01What it is
A B2B partner is an organisation that commissions renovations from you, for example a real estate agency. It has a partner code assigned on creation, a commission rate, the state Active or Suspended and contact details.
Agency staff have no password accounts. Each person gets a personal portal link valid for 180 days, and access requires their email and the partner code. You set rights for each person separately: agency administrator, commissioning renovations, making decisions. A suspended partner loses access for all its people.
You accept a renovation request from the portal or decline it with a reply. Accepting creates a project with the name, address, scope and date from the request, assigned to the partner at its rate. Commission is calculated from the project budget, and on settlement the amount is frozen with the date.
- NO PASSWORDS
- Personal link, email and partner code.
- ONE PARTNER
- A project has at most one partner.
- DECISIONS WITH A BASIS
- Only with the client's recorded authorisation.
02What it is for
Requests at the top
Partners with new requests are first on the list.
Access for each person
Administrator, commissioning and decision rights are set separately.
Decisions under control
A partner decides on selections only with an authorisation and its basis.
Commission without sums
The amount comes from the project budget and is frozen on settlement.
03Main options
The module has a list of partners with tiles, a partner record with tabs and commission settlements.
Partner, code, state, people, projects and requests
Tiles: active partners, new requests, partner projects in progress and people with access.
- State filter: Active or Suspended
- Search by name, city and partner code
- New partner: name, tax ID, city, email, phone, commission, state and notes
Requests, projects and the agency team
Tabs: Requests, Projects, Agency team and Settlements (with finance access).
- Requests: Accept and create project, or Decline with a reply
- Projects: Terms with decision authority and rate, Unassign
- Agency team: Add person, link shown only once, Revoke access
Commission on the project budget
A tab visible to people with finance access.
- Columns: project, budget, rate, commission and settlement
- Until settled, the amount is calculated from the current budget
- Settle commission: a date not in the future, amount frozen
04Tasks step by step
- STEP 1Open Modules › Sales › B2B partners and choose New partner.
- STEP 2Enter the name, contact details and commission, then choose Add partner.
- STEP 3On the partner record choose Add person, tick the rights and choose Create access.
- STEP 4Copy the link straight away and pass it to that person together with the partner code.
- STEP 1Open the partner record and the Requests tab.
- STEP 2On a new request choose Accept and create project.
- STEP 3Pick a client from records or No client, and optionally add a message to the partner.
- STEP 1In the Projects tab choose Terms on the project.
- STEP 2Set Decides on the client's behalf and enter the basis of authorisation, for example the property owner's power of attorney.
- STEP 3Only agency staff with the Makes decisions right will decide.
05Actions
The most common tasks with B2B partners.
New partner
An agency that commissions renovations.
Add person
A personal portal link.
Accept and create project
The request becomes a project.
Assign project
An existing project for the partner.
Settle commission
The amount frozen with the date.
06What it connects to
Choose a module to see where the partner's requests and decisions go.
Projects
An accepted request creates a project, and its Partner tab shows the photos and plans from the request.
Go to the topicProjectsDecision centre
An authorised partner decides in the portal on selections awaiting a decision.
Go to the topicDecision centreLicence
Without the B2B partner portal module the portal is closed and new access and acceptances are blocked.
Go to the topicLicenceActivity log
Access, request decisions and commission settlements go into the log.
Go to the topicActivity log