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Admin Profile (Admin Mike)
Admin Profile (Admin Mike)
Admin Profile (Admin Mike)
Admin Profile (Admin Mike)
Admin Profile (Admin Mike)
Admin Profile (Admin Mike)
Admin Profile (Admin Mike)
Admin Profile (Admin Mike)
Admin Profile (Admin Mike)
Canopy Tree Care Services (Mike Rodriguez)
Crystal Clear Cleaning Services (Mike Rodriguez)
FlowRight Plumbing Co. (Mike Rodriguez)
Healing Hands Massage Clinic (Mike Rodriguez)
Ironwood Construction & Contracting (Mike Rodriguez)
Peak Performance Physical Therapy (Mike Rodriguez)
Spark Electric LLC (Mike Rodriguez)
Staff Profile (Staff Member)
Staff Profile (Staff Member)
Staff Profile (Staff Member)
Staff Profile (Staff Member)
Staff Profile (Staff Member)
Staff Profile (Staff Member)
Staff Profile (Staff Member)
Staff Profile (Staff Member)
Staff Profile (Staff Member)
TalentBridge Staffing Solutions (Mike Rodriguez)
Wellness First Family Practice (Mike Rodriguez)
Canopy Tree Care - Branch 2 (Mike Rodriguez)
Crystal Clear Cleaning - Branch 2 (Mike Rodriguez)
FlowRight Plumbing - Branch 2 (Mike Rodriguez)
Healing Hands Massage - Branch 2 (Mike Rodriguez)
Ironwood Contracting - Branch 2 (Mike Rodriguez)
Peak Performance PT - Branch 2 (Mike Rodriguez)
Spark Electric - Branch 2 (Mike Rodriguez)
TalentBridge Staffing - Branch 2 (Mike Rodriguez)
Wellness First Practice - Branch 2 (Mike Rodriguez)
Dashboard
Rules
Earnings
Referrals
Reports
Admin Overview
Basic Information
Name *
Description
Commission Type
Value Type *
Percentage
Flat
Tiered
Value
Tiers
Min Amount
Max Amount
Value Type
%
$
Value
Remove Tier
Add Tier
Trigger Settings
Trigger Type *
Receipt
Appointment Completed
Manual
Referral Conversion
Service Scope
Leave all unchecked to apply to all services.
Diagnostic / Troubleshooting
EV Charger Installation
Lighting Installation
Outlet & Switch Install
Panel Upgrade Consultation
Whole-Home Safety Inspection
Settings
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Active
Effective From
Effective Until
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Spark Electric
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Commissions
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Clients
Manage your client database and relationships.
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+ New Client
Import
Receipts
Create and manage receipts for your services.
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+ New Receipt
Appointments
Schedule and track appointments on the calendar.
Calendar
List
+ New
Availability
Rooms
Manage bookable rooms and spaces.
Rooms
+ New Room
Campaigns
Email and SMS campaigns, templates and recipient lists.
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+ New
Templates
Recipient Lists
Send Test
Expenses
Track business expenses and run reports.
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+ New
Reports
Commissions
Commission rules, earnings and referral links.
Overview
Rules
Referrals
Forms
Form templates and client submissions.
Templates
+ New
Submissions
Profiles
Professional profiles and the services they offer.
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+ New
Global Templates
Global service templates (master).
Templates
Pending
Manage Users
User accounts and roles (master).
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+ New
Settings
Workspace configuration, branding and integrations.
Settings
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