Access the FazeOne Marketing Plus portal by navigating to fazeoneplus.com in your web browser.

• Staff members (agents, managers, finance, admins): enter your @fazeoneplus.com username and password in the staff login form.
• Vendor users: enter the vendor username and password provided by your administrator in the vendor login form.
• Click Sign In to authenticate.
• If you see a "Invalid credentials" error, double-check your username spelling and ensure Caps Lock is off.
• After too many failed attempts, your account may be temporarily locked — contact your administrator to unlock it.
• If you forget your password, contact your system administrator to have it reset. There is no self-service password reset at this time.

Staff Portal: After logging in, you will see the main application with a collapsible left sidebar containing all navigation sections. Click any section name to switch to that view instantly.

• The sidebar can be collapsed to give more screen space by clicking the toggle button at the top of the sidebar.
• On mobile devices, tap the hamburger menu icon in the top bar to open the sidebar overlay.
• The sections visible to you depend on your assigned role — not all roles see all sections.
• A search box at the top of the sidebar lets you quickly jump to any section by typing its name.
• The currently active section is highlighted in the sidebar.

Vendor Portal: The vendor portal has its own sidebar with sections for Dashboard, Jobs, Billing, and Settings.

• Dashboard: Overview of active jobs, earnings, and payment stats.
• Jobs: List of all assigned service requests and their statuses.
• Billing: Your billing records, commission, and payment history.
• Settings: Availability, service areas, and pricing defaults.

You can view and update your personal account details at any time from the User Profile section.

• Staff: Click User Profile in the sidebar (usually near the bottom of the navigation list).
• Vendors: Click your name or the profile icon in the vendor portal sidebar.

From your profile you can:

• Update your display name, email address, and phone number.
• Change your password — you must enter your current password to set a new one.
• View your role and assigned permissions (read-only).
• See your last login date and time for security awareness.

FazeOne Marketing Plus uses role-based access control to ensure each user sees only the features relevant to their job. Your role is assigned by an administrator.

• Agent: Handles inbound calls, captures customer and vehicle data, creates work orders, and assigns service requests to vendors. Primary workspace is the Agent Console and Intake Hub.
• Manager: Oversees the full workflow, approves vendor estimates, manages vendor relationships, assigns leads, and monitors overall operations.
• Finance / Accounting: Manages billing records, processes vendor payments, monitors collections and escalations, and accesses accounting dashboards.
• Admin: Has full system access including user management, system settings, audit logs, scheduled jobs, and contract management.
• Vendor: Manages their assigned service requests through the vendor portal. Can submit estimates, update job status, upload documents, and view billing and commission records.

Staff users have access to a real-time notification system displayed as a bell icon in the sidebar footer area.

• A red badge on the bell icon shows the number of unread notifications.
• Click the bell to open the notifications panel showing recent activity.
• Notifications include: vendor responses to jobs, work completion updates, invoice submissions, and quote acceptance or revision alerts.
• Click any individual notification to navigate directly to the related service request or record.
• Click "Mark all read" to clear the unread count without navigating away.
• Notifications are generated automatically as vendor actions occur in the vendor portal.

The Agent Console is the primary workspace for handling inbound calls and customer intake. Access it by clicking Agent Console in the sidebar.

• The console displays the active call queue showing incoming calls waiting to be handled.
• Below the queue is a list of recent intakes you have processed during the current session.
• The phone widget (bottom-right corner) integrates with RingCentral for call management.
• Quick-access buttons let you start a new walk-in or review pending work orders without leaving the console.
• Performance stats at the top of the console show your call count and intake completion rate for the day.

Every new customer interaction — whether a phone call or an in-person walk-in — is captured through the Intake Wizard.

• Click the "New Walk-In" button at the top of the Agent Console to open the Intake Wizard manually.
• For inbound calls, click "Use Call" on the call queue entry to pre-load the caller's phone number into the wizard.
• The Intake Wizard has 3 steps: Customer Information, Vehicle Information, and Service Details.
• Use the Next button to advance between steps. Each step validates required fields before allowing you to proceed.
• You can go back to a previous step at any time by clicking the Back button.
• The wizard stays open until you either submit or explicitly close it — your data is preserved if you switch tabs.

