Dealer Program Terms

Dealers are approved by Install Direct at our discretion. Applying creates no account; an approved applicant receives a link to set a password for the dealer portal. We may decline or remove any dealer, including where the intended selling method is inconsistent with these Terms.

Your team has two positions. Closers meet homeowners in the home, walk them through the Install Direct quote, and close the sale; each closer receives a referral link and QR code that track under your team. Appointment setters book in-home visits for a closer using the booker in their portal; a setter receives no referral link and is credited only through the appointments they book. You may add closers and setters; a closer may add setters under them; a setter may not recruit. You may reassign a setter to another closer.

Each person may hold one Install Direct account: someone on a dealer team may not also be an independent affiliate, and an email that already belongs to an Install Direct account cannot be added to a team. You may act as a closer yourself on your own appointments and through your company link.

On every install paid for through your company link, any closer’s link or QR code, or an appointment booked on your team, Install Direct pays you 45% of the net profit (sale price after promos, minus equipment and labor cost and the installer's share), less any closer promo discount funded under section 5. Attribution follows the affiliate rules: last click, a 60-day window, no self-referrals. A checkout that starts from a booked appointment (its QR code or link) is credited to that appointment’s closer and setter and takes precedence over any other referral link. The share is recorded when the customer’s payment in full is recorded.

You set a closer rate and an appointment setter rate in your dealer portal, as a percentage of the same net profit (defaults 20% and 10%), and you may give an individual closer or setter their own rate. The highest closer rate plus the highest setter rate on your team may never exceed your share of 45%; the portal refuses rates that would. On a sale with a setter, the closer earns the closer rate and the setter earns the setter rate; on a closer’s own lead only the closer earns; on a sale through your company link nothing is owed to the team. You keep the rest.

Team earnings are calculated and shown by Install Direct but are paid by you, out of your share; Install Direct does not pay closers or setters and is not a party to your arrangement with them. You are responsible for paying your team what your portal shows, recording those payments in the portal, and any tax reporting your arrangement requires.

A closer may create promo codes in their portal that discount a customer’s price. A closer promo discount is funded only from that closer’s commission on the order: the closer’s earnings on that sale are reduced by the discount, and the dealer share paid to you is reduced by the same amount because you owe the closer that much less. Your kept margin, the setter’s earnings, the installer’s pay, and the net profit base are not changed by a closer promo. Discounts are limited in the portal and capped at checkout so that they cannot exceed the closer’s commission on the order; if a discount nevertheless exceeds it (for example because a different installer share applied), Install Direct absorbs the excess and the sale is reviewed. Only closers may create promo codes, a code can be used only with that closer’s link or appointments, and only one promo code applies per order. Every code, its uses, and the discounts given appear on the closer’s page, your promo code page, and your payout statements.

Appointments booked on your team, and the homeowner details entered with them (name, phone, email, address, and notes), are Install Direct customer records. They are used to schedule and confirm the visit, to send the homeowner confirmations, reminders, and reschedule or cancel links, to notify the closer and setter, and to credit the sale. Homeowner texts are sent only where the homeowner agreed to appointment texts at booking, and every text honors STOP. Closers see the appointments assigned to them, setters see the ones they booked, and you and our office see all of your team’s appointments. You may not use homeowner data for any other purpose, export it, or contact a homeowner who has cancelled or asked not to be contacted. Calendars connected by your team (Google Calendar, Apple Calendar or iCloud) are used only to show busy time and to place appointments.

A share is recorded as pending when the customer pays in full. It is approved automatically when the customer signs and accepts completion of the installation and the job is verified, with no open dispute, payout hold, or refund; otherwise our office reviews it. At that moment the earnings you owe your closers and setters on the same sale are approved too. Approved dealer shares are paid by direct deposit (ACH) from our bank, Mercury, to the bank account you add on your Earnings page, after you complete a W-9. A new or changed bank account must be confirmed from your account email and has a three-business-day safety hold before payouts are sent to it; where a payout cannot be sent automatically it waits and our office pays it once it can. We may turn automatic payouts off and pay in batches instead.

Refunds and cancellations void the share and the team earnings on that sale. A share already paid is deducted from your next payout, or you agree to repay it on request; what you already paid a closer or setter on a voided sale is between you and them, and your portal shows it so you can settle.

You are responsible, for yourself and every closer and setter on your team, for:

• obtaining and carrying any solicitation, peddler, or canvassing permits or licenses a city, county, or state requires;
• honoring do-not-knock lists, “no soliciting” signs, local hours for door-to-door sales, and any request to leave;
• calling and texting homeowners only in compliance with the Telephone Consumer Protection Act and the Do Not Call rules, including recording the homeowner’s agreement before choosing appointment texts in the booker;
• telling every homeowner who buys after an in-home visit about their right under the FTC Cooling-Off Rule and applicable state law to cancel within 3 business days, which the checkout also shows, and never discouraging a cancellation;
• identifying yourself and your company truthfully at the door, and never implying you are a utility, government program, or Install Direct employee.

No self-referrals by you or your team, and no appointments booked for yourselves or your households. No bidding on the Install Direct name, our domain, or misspellings of them in paid search. No presenting yourself or your team as Install Direct. No promising a price, discount, or install date the quote does not show, and no discounts other than closer promo codes created in the portal. No giving a setter a referral link or letting a setter use a closer’s link to take credit. No recruiting fees: nobody pays to join your team. A violation by a closer or setter is a violation by the dealer.

You and every member of your team must clearly disclose that you earn a commission when you recommend Install Direct, at the door and wherever a link or QR code is shared, as the FTC endorsement guides require.

Nobody is paid for recruiting. No bounty, fee, or commission is owed for adding a closer or setter or for the size of a team; every share and position rate arises only from an install paid for by a real customer. Any example, calculator, or estimate we publish shows how the math works; it is not a promise or a typical result, and what a dealer, closer, or setter earns depends entirely on the installs their work produces. You may not present earnings to a prospective closer or setter as guaranteed, typical, or tied to recruiting.

We may change these Terms, the dealer share, or the Program for future sales with notice in the dealer portal or by email; continued participation is acceptance. Shares already recorded keep the rates in effect when they were recorded. Either party may end participation at any time. Approved, unpaid shares are paid out on termination unless the termination is for a violation.