When you login, the screen as below will be what you see, with your own company logo and list of all your referrers.(Clients or Sales Agents)
[ Current information of an existing administrator, has been greyed out ]
When capturing jobs, the below screen is sample.
Functions available:
- Group Tab:
- You are able to devide your referrers into groups, assigning agreed commission percentages to a specific group.
- Email can be send to specific selected group, or all groups.
- Referrer Tab:
- Able to view pending referrer activations, and also view referrer login reports.
- View all referrers and their referrals, being able to update profile information.
- Referral Search Tab:
- Easy search to see who was referred by whom.
- Capture Job Tab:
- Capturing of jobs done, that has an owed commission, linked to a referrer.
- Capturing payments made by the referrals.
- Capturing of commissions(credit/cash), that was paid out.
- Reporting Tab:
- Pull “full” or “date range” statement, of selected referrer.
- Statement Summary Tab:
- View or Email statements of referrers (specific or group).
- Extract Tab:
- Download entire database, with date range option, to a CSV file that can be opened in Excel.