The first step collects the customer's contact and address details. The system automatically checks for existing records as you type.

• Enter the customer's first name and last name.
• Enter the primary phone number. As you type, the system searches existing customers in real time.
• If a matching customer is found, a notification banner appears at the top of the form. Click it to auto-fill all fields with the customer's existing information — this prevents duplicate records.
• Enter the customer's email address.
• Enter the service location zipcode. The city and state fields will auto-populate within a second of entering a valid 5-digit zipcode.
• If the zipcode lookup fails or does not return results, enter the city and state manually.
• Enter the street address to complete the location record.

Step 2 captures the vehicle being serviced. The make/model dropdowns are driven by the vehicle database and filter based on your selections.

1. Select the vehicle year from the dropdown. Years are listed from newest to oldest.
2. Select the vehicle make (manufacturer). The list is automatically filtered to makes available for the selected year.
3. Select the vehicle model. The list is filtered by both year and make.
4. Optionally enter the VIN (Vehicle Identification Number) for precise identification. The system can attempt to decode the VIN to verify the year/make/model.
5. Optionally enter the vehicle's mileage, color, and license plate number.

If this customer has brought this vehicle in before, the system will show a notification indicating the vehicle is already on file. You can confirm the existing vehicle record rather than creating a new entry.

The final wizard step captures what service is needed and creates the intake record in the system.

• Select the service type from the dropdown (e.g., Repair, Maintenance, Roadside Assistance, Towing, Inspection).
• Select a service category and subcategory if applicable to help route the job to the right vendor.
• Enter a problem description in the text area. Be as specific as possible — describe symptoms, noises, warning lights, or anything the customer reported.
• Set the priority level: Low, Normal, High, or Urgent. Use High or Urgent only for safety-critical situations.
• Enter the customer's preferred service date and time if they specified one.
• Add any additional notes that would help the vendor understand the situation.
• Click "Submit" to create the intake record. A confirmation message will appear and the work order can then be pushed to a vendor.

The call queue displays inbound calls that need to be handled. It updates in near real time as calls arrive and are processed.

• Each queue entry shows the caller's phone number, wait time, and call status.
• Click "Use Call" on any queue entry to load that phone number directly into the Intake Wizard's customer phone field.
• If the phone number matches an existing customer, their full profile will be available for pre-fill on Step 1.
• Once you begin handling a call, click "Claim" to mark it as in-progress so other agents don't pick it up simultaneously.
• After completing the intake, the call is automatically removed from the queue and logged in the call history.
• Calls that sit in the queue without being claimed will be flagged for supervisor review after a configurable timeout period.

The Service Workflow section (accessible from the sidebar) is a table view of all service requests in the system.

• Each row represents one service request and shows: customer name, vehicle, service type, assigned vendor, status, and confirmation status.
• Use the status filter dropdown at the top of the table to show only requests with a specific vendor status (e.g., Waiting, Work In Progress, Complete).
• Use the confirmation filter to narrow results by customer confirmation status.
• An orange "!" badge next to a row indicates the vendor has completed work but has not yet submitted an estimate — follow up needed.
• Click a customer name link or the View button in any row to open the full workflow detail modal for that service request.
• Use the inline dropdowns in each row to quickly change the status, reassign the vendor, or update the customer confirmation status without opening the modal.

After capturing customer and vehicle information, the next step is to assign a vendor and push the job to their portal.

1. From a completed intake or from a lead in the Leads section, click "Start Workflow" to open the Work Order modal.
2. In the Work Order modal, enter the service location zipcode to search for nearby vendors. A list of matching vendors sorted by distance, rating, and availability appears.
3. Review each vendor's details — name, distance, rating, and services offered — and select the most appropriate one using the vendor dropdown.
4. Review the auto-generated line items (labor estimate, parts) and adjust as needed.
5. Click "Customer Approved" once the customer has agreed to the estimated cost. This reveals the "Push to Vendor" button.
6. Click "Push to Vendor" to assign the job. The vendor immediately receives the job in their portal with status "Waiting."

