Getting your profile ready for routing
What to keep current before Proofstead can route work to you: business details, service areas, verification documents, and payout setup.
- +Routing quality depends on current business, trade, and service-area details.
- +Verification documents and profile completeness affect whether Proofstead can send work confidently.
- +Payment and compliance issues can block parts of the workflow until they are resolved.
Keep the basics current before a lead lands
Your public and internal contractor details are part of the routing decision. Company name, trade coverage, service areas, and current contact information all influence whether a homeowner request is a clean fit.
If those details drift, routing quality drifts with them. The best time to correct a profile is before a lead arrives, not while the homeowner is waiting for an answer.
Verification status is part of readiness
License, insurance, background check, and related document status are not one-time setup tasks. They can change, and they can block routing when they do.
If a document expires or needs attention, expect that to affect how confidently the platform can route work.
- +Upload complete files, not partial screenshots.
- +Review status messages in the contractor account regularly.
- +Resolve rejected or outdated documents before relying on lead volume.
Payout readiness matters too
Payment setup is not separate from the job experience. If a payout account is missing or restricted, you may still need to clean that up before downstream billing and payout steps work smoothly.
Treat payout setup the same way you treat license or insurance status: part of keeping the contractor profile production-ready.
A routing-ready profile has current service areas, current documents, and a payout setup that does not need manual cleanup.