The contractors your business manages
Field Sales
Connect independent sales work to accounts, follow-up, and agreed fees.
Independent sales representatives build buyer relationships, introduce product lines, develop accounts, and follow up on commercial opportunities. Mezline helps you define the representative’s engagement, retain the agreed activity and sales records, and review compensation against the contract.
Talk to Sales
Define the accounts, selling responsibilities, and compensation terms together.
Explore the servicesStart with the service you need
Different jobs need
different proof.
Give the contractor a brief that explains the work, then ask for the records your team needs to review the result.
Make the assignment useful
A store visit needs a commercial purpose.
A representative may meet a retail buyer to introduce a product line, answer questions, and agree a quotation or sample follow-up. State that objective in the engagement. Store photos or a visit timestamp alone do not explain the selling contribution or establish that a commission is due.
01New account development
What the brief should specify
Target account types, territory, products or services represented, agreed outreach scope, and reporting expectations.
What to collect for review
Relevant buyer conversations, qualified opportunities, and next steps agreed with the prospect.
02Buyer meetings and presentations
What the brief should specify
The buyer’s needs, product line, approved commercial materials, and the representative’s authority to discuss terms.
What to collect for review
Meeting outcomes, buyer questions, requested samples or quotations, and follow-up actions.
03Existing account growth
What the brief should specify
Accounts included, reorder or expansion objectives, contact responsibilities, and any excluded house accounts.
What to collect for review
Account updates, reorder opportunities, customer concerns, and documented handoffs.
04Sales and compensation review
What the brief should specify
The agreed fee or commission basis, eligible transactions, reporting period, expense rules, and your approval process.
What to collect for review
Supporting sales or order references, the submitted compensation statement, and explanation of adjustments.
Managing the contribution in Mezline
A clear brief.
A result you can verify.
Review product and market experience, the accounts or territory covered, and any conflicts your agreement addresses. Collect the signed sales representation agreement and required tax and insurance records before assigning work.
Illustrative assignment brief
Introduce a product line to prospective retail buyers
- Accounts and selling objective
- Target retailers, buyer contacts, product line, approved sales materials, and the intended next commercial step.
- Authority and compensation
- Permitted discussions, who approves quotations, agreed fee or commission terms, eligible expenses, and reporting period.
- Required business record
- Buyer feedback, quotation or sample requests, agreed follow-up, and sales references supporting any submitted compensation.
The contractor's record
Keep the work visible.
The representative records the agreed account updates and follow-up outcomes. Your team can review the selling contribution alongside the engagement terms and relevant messages.
When something changes
If a buyer requests a discount outside the representative’s authority or an account falls outside the agreed territory, refer it to your commercial lead. Record the decision before treating the activity or resulting sale as eligible for compensation.
Review the result
Accept the contribution.
Review the account activity and any supporting sales statement against the agreement. Your team determines eligible compensation, resolves disputed transactions or adjustments, and approves the submitted charges.
Connect acceptance to payment
Explain the charge.
Use the agreed compensation terms and your team’s approved amounts to review the contractor invoice and pay through Mezline. Your staff remains responsible for calculating and confirming any commission entitlement before payment.
Professional and Enterprise include Assignment Management and AI Compliance Review. Enterprise adds reusable Client Sites and Assets records. Add the contractor to your subscription before onboarding or providing portal access. Tessa flags document issues against your requirements for staff review. Compare plans →
Where the services fit
See the business context.
Explore how organizations coordinate these specialists alongside the other contractors they manage.
Your contractor relationships. Connected.
Give independent sales relationships clear terms and accountable payment.
Optional Mezline Assurance adds Vendor of Record services, worker-classification protection, and applicable insurance for eligible contractor relationships.