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Service Providers

Service Provider — User Guide

Get found and get booked — your services marketplace presence, portfolio, and inquiries.


Overview

The Service Provider workspace is for contractors, cleaners, handymen, and property-service specialists. The model is simple: your public marketplace profile generates discovery → inquiries arrive → you respond → the work is booked. What the dashboard does is keep that funnel measurable: profile reach, inquiry count, and your market rating.

The one thing to know: this is a marketplace, so you're being compared. A landlord choosing between three plumbers picks on profile completeness, portfolio quality, and response speed — all three are yours to control.

Payment boundary: estateTT never processes provider payments — you arrange payment directly with the client.


Getting Started

  1. Sign up as "Service Provider" and confirm your email
  2. Edit Profile — company name, category, service areas, logo, credentials. The Dashboard's Optimize Your Professional Profile checklist tells you what's still missing — profiles that complete it get measurably more inquiries
  3. My Services — the specific jobs you do, with pricing where fixed
  4. Portfolio — photos of completed work. For trades especially, this is your proof, not decoration
  5. Check the gates — going live in the Directory needs two things beyond a complete profile: your service areas must cover an enabled jurisdiction, and in paid mode the listing requires an active Provider Pro plan (check Settings > Subscription or the Upgrade Plan link)

Sidebar Navigation

#LabelHrefIconDescription
1Dashboard/dashboard/providerLayoutDashboardOverview of your activity
2Directory/directoryStorePublic service directory
3My Services/dashboard/provider/servicesBriefcaseService listings
4Inquiries/dashboard/provider/inquiriesInboxIncoming client inquiries
5Calendar/dashboard/provider/calendarCalendarDaysYour schedule
6Portfolio/dashboard/provider/portfolioImageIconWork showcase
7Messages/dashboard/provider/messagesMessageSquareClient communication (badge: unread)
8Edit Profile/dashboard/provider/profileUserProfile management
9Settings/dashboard/provider/settingsSettingsAccount configuration

The sidebar also shows Ask AI, and — when your plan is upgradeable — an Upgrade Plan link to /subscription/plans.


Dashboard

The funnel in numbers: Profile Reach (are you being found?) → Inquiries (are viewers reaching out?) → Market Rating and Social Proof (is delivered work building reputation?). This is also where the Optimize Your Professional Profile checklist lives — the diagnostic for "views but no inquiries," which usually means the profile or portfolio isn't convincing.


Directory — See Yourself as Clients Do

Before you change anything, ask the question clients are asking: what does a stranger see when they compare me to the next provider? The answer lives on the public marketplace where property owners browse providers. Two uses:

  • Check your own listing — is your thumbnail, description, and category what you'd pick?
  • Scope the competition — what do the top providers in your category and area show? Price, portfolio, and services set against theirs.

My Services — What You Sell

A client arrives at your profile with one question: can this person do the specific job I need done? My Services is where you answer it — the jobs you take on: name, description, price (fixed where applicable). These show on your public profile under Services & Pricing — vague listings ("general repairs") get fewer inquiries than specific ones ("bathroom leak repair, fixture replacement, tiling"). One honest note on discovery: the directory's text search matches your company name and description, not service names — clients find you by category filter and keywords, so make your description carry the jobs you want to be found for.


Inquiries — Where Work Arrives

How fast is fast enough? Faster than the other providers the client just messaged. Inquiries holds quote requests, service questions, and booking interest from property owners — and response speed is the conversion lever. A client messaging three providers books the first good answer; a reply tomorrow is usually a job lost today.


Calendar — Where Accepted Inquiries Land

Every funnel above ends here — through a two-step handoff worth knowing: accepting an inquiry doesn't book anything by itself. Accept first, then hit Schedule appointment on it — that's what creates the service appointment on this page (the requester rides along as a required participant, so it only confirms once they answer). That makes Calendar less a diary and more the record of booked jobs.

