What does the ServiceCall ContractorPlus integration do?

What shows up in ContractorPlus

We check ContractorPlus every 5 minutes for jobs scheduled from two days ago to seven days ahead, so the note is on the job before the visit.

• A note headed Max Qualifier Report on the job with the need level, income level and credit level and a "View Full Report" link. ContractorPlus is the only CRM where need level is shown in the CRM itself.
• The same report link appended once to the job description, so it is visible at a glance.
• Quotes and completed jobs in the window are included; there is no job-type filter.
• Nothing on the client record, and no tags, custom fields or PDF.

How to connect ContractorPlus

1. Copy your third-party API token from your Contractor+ account settings (or ask Contractor+ support for it).
2. Paste it into ServiceCall. The connection is instant and there is no plan requirement.
3. Check a recent job for the note and the description line. Optionally back-fill up to 90 days.

Two rules hold on every CRM: one credit per enriched job, never twice for the same property in a billing period, and a failed address match costs nothing. Disconnecting leaves everything already written in your CRM in place.

Who it's for

Smaller contracting businesses on ContractorPlus that want a read-at-a-glance note on the job with no configuration.

What you control: None on the ServiceCall side beyond activating the integration; your ContractorPlus roles decide who opens a job.

Whatever your CRM does with the write-back, every scored job also appears on the CRM Browse page of your ServiceCall portal: one list, every job, with its band and report link.