What's the difference between a personal and business account?
The only diffence is that Personal accounts can only send money, whereas Business accounts can both send and receive money.
How many personal and business accounts can I have?
Any tips to make my account even more secure?
What's the importance of a verified email or phone number?
Verified email accounts and phone numbers are a helpful way to ensure the other party you are contracting and paying is someone you know and trust. Before accepting invitations, be sure to verify it's someone you know.
How to Set Up Your Business Account
Business accounts scale from freelancers working on the side, to small business, and even corporations. Anyone is able to create a business account, however before you do check with your company to ensure the account isn't already setup.
Business Account Setup
Select "Create a Business Account" from the Home screen’s quick actions.
Enter the required business information: logo, entity name, and mailing address (where payments can be sent if not using the electronic payment option). While the logo is optional, we suggest adding one now or coming back later. Doing so will help strengthen your brand on the invoices and other locations within the app and it lets your clients know they're working with the right account.
Enter Company About with Type, Industry, URL, and a short description.
Enabling electronic payments (Premium Service)
- Go to Settings -> Subscriptions and select Premium or contact us for a quote.
Go to Settings -> Payouts & Balance to setup your banking information - this is how where we'll automatically deposit your payments.
Follow the onscreen instructions.
Get your Client Started
Clients only need to set up a personal account.
Personal Account Setup
Install and launch the mobile app for your Android or iOS device.
Select Create Account
Enter your name, personal email address, and a password.
Optionally, add a photo (this helps others know it's you)
Verify your email account.
Set up a Payment Method (Optional but Recommended)
- On home screen, select Link Banks and Cards
Select either Link a Bank Account or Add a Card.
Follow the onscreen instructions.
My client is a business/public entity (i.e. City of Acme), how should they setup thier account?
Every entity (including public entities) should establish a business account so that more than one person may be assoicated with the contracting entity. This will allow the project to "out-live" the length of the person's employment and it ensures the funds are being sent/recieved to the correct account.
What are the limits for sending payments?
The maximum payment (including fees) is $999,999 for a credit card and $500,000 when funded by your bank (ACH). All payments may be subject to review to prevent faud.
My card was reject or I received an error, what should I do?
We suggest trying it twice to ensure you did not accidentally mistype. If that does not work, contact your card provider. It's likely they'll know why your card is not being accepted by our payment processor, Stripe.
Can payment methods be shared between my personal and business accounts?
If you'd like to attach your bank or credit card to both your personal and business accounts, you'll need to add them to each account, separately.
Can I change my preferred payment method?
What payment methods are allowed?
How do I receive money with my personal account?
Personal accounts can only send money. Only business accounts can receive money for the services performed and/or for the goods sold. Setting up a business account takes only a few minutes. Once set up, you can request money by creating an invoice.
What's taking my payout so long?
My client sent me a check, what should I do?
Is it possible to change my Payout schedule?
It sure is! We're happy to help you do this. If you don't like the daily payouts you may request weekly (e.g. every Tuesday) or even monthly (e.g. 1st of every month). Please contact support and we'll set you up.
How many projects can I have?
There's no limit to the number of projects. And you can add an unlimited number of service providers to any project. This allows homeowners to manage all of their home improvement providers (architect, interior designer, contractor, etc.) in one place. And for business accounts, you can manage your clients plus all of your subs and/or freelancers.
What should I do if a project invitation is sent to my personal email but I want to assoicate it with my business?
Can I delete a project?
Currently a project can not be deleted, but we're working to add the feature. However if it's really driving you crazy, feel free to contact us and we may be able to remove it for you, so long as there are no accounts attached to the project.