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Partners and handymen: roles in the network
Understand the difference between partners and handymen in the CRM, how they relate to installations, and how they communicate.
The Partner Portal is built around two key field roles: partners and handymen. Partners bring in customers and business; handymen do the on-site work. Both are managed directly in the portal and are connected to each other through the installations they share. Understanding how these roles fit together helps you coordinate jobs and keep everyone aligned.
Partners
Partners are the businesses or individuals who sell smart home products and refer customers to your network. Each partner has a unique Partner Code that identifies them across the portal and can be used for attribution and commission tracking.
Partners can be assigned to installations, and they earn commissions on completed jobs. You can view a partner's full history — including associated installations, leads, and activity — from their detail page in the Partners section.
Handymen
Handymen are the technicians who carry out the physical installation work on-site. They are assigned to installations by admins or managers once a job is scheduled. Each handyman has an availability status and a performance rating visible in the portal.
Like partners, handymen have a detail page where you can see all installations they have been assigned to, along with their activity history.
How they connect
Partners and handymen are linked through installations. A partner brings the customer and the business opportunity; a handyman is then assigned to fulfill the job. The installation record ties both parties together, giving every stakeholder a shared view of the job's status and progress.
Communication
Partners and handymen can chat with each other and with admins through the Chat feature in the portal. Chat access is scoped to shared jobs — participants must be connected through a common installation before they can message each other. This keeps conversations focused and prevents unrelated parties from contacting one another.
Info
The Chat menu item must be enabled in a user's permissions before they can access messaging. See Roles and permissions for details.
Viewing details
To view a partner's or handyman's full profile, click any row in the Partners or Handymen list. The detail page shows all associated installations, leads, and recent activity for that record.