CONTRACTOR APPOINTMENTS FAQ

WHAT DOES CONTRACTOR APPOINTMENTS DO? HOW DOES IT WORK?

Our platform is really simple! Customers request an appointment with your company directly through our website. This is a soft-set appointment, meaning that after the homeowner has selected their preferred appointment day and time and the appointment has been delivered to you, the homeowner is expecting your call/text immediately to confirm the appointment.

HOW DO RANKINGS ON THE PLATFORM WORK?

We only show the top 3 ranked contractors on our booking form. This ranking is based on your Revenue Per Appointment. Contractors who maximize every opportunity get more appointments. e.g., If you receive 10 appointments and return 50% and the next company returns only 30%, your competitor will rank higher. You can also always pay more per appointment to up your ranking and help your overall received volume.

HOW AM I SUPPOSED TO BE COMPETITIVE IN MY AREA IF I AM NEW AND HAVE NO RPA?

Great question! We automatically prioritize new accounts for their first 10 appointments by showing you first on the booking form. After 10 appointments, your revenue per appointment will default your rank moving forward. If you’d like to check your rank, please reach out to Support via chat or at support@contractorappointments.com.

HOW MANY CONTRACTORS RECEIVE THE SAME APPOINTMENT?

Homeowners can request up to three total estimates for a project.

HOW IS CONTRACTOR APPOINTMENTS DIFFERENT THAN OTHER LEAD PROVIDERS?

You pay for soft-set appointments and are guaranteed the ability to return appointments if you aren’t able to get in front of the homeowner. Homeowners choose your company specifically on our booking form, and can book with only up to 3 pros.

WHAT DOES CONTRACTOR APPOINTMENTS CONFIRM WHEN APPOINTMENTS ARE SOFT-SET?

Homeowners soft-set appointments themselves via our self-serve form on the website. The below information is gathered upon booking:

You will need to call/text the customer immediately to confirm these details, along with any other questions you might have.

WHAT CAN I EXPECT TO DEMO?

Our contractors demo about 1 in 3 Roofing/Siding appointments and 1 in 4 Bath/Window appointments on average. Keep in mind, the more qualifications you have, the lower the demo rate.

HOW DOES BILLING WORK?

Your account will be charged as soon as the appointment is booked (in real time). You can see full details on charges and returns in the Billing page of your dashboard.

HOW MANY APPOINTMENTS WILL I GET EACH MONTH/WEEK/DAY?

Appointment volume is dependent upon several factors, the main ones being: overall volume in your service area, your revenue per appointment, and your calendar availability. If you are looking to get more volume, you can always:

If you are curious about overall volume in your area, or need help with any of the above options, please reach out to Support via chat or at support@contractorappointments.com.

HOW DOES THE CREDIT REQUEST PROCESS FOR APPOINTMENTS WORK?

Through our platform, you’re guaranteed the ability to return an appointment that does not demo. Our return policy is pretty liberal, but keep in mind that your return rate can affect your ranking. You can return an appointment if a homeowner cancels, is a no show, or if their project doesn’t match your profile.

Once your appointment has been submitted for review, you will see a Credit Pending status underneath the status dropdown in your My Appointments tab.

Returns are processed within 3-5 business days. If the appointment is approved for return, you will see the amount applied to your account balance to be used towards the next appointment (in your Billing tab). Credits are applied to your dashboard account, not refunded to your credit card.

If the appointment is rejected for return, you will see a Not Eligible status under the appointment status with the reason provided. Please refer to this explanation before reaching out to Support.

CAN YOU REFUND MY CREDIT CARD FOR RETURNED APPOINTMENTS?

Per our policy, credit balances are only refunded if you are canceling your account. For returned appointments, the credit will be applied to your dashboard account to be used towards the next appointment(s). Once your credit balance is used up, your card will go back to being charged in real time as appointments are booked.

I HAVE ONLY BEEN RETURNING APPOINTMENTS THAT FALL WITHIN THE ELIGIBLE GUIDELINES. THE APPOINTMENTS I’M RETURNING ARE BAD - WHY AM I BEING PENALIZED FOR BAD LEADS?

We totally understand that sometimes accounts receive a “bad” chunk of appointments; it would be ideal if every appointment was perfect from a quality standpoint, and we wish we could control this! The reality of online leads is that you will experience no shows, cancelations, wrong numbers, etc. from time to time. This is why we give you the ability to return appointments to begin with!

That said, the system does work off of averages. Increasing your cost per appointment in the short-term can at least tell our system that you should get more appointments until the return rate returns to average. We can always move the cost per appointment back down if the return rate lowers.

I DON’T DO MOBILE HOMES/MANUFACTURED HOMES, ROW HOMES, MULTIFAMILY, RENTAL HOMES, CONDOS, OR APARTMENTS. ARE THOSE ELIGIBLE FOR CREDIT?

Property type is not an eligible return reason. This includes all home types for Roofing + Siding. Mobile home appointments are eligible for return for Window + Bath appointments only.

INTEGRATIONS

CAN YOU SYNC MY DASHBOARD CALENDAR WITH MY INTERNAL CALENDAR?

Great question! At this time we are not able to integrate with calendars, so your team will need to cross-reference calendars as needed.

HOW DO I GO ABOUT INTEGRATING MY CRM WITH CONTRACTOR APPOINTMENTS?

Good question! If you want to integrate, you can reach out to us in Support via the chat bubble, or by emailing us at support@contractorappointments.com, and we will connect you with our tech team to begin the integration.

If you have a CRM we haven’t worked with before, we will ask for clear instructions from your CRM rep to integrate. Please note: We are a small team and are fairly limited in the depth of support we are able to provide for integrations, and are unable to log into customers’ CRMs, generate codes on their behalf, etc.

