Handle quote requests, orders, and delivery
Follow the current task in each order, from quoting to sending results. Use the dedicated actions for missing information, scope changes, and disputes.
On this page
Review a request and send a quote
- Open Quotes and review the project background, messages, and scanned attachments.
- Enter the quote title, scope, deliverables, price, delivery days, revisions, and support period. The quote must be at least USD 25. If support days are greater than 0, describe the support scope in Supplemental terms. Choose a 7-, 14-, or 30-day validity period and send it.
- Acceptance locks the quote and opens a checkout session valid for 30 minutes. If payment is processing, follow its status and wait for the funds result instead of issuing another quote.
- If scope changes before payment, use the available actions to revoke the previous quote and send a new version.
Check the requirements before starting
- In Orders, open the service order with confirmed payment and review Current task and the buyer’s formal requirements.
- While requirements are pending, remind the buyer to submit the starting information in the order. Quote intake is not the formal requirements submission.
- During delivery, select Request info when materials are missing and explain exactly what you need. The remaining delivery time pauses until the buyer completes the information and selects Submit requirements again. Sending a chat message does not resume the clock.
Communicate and send the results
- Record progress in order messages. For passwords or tokens, use credential handoff and have the assigned merchant user confirm their password before viewing.
- Prepare delivery notes and attachments, wait for files to pass scanning, then select Send delivery.
- Check the resulting status and acceptance deadline. The buyer has 7 days to accept or request a revision. Apply requested revisions and deliver again.
Handle added scope and disputes
- Use a Change Order for additional scope and specify the work and price. Only one change may be pending at a time. Paid changes take effect after confirmed payment.
- During a dispute, submit your merchant response as shown by Current task and wait for platform review. Automatic acceptance, earnings release, and maintenance purchases pause.
- If delivery is overdue, update the customer promptly and complete the work. The buyer can request a full refund, subject to platform review and execution.
- After acceptance, provide the purchased support period. Buyers who need ongoing work can purchase the separate maintenance subscription configured for the product.