WORKFORCE for Customers

Your job, your photos, your paperwork — without phoning anyone to ask.

Your contractor runs their business on WORKFORCE, which means you get something most contractors cannot offer: a live window onto your own job.

The first thing to know is that there are two ways in. Some things need an account. Many of the most useful ones don't — they arrive as a link in a text or an email, and they open straight away with no password at all.

Part one — things that need no login

The link that shows you the job

Where: a link texted or emailed to you, often attached to a daily documentation update.

Tap it and you get a read-only view of the job — the timeline of what happened, photos, videos, files, field reports, and the invoice. Your contractor chooses which of those to include when they create the link, and the link can be set to expire.

Staff names are stripped from the timeline. It shows the work, not the roster.

Why it matters: you can forward that link to your spouse, or your insurance adjuster, and they can see the evidence immediately. No app to install, no account to create, no "can you email me the photos" thread that takes four days.

Booking a job for the first time

Where: your contractor's public booking page — from their website, an ad, or a QR code.

The page carries their logo and name. Search for what you need — "roofing", "HVAC", "plumbing" — or tap a category. You get matched professionals as cards showing their rating, their experience, and the skill that matched your search. Tap Book, fill in your name, email, phone, address, and a short description, and submit.

No account is created. You get a confirmation page with a reference number, and an email.

Why it matters: booking a tradesperson works like booking anything else you book on your phone. It's available at 2am, which is often exactly when you discover you need it.

Paying

Where: the payment link in your invoice email or text.

You'll see the contractor's logo, the invoice number, and the balance due — broken down so you can see what's already been paid, any deposit applied, and any adjustments. Then choose: pay the full balance, pay half, or type your own amount. Payment goes through Stripe's secure checkout.

Afterwards you land on a receipt with the transaction ID, invoice ID, amount paid, payment method, and date — plus a Download Invoice button for your records.

If something goes wrong, you get a plain-language explanation of what happened and confirmation that no charge went through.

Why it matters: you pay in under a minute from the same phone you're holding, and you have a receipt without asking for one. No cheque, no reading a card number aloud to someone.

Part two — your account

Your contractor creates your account and sends you a temporary password. The first time you log in, you'll be required to set your own before you can go anywhere else.

Your dashboard

Three cards at the top: total spent, projects, invoices.

Below that is a search box — "What do you need? e.g. HVAC, plumbing, roofing" — plus category tiles, including one for insurance and ClaimReady Plus work. Search or tap a tile and you get matched professionals with their rating, tier, matched skill, and experience. Tap Book and a short dialog submits the request.

Why it matters: booking your next job takes about thirty seconds, because the company already knows who you are.

My Projects

A summary card — total spent, total, active, and completed projects, with a completion-rate bar — over a list of every job you've had, each with its status, type, and date. Tap View on any one to open its full documentation.

Why it matters: "where does everything stand, and what have I had done here before" is one screen instead of a phone call and a search of your email.

Your project documentation

Open a project to see its daily feed: photos, videos, documents, field reports, and a timeline of what happened, organized by date. Tap any photo to view it full screen.

This is the live record, not a snapshot — it updates as the crew works.

Why it matters: you can see what was done on a day you weren't home. For anything that later gets questioned — by you, by an insurer, by a future buyer — the evidence is dated and already collected.

Signing documents

Where: a link from your contractor, or from your project.

Read the document right in your browser, zooming as you need. If it has fields to complete, you're walked through them one at a time so nothing is missed. Sign by drawing your signature on the pad, or by typing your name — typing has the same legal effect as drawing it.

Before you can submit, you confirm a checkbox: that you intend to sign electronically, and that your electronic signature is as legally binding as a handwritten one. The screen also tells you plainly that your name, email, the timestamp, and your IP address are recorded with the signed copy.

If you don't want to sign

There's a Decline this document button, and it's available the whole time — you don't have to tick anything first. You can add a reason if you'd like the company to know why. Declining tells them you're not going ahead and stops the reminder emails.

Why it matters: approving an estimate takes two minutes from your phone with no printer and no e-signature account of your own. And saying no is a real, respected option rather than something you accomplish by ignoring emails.

Your inbox

Two tabs:

• Promotion — offers and announcements the company has sent you.
• Service & Payment — a colour-coded activity feed of everything that has happened on your jobs: payments, invoices, estimates, refunds, status changes, emails sent, and signature events. Each entry links to the record it refers to.

Why it matters: the answer to "what has happened with my money and my job" is one feed, not an archaeology dig through your email.

Service requests

Where: Service Requests → New.

Your contact details are already filled in. Pick a category, optionally link one of your projects, add a subject and describe the issue, and submit.

Afterwards you can search and filter your requests, open any one to read the full comment thread with the office, add a comment, edit the details, or delete it.

Why it matters: a non-urgent problem gets raised and tracked without a phone call — and the technician can read the thread before they arrive, instead of hearing it for the first time on your doorstep.

For an actual emergency, call. This is a tracked request queue, not an alarm.

My Bookings

Every booking you've made from the dashboard search, in a searchable table: booking ID, service, description, the technician assigned, date, and status.

Your profile

Edit your name, company, phone, mailing address, and photo. Your email address and account status are set by the contractor and shown read-only.

ClaimReady Plus

If your contractor has added ClaimReady Plus to your job, a tab appears showing your claim cases: claim number, property address, your adjuster, the status, and the date it opened.

It's a status view — you read it rather than work in it. See the ClaimReady Plus chapter for the full picture.

Why it matters: "where is my claim" is answered by looking, at any hour, without waiting for a callback from an adjuster.