Operations · 6 min read

Handling no-shows and late payment: a contractor's playbook for paid leads

What to do when a paid call ghosts the appointment, how to document for refund disputes, and when to escalate.

The reality of paid leads

Even with exclusive routing and qualified callers, you'll see no-shows. The industry baseline is 5–10%. Some of that is the homeowner rescheduling. Some is buyer's remorse. A small percentage is outright tire-kicking.

The right framing isn't "eliminate no-shows" — it's "process them efficiently and don't pay twice for the same bad outcome."

Confirmation cadence that works

  • Same day after booking: SMS confirming time + your truck arrival window
  • Day before: SMS or call asking the homeowner to confirm or reschedule
  • Hour before: "En route" SMS with truck plate or tech name

Don't leave the homeowner in silence between booking and arrival. Most no-shows are people who forgot or got busy, not people gaming the system.

When the homeowner doesn't answer the door

  1. Knock and ring the bell with reasonable persistence
  2. Walk the perimeter (some homeowners are in the back yard or garage)
  3. Call the number you have on file — leave a voicemail naming the appointment time
  4. Wait 10–15 minutes after the scheduled start, log it as a no-show, and roll

Documentation for refund disputes

When a no-show or late-payment dispute escalates, the platform's billing record is the source of truth. Document on your end:

  • Time-stamped photo at the property (front of house with timestamp visible)
  • Call log of the door-call attempt
  • Text exchange leading up to the appointment
  • If you're paid and didn't serve: nothing to do — your money's already in

For CallerSync calls billed at connect, the call recording (with disclosure played) and dashboard transcript are auto-stored. You don't need to keep your own copy.

When to refund vs. when to push back

If a homeowner reaches out claiming they were billed for a connected call they don't remember, the recording resolves it almost every time. Listen back, send the relevant 30-second clip, and the dispute usually evaporates.

Refund-worthy: accidental dial, you can hear there was no real conversation. Not refund-worthy: they were qualifying you, didn't like the price, and now want their money back.

Late-payment handling for your own invoices

CallerSync billing is prepaid — you top up your wallet, calls bill against it. There's no late-payment scenario on the platform side.

But if you're billing the homeowner (job invoice), the same documentation rules apply: written quote signed before work, visible line items, photos of the completed work, and a payment terms statement on the invoice. Most late-payment problems are documentation problems in disguise.

The unwritten rule

The contractors who process no-shows fastest and least emotionally are the ones with the highest net hourly take-home. Don't spiral on each one — process it, document it, dispute the platform-side billing if there's a real platform error, and move on to the next call.