What's coming

How new features arrive

Colby builds each feature, tests it, then switches it on. Until then it does not show in your portal, and these docs describe it only here. When a feature arrives, its view or button appears in your sidebar or under More, and these docs are updated.

A rate screen for each company

Today you set a rate on a link, on the Refer a company form, or when you request a contract. A rate screen will put every company in one place.

• Choose each company's rate, up to your limit, and see what you would earn at each rate before you send anything.
• Make links for one company at the rate you chose for it.
• Ask Colby for a higher limit for one company, and see Colby's answer next to it.
• Statements in Earnings that list your accepted hours and fee by company.

Until then: set the rate on a link in Share, on the Refer a company form, or in the contract request. The line under each rate box already shows what you would earn. To offer above your limit, ask Colby before you tell the owner.

Every recorder's results

Today you see hours company by company. Recorder results will show each person who records at the companies you brought in.

• Each recorder's recorded, accepted, in-review and rejected hours.
• The reason review gave for each rejected video, and any strikes.
• A short fix you can send the recorder in English or Spanish.

Until then: watch Rejected on Today. When it climbs, ask the owner what feedback the recorders got, and walk them through camera setup. The owner's own hours page lists each recorder's hours and the videos Colby flagged, with the reason.

Video playback

You will be able to play a recorder's video from the portal and see why review turned one down. Videos load only when you choose to play one, and Colby keeps a record of each playback.

Until then: ask the owner or the recorder to show you a short test clip on the phone. Ten seconds tells you whether both hands are in the picture.

Kit requests from the portal

Today kits are set in a company's Order Form, and kit questions go to Colby support. Kit requests will let you:

• Ask for kits for a company you brought in.
• Follow each request with a tracker until it arrives.
• Report a kit problem, or ask Colby to move a kit to a different recorder.

Until then: put the number of kits a company needs in Camera kits when you request its contract. For a broken, lost or unused phone, choose Ask Colby support or write to support@getcolby.com with the company's name and the kit's label.

Sending contracts yourself

Today you request a contract and Colby sends it. Soon you will send a company Colby's standard contract from your portal, follow it until it is signed and send the signer a reminder. The company still signs Colby's standard contract with Colby.

Until then: use Request contract in Companies or Contracts. Contracts already shows each request's progress, and Today lists a contract once it waits on the owner's signature, so you know when to remind them.

Your own name and logo

Guides and videos ready to send owners and crews, with your own name and logo on them, so what you send looks like your business.

Until then: send Colby's guides with a short note in your own words, from your own phone or email. The printable crew sheet, building letter and ramp-up plan are free to print and hand out.

Writing to owners from the portal

Today you text and email owners from your own phone and email apps. Planned:

• Write to the owners and crews you work with from one place in the portal.
• Send from an email address Colby gives you.
• Or connect your own email account and send from it.

Until then: use Call, Text and Email on a person in People. They open your own phone and email apps with the number or address filled in. Afterward, tell the assistant what happened so your list stays current.

Spanish pages

Spanish versions of the partner pages and of the guides you send owners and crews, for partners and owners who prefer Spanish.

Questions

Read next

• Portal overviewYour portal at colby.ing/portal is where you run your business: your own list of owners, the companies you sent Colby, your links and your earnings. This page covers signing in, the layout on a computer and on a phone, and where to get help.
• FAQShort answers to the questions partners ask most, grouped by topic. Each links to the page with the full detail.
• Companies and contractsCompanies lists every company you sent Colby, from the first talk to recording, with its rate, kits, hours and your fee. When a company is ready to sign, you ask Colby to send its contract from here or from Contracts.
• Growing your businessYou can grow three ways: get more of your companies' hours accepted, add recorders where a company is doing well, and bring in new companies. The first two show results sooner. The third is what keeps the business growing.