Features · Partner Work Management
Partner Work Management
Give partners full visibility into their workload — and your team full control over what gets done.
Round Infinity's Partner Work Management gives every partner a secure, branded portal where they see exactly what's assigned to them: purchase orders, tasks, service requests, deadlines, and documents. They can accept work, update progress, ask questions, and submit invoices — all from one place. Your team sees everything in real time and never has to chase a status update again.
Whether partners are field vendors, service contractors, channel resellers, or outsourced teams, the platform keeps work moving without coordination overhead. Every action is logged, every communication is threaded to the relevant job, and every invoice is tied to the PO it closes.
Partner Login Portal
Each partner gets secure, branded portal access. They log in to see exactly what's been assigned to them — POs, tasks, service requests, deadlines, and any documents your team has shared. Nothing more, nothing less.
PO & Work Assignment Visibility
Partners see all active purchase orders assigned to them, with full details: scope, due dates, linked documents, and current status. They can accept work, flag issues, and update progress directly from the portal — no email chains needed.
Task Execution & Status Updates
Partners pick up assigned tasks, mark them in-progress, upload completion evidence or site photos, and close them out when done. Your team sees every update in real time — no follow-up calls, no status spreadsheets.
Chat & Clarification per Job
Every PO and task has a threaded chat channel. Partners ask questions, your team responds, and all communication stays attached to the relevant job. Nothing gets lost in a generic inbox, and context is always preserved for the next person who picks it up.
Invoice Submission & Tracking
Partners upload invoices directly via the portal — automatically linked to the PO they close. Alternatively, they can send invoices by email and the system attaches them to the right job. Partners can then track payment status without calling your finance team.
Service Request Raising
Beyond task execution, partners can raise their own service requests — for support, procurement, technical queries, or escalations. Each request is tracked, assigned, and resolved through the same system, with full history visible to both sides.
Workload Visibility & My Jobs Dashboard
The partner dashboard shows a clear view of their current workload: what's open, what's in progress, what's overdue, and what's been completed. No confusion about priorities, no need to ask your team what to work on next.
Document & Spec Sharing
Attach drawings, specs, contracts, or any files directly to a PO or task when assigning work. Partners access only the documents relevant to their jobs. Version control and access logs ensure nothing is shared incorrectly.
Brand-Side Monitoring & Approval
Your team sees a live dashboard of all partner activity — who's working on what, what's pending, what's been submitted for approval. Approve completed work, close POs, and route invoices to finance — all from the same interface.