Companies and contracts

What Companies shows

Companies ("Sent to Colby") lists each company credited to you, furthest along first: recording, then signed, then in progress, then not moving forward. Filter chips at the top (All, In progress, Signed, Recording, Not moving forward) show only the groups you have, with a count on each.

On a phone, each company shows as a card with the same fields stacked.

What each stage means

Request a contract

Each company signs Colby's standard agreement and Order Form directly with Colby. You never sign it. You ask Colby to send it, and Colby reviews every request before it goes out.

Request contract shows on a company that is still in progress and has no contract in review or out for signature. You can also use the Ready for a contract list in Contracts, or tick "They're ready to sign" when you refer a new company in Share.

1. Choose Request contract on the company.
2. Check Rate per accepted hour. It starts at the company's current rate (its Order Form rate, else the rate you offered, else your standard rate). Change it only if you agreed on a different rate with the owner. The line under it says what you would earn, or the most you can offer.
3. Fill in Legal company name, Who signs for them and Their email for DocuSign. These three are required.
4. Add Their title and Company address if you have them.
5. Set Camera kits, the number of phones the company needs (1 to 50).
6. Set Target hours, the hours the company aims to record in a calendar month. The box suggests a number from the kit count.
7. Add a note to Colby if anything is unusual, such as a start date or a second location.
8. Choose the button at the bottom that asks Colby to send it.

The page then says Colby will look over the contract and send it through DocuSign, and that you will see when it goes out. If a contract for that company is already in progress, it says so and points you to Companies.

Follow a contract in Contracts

Contracts ("Agreement and Order Form") has two parts. Ready for a contract lists your companies that can take one, each with Request contract. Contracts you asked for lists each request with its signer, rate, kits and target hours, and a four-step tracker.

The number next to Contracts in the sidebar (a dot on a phone) counts requests still being reviewed or out for signature.

If you run crews yourself

If your own company is in the program, a panel at the top of Companies shows it with its stage, rate, kits, recorded hours and target hours. Your own company earns you no partner fee. What Colby pays it shows under Earnings, and its full hours page is under Company hours: each recorder's hours, videos and last upload, how many phones recorded in the last 7 days, and any videos Colby flagged with the reason.

When something looks wrong

Questions

Read next

• ContractsWhat each company signs with Colby, what your own Referral Agreement is, and how to ask Colby to send a company its contract.
• From yes to recordingThe path one company takes from an owner's yes to a crew recording on every shift: who does each step, where you help, and where you wait.
• EarningsEarnings shows what your companies' accepted hours have earned you, company by company, next to your fee terms.
• Share and referShare and refer holds your invite link, links with your own rate, and the form to send Colby a company's details. Every owner who comes in through any of them is recorded as yours.