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View or Delete Your Service Pros
Submit Project to All Local Pros
Submit Project to Specific Service
Pro
Close or Delete Current Projects
View or Re-open Closed Projects
View or Archive Quotes from Service
Pros
Delete Quotes from Service Pros
View or Un-Archive Quotes from
Service Pros
View or Archive Invoices from
Service Pros
Delete Invoices from Service Pros
Dispute Invoices from Service Pros
View Payment History on Your
Invoices
Select Website Template for Your
Domain Name
Give Customers a Special Offer
View or Archive Leads in Your Area
View Archived Leads in Your Area
Archive or Delete Your Customers
View Archived or Un-Archive Your
Customers
View or Archive Quotes Sent to
Customers
Delete Quotes Sent to Customers
View Archived or Un-Archive Quotes
Sent to Customers
View or Archive Invoices Sent to
Customers
Delete Invoices Sent to Customers
View Archived or Un-Archive Invoices
Sent to Customers
View Payment History on your Invoices
Collect Payment on Your Invioces
To view
your account info:
1. Click on your 'Home'
tab
2. Click on your 'Account
Info' tab
3. Click on the 'Edit
Account Information' link.
4. Fill in your info, then click the 'Update Information' button.
Here you
will be able to update your personal information.
To change
the password on your account:
1. Click on your 'Home'
tab.
2. Click on your 'Account
Info' tab.
3. Click on the 'Change
Password' link.
4. Enter your new
password, then click the 'Update Password' button.
Your
password should now be changed.
To cancel
your account:
1. Go to your 'Home' tab.
2.
Click on your 'Account Info' tab.
3.
Click on the 'Close Account' link.
To create
sub-account users off of your main account:
1. Click on your 'Home'
tab.
2.
Click on your 'Sub-Accounts' tab.
3.
Click on the 'Create New' button.
From here,
you will be able to create new sub-accounts and manage existing sub-accounts.
Only administrators can create sub-accounts.
To view or
delete service pros from your account:
1. Click on your 'Service
Pros' tab.
2. Click on your 'My
Pros' tab.
From this
page, you are able to view all the service pros you are linked to. By clicking
the blue service pro name link you can view more detailed information about
them. Service pros can be deleted from your list by clicking the check box next
to the pros you want to delete. Then click blue 'Remove' button.
To review
service pros from your account:
1. Click on your
'Services Pros' tab.
2. Click on your
'Reviews' tab.
From the
reviews page you can submit reviews of service pros, and view the ones you have
already made. Also, you can edit reviews that were previously made.
Note: Only service providers you have paid can be
reviewed. This eliminates service pros being reviewed by people they have not
done work for. The best time to review a service pro is right after you have
paid your bill. This way the work done is fresh in your mind. Reviews can always
be edited later.
To submit a
project to all local service pros from your account:
1. Click on your
'Projects' tab.
2. Click on your 'My
Projects' tab.
3. Click on the 'Submit New Project'
button
4. Fill out the form, then
where it says 'Who Are You Submitting This Project To' check the 'All qualified
service pros in your area.' box.
5. Fill out the rest of
the form, and click the 'Submit Project' button.
To submit a
project to a specific service pro from your account:
1. Click on your 'Service Pros' tab.
2. Click on your 'My
Pros' tab.
3. Check the boxes next
to the service pros' names you want to submit the project to.
4. Fill out the rest of
the form, and click the 'Submit Project' button.
To view or edit
current projects from your account:
1. Click on your
'Projects' tab.
2. Click on your 'My
Projects' tab.
3. Click the blue 'edit'
link to the right for the project you want.
From this
page, you can see projects that are currently open. You can add or delete pictures
by clicking on the blue photo icon.
To close or
delete current projects from your account:
1. Click on your
'Projects' tab.
2. Click on your 'My
Projects' tab.
3. Check the box next to
the projects you want to close or delete.
4. Click the 'Close' or
'Delete' button respectively.
To view or
re-open closed projects from your account:
1. Click on your
'Projects' tab.
2.
Click on your 'Closed Projects' tab.
3.
Click the blue project name link to view or check the box
next to the projects to re-open
4.
Click the 'Re-Open' button to bring the projects back to
your 'My Projects' tab.
To view or archive
quotes by service pros from your account:
1. Click on your 'Quotes'
tab.
2. Click on your 'My
Quotes' tab.
3. Click the blue quote
number link to open the quote.
4. Click the 'Archive' link
at the top of the page.
5. Click the 'Yes,
archive quote' button.
To delete
quotes by service pros from your account:
1. Click on your 'Quotes'
tab.
