Tatch is route-based business development software that handles the day-to-day work — so your team can focus on showing up, earning trust, and turning relationships into opportunities.
Who Tatch is for
Property RestorationBuilding ServicesHealthcare & Medical SupplyHome Health ServicesPharmaceutical Sales
The best tools were never built for how relationships actually get built.
Relationships aren’t built in a CRM. They’re developed in person — on routes, over visits, week after week. A check-in here, a lunch there, trust that compounds face-to-face. But the software your team runs was built for desks and deals — so the work that wins the relationship never makes it into the system.
payouts_FINAL_v3.xlsx
PartnerJobOwedPaid?RestoMaxHenderson — mitigation$500?Summit BuildersOakline St — roof$480Mar??Vasquez — water
Group · Field crew 11:48 PM
Did we ever pay Mike for the Henderson job?
check the spreadsheet
which one?
$480 to Marcus — which job? ask Sara before Fri
Missed call · 2nd this week
Tom — RestoMax
“just checking on that job…”
CRM — Deal #214
Lead source—
Qualified?—
Last opened: March
payouts_FINAL_v3.xlsx
PartnerJobOwedPaid?RestoMaxHenderson — mitigation$500?Summit BuildersOakline St — roof$480Mar??Vasquez — water
Group · Field crew 11:48 PM
Did we ever pay Mike for the Henderson job?
check the spreadsheet
which one?
$480 to Marcus — which job? ask Sara before Fri
Missed call · 2nd this week
Tom — RestoMax
“just checking on that job…”
CRM — Deal #214
Lead source—
Qualified?—
Last opened: March
CRMs were built for chasing leads — not for building relationships.
That gap shouldn’t exist,so we closed it.
Reward paid
$250 · Oakline
Pipeline
+38%
Partner note
“Changed how our whole team works”
Tom · RestoMax
New lead
via Summit Builders
Rating
4.9 · reps
Payout
You just got paid!
Reminder
Follow up · 3pm
Note
saved
Tatch frees you from the hassle of day-to-day admin, with tools that cover every stage of the business development cycle.
From route stops to revenue.
Territories, routes, records, rewards, and a built-in business line — one system for turning relationships into revenue.
01 · Territories & maps
Create and manage territories.
Build targeted territories that keep reps focused and on track to their goals. You own the pipeline — your rep sees exactly what’s next.
TERRITORY · North Fresno — 32 accounts · rep: Marcus
NEXT · 09:10 Hartwell Plumbing → quote follow-up
02 · AI prospecting
Find the right doors before you knock.
AI-powered search surfaces high-value companies and contacts worth pursuing — so your team spends less time chasing volume and more time on relationships that actually convert.
Once trust is built, launch them into your workflow — spin up their partner portal, onboard their whole team or just one contact, and they’re sending leads, tracking status, and earning rewards from day one.
TATCHLINK → sent to Hartwell Plumbing · portal live
whole team onboarded · first lead → day one
06 · Leads & rewards
Send. Reward. Repeat.
Partners submit leads straight through the app, opportunities are created and tracked in Tatch, and rewards distribute automatically when deals close — with 1099s handled at year-end. One relationship becomes revenue on repeat.
(559) 014-7788 · Marcus’s line · nothing on a personal cell
CALL · 2:14 → transcribed → filed to Hartwell Plumbing
The AI layer
Tatch Intelligence
Not a bolted-on chatbot — a compounding memory. Every visit, call, and conversation makes the system smarter about your accounts, your market, and what your best people do that works.
07:12 · Before the first stopYour day, already planned.
Routes built overnight by priority, geography, and relationship stage. A voice brief plays as you drive.
10:26 · At the stopEvery detail, captured.
Check in on arrival — everything discussed is captured and summarized into the account, automatically.
CHECK-IN · summary filed → Hartwell Plumbing · no typing
12:38 · Between stopsWarm paths, surfaced.
Someone on your team already knows the contact you’re trying to reach. Intelligence finds the intro hiding across your own company.
FOUND · Rivera HVAC — 3 mutual contacts · warm path via your team
15:04 · After the meetingCoached by your best.
Post-meeting feedback built on your top performers’ patterns.