WHAT SHOULD I DO IF I DON’T HAVE A CRM?

You can use our dashboard like a mini CRM! We do not require you to have a CRM but highly recommend getting one as it will help you to manage not only our leads but those from other sources as well.

WHAT IF I’M NOT ABLE TO REACH THE HOMEOWNER TO CONFIRM THE APPOINTMENT?

We require all of our contractors to attempt contacting the customer by text and phone a minimum of 12 times (6 phone calls and 6 texts) leading up to the appointment. If you cannot confirm with the homeowner, you can request a credit within your dashboard after the date passes - we’ll also try to help you get that homeowner rescheduled!

WHAT IF THE HOMEOWNER WANTS A PRICE OVER THE PHONE?

With our appointments, you’re guaranteed the opportunity to meet the homeowner and provide an estimate - this is also the expectation communicated to the homeowner. If you cannot find a time to meet, you can request a credit. If you provide the homeowner an estimate or price range over the phone, the appointment is not returnable.

WHAT IF THE APPOINTMENT I RECEIVE IS FOR A RENTER, NOT THE HOMEOWNER?

We guarantee you’ll be able to meet with a decision maker - in some rare cases, the person who set the appointment is the renter. In this case, you can request a credit through your dashboard.

WHAT IF I ONLY WANT APPOINTMENTS WHERE BOTH HOMEOWNERS WILL BE PRESENT?

Homeowners request an appointment time with your company online and do not confirm those details with our team. We do not guarantee that both homeowners will be present at the time of the appointment - you will need to call the customer immediately to confirm that detail if you have this requirement. Please note: One-legged appointments are not eligible for return.

WHAT IF I ALREADY HAVE APPOINTMENTS ON MY CALENDAR? WHAT IF I CAN’T MAKE THE APPOINTMENT?

Great question! The homeowner booked the appointment, and we require all of our contractors to accommodate the homeowner. You are responsible for managing your calendar in your dashboard, and to adjust availability accordingly. If needed, you can call and reschedule the appointment after confirming with the homeowner.

WHAT IF THE HOMEOWNER WAS NOT HOME AT THE TIME OF THEIR APPOINTMENT?

You can request a credit for the appointment via your dashboard. We’ll also try to reschedule it for you!

WHAT IF I DO NOT WANT AN APPOINTMENT I RECEIVED?

Once your account is activated, you will receive all appointments in your service area.

WHAT IF I DON’T WORK WITH INSURANCE CLAIMS?

We do not guarantee how the customer plans to pay for their project, therefore this would not be a valid return reason/eligible for credit.

WHAT IF I DON’T DO A SPECIFIC TYPE OF WINDOW?

We understand that some companies limit the products they install. Unfortunately, with the exception of roofing material, we cannot return appointments based on the material type the homeowner is looking for. Some pros either try to convince them to use their product or will call their supplier to find a product to help the homeowner.

HOW DO I SELECT/CHANGE MY SERVICE AREA?

During the initial set-up of your account, you can choose a radius around your office, or you can also send us a list of all of the zip codes you do want, and we’ll upload it from our end!

If you have minor revisions you’d like to make to your service area going forward, simply click on the I need to update my service area link in the My Service Area tab in your dashboard, click a zip to add or remove, and then hit Save. You can also select a center zip code and choose a radius around it.

HOW DO I ADD OR REMOVE A TRADE?

You can click on the My Trades tab in your dashboard, and toggle the respective trade on or off. If you are adding a trade, simply keep all of the sub-categories listed, or remove individual ones by deselecting the checkbox to the left of the name. Don’t forget to hit Save!

HOW DO I KNOW IF I HAVE RECEIVED AN APPOINTMENT?

Appointment notifications are sent to you via email and text message (if you choose to turn this on). The appointment will also funnel into your CRM if you’ve chosen to integrate a platform with us. Please note: We require one user in your dashboard to have email notifications enabled.

HOW DO I LIMIT THE NUMBER OF APPOINTMENTS I RECEIVE A DAY?

You can limit your appointment volume by limiting your calendar, although this may result in receiving no appointments since our platform does prioritize companies with better availability. If you’re in a season where you cannot run at least 5 appointments per week, we recommend pausing the account.

If you are looking to pause your account, simply hit the play/pause button in the top right-hand corner of your dashboard. To restart appointment flow, simply click the play/pause button again to resume your account.

HOW DO I TURN OFF APPOINTMENTS IN A CERTAIN AREA?

You can control which zips you receive appointments from by using the interactive map in your My Service Area tab of the dashboard! Click on the I need to update my service area link underneath the map, click on the zips you’d like to remove, and then hit Save.

HOW DO I HANDLE AN APPOINTMENT IF THE HOMEOWNER IS LOOKING FOR SOMETHING FREE/GOVERNMENT GRANT-RELATED?

We find that homeowners sometimes see ads on Facebook or Instagram for government or free programs and assume we can offer the same - this is unfortunately an industry-wide issue that we all have to deal with.

We recommend our contractors try to save these opportunities by sharing that they have financing programs available and can help make their project affordable, although not free. If you cannot save the opportunity, please submit a credit request and notate in your return notes that the homeowner thought the appointment was free.

HOW DO I CANCEL MY ACCOUNT?

You have 100% control over your account via your dashboard, and can pause or reactivate your account at any time! If you are looking to pause your account, simply hit the play/pause button in the top right-hand corner of your dashboard.

If you are looking to cancel your account, please reach out to Support via chat or at support@contractorappointments.com.

Have a question that you're not seeing on this page? Reach out to us with any additional questions - happy to help!