2. Click on your 'My
Quotes' or 'Archived' tab, whichever quotes you want deleted.
3. Click the blue quote
number link to open the quote.
4. Click the 'Delete' link
at the top of the page.
5. Click the 'Yes, delete
quote' button.
To view or
un-archive quotes by service pros from your account:
1. Click on your 'Quotes'
tab.
2. Click on your
'Archived' tab.
3. Check the box next to
the quote(s) you want to un-archive.
4. Click the 'UnArchive' button.
By
un-archiving a quote, the quote will then be accessible through the 'My Quotes'
tab.
To view or archive
invoices by service pros from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'My
Invoices' tab.
3. Click the blue quote
number link to open the invoice.
4. Click the 'Archive'
link at the top of the page.
5. Click the 'Yes,
archive quote' button.
To delete
invoices by service pros from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'My
Invoices or 'Archived' tab, whichever invoices you want deleted.
3. Click the blue invoice
number link to open the invoice.
4. Click the 'Delete'
link at the top of the page.
5. Click the 'Yes, delete
quote' button.
To dispute
invoices by service pros from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'My
Invoices' tab.
3. Click the blue invoice
number link to open the invoice.
4. Click the 'Dispute'
link at the top of the page.
5. Fill out your dispute,
then click the 'Yes, dispute invoice' button.
To view
payment history from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'Payment
History' tab.
To pay
invoices from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'My
Invoices' tab.
3. Click on invoice you want to pay.
2.
Enter the amount you want to pay, and follow the on-screen instructions.
To view
your account info:
1. Click on your 'Home'
tab.
2. Click on your 'Company
Info' tab.
3. Click on the 'Edit
Company Info' link to update your info.
4. Input your info, then click the 'Update Information' button.
To view
your account info:
1. Click on your 'Home'
tab.
2. Click on your 'Company
Info' tab.
3. Click on the 'Update
Password' link to update your info.
4. Input your new
password, then click the 'Update Password' button.
To update
categories for your account:
1. Click on your 'Home'
tab.
2. Click on your
'Categories' tab.
3. Click the 'Add' or
'Delete' button.
4. Click the checkbox
next to each category you want to add or delete.
Note: You
may add or delete as many categories at once as you want. Follow on-screen
instructions to complete your category updates.
To update
the territory for your account:
1. Enter territory
central zip code in the box provided.
2. Select a working
radius from the drop-down.
3. Click the '
Note: You will only receive leads within the
working radius that you have selected. You should not mark a higher radius than
you are willing to travel. Also, updating your working territory zip code does not affect your
business mailing zip code.
To add an
event to your calendar:
1. Click on your 'My
Spot' tab.
2. Click on the blue link
for the date you want to add an event.
3. Fill out the pop-up
form.
To cancel
your account:
1. Please call us at
513-376-9037 to cancel your account. Since there are no fees associated with
membership, you are not penalized for open accounts.
To create
sub-account users off of your main account:
1. Click on your 'Home'
tab.
2.
Click on your 'Sub-Accounts' tab.
3.
Click on the 'Create New' button.
4.
Fill out their information, and set the permissions.
From here,
you will be able to create new sub-accounts and manage existing sub-accounts.
Restrictions can be placed on these sub-accounts as to how the administrator
account sees fit. Only administrators can create sub-accounts.
To complete your company profile for maximum exposure to customers:
1. Click on your 'Home' tab.
2. Click on your
'My Spot' tab.
3. Click on the % link in the green box to the right.
Here you can view the components that will complete
your profile. Checkmarks indicate completion of the profile step; red x's indicate an incomplete step to your profile. To gain maximum exposure, complete all steps.
To create a
custom domain name for your company:
1. Click on your 'Marketing' tab.
2. Click on your
'Website' tab.
3. Enter your name of choice in the box provided, then click the 'Request URL' button.
4. Click the button beneath the template of your choice, then click the 'Update Information' button.
You can
always change your sub-domain name by clicking on the go
here blue link under the 'Select or Edit Sub-Domain' heading.
To select a
website template for your domain name:
1. Click on your 'Marketing' tab.
2. Click on your
'Website' tab.
3. Under the 'Select
Layout' heading, select your template by clicking the radio button.
4. Click the 'Update
Information' button.
All your
company information will pre-populate into your website for you.
To upload
your company photos:
1. Click your 'Marketing'
tab.
2. Click your 'Photos'
tab.
3. Click the 'Add New' button.
4. Click the 'Browse'
button to search your local hard disk drive for pictures.
5. Click the 'Upload
Photo' button.
Note: Pictures must be in .jpg or .gif formats, and
no greater than 2MB in size. The picture at the top of your list will be the
picture on your custom website homepage. To change the order of your pictures,
click the link to the right of the pictures saying either 'move down' or 'move
up'.
