Partner service card · complete before sharing

A clear roofing handoff

The customer chooses the contractor and authorizes any introduction. Fill in actual company services and contact commitments.

Contractor / company Public phone / email / website Supported service area Supported roofing work Coordinator and backup owner Staffed response window and channel

What happens after an introduction

Confirm the customer requested the contact and identify the contractor role.
Explain the inspection or estimate process, charges if any, and available next step.
Record the appointment decision and keep the agreed contact commitment.
Share only the return status that the customer authorized.

One customer’s permission record

Customer / CRM reference Who confirmed permission and when Requested purpose and contact channel Permission record reference Status the customer allows us to share Next action, owner, and due date

Separate roles: the contractor documents observations and proposed work. The insurer or other authorized insurance professional handles insurance questions within their authority. An introduction does not imply coverage, claim approval, price, or workmanship endorsement.

Service issue escalation routeCompany / agency policy owner and review date

No policyholder-list request or compensation agreement is included. Use the approved company process for any proposed exchange of value, new data sharing, or change in permissions.