What’s on the page
Your to-do list
The to-do list is built for you by Omnivoo, so it only shows tasks that actually apply to you right now. It updates on its own as your account progresses. These are the tasks you may see:Sign your tax form, Sign your work agreement, and adding a payout account from the Wallet card are the three setup tasks that happen here, not in onboarding. The signing tasks only appear once your identity verification is approved.
Setting you up for payments is a step your client completes on their side, so it never appears as a task here. Until at least one company you work with has done it, the Wallet card does not show, and a withdrawal reports “None of your clients have set you up for payments yet”. Ask the company that engaged you if it stays that way.
Engagements
Each company that has engaged you appears as its own card showing:- Company - the company name and, if set, your role or title
- Rate - your hourly rate, monthly retainer, or fixed amount, in the engagement currency
- Billing - how you bill: Hourly, Monthly retainer, or Fixed (one-off)
- Payment terms - when payment is due: Net 15, Net 30, or Due on receipt
- Started - the date the engagement began, if recorded
Getting around your account
The sidebar has six items:If something looks wrong
- If a rate, billing mode, or payment terms looks incorrect, those are set by the company on your engagement. Reach out to the company that engaged you.
- If your compliance screening came back blocked, you cannot proceed. Contact support at contact@omnivoo.com.