Pro Resources

Account Settings

Subscription Product

The basics of the subscription program:

  • You control where you work, what type of work you want, and how much you want to spend each month.
  • We send you leads up to your total budget. At the end of your monthly billing cycle, we reload your budget. If there are any unused funds, those will carry over to your next month and you will only be charged the difference between what’s left and your set budget.
  • Respond to leads right away for the best chance at winning the job. As a subscription professional, you are eligible to receive a 10% credit back on leads you respond to within the first hour.

It’s that simple. And, it puts you in total control.

More details:

  • You set your monthly budget.
  • You choose the types of leads you want: You select the service types that you currently offer so that we send you leads for only those types. You can specify the types of jobs you want by Adding or removing services you offer on your profile. You will need to click the gray pencil next to “Services Offered.” We will only send you leads for those types of jobs.
  • You choose where you want leads from:  You select your service area so that the leads we send you are from places you’ll work in. Let us know what areas you want to receive leads from by Managing your service area. We will only send you leads that are submitted from within that area.
  • You only pay for what you get: Each month, we only charge you for what you received that month. If we deliver less, you pay less. If you’d like more leads, you can increase your budget.
  • You get credited for invalid leads: If you receive the same lead twice, the lead is invalid, or the homeowner did not request work, you get an instant credit for that lead, within three days.
  • You get a discount for responding quickly:  As an incentive to you for providing great service to homeowners, you are eligible for a discount every time you respond to leads in less than one hour.
  • You get exceptional customer support: You’ll have access to our customer success team who will support you at all times. Call or email them anytime for any support you may need.
  • You choose how you receive leads: You can receive leads via text or email, or both! You can Manage your notification preferences at any time.
  • You ensure a great customer experience: We limit the number of responses a homeowner receives for their project to four. On average, a homeowner will get responses from two professionals for their project.

Ready to sign-up for our subscription program? Find out more here: https://porch.com/pro/

Tips for success:

  1. Verify your service area and service types: All leads you receive are based on the service area and service types you set. Having an updated list of services you provide and an accurate service area will ensure that we only send you the leads that you want. Manage my service area and service types.
  2. Determine your budget: Use our Service type lead pricing to understand what each type of lead will cost. This ensures that you will receive the right number of leads each month. You can increase or decrease your budget at any time by contacting your Customer Success Manager.
  3. Respond to every lead, quickly:  Homeowners see a quick response as a sign of professionalism. We require professionals to respond to every lead that they receive, ideally within 24 hours. This ensures that homeowners find the right professional for their project and that you close more jobs. You are eligible for credits on every lead you respond to within one hour.

How will I receive lead notifications?

You will receive lead notifications via text and/or email. You can modify your lead notifications settings by Managing your notification preferences. The notifications will provide links to the details of the lead. Opting into both email and text notifications generally, increases your chance of landing the job because you can respond faster.

Do I pay for every lead that I receive?

Yes. Each lead is priced individually and will deduct from your budget. You’ll receive leads until your monthly budget is reached.

Is there a contract? What is your cancellation policy?

We are looking for professionals who see working with Porch as a partnership. We know that if you don’t see the value, you won’t be with us long.  That being said, we are confident that you will see value in Porch from the beginning. To ensure this, we have a 90-day initial term. Please note that if you cancel your subscription in the middle of your billing cycle, your unused funds will be rolled over to our Pay As You Go Program (the funds are not returned to your credit card).

We also have a 15-day cancellation policy. If you call or email in to cancel your account within 15 days of your next bill date, you will be responsible for that charge. Our team will cancel you out after that billing date.

How is pricing determined for leads?

When determining lead prices, we incorporate several factors such as service type, job location, and potential scope of work. This creates a pricing structure that is competitive with all other services. Check out our Service type lead pricing.

How will I be charged?

We will continue to bill the same card you have on file, on a monthly basis. You can Update your payment method from your Porch account, anytime.

How will my billing work?

