WORKFORCE for Referral Partners
You sent the work. Now you can see what happened to it.
You're a plumber, an agent, an adjuster, a property manager — someone who hands work to a contractor and then, traditionally, hears nothing until either a check or a complaint arrives. The partner portal exists to close that gap. It's a small surface, and every screen on it answers a question you would otherwise have had to phone someone to ask.
Getting in
Registration
Where: the partner registration page. No login required.
Company name, your name, email, phone, and a short description of how you'd like to partner. Submit.
The operator sees your application in their queue and approves or denies it. On approval, your activation email arrives automatically.
What you get: an application that takes a minute, instead of waiting on a callback to be added to somebody's spreadsheet.
If your account is ever locked
You'll land on a screen that shows you the operator's name, email, and phone, with a mailto link. Not a blank error page — the actual person to talk to.
Your dashboard
Where: you land here at login.
Five tiles, current totals:
| Tile | What it tells you |
|---|---|
| Total referrals | Everything you've ever sent |
| Total projects | Referrals that became real jobs |
| Completed projects | Jobs that finished |
| Ongoing projects | Jobs happening right now |
| Total commission | What you've earned, in dollars |
What you get: the "was any of that worth it" question, answered in one look, without calling anybody.
Sending work
Submit a referral
Where: My Referrals → New.
Fill in the client's name and contact details, the type of client, project type, description, address, and any notes. If you want the job to reach a particular technician you've worked with before, you can search the operator's technician network and route it to that person by name — or leave it to route normally.
What you get: you send a referral from a jobsite in under a minute and get instant confirmation it was captured. No voicemail. No "did that email come through?"
What the operator gets: it lands as a fully-formed lead in the exact same pipeline as every other lead they receive, permanently tagged as yours. Nobody retypes it from a voicemail, so nothing gets garbled and nothing gets lost.
My Referrals
Every referral you've ever sent, as a table or as cards — your choice. Search them, filter by Pending / Converted / Lost, and open any one for full detail. A referral you sent by mistake can be deleted, as long as it hasn't converted yet.
What you get: you can see a referral move from Pending to Converted without asking anyone. That status badge is the entire "did you get my email?" conversation, deleted.
Watching the work happen
My Projects
Every project that came from one of your referrals, with live status: Not Started, In Progress, Completed, Cancelled. Search, filter, and open any project for detail.
What you get: this is the one that matters for your own reputation. Your client calls you asking whether anyone is actually coming. You look, and you tell them the truth, right then — instead of promising to find out and calling the office to ask.
Scope note: this view shows job status. It does not show the operator's pricing, line items, or invoices — those are the contractor's business, not yours.
Project documentation
From a project, open View Documentation to see the job's photos and documents.
What you get: when your client asks for proof the work was actually done, you have it in front of you rather than requesting it.
Your profile and your money
Profile
Keep your own record current: name, company, phone, category (plumber, adjuster, property manager, and so on), service specialization, address, skills, and a profile photo.
Two fields are read-only, and deliberately: your email and your commission rate are controlled by the operator.
What you get: you update your own details instead of asking someone to edit a cell for you — and the two fields that govern access and money can't drift without the operator knowing.
Certifications
Add your professional credentials — the issuing body (IICRC, EPA, OSHA and similar), the certificate number, and the issue and expiry dates. Each one carries an automatic badge: Active, Expiring Soon, or Expired.
What you get: your credentials are visible where the work is assigned, and the expiry warning reaches you before it becomes a problem on a jobsite.
Commission summary
Where: on your profile.
A KPI row — total earned, paid out, pending, transaction count, total and completed projects — with date ranges (30 days, 90 days, this year, all time, or custom). Expand it for the itemized table: project, date, customer, project amount, your rate, your commission, and status.
What you get: an itemized statement you can pull yourself, any day of the month, instead of waiting for an office spreadsheet.
Read this part carefully — it's the one place the screen can mislead you.
The Paid / Unpaid status on a commission line reflects whether the customer's invoice has been paid. It does not mean your commission has been paid to you.
WORKFORCE tracks what you've earned and shows you exactly which invoices have cleared, in real time. The actual payout — check, ACH, however your operator handles it — happens outside this system. So "Paid" on this screen means the money came in on that job, and that's the right moment to expect yours.
The loop, in one sentence
You submit a referral, watch it become a lead, watch the lead become a project with live status, and watch the commission accrue against it as the invoices clear — without a single phone call to find out where things stand.