Getting started with Partner Console

Last updated: 2026-04-24

The Partner Console is the web-based admin dashboard for your company at console.trustyoucansee.com. As a partner admin or manager, you use it to manage your technicians, review service visits, configure integrations, and keep tabs on everything happening in the field.

Signing in

Go to console.trustyoucansee.com and sign in with your admin credentials. If you don’t have an account yet, contact TRUST+ support to get your partner set up.

The main navigation

The sidebar shows the main sections you’ll use:

Step 1 — Add your technicians

Before your team can use TRUST+ Pro, you need to add them.

  1. Click on your partner name or go to your partner detail view.
  2. Open the Users tab.
  3. Click Add user, fill in the technician’s name and email address, and assign a role.
  4. The technician will receive an invitation email with instructions to sign in.

Roles available: technician, manager, and partner admin. Managers and admins can view and manage all projects; technicians see only their assigned work.

Step 2 — Upload your logo and set your brand color

Personalizing the console is a quick win that makes TRUST+ feel native to your company. Your logo appears in the console sidebar and on every customer-facing quote and report.

  1. Open Settings → Branding.
  2. Upload a PNG or SVG of your logo. Square or slightly wide aspect ratios work best; logos on a light background look cleanest against the console chrome.
  3. Set your brand color — this accents buttons, headings, and status badges across the console.
  4. Save.

Changes take effect on the next page load for every user on your partner account.

Step 3 — Configure the Digital Consent Form

The Digital Consent Form is a short legal acknowledgement your customers sign on a technician’s device before recording begins. It documents consent for photos, videos, and audio capture during the visit, and the signed copy is stored with the project.

  1. Open Settings → Consent Form.
  2. Edit the headline (e.g. “Recording consent”) and body text — your legal team usually dictates the wording. Plain text with simple formatting is supported.
  3. Choose whether to require a typed signature, a drawn signature, or both.
  4. Optionally require the customer’s email address so a signed copy can be emailed to them automatically.
  5. Save.

Technicians will see the form whenever they start a new visit, and the customer’s signed acknowledgement is attached to the visit record.

Step 4 — Review a service visit

When a technician syncs their work, it shows up in the Partner Console immediately.

  1. Click Projects and open a project.
  2. Click on a visit to see the media captured — photos, videos, and action-cam recordings.
  3. From here you can download media, review transcripts, or send a quote to the customer.

Step 5 — Connect your CRM

TRUST+ can push project data into your existing CRM so your team doesn’t have to double-enter jobs. Out of the box we support ServiceTitan and JobNimbus.

ServiceTitan

  1. Open Settings → Integrations → ServiceTitan.
  2. Enter your Tenant ID, Client ID, Client Secret, and App Key from your ServiceTitan developer portal.
  3. Toggle Active on and save. A green status indicator appears once the connection is verified.

JobNimbus

  1. Open Settings → Integrations → JobNimbus.
  2. Enter your API Key from your JobNimbus account (found under Settings → API).
  3. Toggle Active on and save.

Once an integration is active, technicians can search and attach existing jobs directly from the mobile app, and completed visits sync back automatically.

Need a different CRM? We’re always expanding our integration list. Submit a support case and tell us which system you use — we prioritize new integrations based on partner demand.

Step 6 — Configure webhooks (optional)

If you’re integrating TRUST+ with another system, you can configure outbound webhooks to receive notifications when events happen — visit completed, media uploaded, quote accepted, and more. See the Configuring webhooks guide for details.

Next steps