To delete
your company photos:
1. Click your 'Marketing'
tab.
2. Click your 'Photos'
tab.
3. Click the 'Delete'
link.
4. Check the boxes next
to the pictures you want to delete.
5. Click the 'Delete
Selected Photos' button.
To upload
your company logo:
1. Click on your 'Marketing' tab.
2. Click on your 'Logo'
tab.
3. Click on the 'Update'
button.
4. Click the 'Browse'
button to search your local hard disk drive for your logo.
5. Click the 'Upload
Logo' button.
Your
company logo will appear on the invoices you send your customers.
To upload
your company logo:
1. Click on your 'Marketing' tab.
2. Click on your 'Logo'
tab.
3. Click the 'Delete
Logo' button.
To upload
company articles from your account:
1. Click on your 'Marketing' tab.
2. Click on your
'Articles' tab.
3. Click on the 'Add New'
button.
4. Fill out the form, then click the 'Submit Article' button.
Articles
that are uploaded will become available on your custom website.
To make
special offers available to your customers:
1. Click on your 'Marketing' tab.
2. Click on your
'Specials' tab.
3. Enter your special in
the box provided.
4. Click the 'Update
Special Offer' button.
Your
special offer will show up on your homepage. Also, when people search for your
company the search results will display your special offer.
In order to
become a featured company:
1. Click on your 'Marketing' tab.
2. Click on your 'Get
Featured' tab.
3. Select the categories
you want to be featured in.
4. Click the 'I want to
be a featured company' button.
To view
leads in your area from your account:
1. Click on your 'Leads'
tab.
2. Click on your 'My
Leads' tab.
3. Click on the blue link
to open the project, or click the blue 'Archive' link to archive.
To delete
leads in your area from your account:
1. Click on your 'Leads'
tab.
2. Click on your 'My
Leads' tab.
3. Click the blue
'Delete' link next to the project you want to delete.
To view
archived leads in your area from your account:
1. Click on your 'Leads'
tab.
2. Click on your
'Archived Leads' tab.
3. Click the blue
'Un-Archive' link to un-archive the project, or the 'Delete' link.
Note: You will no longer be able to view this lead
when it is deleted.
To view or archive
customers from your account:
1. Click on your
'Customers' tab.
2. Click on your 'My
Customers' tab.
3. Click on the blue link
for the Organization or Name of the customer to view info.
4. Click the 'Edit
Information' link to the right to edit the info.
5. After editing, click
the 'Save' button.
To view or
archive customers from your account:
1. Click on your
'Customers' tab.
2. Click on your 'My
Customers' tab.
3. Check the box next to
the customer(s) you want to archive or delete.
4. Click the 'Archive'
button to archive, or the 'Delete' button to delete the customer(s).
Note: You will no longer be able to view a customer
when they are deleted.
To view or
un-archive customers from your account:
1. Click on your
'Customers' tab.
2. Click on your
'Archived' tab.
3. Check the box next to the customer(s) you want to unarchive, then click the 'UnArchive' button.
By clicking
the blue customer name link you can view more detailed information about them.
Customers can be un-archived to become readily available in your 'My Customers'
tab.
To view the
messaging center from your account:
1. Click on your 'Leads'
tab.
2. Click on your '
From the
messaging center page you are able to monitor messages sent to/from customers from/to
you.
To view reviews
made by customers from your account:
1. Click on your 'Customers'
tab.
2. Click on your
'Reviews' tab.
From the
reviews page you can view reviews made by customers regarding your business.
Note: Only customers who have paid you can submit reviews. This eliminates you from being reviewed by people you have not done work for. It is best for you to resolve any disputes, so this does not negatively affect your overall rating.
To create a
quote for a customer from your account:
1. Click on your 'Quotes'
tab.
2. Click on the 'Create
New' button.
3. Select your client
from the drop-down.
4. Fill out the form.
5. Select either the 'Save
Quote' or 'Save & Email Quote' button.
To view or archive
quotes sent to customers from your account:
1. Click on your 'Quotes'
tab.
2. Click on your 'My
Quotes' tab.
3. Click on the blue link
for the quote number to view the quote.
4. Click on the 'Archive'
link at the top of the page to archive the quote.
To delete
quotes sent to customers from your account:
1. Click on your 'Quotes'
tab.
2. Click on your 'My
Quotes' tab.
3. Click on the blue link
for the quote number to view the quote.
4. Click on the 'Delete'
link at the top of the page to archive the quote.
To view archived
or un-archive quotes sent to customers pros from your account:
1. Click on your 'Quotes'
tab.