The Customers section provides a dedicated interface for looking up existing customers and reviewing their full history.

• Use the search bar at the top to search by phone number, name, or email address.
• Results appear as you type — click any customer record to open their full profile.
• The customer profile shows: contact details, linked vehicles, all past service requests (with statuses), call history, notes, uploaded documents, and billing records.
• You can add a note directly from the customer profile to log an interaction or follow-up detail.
• From any linked vehicle record, you can see that vehicle's full service history across all customers who have brought it in.
• Use the date range filter on the timeline to focus on recent or specific historical interactions.

As a manager, you have full visibility and control over all service requests in the system through the Service Workflow section.

• The workflow table shows all active and recent service requests across all agents and vendors.
• Filter the table by status (Waiting, Work In Progress, Complete, Picked Up, Rejected) to focus on specific stages of the pipeline.
• Filter by customer confirmation to find jobs that still need customer sign-off.
• Click any row to open the workflow detail modal — a comprehensive view showing customer info, vehicle details, vendor assignment, timeline history, estimates, billing, notes, and documents all in one place.
• From the modal, you can perform all management actions: change status, reassign vendor, approve estimates, create billing records, and add notes.
• Inline row edits (status, vendor, confirmation) save instantly without opening the modal — ideal for quick updates.

Vendor assignment can be done at intake time (by the agent) or at any point by a manager during the workflow.

• In the workflow detail modal or the work order modal, use the vendor search by entering the service location zipcode. The system queries all vendors whose service areas include that zipcode.
• Vendor results are sorted by: distance from the service location, rating/performance score, availability, and service type match.
• Each vendor card shows their name, distance, overall rating, number of completed jobs, and services offered.
• Select a vendor from the results list or use the "Auto-assign" option to let the system pick the best available match automatically.
• To reassign a job (e.g., if the original vendor declines), use the inline vendor dropdown on the workflow table row or open the detail modal and change the assignment there.
• Reassignment triggers a new notification to the newly assigned vendor and logs the change in the timeline.

When a vendor completes work and submits their estimate/invoice, it goes through an approval process before a billing record is created.

• You will receive a notification when a vendor submits an estimate. Click the notification to go directly to the service request.
• Open the workflow detail modal and navigate to the Vendor Billing section.
• Review the estimate line items carefully: labor hours and rate, parts (with descriptions and prices), supplies, and any sublet charges.
• Compare the estimate total against the original quote provided to the customer.
• Click "Approve & Create Billing" to approve. This action automatically creates a billing record and calculates the commission.
• Click "Reject" to send the estimate back to the vendor with a reason. The vendor will need to revise and resubmit.

Each vendor has a default commission rate configured on their profile. You can override this rate on a per-job basis before approving an estimate.

• In the Vendor Billing section of the workflow detail modal, locate the Commission % override input field.
• The field defaults to the vendor's configured rate (typically 10%). Enter a different percentage to override it for this job only.
• The calculated commission amount updates in real time as you adjust the percentage.
• Click "Approve & Create Billing" — the billing record is created with the overridden commission rate and the corresponding amount.
• After approval, the commission rate, calculated amount, and unique 9-digit commission invoice number are displayed as read-only on the billing record.
• Commission invoice numbers follow the format: 400000001, 400000002, etc. (sequential, unique system-wide).

The Vendors section provides a directory of all vendor companies in the system along with management tools.

• The vendor table shows: company name, primary contact, service areas, rating, commission rate, and auto-approve billing status.
• Click any vendor row to open their full profile for editing.
• From the vendor profile you can update: contact information, service areas (zipcodes), commission rate, default labor rate, default parts markup percentage, and the auto-approve billing toggle.
• Enable "Auto-Approve Billing" for trusted vendors — when this is on, the system automatically creates a billing record when the vendor accepts an estimate, bypassing the manual manager approval step.
• Set default labor rate (dollars per hour) and default parts markup (percentage) — these pre-fill the vendor's estimate form when they submit invoices.
• The vendor's performance metrics (completion rate, average response time, average rating) are visible at the top of their profile.
• To create a new vendor, click the "Add Vendor" button. You will need: company name, contact info, service areas, and optionally commission rate and pricing defaults.

