From Receiving a New Job Opportunity to Receiving Payment

Completion Requirements by Service Line

How it Works

1. Onboarded vendors are assigned to a subset of Worksmith client locations as a Primary Vendor.

2. When a client submits a new job, the assigned Primary Vendor for that service line (i.e. HVAC, Electrical) is immediately notified and given exclusive access to respond to the job for the first 24 hours (2 hours jobs submitted as an emergency). 

3. Pricing and scheduling must be submitted to and approved by the client through the platform before any work is performed. 

4. Once the job is scheduled, up to 5 Technicians can be assigned. The assigned technician(s) will receive a text message containing a link to check in and provide completion details. Admin users have the final review of the technician's submission when marking the job complete.

5. The job must be marked completed through the platform with the completion report/details, then an invoice is generated automatically by Worksmith.

   • Worksmith does not accept separate invoices. All one-time and recurring services must be marked complete through the Worksmith platform after each visit in order to receive payment.

6. Worksmith handles invoicing the clients, then payment is released to the vendor directly via ACH payment.

Attachments:
How_it_Works_-_Job_Completion
How_it_Works_-_Invoicing_Payment