Dandee Contractor Transcript

This is the Dandee welcome screen for contractors. 

On the bottom press “sign up”. 

Make sure “contractor” is selected.

A green Banner will appear after selecting “contractor”.

Type in your information. First name. Last name. email and password.

Be sure to review the Dandee terms of use and privacy policy. 

Verify your email and login to your contractor account.

Welcome to the contractor onboarding screen. 

Enter your information. Starting with company name, primary trade, your address, phone number, and your business email.

Select your preferred job radius, this is set by miles. 

Enter your insurance provider and policy number

This is the Dandee contractor dashboard 

Browse jobs in your area, view your calendar, message homeowners, track your earnings, view your client CRM, use your custom quote & invoice Builder, and view your performance and reviews.

Today let's see an example of job browsing. 

One available job. Plumbing Service. Gauge if the job is a fit for you, if so, select “site visit”.

You will now see “customer preferred schedule”. In blue will be the homeowners budget range, and the urgency level of the job.

Select the date that works best for you to visit the site, and in your estimation, how long the visit will take. 

Once matched with the homeowner, select “confirm site visit”.

As a side note, if the description, pictures and video supplied from the homeowner are sufficient for you to provide a quote without visiting the site, you are able to do so in app.

By scrolling down on your dashboard, you will see your confirmed visit. 

It will be visible in your calendar as soon as the homeowner confirms the site visit. 

Dandee will automatically show you the site location upon confirmation.

Once you have created your quote, navigate to your CRM and select “invoice”. 

Enter the information then select “send quote”.

Once the job has been completed, select “invoice”. 

To send your invoice, fill in the information required then select “send invoice”.