Writing good business facts

Business facts are the questions and answers under Business facts in your portal. They are the only source the agent uses for anything specific about your company. A thin list means many “I’ll have the office confirm” answers; a good list means callers get answers and book.

Start with the seven everyone asks

1. What’s your service-call fee, and is it credited to the repair?
2. What areas do you serve?
3. Do you offer free estimates? On what?
4. What payment methods do you accept? Financing?
5. Are you licensed and insured? (License number is fine to include.)
6. Do you charge extra after hours or on weekends? How much?
7. What warranty do you offer?

Then your trade’s specifics

Plumbing: water heaters (tank, tankless, brands), sewer camera inspections, gas lines, well pumps, what you don’t do.
HVAC: maintenance plans and price, brands you install, mini-splits, duct cleaning, whether you do oil.
Electrical: panel upgrades, EV chargers, generators, whether you handle low-voltage, permit handling.

For how the agent handles each trade’s calls, see the pages for plumbing, HVAC and electrical companies.

Phrase it the way you’d say it

The agent uses your wording nearly verbatim. Write the answer as a sentence you’d say on the phone.

What to leave out

• Repair prices. The agent should never quote a repair; it books a diagnostic or a quote visit. A flat “starting at” for a standard job (drain cleaning, tune-up) is fine.
• Promises you can’t keep every time (“same-day service”). The calendar decides what’s available.
• Competitor comparisons.

Keep it current

When your fee changes, change it here. The next call after you save uses the new answer.