Pay service providers page

Updated 2 years ago by Nishant Kumar

We use the "Pay service providers" section to send PayPal payments for jobs that have been sent out from Properly. We automatically track the time of the job through Properly and then multiply the hours by the service provider's hourly rate. This way we are able to calculate what service providers are owed.

Step 1: Go to "Cleaning and Maintenance" section and click on "Pay service providers".

Step 2: Filter out the data.

If you want, you can filter out the data by using below options. You may use as many or as few filters as you'd like-

  1. From - Set the start date. Report will show the work history for service providers from this date only.
  2. To - Set the to date. Report will show the work history for service providers till this date only.
  3. Service provider - You can select a service provider in particular from dropdown. Table will show the report for selected service provider only. If no service provider is selected, table will shows reports for all service providers which lie between "From" and 'To' dates.
  4. Amount >= - Set the starting amount. .
  5. Amount < - Set the maximum value for amount. Report will show only those service providers whose total amount lie within the provided amount range.
  6. Duration >= - Set the minimum value for duration.
  7. Duration < - Set the maximum value for duration. Report will show only those service providers whose total duration lie within the provided duration range.
  8. Report - Click on Report to see results.

Step 3: To edit an existing payment, click on the job description.

Step 4: Make changes to the work payment.

  1. Hour override - Set the hours if there is a mistake in tracking time. Hours need to be in numbers with decimal places. E.g. if it is 1hr and 30 minutes, then you need to enter 1.5.
  2. On hold reason - Add "On hold reason" if you do not want the payment to be sent out yet. Before sending out the payment, On hold reason needs to be removed.
  3. Notes - Add notes to the job. E.g. If you want to add a reason why the hours were adjusted, you can add it in Notes. This is internal and will not be seen by the service provider.
  4. Save - Click on Save to make changes.

Step 5: If you need to add a payment for a job that doesn't appear in the list, scroll down the page and click on "Create a new manual payment"

E.g. if a service provider forgets to start the job on time in Properly, you can add a manual payment.

Step 6: Enter details for the manual payment.

  1. Subject - Enter what the payment is for. E.g. "Planting trees". Subject will appear on the payment to the service provider in PayPal.
  2. Message - Enter a message to go with subject. You should include the property and date of the job here. E.g. "at 243 Montgomery St on 3/12/19". Message will appear on the payment to the service provider in PayPal.
  3. Worker - Select worker from dropdown.
  4. Rental - Select the property where worker completed the job. If there are more than one unit for the same building, you can select any unit in the building.
  5. Amount - Enter amount that you want to pay the service provider.
  6. On hold reason - Add "On hold reason" if you do not want the payment to be sent out yet. Before sending out the payment, On hold reason needs to be removed.
  7. Notes - Add notes to the job. This is internal and will not be sent to the service provider.
  8. Save - Click on Save to save changes.

Step 7: To send payments, select the payments first.

Step 8: Scroll down the page and click on "Pay".

Total amount shows on the payment button for all the selected payments. In our example, we selected two payments and the total amount is $198.45.

Before sending the payment make sure that the amount shown is available in PayPal.


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