From referral click to paid invoice, one system.
Capture leads through affiliate salespeople, qualify them, dispatch the right tech, bill on site, and pay commissions automatically. Here's the flow end to end.
How the workflow runs
Every salesperson gets a personal URL (www.sirmaintenancefl.com/a/marcus). Leads that come in are auto-attributed to them.
Salesperson triages new leads, logs the issue, and books a diagnostic. Admin sees the whole team; reps see only their own.
Assign the right technician by specialty. Site visit lands on the calendar; daily To-Do keeps everyone on track.
Tech quotes on site, invoice is recorded, payment marked. Lead moves to Complete with paid amount attached.
Commission auto-calculated per rep's rate. Reports show revenue, conversion, and leaderboard, no spreadsheets.
What makes it different
Every lead knows where it came from: which affiliate link, which salesperson qualified it, which tech ran the diagnostic. No arguments at payout time.
Drafts follow-ups, summarizes the week, prioritizes the day, grounded in your CRM data, metered per workspace.
See the CRM in action
The demo is fully clickable with realistic seeded data.