Select Tradie or Professional if you are providing a service to a customer.
Select Home Renovator if you will be engaging a Tradie or Professional to provide a service.
How do I set up a project
Step 1. Add a new project. Get to your Projects page. You can find it always at the top of the page, along with Money and Claims.
Step 2. Give your project a name, Describe the project in the Project Details section.
Step 3. Add a customer. From here, you can invite a customer straight into a project. Provide your customer email address, and they'll be sent an email from Witzer.
Step 4. Add site details. Fill in the address of the project work site. You're halfway done now, by the way.
Step 5. Attach relevant documents. You can attach files to Witzer projects. These are visible to everybody in a project, keeping everyone literally on the same page
Step 6. Add your milestones (optional). This is the biggest step. Project milestones are a key part of Witzer's magic formula. We know that a project works best when everyone starts out with an understanding, and knowing what you're working together to achieve.
Step 7. Add retention (optional). If it's part of your practice to add retention to your contracts, Witzer has the feature integrated for you. When the final payment for the project has been approved, Witzer holds 2.5% of the total balance in the project wallet.
Step 8. Select commitment. The Commitment is the most important element that makes Witzer work. Think of it like taking the last payment at the start of a project instead of the end. This is the money that Witzer keeps locked in for the duration of a project to ensure you can get paid at the end.
Step 9. Add site details. Fill in the address of the project work site. You're halfway done now, by the way.
Witzer promotes clear and transparent communication between all parties. But if you really can't agree, information on our dispute process can be found below.