Vendor FAQ- Worksmith Portal
Last updated: July 2, 2026
Payments & Invoicing
How do I sign up for direct deposit?
Steps to Enroll
Go to My Profile → Payments
Enter your email address
You’ll receive an invite to Bill.com to set up direct deposit
Key Notes
There is no cost to sign up
Payments are processed through Bill.com
Need Help?
Bill.com does not have a direct phone number or email for support.
To contact them:
Log in to Bill.com
Go to the Help Center
Select “Contact Us”
Where is my payment?
Go to Invoices to track payment status and expected release date.
You can also:
View itemized ticket details
Export invoices
Reconcile with your internal system
How do invoice generation & payments work?
Invoices are automatically created when a ticket is marked “Dropped Off”
Worksmith bills the client based on these tickets
Payments are then consolidated and released per payment terms
📌 Important: Mark tickets as “Dropped Off” promptly to trigger payment.
Do I need to send invoices?
No. Tickets act as your electronic invoice.
Do not send invoices directly to Worksmith and our clients.Where do I access my tax forms?
Worksmith collects W-9 information through the portal and issues 1099 forms annually.
W-9 Submission
At the beginning of the year, vendors who have not yet submitted their W-9 in the portal will be contacted to complete this step.
1099 Availability
If your W-9 is already on file:
1099 forms are processed by January 31 each year
Forms are typically delivered via email within a few days
Need Help Locating Your Form?
If you’re unable to find your 1099, please contact our Accounting team at accounting@worksmith.com, and we’ll be happy to assist.
Where do I upload my W-9 in the portal?
Steps to Upload Your W-9
Go to My Profile
Navigate to the W9 section
Enter or update your billing details
Upload your W-9 form where prompted
Tickets & Operations
How do I submit and complete tickets?
Submit and complete tickets within 1 week of service
Tickets must be completed within 60 days
Late tickets may be rejected or not paid
Submitting tickets promptly ensures faster payment.
How Do I Stay in Good Standing with My Actionable Tickets?
Your Actionable Tickets dashboard should be cleared on a weekly basis. Keeping this up to date is required to remain in good standing as a Worksmith vendor.
How to Clear Actionable Tickets
Option 1 — Services Completed
Review the ticket and mark it as “Dropped Off” once services are complete.Option 2 — No Items Needed
If no service is required, select “No items in this pick-up.”Option 3 — Remove Old Tickets
Delete any outdated or irrelevant tickets by selecting “Delete Ticket.”
Important Reminder
All tickets must be cleared from your Actionable dashboard each week to remain in good standing.
How do I add a new ticket?
Use this when a client does not create a ticket.
Enter all required details
If service is complete, update status to “Dropped Off”
What happens when a ticket is completed?
Once marked “Dropped Off”, the ticket moves to Completed for recordkeeping and payment processing.
I completed a ticket but need to edit it—what should I do?
Completed tickets cannot be edited.
Email dca@worksmith.com with:
Client name
Ticket number
How do I change a recurring schedule?
Email dca@worksmith.com with:
Client name
Location
Updated schedule
Pricing & Opportunities
What is an “Opportunity”?
When new work is available, you’ll receive an email to log in and submit pricing (“submit a bid”).
Includes scope and target pricing
Submit within 48 hours
Add pickup/drop-off schedule in Terms & Conditions
Do not contact the client directly
Even if you already work with the client, you must still submit pricing
How do I update my pricing?
Pricing updates are reviewed once per year.
Email dca@worksmith.com
Worksmith will provide your current pricing via spreadsheet for you to download and update
Return it to Worksmith for client approval
What is a Standard Item List?
A client-specific list of common services used for bidding and invoicing.
Use it as a baseline for pricing
Select “Exclude” if you don’t offer a service
Use “Other” for custom or variable pricing
What is the difference between wholesale and retail pricing?
Wholesale (Worksmith Pricing):
Discounted, business-to-business rates
Used for all Worksmith services
Retail (Standard Pricing):
Higher, customer-facing rates
Always use approved wholesale pricing for Worksmith tickets.
Account & Setup
What is my service coverage area?
Your default coverage is a 30-mile radius from your address.
To expand:
Go to My Profile → Vendor Service Area → Add Zip/CityHow do I add a new user?
Go to My Profile → Users and add your team member.
Where do I add sales tax?
You do not need to. Worksmith is tax-exempt.
Fees & Policies
What is a platform fee?
Worksmith connects you with national clients and charges a tiered fee: PER MONTH
$0–$1,000 → 0%
$1,001–$4,999 → 2.9%
$5,000+ → 3.9%
How do I change my password?
Steps:
Navigate to your Vendor Portal.
Click on your initial icon located in the top-right corner of the screen.
Follow the on-screen prompts to update your password.
How do I edit my notification preferences?
Steps:
Navigate to your Vendor Portal.
Click on your initial icon in the top-right corner of the screen.
Toggle email notifications on or off according to your preference.
📌 Note: Worksmith recommends keeping ALL notifications turned ON to stay informed about service updates, new opportunities, and schedule changes in real time.