Today
Today is the first view you see after signing in. It lists what needs you today, shows your hours and fees at a glance, and shows how your pipeline and recent activity look.
On this page
The top of the page
Today greets you by your first name with the date, then one line that counts what needs you, such as "3 things need you today" or "Nothing needs you today."
- Add someone opens People with a blank form, so you can put an owner on your list.
- Refer a company opens Share and refer, where you send Colby a company's details.
A notice shows under the greeting in two cases. If your Referral Agreement is not marked signed, the notice asks you to tell Colby if you have signed it. If your fee period has ended, the notice says your invite link is off. Standard partner terms have no end date, so most partners never see the second one.
Your four numbers
| Tile | What it counts |
|---|---|
| Accepted | Hours from your companies that passed review in the last 7 days. These are the hours that earn you money. |
| In review | Hours recorded and still waiting for review (the tile says "Waiting for the buyer"). They count once accepted. |
| Rejected | Hours that review turned down in the last 7 days. They never count, for the company or for you. |
| Your fees | What your accepted hours have earned you so far in the current calendar month. |
A dash means there is no number yet, for example before any company records. Under the tiles, Updated shows when the portal last read your numbers.
Needs you today
This list is your to-do list for the day, in order of priority. Each row has a colored tag:
| Tag | What it says | What to do |
|---|---|---|
| Follow-up | The name and company of someone on your list whose follow-up date is today or past. | Call them, then log a note or move the date (below). |
| Contract | "(Company) hasn't signed its contract yet." It shows once Colby has signed and the contract waits on the owner. | Remind the owner to open the DocuSign email. Open Contracts shows where it stands. |
| Kit | "(Kit) at (company) hasn't recorded in (n) nights" or "hasn't recorded yet." It shows after 3 nights with no recording. | Ask the owner who has that phone and whether the crew is working. Open Companies shows the company. |
| Kit | "(Kit) at (company) has no recorder." A phone reached the company, but nobody has joined the recording app on it. | Ask the owner to have a crew member sign up in the recording app with the company's invite code. |
Each kind shows up to 3 rows. With more, the last row says how many more, like "4 more follow-ups are due." When the list holds more than one kind, filter chips appear above it: All, Kits and People, each with a count.
When nothing is due, the panel says so and names your next follow-up, or tells you to set a follow-up date on someone in People.
Handle a follow-up without leaving Today
A follow-up row shows the person's name (tap it to open them in People), their company and city, the next step you wrote, and a chip that says Follow up today or Overdue with the date. If you saved a phone number, a phone button calls them from your own phone.
Log a note
- Choose Log a note on the row.
- Type what happened, such as "Talked, wants a call back after the busy season."
- Choose Save note. "Note saved." shows on the row, and the note is on that person in People.
Move the date
- Choose Move date.
- Pick the new follow-up date.
- Choose Save. The row moves to its new day, or leaves the list if the new date is in the future.
If a save fails, the row comes back and the portal says why at the top of the page. Try again once your connection is back.
Pipeline
The Pipeline panel counts everyone on your list by stage, with a bar for each and the total "in all." Open People takes you to the full list.
| Stage | Who is counted |
|---|---|
| New | People on your list marked New that you have not sent to Colby. |
| Talking | People you marked Talking or Waiting on them, plus everyone you sent Colby who has not reached a contract yet. |
| Contract | Companies with a contract requested or sent. |
| Signed | Companies that signed with Colby and have not recorded yet. |
| Recording | Companies whose crews have recorded hours. |
People marked Not interested and companies that are not moving forward are left out of the bars.
Recent activity
The last 30 days, newest first, up to 6 lines. Typical lines:
- "(Name) signed up through your link."
- "You sent (name) to Colby."
- "(Company) signed its contract."
- "A recorder joined (company)."
- "You asked Colby about your Referral Agreement."
On a phone, Today puts what needs you first, then the four numbers, the Your terms card, the pipeline and the activity. On a computer the activity sits in a column on the right.
When something looks wrong
| What you see | Why | What to do |
|---|---|---|
| All four tiles show dashes | No company has recorded yet, or the numbers have not loaded. | Reload. If a company is recording and the tiles still show dashes, write to support@getcolby.com. |
| A follow-up you already handled is still listed | The date was not changed. | Use Move date, or clear the date on the person in People. |
| A kit row for a company you know is recording | The phone may be with a recorder who joined on a different phone, or uploads are waiting for Wi-Fi. | Ask the owner. Uploads need Wi-Fi and the app open until they finish. |
| Fees look low next to accepted hours | Only accepted hours inside your fee terms count, and the tile covers the current calendar month only. | Open Earnings to see each company. |
Questions
Why does Today say a contract is waiting when I already asked for it?
A Contract row means Colby signed and sent it, and now the owner needs to sign. Remind the owner to open the email from DocuSign.
Can I change what shows on Today?
Today builds itself from your follow-up dates, contracts and kits. Set or clear follow-up dates in People to change what shows.
Do in-review hours turn into accepted hours?
Many do once review finishes. Some are rejected. Only accepted hours earn anything.