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How does the Independent Contractor feature work for Office Staff?
How does the Independent Contractor feature work for Office Staff?

Step-by-Step of the Independent Contractor Feature & Managing ICs

Lara avatar
Written by Lara
Updated over a week ago

If you hire contractors, the Independent Contractor (IC) feature makes it easier for you to see which of your cleaners are contractors and which ones are regular cleaners. Contractors would have the label Contractor next to their names in the Cleaners' list.

To label your IC as a contractor follow these steps:

  • When creating a new or editing an existing cleaner check the box to allow the cleaner to sign in using their email.

  • This action will open more options among which you can check the box to label your cleaner as a contractor.

If you work with contractors or want the ability to sometimes invite your cleaners to jobs, on each appointment (after creation) you'll see the option to select how many cleaners are needed for the appointment and then invite anyone you wish to potentially do the job, along with making them a pay offer.

Click the grey box to check which cleaners to invite:

The invite on the appointment details will look like this:

Your cleaners can quickly review the job details in their mobile app and let you know if they are interested in accepting/declining each job through the email invite. Jobs cannot be accepted through the mobile app at this time but the job itself can be viewed if the contractor needs more details.

Once a cleaner accepts the job on the email invite, you will be notified through the mobile app and in the notifications on the desktop.

The red dot on an appointment is an indicator that the contractor has denied the job, the yellow means you are waiting for a response from the contractor, and the green dot means that the contractor has accepted the job. All contractors need to have a reply in before cleaners get scheduled or else the contractors won't be able to place a bid or accept or deny the job. See closed invites below.

Closed Invites:

Once you have sent invites out, they cannot be resent to the same contractors. Invites for the same job could be sent to any contractors that were not originally invited.

When a bid is marked as closed in grey, it is an indicator that cleaners were assigned to the job before others were able to either accept or decline. In this case, it is advised to schedule cleaners after you get responses from everyone, just in case a preferred cleaner responds late to their email invite. If cleaners are already assigned to the appointment, late entries will be notified that the job is already assigned.

Tip:

If you decide on another hourly rate, a commission pay or another type of pay, or you simply do not want to make an offer nor request a bid; you can set the price of the invite to $0 and change the invitation message

Keywords:

independent contractor, contractor, IC, IC feature, invitation to job, invite cleaners, red dot, cleaner's schedule, scheduling cleaners, job invites,

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