Learn / For partners · 1 min read
Reading your portal
Today, People, Companies, Earnings, Share and Documents.
Your portal is where you run your business. Today shows what needs you. People is your own list of owners. Companies, Earnings and Share follow your companies, your fees and your links. Documents keeps your signed papers.
Today
What needs you today, like a follow-up that is due. Your companies' recent hours: accepted, in review and rejected. Your pipeline, and what happened lately.
People
Your own list of the owners you are working on. Each one has a status, a next step, a follow-up date and notes. Type or say a note, and the assistant updates the list for you.
Nobody on your list hears from Colby until you send them.
Companies
Each company you brought in: where it stands, its rate, its kits, the hours its crews recorded and the hours Colby accepted. When a company is ready, Request contract asks Colby to send it its contract.
Earnings
Your $2.00 for every accepted hour, company by company, with your fee terms.
Share
Your invite link, and links with your own rate, up to your limit. An owner who signs up through your link is recorded as yours. You can also send Colby a company's details yourself.
Documents
The signed documents Colby shares with you, and answers to common questions.
Coming to your portal
Sending contracts to companies yourself, and materials with your own name and logo. They will show up in your portal when they are ready.