Contractor Portal – Complete Support Guide

Introduction

The Contractor Portal in SAS Cleaning Suite helps you manage your daily cleaning work in one place. You can view assigned projects, track your time, communicate with managers, submit work reports, and monitor your payments.

This guide is designed to be simple, practical, and easy to follow — even if you are using the system for the first time.

What You’ll Learn

In this guide, you’ll learn how to:

Accept and manage projects
Track your working hours
Communicate with managers and team members
Submit work reports correctly
Monitor payments and earnings
Manage your schedule and availability
Track supplies and request resources

How the Contractor Workflow Works

Most projects follow this workflow:

Project Request → Accept or Negotiate → Start Work → Track Time → Submit Report → Manager Review → Payment Processing

Understanding this process will help you complete jobs smoothly and avoid delays.

1. Dashboard (Your Main Control Panel)

The Dashboard is the first screen you see after logging in. It gives you a quick overview of your work, schedule, and earnings.

A. Project Overview

You can quickly see:

New project requests
Urgent projects
Ongoing projects
Completed projects

This helps you understand what needs attention right away.

B. Financial Overview

The financial section shows:

Total earnings
Pending payments

You can use this section to keep track of your income and outstanding payments.

C. Clock In / Clock Out (Hourly Work)

If you are paid hourly, you must track your work time properly.

To Start Working

Click “Clock In”
The system will start a work timer automatically

To Finish Working

Click “Clock Out” when your work is completed

Always remember to clock out to ensure your hours are recorded correctly.

D. Manual Clock In (If Needed)

If automatic clock-in is unavailable:

Click “Clock In Now (Manual Section Required)”
Select your project
Confirm your start time

Use manual clock-in only when necessary.

E. Performance Tracking

The dashboard also displays your performance information, including:

Total completed projects
Overall rating (5-star system)

Maintaining strong performance can help improve future project opportunities.

2. Chat (Team Communication)

The Chat feature helps you stay connected with managers, office staff, and team members.

A. Project Group Chat

Each project automatically includes a group chat with:

Managers
Contractors
Cleaners

Use the group chat for:

Task updates
Work questions
Schedule coordination
Project-related communication

Keeping communication inside the system helps everyone stay informed.

B. Direct Messaging

You can also send private messages to:

Project managers
Office/Admin staff

Direct messages are useful for personal questions or administrative concerns.

3. Project Management

The Project Management section is where you manage all assigned work.

A. Project Status Tabs

Projects are organized into categories:

New Project Requests
Ongoing Projects
Completed Projects

These tabs make it easy to track your work progress.

B. Accept or Decline Projects

When you receive a new project:

Click “View Details”
Review:
- Job details
- Location
- Schedule
- Requirements
Choose one of the following:
- Accept → Start the project
- Decline → Reject the project

Always review project details carefully before accepting.

C. Negotiate Project Pricing

For fixed-price projects, you may negotiate pricing if needed.

To Send a Negotiation Request

Click “Send for Negotiation”
Enter your proposed price
Submit the request

Wait for manager approval before starting work.

D. Track Project Progress

You can monitor project progress using:

Progress percentage (%)
Status indicators such as:
- On Track
- At Risk
- Behind Schedule

This helps you stay organized and complete work on time.

4. Calendar (Schedule Management)

The Calendar helps you manage your availability and assigned work.

A. Availability Colors

The calendar uses colors to show your schedule:

Green → Available
Red → Not Available
Yellow → Assigned Task

B. Update Your Availability

You can:

Add available dates
Mark unavailable days
Update multiple dates at once

Important

New availability updates will replace previous settings for those dates.

Keep your calendar updated to avoid scheduling conflicts.

5. Timesheet (Work Tracking)

The Timesheet section helps you review your work history and logged hours.

A. View Work Logs

You can check:

Clock-in time
Clock-out time
Break durations

This helps ensure your recorded hours are accurate.

B. Filter Work Records

You can filter work logs by:

Pay per Hour
Pay per Project

This makes it easier to review specific jobs.

C. Weekly Summary

The weekly summary displays:

Total hours worked
Total working days
Average hours per day

Use this section to monitor your workload and productivity.

6. Payments & Earnings

The Payments section helps you track invoices, completed payments, and pending amounts.

A. Financial Overview

You can view:

Total payments
Amount received
Pending payments
Overdue payments
Partial payments

B. Payment Status

Each payment includes a status:

Paid
Pending
Overdue

This allows you to quickly check the payment progress for each project.

C. Project Payment List

You can also review payment details for each project, including:

Project ID
Client name
Payment status

D. Payslips

Payslips can be downloaded directly from the portal.

Payslips may include:

Total hours worked
Completed tasks
Payment breakdown
Earnings summary

Keep your payslips for your records.

7. Work Reports (Job Completion)

Submitting a work report is an important step. Your report confirms that the work has been completed and helps start the payment process.

How to Submit a Work Report

Upload before-and-after photos
Select completed tasks
Enter work details
Submit the report

Make sure your photos and notes are clear and complete.

Review Process

After submission, the manager may:

Approve the report
Request revisions
Send the project for inspection

If revisions are requested, update the report and resubmit it as soon as possible.

8. Resources & Supplies Management

The Resources section helps you track cleaning supplies and request additional items when needed.

A. Low Stock Alerts

The system will notify you when supplies are running low.

B. Resource Tracking

You can view:

Assigned supplies
Used supplies
Remaining inventory

This helps prevent shortages during projects.

C. Update Resource Usage

To update supplies used:

Enter the quantity used
Upload proof or photos if required

Always enter accurate information for proper inventory tracking.

D. Request Additional Supplies

If you need more materials:

Click “Request Product”
Submit the request
Wait for manager approval

Daily Workflow Example

Here’s a simple example of a typical daily workflow:

Check your Dashboard
Review and accept new projects
Clock in before starting work (if hourly)
Complete assigned cleaning tasks
Communicate through chat when needed
Update resource usage
Submit your work report with photos
Wait for manager approval
Track your payment status

Following this routine helps keep projects organized and payments on schedule.

Best Practices for Contractors

To work efficiently and avoid delays, follow these best practices:

Always review project details before accepting work
Discuss pricing clearly before starting fixed-price jobs
Track your hours correctly for hourly projects
Submit complete work reports with clear photos
Keep your availability calendar updated
Monitor payment statuses regularly
Record supply usage accurately
Use chat for important project communication

Good communication and accurate reporting help projects run smoothly.

Conclusion

The Contractor Portal is designed to help you manage your work more efficiently from start to finish.

With the portal, you can:

Manage projects easily
Track work hours and progress
Communicate with your team
Submit reports quickly
Monitor earnings and payments

By following the steps in this guide, you can reduce confusion, stay organized, and complete projects more successfully every day.