Completing Your Business Profile

We recommend that you provide the most detailed information about your business to make your profile more searchable and attractive for prospective clients.

To start filling out your profile, click Complete Profile or 🖉 in the upper-right corner.

Click the Complete Profile button or the Edit icon to start filling out your profile

You will land on the Business Information page.

Business Information

On the right-hand side is your profile overview with a progress bar on the top. The progress bar displays how far you are in completing your profile.
On the left-hand side is the part that you should complete.

Business Information

Exit the full-screen mode of your browser to see only the actionable left part of the page.

Most of the information is taken from the previous steps, and you only need to review it and fill out a few more fields.

⦿ How to Complete Business Information
  1. Year Founded. Enter the year when your company was founded.
  2. New Business Contact. Type in the full name of the person who your prospective clients can contact.
  3. New Business E-mail. Enter the contact email address to which new client inquiries should be sent.
  4. (Strongly encouraged) New Business Mobile Number. Enter the phone number that you wish to receive new business inquiries to (text message). This is highly encouraged as it gives you more opportunities to find new clients and grow your business. 
  5. (Optional) Business Logo. Upload your company logo.
  6. (Optional) Website URL. Add the link to your company website.
  7. (Optional) Click the add dba link to add up to two alternative trade names your business operates under. 
    1. In the overlay that opens, enter Name 1. When the first name is specified, the Name 2 field appears. Leave it blank if not applicable. 
    2. Click Save.
      Enter alternative business names
  8. When ready, click Continue. 

In step one, complete your business information

Specify Your Business Hours


⦿ How to Specify Your Business Hours
  1. Select your time zone from the drop-down list.
  2. (Optional) Select the We respond to service requests 24 hours a day checkbox if this applies to your company.

    When you select the We respond to service requests 24 hours a day checkbox, you need to provide your After Hours Phone Number without any special characters like a + plus, (brackets) or –dashes–.

  3. Specify your Regular Business Hours.

    When you select Monday, the default time 09:00 AM to 05:00 PM appears. You can edit it by clicking on the time. To copy the same business hours to all weekdays in the Regular Business Hours section, click Copy time to all.

    Specify your business hours

  4. Specify your After Business Hours.
    If you have not selected the We respond to service requests 24 hours a day checkbox, you can specify your after business hours as in step 3.
  5. Provide your After Hours Phone Number without any special characters if your company operates after hours.
    If not, you can leave the After Hours Phone Number field blank.
  6. Press Continue to proceed to the next step.

Review Your Regional Offices

Review the headquarters. Click Edit to see the details and update the information if needed. If you want to remove the office, press Delete and, in the overlay that opens, confirm your action.

Click Add Office to add a regional office.

Click Add Office to add a new regional office

The Add Office page opens.

Enter all the required information about the new regional office and click Save Office

⦿ How to Add a Regional Office
  1. Fill out the new regional Office Name.
  2. Provide the new office Phone Number. Mind that you should enter only numbers without any special characters like (brackets), –dashes–, or a + plus.
  3. Type in your E-mail address.
  4. Enter the Address of your regional office.
    1. Start entering the street and building number of your office — available options appear in the drop-down list. 
    2. Click the required option. The associated Country, City, Zip/Postal Code, and State fields will be auto-filled.

    The added office is marked on the map to the right.

     If you do not see the map, enable the full-screen mode of your browser.

  5. Click Save Office.
    The office is added to your
    Regional Offices list.
  6. When you have added all the existing offices, click Continue.

Update Coverage

Make sure you have specified all trades in all areas in which you provide your services. This is very important because it tells potential clients where you operate. The more detailed and accurate information you give, the easier it will be to find new clients.

⦿ How to Update Service Coverage
  1. Click Add Coverage.
  2. Select either Detailed or Expansive flow.
    1. The Detailed flow is selected by default. It offers you a possibility to specify the Base Location and then adjust the Drive Radius to specify the areas you cover. In the next step, you have the possibility to add or exclude the areas that are outside your coverage.

       Expand to follow the Detailed flow.
      1. Start entering the Base Location city name or address. The dropdown appears with the suggestions. Select the desired one. The location is marked on the map.
      2. Specify the Drive Radius by moving the slider to the right to increase the radius or to the left to decrease it. The selected radius is displayed on the map.

        If you do not see the map, enable the full-screen mode of your browser.

      3. In the For this coverage I’m a… section, specify whether you are a Self-Performer or a Broker.
      4. Enter the Coverage Name that you wish to use.
      5. Select the Trades you provide services in for the specified areas.

      The Detailed flow of adding coverage

    2. The Expansive flow allows you to select entire states and then exclude the individual counties outside your coverage.

       Expand to follow the Expansive flow.
      1. Select the Covered States from the drop-down list. The selected states are added to the list and to the map.
        Alternatively, click on the state on the map — the state is selected and added to the list.

        If you do not see the map, enable the full-screen mode of your browser.

      2. In the For this coverage I’m a… section, specify whether you are a Self-Performer or a Broker.
      3. Enter the Coverage Name that you wish to use.
      4. Select the Trades you provide services in for the specified areas.

