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Supplier guides

Step-by-step guides for supplier workspaces: requests and quotes, jobs, dispatch, schedule, services, customers, finance, team and trust.

11 articles

Today and the Command CentreYour supplier home page: priority requests, today's jobs, evidence to submit, payouts and alerts. Team plans get the Command Centre.1 min read
Requests and quotesWork through new requests, send quotes and track each request from New to Won or Lost.1 min read
Dispatch boardAssign jobs to engineers on a day board or map, and clear the unassigned queue. Available on Team plans and above.1 min read
Manage jobs, evidence and sign-offCreate and schedule jobs, collect completion evidence and customer sign-off, and move jobs through to complete.1 min read
Schedule, availability and on-callSee your week, set working hours and time off, pause new jobs, go on call and sync your calendar.1 min read
Services, packages and your marketplace profileCreate the services customers can book, set pricing and coverage, and check how your public profile looks.1 min read
CustomersKeep your customers, their sites and job history in one place, and message them directly.1 min read
Finance: invoices, payouts and your planSet up payments with Stripe, invoice customers, follow payouts and understand the commission on your plan.1 min read
Team and permissionsInvite engineers and office staff, give each the right role and check capacity. Available on Team plans and above.1 min read
InsightsTrack revenue, service and area performance, conversion and SLA trends. Available on Team plans and above.1 min read
Trust and verificationVerify your business, upload insurance and certificates, and manage reviews that affect your marketplace eligibility.1 min read

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Supplier guides

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