Once a walkthrough has been accepted, scheduled, and the visit has occurred, a vendor must mark the walkthrough Complete in the Worksmith system to begin the payment processing.
All jobs, including walkthroughs, must be marked complete within 24 hours of the scheduled date to meet your Time to Completion Service Level Agreement.
- Locate the desired opportunity. A scheduled walkthrough may be found on your Calendar tab or your Dashboard tab under the Negotiating - Walkthrough Scheduled Status.
- Review your calls to action at the top of the page, select Mark Complete.
You will be prompted to choose Walkthrough which leaves the opportunity open allowing you to then submit an estimate, or Job which will close out the entire opportunity for the cost incurred signifying that the issue has been resolved. Select the appropriate option.
You will be asked to fill out at least one of the following: Summary of Work Completed, Completion Photos, and/or Completion Report. You may also outline your own Invoice / Job Reference number.
- By completing the Walkthrough you have begun the invoicing process. Payment can be tracked using your Invoices tab.
Next Step? Submit an Estimate / Bid