Your appointments live across Month, Week, Day, and Agenda views, with a Today jump for when you've browsed too far ahead. Search and the event/status filters find a booking fast once the schedule fills. Watch Needs attention — it holds bookings still awaiting an answer, which is where accepted work quietly dies if nobody confirms the details.

Click a slot to create an appointment; open any event for its full details, including each participant's response. When plans move, rescheduling sends the other party a reconfirmation rather than silently rewriting their day. And a booking isn't agreed until the people on it answer — that's what Needs attention is watching, so nothing quietly lands unconfirmed.


Portfolio — Your Proof

"Views but no inquiries" often ends here: the client saw your profile and found nothing to judge. Portfolio holds photos of completed work (up to 5 MB each) in a browsable grid — for trades this is the difference between "claims they can do it" and "has done it." Before/after pairs are the strongest format — they show transformation, not just output.


Messages — The Job Record

Treat this less like chat and more like your record of what was agreed — because that's what it becomes when a scope question lands three weeks later. Messages holds every client thread in a searchable list, with a per-thread unread count and a sidebar badge, so a new reply is visible wherever you are in the workspace.

Threads update live and mark themselves read when you open them. New Engagement starts a conversation, and search inside a thread finds the detail you half-remember. Attachments up to 10 MB ride inside the conversation — site photos, the quote you sent, the receipt for materials — so the evidence sits next to the agreement. Export produces a PDF transcript, the artifact you want when "what was agreed" is ever disputed. Delete removes your copy only; the client keeps theirs, so write every message as if it will be re-read.

One rule catches providers off-guard: paste a phone number or email into a message and the platform replaces it with [REDACTED] — per the Terms of Service, not a bug. Work with it rather than around it; the redaction exists to keep job communication where the record is.

Threads tied to a Document Room are flagged as such, and when an engagement closes its thread goes read-only — the history stays, the conversation ends. That's the case for keeping job talk on-platform: the thread is your memory, your transcript, and your protection.


Edit Profile — Your Storefront

What do you actually control in a marketplace? Most of it lives on this page. Edit Profile holds the fields: company details, category, service areas (the jurisdiction coverage that decides whether you appear in directory browse), contact info, logo/cover, professional accreditations, experience, description. The progress checklist lives on the Dashboard, not here — every field a client might filter or judge on is a field worth filling. A profile at 60% isn't "mostly done," it's the version that loses to the one at 100%.


Settings — and the Provider Pro gate

The unglamorous page that decides whether the others reach you. Settings has four tabs: Profile, Subscription, Notifications, Security. Two that matter early: turn on New inquiry emails and Inquiry text alerts under Notifications — marketplace response speed is won by whoever's alerted first — and check the Subscription tab, because that's where the plan gate lives.

Provider Pro is the plan that keeps the funnel open in paid mode: it controls whether your listing appears in the directory and how much you can publish — service listings and portfolio items have limits that scale with the plan. Hit a limit and the affected surface goes read-only rather than deleting anything — upgrading or trimming restores it.

One more surface with no sidebar item: the notification bell in the header opens your Notification Center — system events land there even though it's not in the nav.


Workflow: Getting Booked

  1. Complete the profile — every checklist item
  2. List services — specific, priced where possible
  3. Show work — portfolio photos with context
  4. Inquiry arrives — respond fast, scope the job, agree terms
  5. Deliver — the work speaks through your Market Rating and Social Proof on the Dashboard (review counts and rating aggregates — that's what the next client compares)
  6. Get paid — directly from the client; estateTT isn't in the payment path

Troubleshooting

No profile views? Complete the profile and list at least one service — empty profiles don't surface.

Views but no inquiries? The profile or portfolio isn't convincing — compare against top providers in your category on the Directory.

No inquiries at all? Check notification settings and email confirmation.

Payment issues? Payments are direct client arrangements — agree method and terms before starting work.


Need Help?

Click the Help button on any page, email support@estatett.com, or reach us through the contact page.