Channel Partners

How this works: every partner firm has a permanent CP-ID (like CP100512) in our own register, and visits come from the visit ledger — paper-backed facts, not guesses. "Live" is how many of a firm's customers are still inside a claim window; bookings are counts, joined through the CRM's partner link. Tap any firm — even one that has never brought a visit — for its full page. New spellings from the forms wait in the Match queue until a person binds them — nothing is merged by a machine. Phone numbers only ever show their last digits. Nothing on this page writes to Bigin.

A firm moves lanes on its own as visits arrive — nothing here is dragged by hand. "Spoke" is the last call from the CP team to any number saved under the firm's People, so a relationship shows even before the first visit. Adding a firm mints a permanent CP-ID with the status "prospect" — no lead or visit needed.

Channel-partner visits only — visits with no partner attached (house visits) live in the manager CRM's Visits tab. Every completed partner visit counts in statistics, but only a visit backed by a form can start a partner claim — a typed or sheet-imported visit wears its "no form" mark until the paper arrives. Press Upload form on a row the moment the paper shows up.

This lists every form ever — the digitized paper backlog included. Older forms’ images live inside the archive PDF bundles — search by name or number to find any form. Scans open in a new tab on signed links; phone numbers only ever show their last digits.

No match means the number is fresh — no lead exists yet. If the check can’t run it says so honestly — it never guesses. Nothing here creates or changes a lead; and remember: a visit is only a visit with a form.

Customers the partners brought us whose claim window is still running. These relationships are the reason partners keep bringing people — look after them. Tap any row for the customer’s full story.

Why isn't someone here? A customer shows here only while a claim window from a FORM-backed visit is running. A visit without a form never starts a claim — chase the form.

A visit form named a partner in a spelling nobody has confirmed yet. Type the firm it really is and press Bind — or mint a new firm if it truly is someone new. Every bind is logged with your name.