[BETA] How to Enable and Manage Work Confirmation for Contractors

Work confirmation is a feature that requires contractors to submit proof of completed work before they can create invoices. This allows you to validate work quality and completion before processing payment. This article explains how to enable work confirmation, review contractor submissions, and manage the approval process.

Work confirmation is currently in beta and enabled for select companies only. If you don't see this feature in your account, you may not have access yet. Contact Remote Support to request access during the testing phase.

You can enable work confirmation for a contractor in two ways:

During Contractor Onboarding

1. Complete the contractor onboarding process
2. When prompted, answer Yes to enable work confirmation for this contractor
3. The contractor will be required to submit work confirmation before invoicing

From an Existing Contractor Profile

1. Navigate to the contractor's profile
2. Go to the Job section
3. Scroll down to the Work confirmation section
4. Toggle the setting On
5. A notification confirms that settings have been updated
   

Once enabled, the contractor cannot create invoices without first submitting and receiving approval for their work.

Accessing Work Confirmations

1. Navigate to Contractor Payments
2. Select Work Confirmations
3. Look for submissions with Pending Review status

Reviewing a Submission

1. Click on a work confirmation to open it
2. A drawer opens displaying:
3. • Work title
   • Work description
   • Attached files (click to download)
   • URL links (click to open)
3. Review the materials to assess work quality and completion

After reviewing a work confirmation, you must take action:

Confirming Work

1. Review all submitted materials
2. Click Confirm. The status changes to Confirmed
3. The contractor receives a notification can now submit invoices linked to this work confirmation

Disputing Work

1. Click Dispute
2. Provide a clear reason for the dispute and explain what the contractor needs to fix or clarify
3. Click to submit the dispute
4. The contractor receives your feedback. The contractor must resubmit their work before they can invoice

• Pending Review: Awaiting your approval - contractor cannot invoice
• Confirmed: Approved - contractor can invoice using this work confirmation
• Disputed: Rejected with feedback - contractor must resubmit

If you need to bypass work confirmation for a contractor, you have two options. You can disable work confirmation on their profile, which removes the requirement permanently unless you re-enable it. Alternatively, you can schedule an invoice on their behalf, which bypasses work confirmation for that specific invoice only while keeping the feature enabled for future invoices. Use the second option when you need a one-time exception without disabling the feature entirely.