Porch credit cleanup
Porch Lead Credit Cleanup Before a Home Service Pro Raises the Monthly Budget
Audit Porch delivery route, profile fit, contact attempts, connection evidence, credit state, and job outcome before increasing a home service lead budget.
Direct Answer
Before a home service professional raises a Porch lead budget, recent records should be separated into contact evidence, connection evidence, profile fit, credit state and job outcome. A project that did not become a job is not automatically an invalid lead, and a phone attempt is not useful evidence unless the record shows what happened.
A Porch lead credit cleanup for home service pros gives the owner a cleaner lead management view. It does not predict whether Porch will issue a credit. It shows which facts are present before the business changes its monthly budget.
Start With the Route That Delivered the Lead
Porch can deliver opportunities through email, text and direct phone calls. Its current policy also treats some phone-lead situations differently from other project requests. Name the route before applying one checklist to every record.
For each lead, capture the received date, project type, ZIP code, profile service settings, delivery route and current account status. If the lead arrived as an inbound phone call, do not copy assumptions from a message-lead review. If it arrived through a project request, preserve the request details and the platform-visible contact history.
Build the Contact Evidence Table
| Field | Review question |
|---|---|
| Project received | When did the request become available? |
| Service/profile fit | Was the service listed on the profile at that time? |
| Area fit | Was the ZIP code inside the saved service area? |
| First phone attempt | Is the time and result visible? |
| First message | Did it address the project rather than use a generic greeting? |
| Second attempt | Was another appropriate attempt made under the current route rules? |
| Connection | Is a homeowner message, call or other supported connection visible? |
| Credit state | Automatic, requested, approved, denied, not requested or unknown? |
| Job outcome | Active, scheduled, closed, customer changed plans or no supported outcome? |
This is a contractor Porch monthly lead budget audit, not a scorecard for one employee. The table is meant to show where the operating record is strong enough to support a decision.
Do Not Mix Connection With a Sale
Porch's policy distinguishes connection from winning the job. A homeowner may reply, discuss the project and hire someone else. A contractor may make appropriate attempts without connecting. Those are different outcomes.
Keep at least three fields: contact attempted, connection supported and job result supported. Combining them into one yes/no field makes lead management less accurate. It can also cause the owner to count every lost job as a platform-quality problem.
Check the Profile Settings in Effect at the Time
Service type and area fit depend on the settings that were active when the lead arrived. A current profile screenshot may not explain an older mismatch if the business changed categories or ZIP codes later.
For an outside-area or miscategorized record, preserve the lead request and the relevant setting if it is available. If the historical setting is unavailable, label it unknown. Do not reconstruct it from memory as though it were evidence.
Keep Quick Replies and Phone Leads Distinct
The current Porch lead credit policy says Quick Reply messages do not count toward certain outreach requirements and lists exceptions for phone leads. A Porch unresponsive lead contact evidence checklist therefore needs a route field and a contact-method field.
This article does not restate every policy condition because the rules can change. The operational lesson is stable: record the action in the form the current policy can actually recognize, then verify the live policy before a request.
Share Only the Smallest Useful Record
A first packet may include one redacted lead card, the delivery route, request date, project category, ZIP-code fit, visible contact attempts and current credit state. Remove customer identity, phone, email, street address, payment information and unrelated job notes.
Do not share a Porch password, two-factor code, saved card, full account export or customer list. If one field is missing, ask for that field rather than broad access.
What the Cleanup Cannot Promise
AI Cleanup Doctor cannot guarantee a Porch connection, credit, refund, job or return on a monthly budget. It cannot decide whether the contractor satisfied a current rule or speak for Porch support.
The review can reveal a route mismatch, missing attempt, generic first response, unsupported status or profile-setting question. It can also show a clean contact record followed by a normal no-sale outcome. Both findings are useful.
Sources and Next Step
Porch publishes its current Lead Credit Policy, explains delivery and budget choices on its Porch Pro page, and defines broader professional terms in the Additional Terms for Professionals.
Read the Buyer FAQ before preparing a redacted example, then use the Order page only if a fixed-scope evidence review matches the problem.