Contractor clients are responsible for keeping their business information accurate inside TrueNotch Pro™, including:
- Business name
- Service area
- Services offered
- Services not offered
- Business hours
- Emergency rules
- Escalation contacts
- Pricing rules
- Estimate rules
- Appointment availability
- Notification preferences
- Licensing and insurance information
- Customer communication rules
Why it matters
TrueNotch Pro™ relies on the information provided by the contractor client. If the contractor client gives incomplete or inaccurate instructions, agent workflow may also be incomplete or inaccurate.
Business compliance
Contractor clients remain responsible for their own business licenses, permits, insurance, bonding (where required), taxes, worker classification, estimates, customer agreements, pricing, safety practices, customer communications, and legal compliance. See Compliance Overview.
Customer information
Contractor clients are responsible for using customer information lawfully, including following telemarketing, do-not-call, consent, and privacy rules in their state and trade.
Updating information
Keep contractor client profile data current. Outdated escalation contacts or service area information can cause customer issues.