ClientGo How it works

How it works

One good connection. A clear path forward.

Two businesses, one homeowner inquiry. Each step leaves a record.

Lead providerThe handoffTechnician business
For the provider

Records the request, source, timing, distribution history, and permission evidence.

STEP 01

Submit and qualify

For the technician

Sets preferences for service, area, verification standard, and capacity.

Reviewed before it can become eligible.

For the provider

Approved supply is matched against technician criteria. Not every inquiry matches.

STEP 02

Match with available capacity

For the technician

Sees a privacy-safe preview with the provider’s earnings terms and can request the work.

A request is interest, not an assignment.

For the provider

Approving one request releases the private customer record to that technician and records the agreed commission.

STEP 03

Assign to one technician

For the technician

Accepting the terms unlocks customer contact, then a field technician can be assigned.

The contractor independently quotes, performs, and collects payment.

THE HOMEOWNER’S NEXT STEP

A real request.
An independent business.

The receiving contractor introduces its business, confirms the details, and agrees any appointment or quote directly.

Assignment is not a booking.

A requested time is not a confirmed appointment. A conversation is not a won job. A completed job is not a paid job. ClientGo records these stages separately.

Try the exchange in the demo

CONNECT. SERVE. GROW.

Make the next connection count.

Start with your business. We’ll make the requirements clear.