Recommended Contractors

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Video Tutorial

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Adding Recommended Contractors to Defects

1. Introduction to Recommended Contractors 0:00

• Purpose: To help customers find contractors for defects without needing to call for recommendations.
• Benefit: Streamlines the process for customers.

2. Accessing Recommended Contractors 0:14

• Navigate to your account’s business tools.
• Select the ‘Recommended Contractors’ option.

3. Adding a Contractor 0:23

• Click the ‘Add Contact’ button to add a new contractor.
• Alternatively, click ‘Edit’ on an existing contact to update information.

4. Entering Contractor Information 0:30

• Fill in basic information:
  • Phone number
  • Email address
  • Website
  • Description of services offered.

5. Selecting Services for the Contractor 0:43

• Multi-select the services that the contractor provides.
• This ensures customers see relevant contractors for their specific needs.

6. Adding Service Areas by Zip Code 0:53

• Input zip codes where the contractor operates:
  • Add multiple zip codes by clicking ‘Add’ after each entry.
• This helps customers know the areas served by the contractor.

7. Saving Contractor Information 1:03

• After entering all necessary information, click ‘Save Changes’ to update the contractor’s profile.

8. Viewing Contractor Information in Reports 1:09

• Example: A report showing a defect (e.g., ‘basement window cracked’).
• Customers can click on the recommendation link to view contractor details.

9. Accessing Contractor Details 1:21

• When clicked, a pop-up displays the contractor’s information.
• If multiple contractors are available, a list will show all options.

10. Conclusion 1:43

• Information is available only in the digital report, not in the PDF version.
• This feature enhances convenience for customers seeking contractor services.

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Link to Loom

https://loom.com/share/e822bdb685c04fa09db2d21704c7427f