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Your dashboard is the first thing you see after you sign in. It gathers what needs your attention, what you have earned, and the work each company has engaged you for. It is also where you finish the setup tasks that are not part of the onboarding wizard. The header greets you by name, says how many clients you have and which currencies you are paid in, and has a New invoice button.

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What’s on the page

With no invoices yet, the Invoices section reads “No invoices yet” with a Submit an invoice button. With no clients, the Clients card reads “No engagements yet” and offers Invite a client, which takes you to Inviting your own client.

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Your to-do list

The To-do card is built for you by Omnivoo, so it only shows tasks that actually apply to you right now, and it is not shown at all when nothing is outstanding. Each row has a coloured dot for how urgent it is (red blocks you, amber is a warning, blue is for information) and a button that takes you to the task. These are the tasks you may see:
Sign your tax form and Sign your work agreement are setup tasks that happen here, not in onboarding. You add a payout account in Profile > Tax & payouts. The signing tasks only appear once your identity verification is approved.
If a task you are expecting is not there yet, it is not ready for you. Reload the page later and it will appear once it is. Straight after you sign something, its row shows a spinner and Confirming… instead of its button. A signature is only real once our signing partner confirms it, which is a few seconds behind you coming back, and the row would otherwise invite you to sign the same thing again. The row is not hidden and not ticked off: if the confirmation never lands, the button comes back.
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.

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Clients

Each company that has engaged you gets a row in the Clients card, with Invite a client at the top. Each row shows:
  • Company - the company name
  • Billing and terms - how you bill (Hourly, Monthly retainer, or Fixed one-off) and when payment is due (Net 15, Net 30, or Due on receipt)
  • Rate - your hourly rate, monthly retainer, or fixed amount, in the engagement currency
If a company is offboarding you, or has offboarded you, the row says so. New work appears here once a company invites you, or once a client you invited yourself accepts. Your full work agreements are under Contracts. See Work agreements and Inviting your own client.

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Getting around your account

The sidebar has six items: On a phone the first four get a tab and Payouts and Documents sit behind More.

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Product tour

The first time you open your dashboard, a short tour points out Getting paid, New invoice, your pages, and Ask Omni. On a phone, Payouts, Documents and Ask Omni are under More. Once you finish or skip it, it does not come back.

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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.
For background on how contractor engagements work on Omnivoo, see What are contractors.