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Campaign qualification rules

Define The CallBefore You Price It.

A defensible pay-per-call campaign starts with objective written rules. Pro Boost Local and each approved partner should agree on service intent, geography, connection, duration, duplicates, exclusions, recordings, disputes, and credits before traffic begins.

Market-level routingWritten qualification rulesCapacity-based controls
Partner operating framework

Control The Variables That Affect Call Quality.

GEOLocation match
INTENTCovered service
TIMEDuration rule
DUPESRepeat-call logic
Start a partner review
Core qualification dimensions

A Billable Call Usually Depends On Multiple Conditions.

No single metric should replace the written campaign definition.

Approved geography

The caller is located inside an approved state, city, ZIP code, radius, branch territory, or market.

Covered service intent

The caller is seeking a service included in the campaign rather than employment, solicitation, support, or unrelated help.

Successful connection

The call reaches the approved buyer destination, answering team, queue, or accepted transfer path.

Duration threshold

The connected call meets the minimum duration defined in the campaign terms, unless another rule applies.

Eligible schedule

The call occurs during approved routing hours or another documented time condition.

Duplicate status

The caller is outside the agreed repeat-call window or otherwise qualifies under the duplicate rule.

Common exclusions

Non-Billable Does Not Mean “Did Not Close.”

A valid consumer call can still be billable even if the provider does not schedule or win the work. Exclusions should focus on objective campaign failures or agreed disqualifiers.

Employment inquiryThe caller is seeking a job, subcontracting work, recruiting information, or human-resources support.
SolicitationThe call is from a vendor, salesperson, marketer, directory, or other business solicitation.
Outside approved territoryThe service location falls outside the documented campaign geography.
Uncovered serviceThe caller is seeking a category specifically excluded from the applicable campaign.
Special rule areas

Some Calls Require More Detailed Treatment.

These situations should be addressed explicitly rather than decided after invoices are issued.

Missed or abandoned calls

Define whether unanswered, short-ringing, disconnected, queued, or abandoned calls are billable.

Repeat callers

Set the duplicate window, matching method, campaign scope, and exceptions for new service needs.

Shared or conference calls

Clarify warm transfers, multiple participants, call-center introductions, and transfer acceptance.

Voicemail and after-hours

Define whether voicemail, callback requests, or after-hours routing can qualify.

Language mismatch

Document supported languages, translation handling, and non-supported language calls.

Emergency misroutes

Define how emergency calls, life-safety issues, utility incidents, and non-service emergencies are handled.

Dispute workflow

Disputes Need Evidence, Deadlines, And Finality.

A consistent review process protects cash flow and prevents repeated subjective arguments.

Flag within the dispute window

The partner identifies the call and selects the applicable non-billable reason before the deadline.

Submit supporting evidence

Use recordings, routing data, caller location, disposition, CRM notes, or other agreed documentation.

Review against written criteria

The call is compared with the campaign definition rather than hindsight about booking or profitability.

Issue the final outcome

Approve, deny, or partially adjust the dispute and document any rule clarification for future calls.

Additional questions

Details That Should Be Clear Before Launch.

Is every call over the minimum duration automatically billable?

Not necessarily. Duration is usually one condition among several, such as service intent, geography, connection, duplicate status, and exclusions.

Is a call invalid if the provider does not book the customer?

No. Failure to book or close does not automatically make a call invalid. The written billable criteria control.

How should duplicate calls be defined?

The agreement should state the matching method, repeat window, whether the rule is campaign-specific or network-wide, and whether a new service need can qualify.

Can a caller outside the service area still be billable?

Only if the campaign terms allow it. Most geographic campaigns require the service location to fall inside the approved area.

Who has access to call recordings?

Access depends on the campaign, consent laws, platform, agreement, retention period, privacy requirements, and user permissions.

Can billable criteria change?

Yes, but changes should be documented and applied prospectively through an updated agreement, insertion order, campaign schedule, or written amendment.

Next step

Objective Rules Create Better Partner Relationships.

Review the program, submit complete information, and align the commercial, technical, operational, and compliance requirements before traffic begins.

For service providers

Questions about partnering with Pro Boost Local?

Call our general business line for partnership, onboarding, market, or account questions. Consumer service requests should use the Request Service form.

Call (504) 417-7767