> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usehatchapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contractor Appointments

> Contractor Appointments is a lead source that delivers pre-qualified home services appointments to contractors. Below is a description of the process on how to properly get them connected with Hatch.

#### How it Works

Contractor Appointments delivers leads into Hatch via webhook. Once setup is complete, new leads are sent to Hatch, and Hatch parses the lead and creates a Contact and
Opportunity record, which can be launched into a Speed to Lead campaign.

Hatch captures the following fields from each Contractor Appointments lead: first name, last name, and email (required), plus
phone number and ZIP code when provided.

#### **Setup Instructions**

When you connect Contractor Appointments from the App Marketplace, Hatch walks you through a guided **Setup Tracker** that
automates the workspace setup and partner coordination for you. Clicking *Connect* on the Contractor Appointments card will
configure your workspace and contact Contractor Appointments (or your designated forwarding source) on your behalf.

The Setup Tracker has four steps:

1. **Configure Hatch** — Hatch automatically creates the workspace items you need (audience, campaign, workflow) wired to the Contractor Appointments lead source. Review what was created and click *Next Step*.

2. **Request Setup** — Hatch automatically sends a setup request email to coordinate lead delivery. You can review the exact *To*, *CC*, and message body that Hatch sent. Click *Next Step*
   to continue.

3. **Receive Leads** — Hatch waits for the first lead to arrive. This step shows you a live status:
   * The setup request email's read receipt is recorded when the recipient opens it (a tooltip notes that read status may
     be inaccurate if read receipts are blocked).
   * **After 24 hours**, a *Send Follow-Up Email* button becomes available if you haven't received leads yet.
   * This step will not complete until leads with a source value of **`integration:contractor-appointments`** have been
     received.

4. **Confirm Leads** — Once leads start arriving, the tracker shows the incoming opportunities. Click *Complete Setup* to
   finish.

After completing the tracker, set up your audience and campaign workflow (if needed beyond what Hatch auto-created) to launch
your Contractor Appointments leads into a Speed to Lead campaign.

<AccordionGroup>
  <Accordion title="Do I need to email Contractor Appointments myself?">
    No. The Setup Tracker sends the setup request email automatically when you start the connection. You'll be able to review
    exactly what was sent — and to whom — inside the tracker's *Request Setup* step.
  </Accordion>

  <Accordion title="Leads haven't started arriving — what should I do?">
    The *Receive Leads* step shows you whether the setup request email has been opened. If 24 hours have passed and leads
    still haven't started flowing, the tracker enables a *Send Follow-Up Email* button so you can nudge the recipient directly. Read receipts may not always be reliable if their mail system blocks them, so the follow-up is the most reliable signal.
  </Accordion>

  <Accordion title="What lead fields does Hatch capture from Contractor Appointments?">
    Hatch captures first name, last name, and email (all required), plus phone number and ZIP code when included on the lead.
    If you need additional fields parsed or mapped, contact our support team and we can review what's possible based on the format of the leads being forwarded.
  </Accordion>
</AccordionGroup>