Submitting invoices through the portal is quick and ensures your payments are processed on time. Follow the steps below to upload and submit your invoice.
Watch a quick tutorial video:
Or Read a Step-by-Step Guide:
Step 1: Open the Work Order or quote request in your email
When an agency sends you a work order, you will receive an email with the job number in the subject line. This email will include all the information you need such as the property address, the issue description and any attached photos or videos related to the job.
Step 2: Accept the Job
After reviewing the job details, click the 'Schedule Job' button to let the agency know you are accepting the work order.
Step 3: Schedule the Job
You will then be taken to a web page where you can choose a date and time to do the job.
Simply set your start and end date, and time. Then, click confirm.
Tip: Be mindful of the urgency level and due date noted in the job details when selecting your availability.
Step 4: Proceed to the property address on the scheduled date and perform the job
Step 5: Inform the agency that you've completed the job
Once the job has been completed, return to that same work order email and click the 'View Attached Images or Complete Job' button.
Step 6: Uploading your Invoice and other supporting documents
You will then be taken to a web page where you can upload your invoice document.
Simply select or drag and drop your invoice document.
Tip: Please make sure that your invoice document is in PDF format.
You can also attach supporting photos, videos, or documents showing the completed job.
Step 7: Receive a confirmation email
Once your invoice has been received, you will then receive a confirmation email that the job has been acknowledged as complete and that your invoice will now be reviewed for approval by the Property Manager.
Step 8: Receive payment
Once the invoice has been approved, the agency will get in touch with you to arrange the payment for your service.
Need help?
Email us at: support@bricksandagent.com