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Frequently asked questions for Contractors
This article discusses some of the frequently asked questions by contractors.
Contractors will not have access to the Global Work Platform™. They will access the Contractor Management Client Dashboard powered by Wingspan directly.
Where do Contractors manage their Contractor Management accounts?
The Clients Dashboard allows you to manage all client interactions. From the "Get Paid" section, they can access client details, search, and manage clients. They can view client profiles, including business information, engagements, and recent invoices, and create invoices directly from the dashboard. The Autopay section shows whether clients have enabled Autopay and provides setup links. They can also add new clients or share a custom pay link for direct payments. The custom pay link enables fast payments, and clients can choose to pay via credit card, ACH, or wire transfer.
How do Contractors create and edit invoices?
Contractors can create and edit invoices through the Pebl Contractor Management platform by navigating to the Invoices dashboard. To create an invoice, contractors select a client, add a work summary, and specify payment details such as rates, discounts, and collaborators. They can also schedule recurring invoices, set due dates, and customize payment options. Editing is available for draft or scheduled invoices, including recurring invoice series. Additional actions, like sending reminders or applying late fees, are also available.
How do Contractors submit timesheets?
Currently, timesheets are not submitted directly through Pebl Contractor Management. Instead, contractors can attach timesheets when submitting an invoice.
How do Contractors manage their Invoices?
The Invoices Dashboard provides an overview of all invoices, displaying client names, amounts, due dates, and statuses. Users can navigate between different status tabs, such as Drafts, Outstanding, In-progress, and Deposited. Bulk actions allow for managing multiple invoices simultaneously, while search and filter functions help locate specific invoices. The dashboard also displays scheduled invoices, and clicking on an invoice reveals detailed information, including payment methods and activity timelines. The action menu offers options like duplicating, downloading, or sending reminders. Users can also create or edit invoices and export data as a CSV report.
How do Contractors set up payout methods?
Contractors can set up or update their payout methods through the Pebl Contractor Management platform by navigating to Settings and selecting Payout & Payment Methods. They can choose between Standard payout (free) or Instant payout (1% fee). Contractors can connect a debit card, set up direct deposit via Plaid, or manually enter bank details. International contractors can select an international or U.S.-based account. Additionally, contractors can split payouts between multiple accounts, including Wingspan Wallet and Tax Withholdings.
How do Contractors receive payouts?
Contractors can receive payouts through several methods via Pebl Contractor Management:
U.S. Bank Account: Payments can be received via ACH transfer or Instant Payout. Accounts can be connected through Plaid or manually.
International Bank Account: Payments are available in over 37 currencies across 180+ countries.
Debit Card: Instant Payouts can be received on eligible US-based debit cards, available any day of the week.
Wingspan Wallet: Offers a separate account for payouts, with options to use funds for various expenses.
Payouts can be processed as standard (2-5 business days) or instant (within one business day, with a 1% fee). Payouts can also be split with other contractors or allocated to tax withholdings and business expenses.
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