Partner workflow
Simple enough to start. Structured enough to scale.
The network starts manual and quality-controlled before moving to automated routing. That protects customers, partners, and the brand.
Application
Partners submit company details, capabilities, photos, insurance status, and preferred service areas.
Profile review
Applicants move from Applicant to Profile Complete to Proof Reviewed to Performance Tracked.
Opportunity routing
Qualified buyer requests are routed by geography, service type, project size, timing, and partner availability.
Partner reporting
The CRM tracks response time, accepted/rejected, won/lost, notes, and unfilled-market reasons.