Glossary | Partner docs

Hours and review

Term	Meaning
Recorded hours	Video a crew recorded and uploaded, before review.
In review	Recorded hours waiting for review. The portal also says "waiting for the buyer."
Accepted hour	An hour of video that passed review. Only accepted hours earn the company and you anything.
Rejected	Video that review turned down. It never counts.
Flagged video	A video Colby reviewed and found unusable, shown to a company with the reason.
Strike	A warning on a recorder's account from video review. Repeated strikes can end the account.
Accepted tasks	The kinds of work Colby accepts video of: 32 industries on the accepted tasks page.
Fee	What Colby pays you: $2.00 per accepted hour on standard partner terms, with no end date.
Fee period	The time your fee terms cover. Standard partner terms have no end date.
Rate	What Colby pays a company for every accepted hour. It is set in the company's Order Form.
Your limit	The highest rate you can offer a company. The portal shows it where you type a rate.
Standard rate	The rate a company gets when you don't set one.

People, crews and kits

Term	Meaning
Partner	You: someone who builds a business by bringing companies to Colby. The portal calls you a referral partner.
Owner	The owner or manager of a company you talk to.
Company	A business whose crews do accepted tasks and record with Colby.
Crew	The people at a company who do the work.
Recorder	A crew member who wears the phone and records.
Recording app	The app on the phone that records and uploads video.
Invite code	A company's own code. Each recorder types it when making an account in the recording app. It is not your link.
Kit	One phone, set up by Colby, with a head strap, a battery pack and a cable.
Head strap	The band that holds the phone at the forehead, tipped down at the hands.
Kit guide	The setup steps at colby.ing/setup/kit.
Building letter	A printable letter to a building manager asking for an OK to record.
Crew sheet	A printable one-page sheet of what to record and what to keep out.
Ramp-up plan	A printable six-week plan for a new company.

Agreements

Term	Meaning
Referral Agreement	Your agreement with Colby. Colby signs first, then you. Your portal opens once it is signed.
Your terms	The card in your portal that shows your fee terms, the rate companies get and when your agreement was signed.
Master Services Agreement (MSA)	The main contract between a company and Colby.
Order Form	The short contract that sets a company's rate, kits and term.
Standard contract	Colby's agreement and Order Form that every company signs with Colby.
Request contract	The button that asks Colby to send a company its contract. Colby reviews every request.
DocuSign	The website companies and partners use to sign online.
Signer	The person at a company you named to sign its contract.

Your portal

Term	Meaning
Portal	Your workspace at colby.ing/portal.
Today	The view of what needs you, your numbers, pipeline and recent activity.
People	Your own list of owners.
Companies	Every company credited to you and where it stands.
Contracts	The contracts you asked Colby to send.
Earnings	Your fees on accepted hours, company by company.
Share and refer	Your links and the Refer a company form. Called Share on a phone.
Documents	Signed copies Colby shares with you, and help answers.
Company hours	A company's own hours page. Partners see it only if they also run a company in the program.
Your link (invite link)	colby.ing/join/ plus your code. An owner who leaves a number through it is yours.
Link with your rate	A version of your link that shows the owner a rate you chose, up to your limit.
Refer a company	The form that sends Colby an owner's details, credited to you.
Send to Colby	The button on a person in People that opens Refer a company with their details.
Sent to Colby	Someone you sent Colby. Their row then shows Colby's stage.
Assistant	The helper in People that turns what you type or say into changes on your list. It never contacts anyone.
Status	Your own label on a person: New, Talking, Waiting on them or Not interested.
Stage	Where a company stands with Colby: Talking with Colby, Contract requested, Contract sent, On hold, Getting set up, Signed, Recording or Not moving forward.
Next step	What you plan to do next with a person.
Follow-up date	The day a person shows on Today as due. After it passes, they show as overdue.
Pipeline	Everyone on your list by stage, from New to Recording.
Badge	A small count on a view (a dot on a phone) for follow-ups due or contracts in progress.
Ask Colby support	The button that writes to Colby support about kits and the recording app.
More	The phone tab that holds the views not on the tab bar.

Hours and review

People, crews and kits

Agreements

Your portal

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