Working with partners

Briefing white-label partners with job sheets.
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Draft: change this to match how you actually run it.

  • Before the first job: NDA and freelancer agreement signed (tick them on the partner's record).
  • Create a job sheet from the partner's page or the project: brief, files, links, deadline, fee and checklist.
  • Send the private link from the job sheet. They don't need a login.
  • They tick off their checklist and press Ready for review; you're told.
  • Approve it (the fee is recorded as owed), or send it back with notes.
  • Mark it paid when you've paid them; it shows in costs and project profit.
Demo Studio. Every client and number here is made up. Click anything; nothing is sent and it resets.See Meadowcroft Builders's client portal