Preferred clients and direct invitations
TruePro allows homeowners to save you as a preferred pro after a good experience. This creates a direct relationship between you and repeat customers that puts your business ahead of the general quoting pool. This article explains how preferred client relationships work and how they affect your leads.
How does a customer save me as a preferred pro?
Customers can save any verified pro by visiting your public profile and clicking ☆ Add to preferred. They may also be prompted to save you after confirming a completed job. The customer's initiative — you cannot add yourself to a customer's preferred list, and you cannot see which customers have saved you until they send you a direct invitation.
What happens when a preferred customer posts a job?
When a customer who has saved you posts a new job in your trade category and service area, you receive a direct notification ahead of the general lead broadcast. This gives you a head start on quoting and signals that the customer already wants to work with you specifically.
The customer can also send you a direct quote invitation from their Saved pros page. When this happens, you will see the job appear in your leads feed with a Requested via your profile label.
Do I still compete with other traders on a direct invitation?
Yes — the open quoting process continues to run in parallel. Other verified pros in the customer's area will also receive the lead and can submit quotes. The difference is that you are notified first and have a time advantage, and — because the customer named you specifically — you're guaranteed the chance to submit a quote even if the job's usual quote limit fills up before you respond. The customer makes the final choice based on pricing, trust score, and ratings.
How do I build a preferred client base?
The most reliable way to earn preferred client status is to deliver consistently good work. Customers are most likely to save a pro after:
- A job where the work was completed on time and to a high standard
- Clear, professional communication throughout the job
- A 4 or 5 star review experience
You can mention to customers at the end of a job that they can save you on TruePro for future work — this is straightforward and transparent. Do not pressure customers to do so, as this may be reported and affect your trust score.
Can I see a list of my preferred clients?
You will see a Requested via your profile label on leads that come from a customer who invited you specifically. TruePro does not currently show a separate list of all customers who have saved you as a preferred pro — you will simply receive priority leads from them when they post new jobs.