2. Click on your
'Archived' tab.
3. Click the blue link
for the quote you want to view, or check the box next to the quote(s) you want
to un-archive.
4. Click the 'UnArchive' button.
By
un-archiving a quote, the quote will then be accessible through the 'My Quotes'
tab.
To convert
a quote to an invoice from your account:
1. Click on your 'Quotes'
tab.
2. Click on your 'My
Quotes' tab.
3. Click on the blue link
for the quote number to view the quote.
4. Click on the 'Convert
to Invoice' link at the top of the page to convert the quote to an invoice.
5. Fill out any
additional information in the form, then click either
the 'Save Invoice' or 'Save & Email Invoice' button.
To make a
copy of a quote from your account:
1. Click on your 'Quotes'
tab.
2. Click on your 'My
Quotes' tab.
3. Click on the blue link
for the quote number to view the quote.
4. Click on the 'Copy'
link at the top of the page to make a copy of the quote.
5. Fill out any
additional information in the form, then click either
the 'Save Quote' or 'Save & Email Quote' button.
To print a
quote from your account:
1. Click on your 'Quotes'
tab.
2. Click on your 'My
Quotes' tab.
3. Click on the blue link
for the quote number to view the quote.
4. Click on the 'Print'
link at the top of the page to print the quote.
5. Click the 'Print'
button.
To create a
PDF of a quote from your account:
1. Click on your 'Quotes'
tab.
2. Click on your 'My
Quotes' tab.
3. Click on the blue link
for the quote number to view the quote.
4. Click on the 'Get PDF'
link at the top of the page to create a PDF of the quote.
5. Click the 'Get PDF'
button.
To add an
attachment to a quote from your account:
1. Click on your 'Quotes'
tab.
2. Click on your 'My
Quotes' tab.
3. Click on the blue link
for the quote number to view the quote.
4. Click on the
'Attachments' link at the top of the page to add an attachment to the quote.
5. Click the 'go here'
link.
6. Click the browse
button to search your local hard disk drive for a file.
7. Click the 'Upload
Attachment' button.
To create
an invoice for a customer from your account:
1. Click on your
'Invoices' tab.
2. Click on the 'Create
New' button.
3. Select your client
from the drop-down.
4. Fill out the form.
5. Select either the 'Save Quote' or 'Save & Email Invoice' button.
To view or
archive invoices sent to customers from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'My
Invoices' tab.
3. Click on the blue link
for the invoice number to view the invoice.
4. Click on the 'Archive'
link at the top of the page to archive the invoice.
To delete
invoices sent to customers from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'My
Invoices' tab.
3. Click on the blue link
for the invoice number to view the invoice.
4. Click on the 'Delete'
link at the top of the page to archive the invoice.
To view
archived or un-archive invoices sent to customers pros from your account:
1. Click on your
'Invoices' tab.
2. Click on your
'Archived' tab.
3. Click the blue link
for the invoice you want to view, or check the box next to the invoice(s) you
want to un-archive.
4. Click the 'UnArchive' button.
By
un-archiving an invoice, the invoice will then be accessible through the 'My
Invoices' tab.
To print an
invoice from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'My
Invoices' tab.
3. Click on the blue link
for the invoice number to view the invoice.
4. Click on the 'Print'
link at the top of the page to print the invoice.
5. Click the 'Print'
button.
To create a
PDF of an invoice from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'My
Invoices' tab.
3. Click on the blue link
for the invoice number to view the invoice.
4. Click on the 'Get PDF'
link at the top of the page to create a PDF of the invoice.
5. Click the 'Get PDF'
button.
To add an
attachment to an invoice from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'My
Invoices' tab.
3. Click on the blue link
for the invoice number to view the invoice.
4. Click on the
'Attachments' link at the top of the page to add an attachment to the invoice.
5. Click the 'go here'
link.
6. Click the browse
button to search your local hard disk drive for a file.
7. Click the 'Upload
Attachment' button.
To submit a
payment for an invoice from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'My
Invoices' tab.
3. Click on the blue link
for the invoice number to view the invoice.
4. Click on the 'Enter
Payment' link at the top of the page to add an attachment to the invoice.
5. Enter an amount in the
box provided.
6. Click the 'Submit'
button.
To view
payment history from your account:
1. Click on your
'Invoices' tab.
2. Click on your 'Payment
History' tab.
To collect
payment on invoices from your account:
1. Click on your 'Home'
tab.
2.
Click the 'Withdraw
Funds Now' button
To run custom reports from your account:
1. Click on your 'Reports'
tab.
2. Click on any of the links to run a custom report of your choice.