“I’ll follow up sometime” → “I’ll call Thursday at 9.”
17:45 · End of dayDay, wrapped — and acted on.
Stages moved, follow-ups drafted in your voice, emails and texts queued for your OK, tomorrow’s route ready.
RECAP · 6 visits · 2 quotes moving · 3 drafts waiting for your OK
All of it compounds. Every conversation deepens the memory on the account, every win teaches the system what good looks like, and none of it walks out the door when a rep does.
Launch your partners into their own portal — leads arrive instantly, and the moment one qualifies, the reward fires on its own. You’ll communicate faster and pay faster than anyone in your market: a fence around your best relationships.
Every partner, lead, and reward in one command center. See who’s sending, what’s moving, and what’s been paid — across every branch.
The partner portal · for them
A free app your partners actually use — send a lead in seconds, watch its status live, and get paid when it qualifies. No training, no friction, no excuse not to send.
These are warm, high-intent leads from people your customers already trust — you’re not bidding against every competitor on Google for a stranger’s click. And you define the trigger: set exactly what counts as a qualified lead, and rewards only fire when it’s met.
Their easiest revenue. Your cheapest pipeline.
How TatchConnect works
From invite to payout, the busywork is gone.
01
Invite partners
Invite partner companies or individual contacts with their own TatchLink — so every lead they ever send arrives tied to the business developer who owns the relationship.
TATCHLINK → sent → portal live · owner attached
02
Set your rules
Flat fee, percentage, or tiers by job size. You set the reward — your partners control the split, dividing it three or more ways between their company, managers, and the tech who spotted the work, right from a slider in their portal.
Company · 70%Staff · 30%
03
Rewards pay out
Partners send leads and watch statuses live. When one qualifies, the reward fires — split by their rules and delivered instantly, whatever way they like to get paid.
QUALIFIED → reward fires → delivered instantly
No spreadsheets. No chasing. No manual payouts.
TatchConnect · What’s inside
Set it up once. Never touch it again.
01 · Free partner portal
Free partner portal.
Partners and their staff send leads and track every payout in real time — free forever, no seat to buy.
Your best lead source is already on the job.Sell more to the customers you already won.
Spot it. Your HVAC tech is on site and spots an aging water heater.
Send it. He sends it in seconds — before he’s back in the truck, it’s with your plumbing team and a visit is getting scheduled.
Reward it. When the job closes, he gets paid. Spotting work becomes a habit.
Security, built in
Your data stays yours.
Your network. Your revenue. Your call.
Encrypted in transit and at rest. Role-based access on every record. Export your data anytime.
FAQ
No. TatchConnect is the partnership layer on top of your existing job and field software — it runs the partner program itself: invites, reward rules, live lead visibility, automatic payouts. Your current stack keeps doing what it does. It’s not another CRM you have to feed.
They cover different halves of the motion. Tatch is the full business development platform — finding the right companies, territories, routes, visits, and the relationship work that happens before a partner ever sends a lead, with Tatch Intelligence woven through it. TatchConnect is the back half: once a relationship is sending you work, it runs the leads, communication, and rewards on repeat. TatchConnect ships first — Tatch includes all of it, and everything Connect captures is ready for the platform on day one.
No and no. Partners join free in seconds — send them a TatchLink, share your company code, or hand them a card they tap with their phone. They get their own partner portal to submit leads, track every status, and receive rewards.
Automatically. You set the reward rules — flat fees, percentages, or tiers — and partners control the split among the people who sourced the lead. The moment a lead qualifies, the reward fires and is delivered instantly, whatever way they like to get paid.
About five minutes. You create your account, pick your plan, invite your team, and you’re in — self-serve, with no sales call to sit through.
Then you’re both, and that’s built in. One account can receive leads from your network and send work to other trades at the same time — a single switch flips between the operator and partner views. No duplicate accounts.
Yes. Data is encrypted in transit and at rest, every sign-in ties to a real person, and role-based permissions cover every record — easy to grant, just as easy to pull when someone leaves. You can export your data whenever you want. And when a partner sends you a lead, the customer relationship stays yours — their contact details aren’t exposed to anyone.