The vendor contract system ensures all vendors have formally agreed to the terms of service before accessing the portal.

• Admins can create new contract versions via Admin → Contracts. Each version has a title, full content, breach terms, and payment terms.
• When a new contract version is published, all vendors are required to re-accept the updated agreement on their next login.
• Vendors who have not yet accepted the current contract will see a modal blocking access to the portal until they accept.
• Acceptance records include the vendor ID, timestamp, IP address, and browser user agent for legal documentation purposes.
• As a manager, you can view acceptance status for each vendor from the vendor directory — look for the contract acceptance badge on their profile.
• Vendors can review the current service agreement at any time via the link in the vendor portal footer.

Leads represent potential service requests that have not yet been converted into active workflows. They are managed through the Leads section.

• Unassigned leads appear in the Unassigned tab — these need to be claimed or distributed to an agent.
• Click a lead to open the lead detail panel, which shows all available information about the potential customer and their service need.
• Use the "Assign" action to assign the lead to a specific agent for follow-up. The agent will be notified.
• Alternatively, click "Accept" to take ownership of the lead yourself.
• When ready to convert a lead into an active service request, click "Start Workflow" from the lead detail panel. This opens the intake wizard pre-filled with the lead's data.
• Converted leads move to the workflow table with the lead's source information preserved in the record.
• Use "Create Follow-Up" to schedule a callback or follow-up action for leads that aren't ready to convert yet.

The Vendor Billing section provides a complete view of all billing records in the system, from pending invoices to completed payments.

• Each billing record is linked to a specific vendor, service request, and approved estimate.
• The billing table shows: vendor name, service request reference, invoice amount, commission amount, commission rate, due date, and current payment status.
• Payment statuses include: Pending (estimate approved, awaiting payment), Invoiced (formal invoice created), Paid (payment completed), Disputed (in dispute), and In Collections (escalated for collection).
• Use the status filter to narrow the billing table to records needing attention.
• Click any billing row to open the full billing detail with all line items, estimate breakdown, commission calculation, and payment history.
• Export options allow you to download billing data in CSV format for external accounting systems.

Once a billing record has been approved and you are ready to pay the vendor, create a vendor payment record to track the transaction.

1. Open the billing record detail by clicking its row in the Vendor Billing table.
2. Click "Create Payment" in the billing record detail panel.
3. Enter the payment details: amount, payment method (check, ACH, wire, etc.), and a reference number (check number, transaction ID, etc.).
4. Optionally enter payment notes for internal record-keeping.
5. Click "Submit Payment" to create the vendor payment record linked to the billing record.
6. The payment moves to "Pending Completion" status, awaiting confirmation that funds have been sent.

After confirming that payment has been sent and cleared, mark the vendor payment as completed to close the job and update all related records.

• Locate the billing record in the Vendor Billing table — rows with pending payments will have a "Mark Paid" button visible.
• Click "Mark Paid" on the billing row or from within the billing detail modal.
• Confirm the action in the confirmation dialog. This cannot be undone.
• When marked as paid, the following updates happen automatically:
  • The payment record status changes to "Paid".
  • The billing record status changes to "Paid".
  • The service request's payment status changes to "Paid" and the job is marked as closed.
  • Any active payment escalations on this billing record are automatically resolved.
  • Any pending escalation scheduled jobs are cancelled.

The payment escalation system automatically tracks overdue invoices and escalates collection efforts over time. Access the Collections view via Accounting → Collections tab.

The escalation timeline is as follows:

• Day 90 (1st Warning): A friendly reminder email is sent to the vendor requesting payment within 7 days. Escalation level is set to "first_warning."
• Day 97 (Legal Warning): A formal notice of intent to collect by legal action is sent. Interest begins accruing at 1.5% per month (18% APR). Escalation level is "legal_warning."
• Day 111 (Claims Suit): A claims suit notice is sent. The billing record moves to "In Collections" status and the vendor may be suspended from receiving new jobs.