      The Expansive flow of adding coverage

  3. (Optional) Click Areas to review and adjust the coverage areas. The Adjust Coverage screen opens.
    In the example below, you see the list of selected states with the number of counties they include.
    1. Click the state where you want to exclude the counties outside your service coverage. You can click the state on the list or on the map.

      Adjust service coverage
    2. All counties are selected by default. Clear the checkboxes next to the counties you want to exclude from the coverage.
    3. In the Arrive within 4hrs column, clear the checkboxes for the counties you need more than 4 hours to get to.

      Specify the counties and the time you need to get there

      You can update your coverage anytime by clicking Edit.
      In the Edit Coverage screen, all the information can be changed except for the Detailed or Expansive flow you specified when adding coverage.

      Edit coverage

      To remove the coverage, click Delete and confirm your action in the overlay that appears.

  4. Click Continue to proceed to the next step.

Update Company Details

  1. To give your prospective clients a better understanding of what your company does, select the options that best describe your business and services.

    Select the options applicable to your business
  2. Answer the questions to better introduce your company to potential customers. The required questions are marked with an asterisk *, and you cannot proceed to the next step until you have answered them.
    We recommend that you provide accurate answers to all of the questions — it will help you grow your client network and get better opportunities.

     It will take 5–7 minutes: in most questions, you need to select the option from the drop-down list or enter a number.

    Answer the following questions

  3. Click Continue.

Trade Certifications and Licenses

Add all of your Trade Certifications and Licenses.

⦿ How to Add Trade Certifications and Licenses
  1. Click Add.
  2. Select either License or Certification, depending on the type of document you are adding.
  3. Select the trade from the drop-down list.
  4. Enter the License / Certification Number.
  5. Type in the Expiration Date of the document.
  6. (Optional) Provide the description.
  7. (Optional) Upload the file to the Attachment section. 
  8. Click Save.

    Enter the required information about your trade certification or license
    To add more Trade Certifications and Licenses, go through steps 1–8.

Refrigeration Certifications

⦿ How to Add Refrigeration Certifications
  1. Click Add.
  2. Select Certification.
  3. Select the trade Refrigeration from the drop-down list.
  4. Start entering the name of the technician who has the certification and select it from the drop-down list that appears.

    If you cannot find the name of the technician in the drop-down list, you need to register them in User Management.

  5. Enter the Certificate Number.
  6. Select the date of the certification.
  7. (Optional) Select the date the certification expires.
  8. (Optional) Provide the certificate description.
  9. Upload a copy of the technician’s certificate. 
  10. Click Save.

    Enter the required information about the technician's refrigeration certification

    The Certification appears on the Trade Certifications and Licenses page.


    The refrigeration certification has been added
    To add more Refrigeration Certifications, repeat steps 1–10.

Business Diversity Certification

Adding Business Diversity Certification is an optional step that appears only for those who selected Diverse Business when completing Company Details.

⦿ How to Add a Business Diversity Certification
  1. Fill out the required information.
  2. Click Save.

    Fill out the required information and click Save to add Business Diversity Certification

Review Insurance

In the insurance section of your profile, provide basic information about the insurance policies you carry. Make sure you add all the different insurance policies you have and keep the information up to date. 

Note that most clients will have specific insurance requirements. See Managing Insurance Documents and Requirements for more information.

⦿ How to Add an Insurance
  1. Click Add Insurance.
  2. Select the type of insurance you want to add from the drop-down list.
    1. General Liability
    2. Automobile Liability
    3. Umbrella / Excess Liability
    4. Workers Compensation
    5. Other Liability Insurance type

      Click Add Insurance and select the Insurance type from the drop-down list
  3. Enter the Carrier (the company that provides your insurance coverage).
  4. Enter the Policy Number.
  5. Enter the Amount (the insurance sum in US dollars).
  6. Select the Expiration date in the calendar.

    Until the expiration date, the insurance has a green Active label. When it expires, it gets red, and you get notified that you need to update it.


  7. (Optional) Select the Will list client as additional insured checkbox.
  8. (Optional) Select the Contains Contractual General Coverage checkbox.

    If you want to delete the insurance, click  next to the insurance you want to remove.

    Review the Insurance you have added

Specify Trade Specialties

The following pages allow you to specify specialties within the most popular trades that your company provides.

Select the specialties that your company works with. We recommend that you specify the services you provide for the selected trades — it will optimize the search process and help you find new clients faster.

 Expand to view an example.

In the example, the options for HVAC are shown.

An example of specified HVAC service specialties

Add Photos

The last step is to add your company photos. Photos make your profile more personal and attractive to prospective clients.
You can upload up to three photos, one for each section, as displayed in the example: 

  1. Team
  2. Vehicles
  3. Office 

Upload at least one photo to complete your profile. 

  1. Drag and drop the photo over the specified area or browse a file from your device.
  2. Click Continue.


Add your company photos

Your profile is now complete!

Click View Profile to get back to the profile page.
Scroll down to the bottom of the page, and click View Financial Information.

The next step is to complete the financial information
For more information on how to complete the financial section, view Adding Financial Information.