Delivery and billing

Partner Performance Dashboard

Introductions, calls, service areas, and billing in one place, with a separate view for each vertical you serve.

Apply to Partner

Every introduction and charge is visible before it is billed.

1partner per ZIP, per vertical
6verticals available
4.5+star standard to join

The Partner Performance Dashboard is where partners see exactly what they are receiving and what it costs. Many platforms hand over a monthly invoice and little else. We give partners full visibility into every introduction. It is part of our Business to Business Service.

Partners who hold more than one vertical see each vertical on its own page, so roofing introductions are not mixed in with restoration introductions. Disputes are submitted from the same place you review your introductions.

The dashboard is included for every partner, in every vertical, at every scale.

The dashboard is also where the partnership's fairness becomes visible. Confirmed introductions appear before they are billed, disputes are submitted in the same place, and decisions show up where you can see them. Nothing about your billing happens out of view. As you add ZIP codes or verticals, they appear alongside your existing areas, so growth never makes the picture harder to read.

Inside the dashboard

What the dashboard shows

Everything you need to understand your partnership.

Introductions

Every call and form introduction from your service areas.

Call details

Connection status and details for each routed call.

Streamed recordings

Call recordings you can listen to securely in the dashboard.

Service areas

The ZIP codes and verticals you currently hold.

Billing

Confirmed introductions and batched charges, all visible before you are billed.

Disputes

Submit and track disputes on confirmed introductions.

How it works

How the Partner Performance Dashboard Works

Four steps from an introduction to a clear record.

01

Introduction recorded

Each call or form introduction is logged as it arrives.

02

Status updated

Calls show connection status, and confirmed introductions are marked billable.

03

Review and dispute

Your team reviews introductions and can dispute any that fall short.

04

Billing reconciled

Undisputed introductions roll into batched billing you can see.

Built for clarity

What makes the dashboard useful

Visibility is part of what makes the partnership fair.

  • Per-vertical viewsSeparate pages for each vertical you hold.
  • Stream-only recordingsRecordings play securely and are never downloadable.
  • Billing transparencyCharges are visible before they are billed.
  • Dispute accessDisputes submitted where you review introductions.
  • Area overviewYour ZIP codes and verticals in one view.
Why it matters

Why visibility matters

You cannot manage what you cannot see.

Trust the numbers

See every introduction behind every charge.

Coach your team

Recordings help your team learn from real calls.

Plan your growth

Know which areas and verticals perform before you expand.

After you log in

What to expect from your dashboard

Here is how partners typically use it.

01

A daily check

Review new introductions and make sure each was handled.

02

Recording review

Listen back to calls for quality and training.

03

Billing review

Check confirmed introductions and dispute anything that falls short.

Good fit

Is Partner Performance Dashboard right for your business?

Businesses that tend to get the most from this program.

Owners who track spend

Businesses that want to see every charge and the introduction behind it.

Managers who coach teams

Leaders who use call recordings to train and improve.

Multi-vertical partners

Businesses that need each vertical tracked on its own.

FAQ

Partner Performance Dashboard questions

What can I see in the dashboard? ›

Your introductions, call details, streamed recordings, service areas, billing, and disputes.

Can I listen to calls? ›

Yes. Call recordings can be streamed securely in the dashboard.

Can I download recordings? ›

No. Recordings are stream-only and never downloadable, which protects the personal information they contain.

How do I dispute an introduction? ›

Disputes are submitted directly from the dashboard during the dispute window. Our team reviews every dispute.

Can I see each vertical separately? ›

Yes. Partners with more than one vertical see a separate page for each vertical.

See every introduction you pay for

Apply to become a verified partner and get full visibility through your partner dashboard.