  • When the total cost of the leads we’ve sent reaches your monthly budget, you will be charged your full budgeted amount on your next bill date to reload your Porch account.
    • For example, if your monthly budget is $300 and you receive $300 worth of leads, on your next bill date, you’ll be charged $300 to reach your $300 monthly budget.
  • If we do not hit your monthly budget, the remaining balance will roll over to the next month. You will only be charged the difference to reload your account back to your budgeted amount.
    • For example, if your monthly budget is $400, and you receive $300 worth of leads, the $100 difference will carry over to the next month. For the next billing cycle, you’ll only be charged $300 to reach your $400 monthly budget.
  • Please note that if you cancel your subscription in the middle of your billing cycle, your unused funds will be rolled over to our Pay As You Go Program (the funds are not returned to your credit card).

What if I get a an invalid lead? en español

As is listed in our Terms & Conditions, we allow lead credits only in limited cases where the project request is invalid (for example, if the project request includes a disconnected phone number or has an obviously fraudulent name, or if the homeowner did not actually request to be contacted) or is a duplicate of another project request you recently purchased from Porch. If your return request meets Porch’s return criteria, then the purchase price for the applicable project request will be credited to your account. No refunds to your credit card will be given.

To request credit for an invalid lead, follow these steps:

  1. Login to your Porch account
  2. From your dashboard, click on the “Actions” drop down next to the lead you want credited
  3. Select “Request Credit” from the dropdown
  4. Answer the questions and click “Submit”
  5. If you qualify for a lead credit, the confirmation pop-up will note that your Porch account has been credited
  6. If your answers do not qualify you for a credit, or require you to discuss the details of the lead with our support team, the pop-up will ask you to contact support

Check out our Lead Credits Video – it walks you through the credit request process, and explains which leads are returnable: Watch Video Now

Take a look at our Lead Credits Policy to learn more about what qualifies you for a lead credit. Lead Credits Policy.

What if I don’t get a response from the homeowner?  en español

In order to qualify for a credit on an unresponsive lead, you will need to meet the following requirements:

1) Contact the homeowner by phone at least twice in the first 72 hours (3 days).

2) Contact the homeowner via message/sms at least twice in the first 72 hours (3 days).

If you have reached out to the homeowner as described above, and the homeowner hasn’t responded to you, you may be eligible for a lead credit. To request a credit in one of these instances, please ensure that you have gone through the “Request Credit” process from your Porch Dashboard. After submitting your request, use the Porch Support Form to inform support of your request, so they can review the situation.

We will evaluate your request, and credit the lead’s value back to your Porch account if the homeowner hasn’t responded to you or any other professionals on our network. Please note that all credits are subject to our discretion.

How many professionals can respond to each lead?

We will never allow more than four professionals to respond to a homeowner about their job, so we are counting on you to respond to every lead that you receive.

How quickly should I respond to the leads I receive?

The sooner you contact a homeowner after they submit a project request, the better your chances of connecting with them and closing the job. Homeowners consistently tell us that they love getting a response within a few minutes of submitting their request. You will likely be the first to respond, and homeowners see this as an indication of your general commitment to quality and professionalism.  We just ask that you respect the time of day before giving the homeowner a call.

Waiting more than a day to respond significantly reduces your chances of closing the job.

For every lead that you respond to within one hour of receiving, you’re eligible to receive a credit for that lead.

What kind of support will I receive?

You will receive a dedicated Customer Success Manager team who will support you throughout your entire time with Porch. If you have any questions or need clarification at any point, please contact our Customer Success Management team at (206) 960-4337.

Where can I find my account balance?

You can view your account balance by Logging into your account. At the top of your screen, you will see your remaining account balance.

If I don’t get a response from the homeowner, should I go to their home anyway?

No, it’s not recommended for any professional to go to a homeowner’s residence without a verbal or written invitation. Porch tells its homeowners that pros will call or message first.

 

Posted by Porch.com on 07/06/2016