For the Grinder

First 72 Hours Onboarding

Get from "Joined" to your first commission check. Everything you need to hit the ground running.

The 3-Click Quick Start

Log in, brand your first report, send it. One page. One video. No fluff.

📄 Quick Start PDF ▶ Video Walkthrough (4 min)

The Partner Bible

Lightweight version of internal rules. SLA, contacts, and who to reach for what.

⏱

SLA: 3-day go-live from deal submission. Build clock starts the moment you hit Submit.

Who to Contact

Need	Contact	When
Technical setup	ops@driftforgesystems.com	Post-deal submission
Commission / payout	partners@driftforgesystems.com	Payout questions
Demo credentials	Portal → Live Sandbox	Before client meetings
Emergency / Bat-Signal	Support tab below	Technical emergencies

Success Milestones

Check off each step on your path to the first commission check.

Joined — Portal access, Partner ID assigned
First login — Branded your first report in CloseDoc
First outreach — Sent 10 cold contacts
First discovery call — Completed a qualifying conversation
First demo — Used Live Sandbox with a prospect
First deal submitted — Registration form completed
First go-live — Client live within 3 business days
First commission check — $$ in the bank

For the Whale Hunter

The Sales Vault

Battle cards, decks, objections, and proof. Everything to close high-level meetings.

CloseDoc — Battle Card

CloseDoc

ProblemNo job closeout docs, no photo documentation, no branded PDFs. Techs spend 30–45 min per job on paperwork nobody reads.

SolutionAuto-generates branded PDF reports per visit. Before/after photos attached automatically. Client signature capture. Zero extra tech effort.

OutcomeCallbacks drop. Invoices stop getting disputed. Professional image in every client touchpoint.

Hook"Every visit auto-generates a branded PDF. Tech doesn't do paperwork — the system does."

NoteRelay — Battle Card

NoteRelay

ProblemTech notes are unreadable. Poor post-diagnosis communication. Clients question invoices because they don't understand the "why."

SolutionPaste tech notes → AI transforms into client-ready explanations. Structured follow-up sequences. One button to send.

OutcomeClients stop questioning invoices. Admin time on disputes drops to zero. Six threads across three apps → one client-facing channel.

Hook"Paste what your tech wrote. Hit one button. Client-ready explanation. They stop calling to argue."

The Career-Ender Deck

Professional, co-brandable slide deck for high-level (C-suite, owner) meetings. Your logo + DRIFTFORGE. PDF and editable formats.

📑 Download PDF 📐 Editable (PPT)

Deck Highlights

✓ Gap Matrix — Problem → Solution → Outcome by industry
✓ ROI Calculator — Callback cost vs platform cost
✓ 3-Day Go-Live Promise
✓ Competitor positioning (complement, not replace)

Objection Playbook

Direct answers to common technical questions. Know these cold.

vs. Analog / Pen-and-Paper

How DRIFTFORGE beats the methods they're replacing.

Pain Point	Pen & Paper	DRIFTFORGE
Job documentation	Lost, illegible, incomplete	Digital, searchable, auto-attached to jobs
Client communication	Phone tag, misunderstandings	Structured, recorded, client-ready explanations
Photo evidence	Scattered, not tied to jobs	Before/after auto-linked, timestamped
Branded reports	Handwritten or generic templates	Fully branded PDF per visit, zero manual work
Invoice disputes	Common — "what was that charge?"	Rare — client understands before they see the bill
Admin time	Hours/week deciphering and chasing	Minutes — system handles it

The Proof Center

Live Sandbox

Demo accounts and branded assets. Show, don't just tell.

Demo Accounts

Live, populated CloseDoc dashboard. Real data structure, dummy content. Show clients without risking real info.

CloseDoc Demo

URL: demo.driftforgesystems.com/closedoc
Login: partner_demo
Password: ••••••••

Pre-loaded with sample HVAC, plumbing, and auto shop jobs. Fully interactive.

QR Code Generator

Enter your Partner ID and get a branded QR code for flyers or business cards. Links to your landing page.

Partner ID

Landing URL (optional)

Commercial Infrastructure

Commission & Deals

Track earnings, register deals, grab marketing assets.

Commission Dashboard

Real-time tracker — pending and paid. Your ultimate motivator.

$0

Pending

$0

Paid (MTD)

$0

Recurring MRR

0

Live Clients

Monthly Goal Progress

$0 / $5,000

View Full Payout History

Deal Registration Form

Claim your lead. Prevents channel conflict. Protects your hard work.

Marketing Assets

High-res logos, social templates, email scripts.

🖼 DRIFTFORGE Logo Pack PNG, SVG, high-res 📱 Social Templates LinkedIn, Twitter, Facebook ✉️ Email Scripts Cold outreach, follow-up 📄 One-Pagers CloseDoc & NoteRelay PDFs

Support & Feedback

The Bat-Signal & Feature Board

Technical emergencies and your voice in the product roadmap.

The Bat-Signal

Direct line for technical emergencies. We respond within 4 hours on business days.

🚨 Open Support Ticket 💬 Live Chat (if available)

💬

Non-emergency? Use the Feature Request Board below. We read every submission.

Feature Request Board

Submit ideas. You're Founding Partners — your input shapes the product.

Recent Submissions

12

ServiceTitan integration

Push job data from ST into CloseDoc for auto-documentation.
8

Multi-language report output

Generate reports in Spanish for Hispanic-majority markets.
5

Mobile app for tech signature capture

Tech signs on tablet/phone, auto-attaches to job.