02
Agree on what makes a good lead
Both sides should know what counts. Job type, location, customer contact details, and the basic rules are agreed before any leads are sent.
Roofing and HVAC partnerships
A partnership that starts with your service area
Tell us where you work, what kind of jobs you want, and how much work your team can handle.
Tell us about your business
How it works
Start with where you work
We begin with your service area, crew availability, and the work your team already does well. If there is a practical fit, we talk through it before anything moves forward.
03
Know how the partnership works
We spell out who contacts the customer, how quickly to respond, how each lead is handled, and when payment is due. The detailed terms belong in the agreement, not in fine print on a sales page.
04
See what happens to every lead
A call is not an appointment. An appointment is not an estimate. An estimate is not a booked job. Keeping those stages separate gives both sides an honest view of what happened.
05
Start small and watch the numbers
A good partnership does not need to begin everywhere at once. Start with one service area, review the leads and booked work, then expand only when the numbers make sense.
From first step to next step
Know how the partnership works
1Confirm the service area and job types
2Agree on the lead and response rules
3Review what happened to every lead
4Expand when the work proves the fit
Availability, pricing, lead rules, payment terms, and replacement terms are confirmed in writing before a partnership starts.
Next step
Tell us about your business
Send us your service area, the jobs you want, and what your team can handle.