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Share and refer

Share 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.

5 min read · Updated November 10, 2026

On this page
  1. Your invite link
  2. What the owner sees
  3. Make a link with your own rate
  4. Send Colby a company's details
  5. Guides to send owners

Your invite link looks like colby.ing/join/ followed by your own code. Send it to owners you know. When an owner opens it and leaves a phone number, Colby calls them and they count as yours.

  • Copy link copies it. The button says "Copied" for a moment.
  • Text it opens your phone's texting app with a short message and the link filled in. You choose who to send it to.
  • Email it opens your email app with the same message.
  • The message it sends shows that message, signed with your first name.

Until Colby sets up your fee terms, the panel says your invite link will appear here once it does.

What the owner sees

The link opens a page that says Invited by and your name, explains that Colby pays companies whose crews do accepted tasks for video of that work, and says there is nothing to sign that day. The owner fills in:

  • Their name and phone number (required).
  • Company name, email, and city and state.
  • What work their crew does, up to 8 from the accepted tasks (optional).
  • How many people are on their crew (optional), and anything Colby should know.

They choose Have Colby call me. The page thanks them and says Colby will call soon from (480) 542-7526, and to call or text that number back if they miss it. The owner then shows up in your People list and in Recent activity on Today.

If a link was turned off, the page says "This invite link isn't active" and asks the owner to get a new one from you.

A link with a rate tells the owner up front what Colby pays their company for every accepted hour. The owner sees it on the page as Your rate, with a note that you are offering it and that Colby confirms it in the Order Form the company signs.

  1. In Links with your rate, type a rate in Rate per accepted hour. The line under the box shows the lowest and highest rate you can set and the standard rate.
  2. Check the line under the box. Inside your limit, it says what you would earn per accepted hour at that rate. Above your limit, it says the most you can offer and to ask Colby for more.
  3. Choose Make link.
  4. The new link shows with "Link ready. Copy it or text it to an owner." Use Copy link, Text it or Email it as above.

Each rate gets one link. Asking for a rate you already have gives you the same link again. Your links are listed highest rate first, each with how many owners signed up through it and what you earn per accepted hour. The message for a rate link names the rate.

When you later request that company's contract, it uses the rate the owner signed up with. Colby checks every contract before it goes out.

Send Colby a company's details

Use Refer a company when you have an owner's details and they are happy to hear from Colby, or after Send to Colby in People (the form then fills in their details).

FieldNotes
Company nameAs the owner says it.
Owner or manager's nameRequired.
Phone, EmailGive at least one, so Colby can reach them.
City and stateHelps Colby plan phones and calls.
The headcount boxHow many people work on their crews.
How should we reach them?Colby can call them now, or I'll introduce us first if you want to make the introduction yourself.
Rate you're offering themOptional. Leave it blank for the standard rate. It can't go above your limit.
Anything we should know?Best time to call, language, who else decides.
They're ready to signTick it to ask Colby to send the agreement and Order Form now. The contract fields from Request contract appear.

Choose Send to Colby. The form tells you what happened:

MessageMeaning
"(Name) is on your list, and Colby will call them soon."Sent. Colby reaches out.
"Introduce us when you're ready, then let us know."You chose to introduce Colby first.
"(Name) is already talking with Colby, so we'll check who referred them and let you know."Colby checks credit before anything changes.
"You already sent us (name)."A duplicate. Their status is in People.
"You already sent us someone with that phone number or email, as (name)."The same person under another name.
The contract messageWhen you ticked ready to sign, Colby will look over the contract and send it through DocuSign.

Guides to send owners

At the bottom of Share, three short reads are ready to send: their first two weeks, where the video goes and the common questions owners ask. Paste the link in a text after a first call.

Questions

Do I need a separate link for each owner?

No. One invite link works for everyone. Make a link with a rate only when you want the owner to see a rate up front.

Can I delete a link?

Not from the portal. Stop sharing it. Ask Colby if a link needs to be turned off.

What if the owner fills in the form without my link?

Send them through Refer a company. If they already reached Colby, the form says Colby will check who referred them.

Does the rate I set change my own fee?

On standard terms, no. The line under the rate box shows exactly what you would earn.