Lead Quality and Returns
Lead Quality and Returns gives your office clear credit rules for faulty inquiries. Know what qualifies, when to flag it, and how to send the details.
- Credits for qualifying lead issues
- Clear call and web deadlines
- Report through email or form
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Lead Quality and Returns: what earns a credit
Get credits under our policy for wrong or disconnected numbers, eligible duplicates, out-of-area leads, and calls from people not seeking the service.
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You get credits for disconnected or wrong numbers, duplicates within the agreed window, leads outside your agreed service area, and calls from someone not seeking the service. Our lead return policy gives your office specific reasons to flag an inquiry. A roofing call from outside your territory or a moving request with a disconnected number belongs in that process.
Match the issue to your delivery record and agreed setup. For a duplicate, identify the earlier inquiry as well as the repeat. For an area issue, include the location supplied with the request. Send those details with your report so we can check the issue against the policy and your selected coverage.
- Wrong or disconnected numbers
- Duplicates within agreed window
- Area or service mismatches
Flag calls within 72 hours and web leads within 7 days
Flag calls within 72 hours of delivery and web leads within 7 days. Include delivery records so we can review the issue.
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You can flag calls within 72 hours of delivery and web leads within 7 days of delivery. Give your office a regular intake check so wrong numbers, territory mismatches, and repeat inquiries reach the credit process within those reporting windows. Keep the delivery time alongside the issue you found.
For duplicate reports, use the duplicate window agreed for your setup. That window determines whether the repeated inquiry qualifies; the reporting deadline tells you when to flag it. Include both delivery records so the comparison is clear. Whether your office works from an inbox or a CRM, keep the original request attached to the report.
- Calls: 72 hours from delivery
- Web leads: 7 days from delivery
- Original records for duplicate reports
What you cannot return
No answer, not interested, price shoppers, and capacity reasons do not qualify for credits. Set hours and caps around what your team handles.
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No answer, not interested, price shoppers, and capacity reasons are not returnable. A homeowner who asks for a roofing estimate and then decides against the work still made a service request. So did a customer who checks moving costs with your office while weighing their options. Those outcomes do not qualify for credits.
Set your delivery hours and daily or weekly caps around the work your team can handle. When end-of-month moves fill your trucks or storm repairs fill your crews' schedules, adjust your intake to match your capacity. In your lead records, distinguish an unanswered attempt from a disconnected or wrong number so your office reports the actual issue.
- No answer or not interested
- Price shoppers excluded
- Capacity reasons excluded
How to flag a lead
Reply to the delivery email or use the contact form. Identify the inquiry and give us the specific issue and supporting delivery details.
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Reply to the delivery email or use the contact form to flag a lead. Identify the inquiry, state the qualifying issue, and include its delivery details. Keep the report specific: the number was disconnected, the location fell outside your area, the inquiry repeated an earlier request, or the caller was not seeking the service.
For duplicates, include the earlier delivery so we can check the agreed window. For out-of-area leads, give the requested service location and your selected territory. If a caller wanted a different service, describe what they asked for. Your intake notes give the review a clear account of what reached your business and why you are requesting a credit.
- Email reply or contact form
- Inquiry and qualifying issue
- Earlier delivery for duplicates
Quality starts with inbound sources and your filters
We use inbound sources, duplicate checks, and area filters to support quality. Choose coverage and request types that fit the work you accept.
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Your inquiries come from people actively searching online for the service, through our own websites and vetted partner sources. Inbound callers dial and ring your phone live. Web leads begin with a request form and documented consent, then arrive by email or post to your CRM. Duplicate checks and area filters support lead quality before your office handles the inquiry.
Pick zip codes, a city plus radius, or states that match where you work. Choose job or request types where they apply, then set hours and caps around your intake team. These settings put your buying criteria into the delivery setup. The credit policy gives you a clear process when a qualifying issue reaches your office.
- People actively seeking your service
- Duplicate checks before intake
- Area and request filters
Your lead return policy questions
Which leads qualify for a credit?
Credits cover disconnected or wrong numbers, duplicates within the agreed window, out-of-area leads, and calls from someone not seeking the service. Include the original delivery details and the specific issue when you report it. For an area mismatch, identify the requested location and the territory in your setup.
How long do I have to flag a call or web lead?
Flag calls within 72 hours of delivery and web leads within 7 days of delivery. Keep the delivery time with your report so the timing is clear. Check new inquiries regularly and send the specific issue through the delivery email or contact form.
Can I return a lead that did not turn into a job?
A lead that does not turn into a job is not returnable for that reason. No answer, not interested, price shoppers, and capacity are excluded from credits. If the inquiry has a separate qualifying issue, such as a wrong number, report that specific problem with the delivery details.
How does the duplicate window work?
A duplicate qualifies for a credit when it falls within the agreed duplicate window. Include the original inquiry and the repeated delivery in your report so we can compare them. The duplicate window determines eligibility, while the call or web reporting deadline determines when you must flag the issue.
Where do I send a lead credit request?
Reply to the delivery email or submit the contact form to request a lead credit. Identify the inquiry and explain which policy reason applies. Add the earlier inquiry for a duplicate or the requested service location for an area mismatch so the report contains the details needed for review.
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