How it works for the agency
How it works for the agency
The role of the agency as a service provider
Fidavo.com hosts the best investigative agencies present on the international territory as service providers. Agencies can, therefore, create their own customized shop of products, choosing them from those available within the catalog made available by the platform, and sell these services to the end customer at the price they deem appropriate.
How to start selling on Fidavo.com
1. Registration process
Creating a virtual store and selling services on Fidavo.com is easy: the agency must register on the platform, open a Stripe account to receive payments, create their own customized service catalog.
The agency registration steps
Before starting the registration process, make sure you have the following documents at hand
• ID card of the license holder
• Tax Code of the License Holder
• Valid Prefectural License
• Latest Visura Chamber
• Tariff
• ISO 9001 certificate
• ISO 18000 certificate
1. Registration of the license holder of the agency
The prefectural license holder associated with the agency is the one who has to practically register his agency on the platform. He will therefore have to enter his personal details and upload his identity card and tax code.
2. Actual registration of the agency
In the next step, the licensee must enter all the required data concerning his agency, the details of the prefectural license which must also be uploaded (together with the last visura chamber of the agency), other details on the license holder and the selection of the referential prefecture and police headquarters.
3. Choose the agency's working fields and upload the price list
The agency will have to choose, among those listed, which are the areas in which it is authorized to operate, ie among private-sector, insurance, defensive, trade info, sale sector, corporate, activities stipulated by special laws or ministerial decrees. After that, he will have to upload his tariff with the list of services provided and the relative prices.
4. Creation of the public profile
The last phase of registration consists in creating a real profile containing all the details that will be visible to customers: a presentation of the agency, the logo and the inside and outside photos of the agency, the certifications ISO 9001 and 18000.
Once all the registration steps have been completed, it will take 48 hours for an expert to validate the profile and make sure that the agency complies with all Fidavo.com quality standards.
After the agency has been approved and properly activated by a Fidavo.com operator, registration must be done by completing another 2 steps.
• Creation of the PIN, code that will allow access to case management, protected by E2E encryption.
•Activation of the Stripe account, which will allow the agency to receive payments.
2. Creation of the Stripe account
Opening a Stripe account is necessary because when a customer buys from an agency's catalog, Fidavo automatically sends the funds to the agency's account and retains his commission.
To open a Stripe account, you need to re-register by entering an email address and password. The account will be verified with double authentication which involves sending an email to the address entered and also sending a code via SMS to the number indicated.
Once this necessary verification has been carried out, Stripe asks for some details on the type of activity such as address, what kind of activity it is, the email address of the activity and the website URL.
The next step involves entering information on payment method, then Currency and IBAN, and finally the customer service data: the item that will end up on the account statements, the abbreviated item, the customer service number.
Stripe dashboard
From the platform inner dashboard, the agency can land directly on the Stripe dashboard where can managed all transactions, receipts, payments, monitored the account balance, customers and the reporting section.
3. The subscription plans
The subscription of agencies to Fidavo.com is managed through 3 different subscription plans which will be detailed below.
1. Entry plan
• The agency does not pay a 1-year fee
• It has a single location from which it can offer its services
• Can connect to 3 agents
• The percentage fee on each service is 20%
2. Professional plan
• The agency pays an annual fee of € 500.00
• possibility to choose 2 national offices from which to offer the services
• connection to 15 agents
• The percentage fee on each service is 15%
3. Premium Plan
• The agency pays an annual fee of € 1,500.00
• Benefit to choose 5 national offices from which to offer your services
• Will be able to connect with 100 agents
• The percentage fee on each service is 7% and will always appear at the top of the search results.
How the payment works
As a marketplace, Fidavo.com manages multilateral payments and does so by collecting the payment and automatically transferring the due funds to the service providers (agencies).
When the platform sends the payment to the agencies, it retains the fee established by the subscription plan.
Stripe's fee is retained at the agency and consists of the following fees:
- 1.5% + €0.25 for Standard European cards
- 1,9% + 0,25 € for Premium European cards
- 3,25% + 0.25 € for International cards.
The agency finds all the funds sent by the platform in the Balance section of your account: here you can see the funds in the agency's account and those that will arrive later, add funds as you wish, view the list of transfers received.
What are the commissions applied to sales
As mentioned, every time the platform deliver a fund to the account of the connected agency, it retains a fee that varies depending on the type of plan that the agency has signed with Fidavo.com.
Below is the scheme:
• Entry Plan: 20% fee
• Professional Plan: 15% fee
• Premium Plan: 7% fee.
For the first year of enrollment, with all plans the fee is locked in at 7%.
Dashboard
After logging into Fidavo.com, the agency lands on its dashboard from which at a glance you can see:
• cases in progress
• cases that have yet to be approved
• customers who have purchased your investigative services
• the total sales in the current month
• the customer's average expense
• details of sales within a selected period
The agency has at its disposal a series of panels that we describe in detail below.
Profile
The profile section can be reached from the profile photo chosen during registration, by clicking on Edit Profile.
This is divided into:
1. Account, which contains information regarding the agency owner who made the registration
2. Agency, information regarding the agency's database
3. Activities, i.e. the list of areas of investigation in which the agency is authorized to operate and the tariff of its services.
4. Profile, which contains the details of the agency that are public to customers such as presentation text, logo, agency images, certificates.
Please note: only the section of the Profile, the latest, can be changed directly. If the agency decide to change a specific one of the first 3 sections, it should do so by requesting assistance and therefore opening a Support Ticket.
