Questions about the job

In the app: a quote → Job section

Some rules depend on facts only you know. When the job’s place has such a rule, the quote asks, one tap each. The question says why: Asked because of the rules where the job is. They’re asked only for customers who are people, not businesses.

The questions you may see:

• Met at the property: did you meet the customer at the job?
• Who got in touch first: the customer, or you. Your answer to “How do you usually get jobs?” when you set up fills this in on new quotes.
• Urgent repair (UK, Ireland, Australia): an emergency the customer called you for.
• Property: their own home, a rental they own, or business premises.
• Insurance paying, Storm or disaster damage, Subcontractors.
• Swimming pool (California).
• Customer 65 or older (Yes, No or Not sure), in the few states that give older customers a longer time to cancel. It’s asked once and kept on the customer. You never need their date of birth.
• Sells or rents heating or water equipment and How the visit came about (Ontario, British Columbia and Quebec, for HVAC and plumbing). See Before you send.

If you don’t answer

A question left unanswered counts as the answer that protects the customer most. For example, an unanswered “Customer 65 or older” gives the longer time to cancel. Nothing stops you sending; the protection is simply the stronger one.

Your answers are kept

The answers are saved with the quote, because they show which rules you followed.