new day and time, and save. This will update the auto-text to the homeowner to reflect the new day and time!