Messages
In this section it is possible to send messages by choosing the type of recipient among agents and customers. Only agents to whom a connection request has been sent can be contacted.
You can also attach files in messages.
Connection
In the Connection section, the agency can search for detectives to collaborate with and to entrust with the cases it takes in charge.
In Connections, therefore, you can search for an agent based on
• locality in which it operates;
• investigation activities in which he is qualified;
• period of availability.
The number of agents with which an agency can connect depends on the type of plan signed with Fidavo, in detail:
• Entry plan: connection with 3 agents
• Professional Plan: connection with 15 agents
• Premium Plan: connection with 100 agents
In the connection panel, the agency sees the list of all the agents to whom it has sent a connection request (diveded into Approved and Waiting for approval). From here the agency can:
• open the agent's public file
• send a message
• cancel the connection.
Once the agency requests a connection to an agent, it must wait for the latter to approve the request for collaboration or not.
Customers
In this panel there is a list of customers who have purchased an agency service with the date and amount of the last purchase and the possibility to contact the customer by sending him a message.
Catalogue
The agency has the possibility to create its own catalogue of services to be made available to customers. The products/services to be sold are selected from those made available to the platform. Once a product is chosen you can take visions of all the details and customize it by choosing the selling price.
The Catalogue panel is divided into Extra Products and Products, in which "products" are the services that are added to the agency’s public catalogue, and "extra products" are additional services to the product that are eventually offered to the customer by the agency where the need arises.
Calendar
Through the Calendar the agency can manage its availability and the deadlines of the documents necessary to operate (prefectural license) as well as all cases taken in charge (ongoing, suspended, completed). If the agency has entered a period of non-availability in the calendar, it will not appear in the search results if the user searches for a service to be performed on those dates.
Case management
To access the case management panel, you must enter the PIN you have chosen in the post-registration phase. After this step, the agency will have at its disposal the list of all investigative services sold in the form of case (completed, in progress, in approval), the principal of the case, the date on which it was purchased, the agents assigned to this case, as well as a map that geolocates all active agents.
From this point of view, it is possible to access the management of each individual case, examine its summary and details, start a video call with the client to obtain more informations on the investigation activity commissioned and discuss its details. The bottom of the screen represents the core of the case management. Here, in fact, the agency has available in the various tabs all the informations and a whole series of actions that it can carry out.
Data required
Here the agency accesses the information provided by the customer concerning the subject of investigation (if the service provides so) informations that are necessary for the proper performance of the investigations. In this section the agency also finds the assignment, that is the contractual document whereby the customer authorizes the agency to carry out that specific activity. This document constitutes a mandate and contains a summary of all the data of the principal and the subject under investigation (if it is an investigative type of survey), the purpose of the investigation, the indicative duration.
The submission, which is usually completed by the principal on a form provided by the investigating agency, in this case is provided by Fidavo.com and is composed of a standard text, valid from the legal point of view, and variable parts (principal data, target, purpose and duration of the survey) which are automatically filled out.
Chat
Thanks to the chat you can easily and quickly contact both agents and customers, to keep track of survey activities and update the customer on the performance of the latter.
Storyline
The storyline is the chronological arrangement of all the events that make up the case itself. It aims to show the customer everything that happens during the investigation, allowing him to have full control over the progress of the case.
Technically, the storyline consists of elements, such as:
1. Photos: can be one or more than one, with a maximum weight of 2MB and the format png, jpg, gif, tiff. The photo can be taken at the moment (in case the device is a smartphone) or uploaded from the photos in the pc or library.
2. Media: They can be images, audio or video files. The maximum size is 100 MB and the allowed formats are: jpg, gif, jpeg,png, mp3, mp4, avi, mov. As for photographs, media can also be produced at the moment (in case the device is a smartphone) or loaded from the pc or library.
3. Sightings: this is the exact location where the target was sighted, it consists in the simple entry of the precise address of the sighting.
4. Text: is the textual description of an event considered important for the principal.
Photographs, media and sightings are geolocated and visible elements on the map. Geolocation is automatic in the case of smartphone use because the platform detects the location of the device, or it can be inserted manually if the insertion of the element is subsequent to the photographed event or if the platform fails to detect the device position. All these elements can also be accompanied by a textual description that specifies some details.
For all four elements is also specified the time, which can be current insertion in the storyline, for example if the event happens and is immediately immortalized and inserted in the storyline, or you can enter the time when the item was inserted, where the photo or media was previously immortalized and inserted in the storyline at a later time.
The agency can insert elements in the storyline and accept or reject the elements that the agent intends to insert (this operation can be performed from the tab agent management)
From the section of the storyline is also possible to offer the customer an extra product among those that he chose to include in his catalog. This possibility can be very useful where investigative activities for unforeseeable reasons are being extended beyond the set times, for example an additional day of investigation or the extra miles needed to follow the target. The customer will receive a notification and may or may not accept the proposal.
Agent management
In the Agent Manager tab, the agency may assign the case to one or more agents with whom it has established a connection.
Also in this section the agency can view the elements that the agent proposes to enter in the storyline, accept or reject them. You can finally remove an agent from the case.
Support
For any problem or doubt, the agency has a support section where it can:
• open a support ticket with the platform by writing to the staff of I trusted the issue;
• see the FAQ;
• consult the documentation.
Transactions
In this section it is possible to keep under control all the transactions performed by the agency towards the platform, that is the upgrades of the subscription plans and the relative annual renewals.