• The Collections tab shows all active escalations with their current level, outstanding amount, accrued interest, and escalation dates.
• Click "Resolve" on any escalation to manually mark it as resolved — use this when a payment arrangement has been made outside of the normal payment workflow.
• The accounting dashboard also shows alert cards for invoices approaching the 90-day threshold so you can proactively follow up before formal escalation begins.

The Accounting section in the sidebar provides a high-level financial overview with summary cards, charts, and alert panels.

• Total Revenue: Sum of all billing records marked as paid within the selected time period.
• Outstanding: Total value of approved billing records not yet paid.
• Overdue: Outstanding billing records that have passed their due date (30 days from approval).
• Collections: Total value of billing records currently in the collections pipeline.
• Trend charts show billing volume and revenue over time — useful for identifying seasonal patterns or workload spikes.
• The Alerts section flags specific billing records that need attention: approaching escalation thresholds, disputed invoices, and large outstanding balances.
• Click any alert to navigate directly to the relevant billing record.

Navigate to Admin → Users to manage all user accounts in the system.

Viewing Users:

• The user table shows: username, email, role, account status (active/inactive), and last login timestamp.
• Filter by role or status to find specific users quickly.
• Click any user row to open their profile for editing.

Creating a New User:

1. Click "Add User" and fill in the username, email address, and assigned role.
2. For staff roles, the email must use the @fazeoneplus.com domain. Vendor users may use any email.
3. Set a temporary password. The user should change it on first login.
4. For vendor users, you must also set the vendor_id field to link them to their vendor company record. Without this link, vendor users cannot access the vendor portal.
5. Click "Create User" to save. The new user can log in immediately.

Editing a User:

• Change a user's role by selecting a new role from the role dropdown in their profile.
• Reset a user's password by entering a new password in the password field and saving.
• Deactivate an account by toggling the Active switch to off. Inactive users cannot log in.
• Reactivate an account by toggling Active back on.

System settings control the global configuration of the FazeOne Marketing Plus platform. Access via Admin → Settings.

• Company Information: Set the company name, primary contact email, phone number, and address. This information appears in email communications and documents.
• Tax Settings: Configure whether tax is applied by default, and set the default tax rate for the region.
• Database Migrations: Run pending schema migrations when upgrading the application. Click "Run Migrations" to apply any new migration files. This is typically done after a system update.
• Email Domain Enforcement: The corporate email domain (e.g., fazeoneplus.com) is enforced at the server level via environment variable. Contact your system administrator to change this.

The audit log provides a tamper-evident record of every significant action taken in the system. Access via Admin → Audit Logs.

• Every create, update, and delete operation is logged automatically with: the action type, the affected resource, the user who performed it, their IP address, and the timestamp.
• Filter audit logs by action type (create, update, delete, login, export), user, or date range.
• Each log entry shows the before and after values for update operations, allowing you to see exactly what changed.
• Use audit logs for: compliance reporting, security incident investigation, troubleshooting unexpected data changes, and verifying that workflows were followed correctly.
• Audit logs cannot be deleted through the UI — they are permanent records.

Tax rates are configurable by location and are applied automatically when generating quotes and estimates. Access via Admin → Tax Rates.

• View all existing tax rates with their jurisdiction (state, city, or zipcode) and rate percentage.
• To add a new rate, click "Add Tax Rate" and specify: the jurisdiction type (state, city, or zipcode), the jurisdiction value (e.g., "CA", "Los Angeles", or "90210"), and the tax rate as a percentage.
• Tax rates are applied in order of specificity: zipcode rates override city rates, which override state rates.
• If no tax rate matches the service location, the system default tax rate from System Settings is used.
• Edit an existing tax rate by clicking it in the table — you can change the rate percentage or deactivate it.
• Deactivated tax rates are retained for historical record purposes but are no longer applied to new quotes.

