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Your Contractor Dashboard

Your dashboard is the first thing you see after you sign in. It welcomes you by name and gives you your account and engagements at a glance. Use it to check that your account is fully set up and to see the work each company has engaged you for.

Account status

The Account status card shows whether you are ready to get paid. It lists four items, each with a badge:

ItemWhat it means
OnboardingWhether you have finished setting up your account. Shows "Completed" with the date once done, or "Incomplete" while steps remain.
Tax formYour tax form type (W-9, W-8BEN, or W-8BEN-E) and its progress, from "Not submitted" through to "Completed".
Payout accountThe status of the payout account you connect through our secure payments partner. Goes from "Not started" to "Active" once it can receive money.
VerificationThe result of your compliance screening: "Verified", "Under review", or "Blocked".

When everything is in place, the card shows an "All set" badge.

If any step is still pending, you will see a yellow banner with a Finish onboarding button. Click it to pick up where you left off. You cannot be paid until your account is complete, so finish these steps as soon as you can. For a step-by-step walkthrough, see Contractor onboarding.

Sign your work agreement prompt

If a company has sent you a work agreement that still needs your signature, a banner appears at the top of the dashboard with a Sign agreement button. You must sign your work agreement before you can submit invoices for that engagement. Learn more in Work agreements.

Engagements

Below your account status is the Engagements list. 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

Each card also shows a status badge for the engagement. If no company has engaged you yet, you will see "No engagements yet" - new work appears here automatically once a company invites you.

To open the underlying contracts for your engagements, use the View agreements link next to the Engagements heading.

Top navigation

From the dashboard you can jump to every part of your contractor account:

SectionWhat it's for
DashboardThis page - your account status and engagements at a glance.
AgreementsReview and sign your work agreements. The contractor signs first, then the company countersigns.
InvoicesSubmit invoices for your work and track each one through Submitted, Approved, and Paid.
PayoutsSee the money paid to you and its status. See Getting paid.

There is also a New invoice button to start a new invoice quickly.

If something looks wrong

  • If your Verification badge shows "Blocked", you cannot proceed - contact support.
  • 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.

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