Partner Portal

The Partner Portal

It lives on your phone, four tabs across the bottom. Home opens on this week so far, Sales lists each booked job with who sold it, and what each customer cost you is on the same phone.

Book a call Partner sign in
A pad working between the spokes of a chrome wheel

What Home shows first

Tap through Home, Sales, Billing and Ads. On a phone the tabs run along the bottom; from 1024px they move to the top. The shop is a sample. Home leads with This week so far, the dollars booked and how many sales, with the last 8 weeks as small bars beneath. Scroll the phone for the rest.

How the next 30 days are counted

Where a booked job shows up

Under Sales, one card per job, with Sold by Marcus on it. Search and the range chips sit above the list.

Our reps can book for you too

SalesSample shop

This week: $8,400 booked, 7 sales

  • Jordan M.Booked$1,250
    Sold by MarcusWeek 12
  • Priya S.Booked$1,450
    Sold by DanteWeek 12
  • Luis R.Add-on$350
    Sold by SimoneWeek 12
  • Tasha B.Canceled$1,250
    Sold by RafaelWeek 12
  • 4 more sales in this range
Gloved hands brushing a foamed windshield One gloved hand reaching into the spokes of a black wheel Two hands and a pad on the side of a car seat

Attribution on your phone

Where your customers came from is in the portal as well. After setup your shop carries the Attribution ready tag, and from then on the sources sit ranked on your screen with what each customer cost and what each source brought back.

How each customer's cost is figured

AttributionSample shop

12 weeks. Weakest return first.

  1. Meta
    New customers
    3
    Cost per lead
    $18
    Close rate
    7%
    Cost per customer
    $258
    Return
    $1.47 per $1
    Worth over time
    $1,540
  2. Google Ads
    New customers
    21
    Cost per lead
    $42
    Close rate
    19%
    Cost per customer
    $220
    Return
    $2.64 per $1
    Worth over time
    $14,900
  3. Google LSA Too early
    New customers
    2
    Cost per lead
    $46
    Close rate
    13%
    Cost per customer
    Too early
    Return
    Too early
    Worth over time
    $1,190
  4. TikTok Too early
    New customers
    1
    Cost per lead
    $17
    Close rate
    14%
    Cost per customer
    Too early
    Return
    Too early
    Worth over time
    $420
  5. Website
    New customers
    8
    Cost per lead
    No ad cost
    Close rate
    31%
    Cost per customer
    No ad cost
    Return
    No ad cost
    Worth over time
    $6,310
  6. Referral
    New customers
    7
    Cost per lead
    No ad cost
    Close rate
    64%
    Cost per customer
    No ad cost
    Return
    No ad cost
    Worth over time
    $7,850

How it's counted

The rule behind each figure, written out beside it.

Billing and Ads

The balance is written out: You owe $360.00, All paid up, We owe you $120.00 or Credit $50.00, with Pay now under it. Open invoices come first, then past invoices, payments, the card on file and whether auto-pay is on or off. Ads keeps a card per week, with the booked-per-dollar line on each.

Ad spend and what it brings back

BillingSample shop

Balance

Auto-pay on

All paid up

Card on file: Visa ending 4242

Open invoices

Nothing open

Past invoices

  • SD-12-0002$360.00Paid
  • SD-12-0001$120.00Paid

Who gets the bell, who signs in

Each notification is a switch in Account. Turn off any you do not want, and the rest reach the bell, or your phone once the app is installed on its home screen. Account also holds your name and email, a password change, 2-step with an authenticator app, and sign out. A shop can hand out several logins, so your manager signs in as themselves, and if you own two shops one login switches between them.

The bellSample shop

  • New sale booked: $1,250. Sold by Marcus.

    Week 12

  • Invoice ready: SD-12-0002.

    Week 11

  • Payment received: $360.00. Thank you. Applied to SD-12-0002.

    Week 11

  • Stage changed: Ramping

    Week 5

Two more things

Can I connect my own accounts?

Google Ads and Urable, both under Connections. The Integrations page has what each one sends.

Is the phone on this page a real shop?

No. The phone runs a sample shop through the app's math, and every figure on it is the sample's. Sign in and the same screens hold your own numbers.

AttributionEvery lead with its source and every paid job in Urable, joined: cost per lead, close rate, cost per customer and return, source by source. IntegrationsWhat OmniScale, Google, Urable and Square each send to your portal, which of them feed attribution, and which you connect yourself. How it worksFour steps from the agreement to a card on file, the setup that makes a shop Attribution ready, and what the first weeks look like.

See it with your numbers

Book a call and we walk you through the four tabs before you sign anything.

Book a call Test your shop