The scheduled jobs system handles time-based automation tasks. Access via Admin → Scheduled Jobs.

• View all pending and recently completed scheduled jobs with their type, scheduled time, status, and result.
• Common job types include:
  • payment_escalation_check: Daily job that identifies newly overdue billing records and creates escalation records.
  • payment_first_warning: Sends the 90-day overdue warning email to the vendor.
  • payment_legal_warning: Sends the 97-day formal legal warning email.
  • payment_claims_suit: Sends the 111-day claims suit notice and marks the record "in_collections."
  • estimate_reminder: Reminds vendors who have not submitted an estimate after completing work.
• Failed jobs show a red status badge with error details — use this to diagnose issues with email delivery or data processing.
• Successfully completed jobs are retained for 30 days for audit purposes before being archived.

The login history provides a record of all authentication attempts — successful and failed — across all users. Access via Admin → Login History.

• Each record shows: username attempted, IP address, browser user agent, timestamp, and whether the login succeeded or failed.
• Filter by username, IP address, or date range to investigate specific accounts or incidents.
• Multiple consecutive failed attempts from the same IP or for the same username may indicate a brute-force attack or a user who has forgotten their credentials.
• If you identify suspicious login activity, take immediate action: reset the affected user's password, check for unauthorized changes in the audit logs, and consider adding the IP to a block list.
• Regularly review login history as part of your routine security monitoring — at minimum, a monthly review is recommended.

Your Dashboard is the first screen you see after logging in and provides an at-a-glance overview of your current business status.

• Active Jobs: The number of service requests currently assigned to you that are not yet complete.
• Total Earned: The sum of all billing records linked to your jobs that have been marked as paid by the call center finance team.
• Commission Due: The total commission amounts owed on unpaid billing records. This is the amount FazeOne Marketing Plus will deduct from your payments.
• Outstanding: The total value of billing records that have been approved but not yet paid to you.
• Below the stats, a list of your most recent jobs is shown for quick access — click any job to open its detail view.

All jobs assigned to your company are listed in the Jobs section of the vendor portal sidebar.

• New jobs arrive with a status of "Waiting" — review them promptly as customers are expecting a quick response.
• Each job card shows: customer name, vehicle (year/make/model), service type, service location, and the original quote estimate from the call center agent.
• Filter jobs by status using the status tabs at the top: All, Waiting, Work In Progress, Complete, Picked Up, Rejected.
• Click any job card to open the full job detail, which includes:
  • Customer contact information (name and phone number).
  • Vehicle details (year, make, model, VIN if provided, mileage, color).
  • Detailed service description and any agent notes.
  • The original quote line items and total estimate.
  • Job timeline showing all status changes and actions.

When a new job arrives with "Waiting" status, you must either accept or decline it so the call center knows whether to proceed with you or find another vendor.

• Open the job detail and review all information carefully before deciding.
• Click "Accept" to take the job. The status immediately changes to "Work In Progress" and the call center is notified that you have accepted. You are now committed to completing the service.
• Click "Decline" to reject the job. You will be prompted to provide a brief reason (e.g., "Outside service area," "Capacity full," "Cannot source required parts"). The status changes to "Rejected" and the call center is notified to find a different vendor.

When the physical service work is done, update the job status in the portal to reflect completion before submitting your invoice.

• Open the job detail for the job you have completed.
• Click "Mark Complete" to change the status to "Complete." This notifies the call center that the vehicle work is finished.
• Add a completion note describing what was done — be specific. For example: "Replaced front brake pads and rotors. Flushed brake fluid. All components tested."
• Upload before and after photos using the document upload section. Photos serve as proof of work and protect against disputes.
• If you have physical receipts or invoices for parts, scan and upload them as well. This documentation supports your estimate submission.
• After marking complete, proceed to submit your estimate (invoice) for payment processing.

After completing service, submit your final estimate (invoice) to initiate the payment process. This must be done within 48 hours of marking the job complete — a reminder will be sent if you have not submitted.

