Skip to main content
Worksmith Help Center Help Center home page
Contact Support
Sign in
  1. Worksmith Help Center
  2. VENDOR: Using Worksmith

VENDOR: Using Worksmith

Learn how to navigate Worksmith and respond/manage your opportunities.

VENDOR: Responding to Opportunities

  • VENDOR: Submit an Estimate/Bid
  • VENDOR: Submit a Walkthrough
  • VENDOR: Clarify Scope of Work
  • VENDOR: Decline an Opportunity

VENDOR: Negotiating

  • VENDOR: Editing an Estimate/Bid
  • VENDOR: Responding to a Requested Revision
  • VENDOR: How to Message / Speak with Client

VENDOR: Scheduling

  • VENDOR: Submit and Respond to Availability

VENDOR: Pricing & Schedule Changes

  • VENDOR: Rescheduling (Schedule Changes)
  • VENDOR: Submitting a Change Order
  • VENDOR: Next steps for an Accepted / Declined Change Order

VENDOR: Completion

  • VENDOR: Can I Mark the Job Complete From a Walkthrough?
  • VENDOR: Mark a Walkthrough Complete
  • VENDOR: Mark an Opportunity Complete
  • VENDOR: Can I mark a job Complete Without a Confirmed Schedule?

VENDOR: Recurring Services

  • VENDOR: Manage All Recurring Services
  • VENDOR: Mark a Task Complete
  • VENDOR: Respond on Past Due Tasks
  • VENDOR: Reschedule a Task
  • VENDOR: Change a Recurring Schedule
  • VENDOR: How to Message / Speak with the Client (Recurring Tasks)
Worksmith Help Center