For Service Providers

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For Service Providers

Clients

As an administrator of a Service Provider company in Checklist, you will be able to view your clients. Your clients are responsible for creating and sending job requests that you can later accept.

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Invoices

Invoices are essential to receiving payment from clients for jobs completed. Learn how to create and send invoice to your clients to be paid for services rendered.

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Jobs

Job creation created by a client, establishes the work involved that needs to be carried out based on what is required for the completion of a job assignment. This module explores accept and complete jobs sent from a client.

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Payments

To collect payment from clients via the invoices created and sent, you will need to connect to the accepted payment gateway in your Checklist account. Learn how to connect your payment gateway to receive payment from clients for services rendered.

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Service Provider Calendar

Your task calendar is the most important aspect of job assignments. It helps you keep track of the jobs that need to be completed for your clients.

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Users

Users are necessary to assist in the completion of tasks or projects. You can invite team members or employees to access your account to help with jobs sent from your clients.

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Service Provider: Dashboard

Your Checklist dashboard provides an overview of your account. At a glance, will see your upcoming jobs, problem jobs, assignment requests and invitations from clients to work. Additionally, you will see the different job statuses, any imminent Jobs and any incident reports logged.

Updated 3 years ago by Andrianna Bonner