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How sound documentation is saving
contractors thousands
How to Avoid Nasty
Customer Disputes
Introducing our Speakers
Dekel
Ezri
Greg
Fuentes
Michael
Gogan
Who am I?
● Business Development
● Doughnut Shop Owner
● EducatorMichael Gogan
Overview
• Handling “I don’t want to pay for that”
• Protect Yourself and Your Money
• Cover Your Butt
• Real Cases
• Integration with Workiz
• Questions
Poll
• Have you ever had a client who
didn’t want to pay after service
was rendered?
How To Handle “No”
• Condition before the “No”
• Educate and Communicate Throughout
• Understand why they say “No”
Condition Before the “No”
• Consumers often only understand price
• They want to get the best price
• They don’t want to be “sold”
Educate and Communicate
• Help them understand the process
• Keep them in the loop throughout
• Even the smallest of jobs need
communication
• Listen to their “No”
Prevention
Prevention
● Disputes
● Chargebacks
● Lawsuits
Prevention
● Connection
Prevention
● Education
Prevention
● Communication
Prevention
● Documentation
Poll
• Have you ever been sued by a
client or insurance company?
CYA with CompanyCam
CYA with CompanyCam
Dropped off 8 bdl
small and 7 lrg
Dlvd 4/29/19
CYA with CompanyCam
Poll
• Did you ever have a customer
leave you a bad review that
was without merit?
Seamlessly Integrates with
Workiz
Any Questions?
Ask away!
Start your FREE
30-day trial today!
A special offer for Workiz customers
Michael Gogan
Business Development
michael@companycam.com
402.873.2607
companycam.com/workiz
Workiz will be sending out a synopsis document as well
as some additional collateral!

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How to Avoid Nasty Customer Disputes