To log in as an expert, please follow this link here.
If you are experiencing any errors or issues with the platform, please report them in shopexperts-beta channel on Slack, along with tagging Hamid.

My Projects

Under this tab, you will find all the projects you are assigned to, with the option to search for the project and filter them by their status.

If you have a lead that you have followed up on multiple occasions and received no response, please reach out to Ana (or Gabriel, in case she is away) and she will provide you with the client’s email address so that you can send at least one more follow up via Help Scout. Once you are certain the client is not interested and/or not responding to multiple follow-ups, request from Ana (Gabriel) that the project be archived.

Available Projects

Any new projects coming to Shopexperts are moderated by Ana, Monday - Friday from 3-11:30 PM CET. She’s assigning projects based on the skills you’ve provided you can cover, while also taking into account your working hours. In case a project is not a fit for you fully, you still have the option to release it and let other developers take over. We ask that this be done promptly to avoid any delays for the client.

At other times, the moderation is turned off and new projects will be visible to you under the Available Projects tab. You’ll also receive an email that a new project is available and a notification in the top right corner of the app.

To avoid overlaps, we have set up the system so that only one expert can read the project at a time. Once you click on the project, you have 5 minutes to read it and decide if you’d like to assess it further and communicate with the client. Once the time is up and you have not claimed the project, it will be automatically released to other experts, however, you won’t be able to see it in your list again. You also have the option to release the project to avoid waiting until the 5-minute mark. 

Preferred Expert

While submitting a project, clients have the option to select a specific expert to work with. If selected, these projects will always be assigned to you first (with or without moderation). In case the client chooses you but you are unable to take on the project (for example, it falls outside of your skills), please notify the client in the chatroom first that you’ll be unable to take on the project due to a certain reason, and let them know you’ll be sharing the project with other experts so they can be matched with the most suitable expert for their needs.

New Project

In the project form, you can choose whether you're submitting a project for an Existing Client, or a New Client. If it's an existing client, you can simply search for their name; if it's a new client, then you'll also need to input their email in the form (to invite them to register).

This option is useful for:

• When a client says they want to do a follow-up project, you can help get this going by creating it on their behalf.

• When you want to send a client to another expert, you can create the project for them and tag that expert in the "preferred expert" input.

• When you want to invite a client, who’s not yet on Shopexperts, to work with them.

Please note that:

• When you submit a project for a new client (who's not on the platform yet), a registration email will be sent to the client. Upon creation, the project will be visible to you with a Matched status but will be unclickable until the client finishes their registration. Once the client registers, you can proceed with the project as normal.

• When you submit a project for an existing client, the client will receive a new project email notification. The project can then be continued directly.

• If you don't select another preferred expert when you create the project, then the project will be assigned to you, otherwise, it will be assigned to the preferred expert whose name you inputted in the form.

Completing the Project

Once you have finished working on the updates for the client, you'll need to submit the project for approval. The client will then have the option to mark it as Completed or Not there yet, which will put it back to progress and you can further address their feedback. In case the client does not mark it as either option, the system will automatically mark it as Completed after 3 days (72 hours).

Prepaid Hours (also known as support packs)

While logged in, clients have the option to buy prepaid hours (top right corner menu) and use them across multiple projects as long as they have them. 

Note: if a client has for example 2 prepaid hours left, and the project quote is 3 hours, they would need to purchase 3 hours in full (or refill prepaid hours) - one quote cannot be covered by a combination of prepaid & custom quote hours.

Once a client buys the prepaid hours, you as an expert would still send them the regular quote within the project, however on their side an option to pay that quote with prepaid hours will appear along with the regular card payment. If you are ever in a situation that a client is paying with prepaid hours, we recommend you make a note to them to select the prepaid hours option to avoid any double charges.

Invoices

Invoices are not currently being generated automatically for payments that come via Shopexperts platform. If a client is asking for an invoice, please follow the instructions from this article.

Client - changing payment method

Clients may inquire how to change their payment method on the platform. Please share these instructions with them:

Head to the top right corner menu -> Settings -> scroll down a bit to Billing details. Client can choose to delete the old card or just add a new payment method.

Client - paying for a quote