How to create and manage Service Providers

Learn how to create Service Providers.

Written by Isabel

Updated 3 weeks ago

You can easily create and manage service providers in ConvertLabs.

Once created, each provider receives a welcome email and SMS containing their login link. This gives them access to their portal, where they can:

View assigned jobs and invitations.
Track time worked by checking in and checking out.
Manage their schedule.
Adjust their availability for the current and next week (useful for changes such as appointments or time off).

➕ Create a New Service Provider

Go to the Service Providers tab.
Click "+ New Service Provider" in the upper-right corner.
Fill out the following details:
- Title — Visible to you, the provider, and clients.
- First Name.
- Last Name.
- Email Address.
- Phone Number.

💡 Tip: Use meaningful titles or keywords to categorize providers. For example, include the service type or location (e.g., “Deep Cleaning – East Team” or “Move-Out – Downtown”). This helps you quickly assign the right team for each booking.

⚙️ Self-Assignment Setting

At the bottom of the New Service Provider window, you’ll see a checkbox:

“Allow Service Provider to assign available jobs to themselves?”

✅ When enabled, the provider can self-assign open jobs directly from their portal under the Open Jobs tab.

🚫 When disabled, they will only see jobs that have been assigned or invited to them.

💰 Set Providers Wage

You can check our article about how to set providers wage here

✅ Summary

Create Service Providers → via the Service Providers menu.
Enable self-assignment → if you want them to claim available jobs.
Learn how to set wages, whether hourly or percentage-based — in our dedicated article.
See how to assign or invite a Service Provider to a booking in our step-by-step guide here.

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