Help your contractor clients understand their profitability.

No, and this is deliberate, not an oversight. Being a referral partner grants you no access whatsoever to a contractor’s QuickBooks data, jobs or profitability. Your partner dashboard shows counts and commission amounts only. If a client wants you to see their numbers, they have to share them with you themselves, for example by giving you a team login on their account or adding your address to the recipients for their Weekly Profit Brief. There is no partner-side view of a client’s financial data at all. A referral link is not consent.

Commission accrues from your client’s first successfully paid invoice, and continues for their first 12 paid subscription months. Nothing accrues while they’re on their free trial, because no money has changed hands.

By how many referred clients are currently paying for their own plan (Firm accounts don’t count). Your rate is applied at the moment each invoice is paid and then fixed for that commission. Moving up a tier raises the rate on invoices from that point forward. It doesn’t retroactively re-price commissions you’ve already earned.

Commission is only earned on subscription revenue that’s actually collected and kept. Failed payments earn nothing and sales tax is excluded from the calculation. If a payment is refunded in full or charged back before we’ve paid you for it, the commission for that invoice is reversed and that month doesn’t count against the client’s 12-month window. If we’ve already paid it out, we review it with you rather than deducting anything automatically. A partial refund, such as a goodwill credit, doesn’t affect your commission.

Commissions are tracked automatically in a ledger you can see at any time, and paid out by our team. There is no automated payout system yet: that needs connected-account onboarding, identity verification and tax reporting we haven’t built, and we’d rather say so than imply money moves on its own. You’ll see every commission as it’s earned, and a confirmation when a payout is recorded.

Your clients get the same 14-day free trial as anyone else, with no credit card required. Pricing is the same published $149 and $299 per month. We don’t discount, which is part of what makes the commission worth having.

Yes, with the Firm plan: $79 per client company a month, 4 minimum. You connect each client’s QuickBooks company to your own account, see them all on one portfolio page, and can give each client a view-only login to their own company. With only 2 or 3 clients, Profit Intelligence Pro covers up to 3 companies for $299 a month, with the same portfolio page but no client logins. Either way you’re the customer, so there’s no commission on companies on your own account: it would only be paying you back part of your own bill. You can mix the two. A client you refer who pays for their own Profit Intelligence or Profit Intelligence Pro plan earns you commission; a client on your own account is billed to you. Each QuickBooks company is one or the other. The Firm plan never earns commission, including a referred firm’s own Firm subscription, and Firm accounts don’t count toward your tier. About the Firm plan.

No, applying is free. Once you have 3 clients paying at the same time, your firm earns its own Profit Intelligence Pro account at no charge, which we set up with you by hand. That is a real account for up to 3 QuickBooks companies, for your own books or for a client who doesn’t use JobProfitAI themselves. It isn’t the Firm plan: to run more clients from one login, Firm is billed as normal. A QuickBooks company can only be connected to one JobProfitAI account at a time. If a client has already connected theirs, they disconnect it in their own account first, and then you connect it to yours.