1. Open the completed job detail in the Jobs section.
2. Click "Submit Estimate" to open the estimate form.
3. Add labor line items: enter the labor description (e.g., "Brake pad replacement — front axle"), number of hours, and hourly rate. Your default labor rate pre-fills if configured in settings.
4. Add parts line items: enter each part with description, quantity, and unit price. Apply your parts markup percentage if applicable.
5. Add supplies or other charges as needed (shop supplies, disposal fees, etc.).
6. Select the estimate type: choose "Final Invoice" for completed work.
7. Review the total at the bottom. Add any notes explaining differences from the original quote estimate.
8. Click "Submit". The job status automatically advances to "Picked Up" (invoice submitted) and the estimate goes to management for approval.

Navigate to the Billing section in the vendor portal sidebar to see all billing records associated with your completed jobs.

• The billing table shows: commission invoice number (9-digit, e.g., 400000001), invoice amount, commission (amount and rate percentage), due date, and payment status.
• Due dates are color-coded for urgency:
  • White / neutral: Due date is more than 5 days away.
  • Orange: Due date is within 5 days — payment is coming soon.
  • Red: Due date has passed — invoice is overdue.
• Payment statuses you may see: Pending (estimate approved, payment processing), Paid (payment completed by finance), Overdue (past due date), In Collections (escalated).
• Click any billing row to see the full detail including the estimate line items it was generated from.
• If you see a red escalation warning banner at the top of the vendor portal, navigate to Billing immediately to review overdue invoices.

Keep your availability settings current so the call center assigns jobs only when you can handle them. Access via Settings → Availability.

• Working Hours: Set your standard working hours for each day of the week. Jobs assigned outside these hours will be queued for your next working window.
• Blocked Dates: Add specific dates when you are unavailable (holidays, planned closures, vacations). Click "Block Date", select the date, and optionally add a reason.
• Multiple dates can be blocked in advance. View all blocked dates in the list and remove any that are no longer needed by clicking the delete icon next to them.
• Your availability is factored into the vendor matching algorithm — vendors with high availability are ranked higher in search results when agents are looking for someone to assign a job to.

Service areas define the geographic zones where you accept jobs. The call center uses these zipcode-based zones to match jobs to vendors.

Access your service area settings via Settings → Service Areas.

• Your current service area is displayed as a list of zipcodes you cover.
• To add a zipcode: enter the zipcode in the add field and click "Add." The zipcode is validated before being saved.
• To remove a zipcode: click the delete icon next to the zipcode in the list. Jobs in that area will no longer be routed to you.
• You can add as many zipcodes as needed to cover your full service radius.
• Changes to service areas take effect immediately — new job searches by call center agents will reflect your updated coverage zone right away.

Before using the vendor portal, you must agree to the FazeOne Marketing Plus Vendor Service Agreement. This contract establishes the terms of your working relationship with the call center.

• On your first login, a modal dialog will display the full vendor service agreement. You must scroll through and read the agreement before the "I Accept" button becomes active.
• Click "I Accept" to formally agree to the terms. Your acceptance is recorded with a timestamp, your IP address, and your browser information.
• If the call center publishes a new version of the contract, you will be prompted to review and accept the updated terms on your next login. You cannot access the portal until you accept.
• You can review the current service agreement at any time by clicking the "Vendor Service Agreement" link in the vendor portal footer.
• The agreement covers: service obligations, payment terms, commission structure, breach of contract consequences, and the payment escalation timeline.

The document upload feature allows you to attach supporting files to any service request — photos, invoices, receipts, and diagnostic reports.

• Open the job detail for the relevant service request.
• Scroll to the Documents section within the job detail.
• Click "Upload Document" and select the file from your device. Supported formats include: JPEG, PNG, PDF, and common image formats.
• Add an optional document description to help the call center staff understand what each file is (e.g., "Before photo — driver side," "Parts receipt — AutoZone").
• Click "Upload" to attach the file to the service request. It will be immediately visible to call center staff.
• View all documents attached to a job by scrolling to the Documents section. Click any document name to download or preview it.