Agency Management
Customers, roster, team, rates, tags, and settings.
Manage customers, locations, and contacts
Build and maintain your customer directory, each with its own billing defaults, job locations, and onsite contacts.
Manage consumers
Record the Deaf or LEP individuals you serve, with their language and preferred or do-not-send interpreters.
Set up billing groups and requestors
Create separate invoicing profiles under a customer and manage the people who request jobs.
Manage your interpreter roster
Invite interpreters by email and manage your active, pending, and placeholder relationships.
Add interpreters who don't have accounts yet
Invite and schedule an interpreter who has no OneTerp account; their booked jobs move to their real account when they sign up.
Set an interpreter's employment type and pay rates
Choose 1099 contractor or W-2 employee per interpreter and set their base, travel, and differential rates.
Manage staff and team roles
Invite team members, approve office-staff join requests, and set each person's access by area.
Schedule staff shifts (W-2)
Set working hours for W-2 employees using a visual day or week shift editor with paid-lunch handling.
Schedule contractors on purchased (bought) time
Buy blocks of a contractor's time, schedule them like staff during those windows, and pay per block instead of per job.
Find interpreters in your area
Search the opt-in directory for interpreters by state, city, language, and specialty, then invite them to your roster in one click.
Set up credential and skill tags
Create categorized tags for interpreter qualifications used for eligibility gating and best-fit dispatch.
Set your branding and agency settings
Configure your logo, agency name and contact, active languages, and scheduling and dispatch automation rules.
Publish your public agency profile
Build a public, no-PHI marketing page where interpreters can request to join and customers can contact you.
Request documents and track compliance
Request documents from interpreters, define required document types, and see every interpreter's compliance at a glance.
Send and collect customer documents
Store blank forms once, send a customer a secure no-login link to fill out, and file what they return.
Set what each team member can access
Grant access by area — Coordinate, Billing, People, Customers, Reports, Settings — each at No access, View, or Manage.
Can't find what you need?
Submit a ticket and the OneTerp team will follow up.
