The complete written onboarding map and checklist to plug into the PrimeX dispatch system, manage lead flow, and automate contractor payouts immediately.
Includes the Master Onboarding Map, 3 Integration Checklists, and Payout Rule Templates.
Access the complete PDF and folder structure containing your onboarding map.
Follow the "Lead-Batch Sync Guide" to connect your client list to the PrimeX dispatch node.
Use a "dummy" lead from the template to verify the system routes the job correctly to the intended contractor slot.
Review the Stripe Splits Checklist to ensure your financial splits are configured for your first commission cycle.