How this works
What we need from you, and what each page is for.
Every appointment we book for you shows up in this portal, and this is where you tell us how it went. Two minutes after each visit is all it takes, and it is what keeps your leads getting better instead of staying the same.
What we need from you
Open Visits, pick what happened, save. If nothing is logged within 48 hours of the appointment time we record the visit as met. That is what your invoice and your numbers will use. You can correct it any time; rows we filled in for you are marked "Logged by default".
On a met visit, give a quality score and say whether all decision-makers were home. If they decided against it, write one sentence on why: price, timing, another quote, a partner who was not there. This is what drives our targeting. Without it we would only be guessing, and guessing with your ad spend is not something we are willing to do.
The outcome words
Set for you from the calendar. Not yours to change here.
- Booked They have an appointment on your calendar.
- Cancelled The slot was called off, by the homeowner or by you.
- Rescheduled Moved to a new time, by the homeowner or by you.
Yours to set, once the appointment time has passed.
- Met You got in front of them. Then: all decision-makers home, quality score, converted yes, no or pending, and a note when the answer is no.
- Not at home You went and nobody answered. We follow up and re-book.
The met fields stay locked until the appointment time has been and gone. A visit that has not happened yet cannot have an outcome.
Your pages
How to reach us
Use Request a change or Report a problem in Settings. Both land with your account manager the same day.