Deciding on An Agreement

The agreement your guru sends you tells our system how to bill you. It also sets the scope and establishes a timeline. It’s the key to beginning the job successfully.

Ask your guru to send you an agreement after you’ve hired them. It should be the first thing you do before they begin work.

Agreement Types

“Fixed-Priced Agreement (completed milestones)” Your guru sets up milestones. Each Milestone has a value and a due date. The freelancer will bill for these milestones as they are completed and sent to you for approval.

“Hourly Agreement (weekly time tracked)” Your guru sets the max hours per week, hourly rate and a billing end date. The system sends you an invoice every Monday based on the time your guru has tracked the prior week. Once this agreement has been accepted you can change the “billing end date” at any time if you need to change the date the project ends.

“Recurring Payments (cyclical billing)” Your guru sets a price, billing cycle, and an end date. They have the option to choose a weekly, biweekly, monthly or quarterly billing. Invoices for weekly and biweekly will be generated on Monday. Monthly and Quarterly agreements will be billed on the 1st of each month.

“Tasks” You or your freelancer can create tasks as needed for work. When a payment is due, you or your freelancer can create an invoice based on the task. If the freelancer creates the invoice on their end, it will need your approval in order to be paid. If the invoice is created by you it will be enrolled in autopay for the following Sunday.

Choosing Auto-Payment Terms:

“Fund Next Milestones & Enable Autopay” authorizes guru.com to automatically fund the next milestone or the next week of work as defined in your guru’s agreement. Once the agreement is accepted, SafePay will be scheduled to automatically fund the required amount the next day.

If the job is ongoing or has more than one milestone, you will be charged again when an invoice has been raised that is in compliance with the agreement. The amount charged will be the cost of the next week’s work or the next milestone and be placed into SafePay so that work can continue.

Invoices generated on or after their due date will be paid automatically in 7,14, or 28 days depending on the “Payment Schedule” of your agreement. If an invoice is raised before the milestone due date, the auto payment will be delayed until the due date has been reached. You will be able to “dispute” the payment if work is not completed in order to stop the release of the payment. If no action is taken by the given auto payment date, then the funds would be released to the freelancer.

Turning this option on will bill you automatically using one or more of your verified payment methods and/or your cash account.

“Autopay Only” secures the funds needed for the invoice at the time the invoice is raised. The money will be held in SafePay until the auto payment date has been reached.

Turning this option on will bill you automatically using one or more of your verified payment methods and/or your cash account.

Note: The hierarchy for automatic SafePay funding is: cash account, primary verified payment method, and any other verified payment method on file. The system will attempt to bill you in that order. It will bill one or more method partially if needed.

“Manual Payments” turns off all automatic functions related to invoicing and funding. You can still use the invoicing and SafePay features of our site, but will have to manually add funds and pay invoices as needed.

Understanding Status Updates:

Based on your guru’s selection, the system will remind them to update you if they haven’t done so within the status update timeline they’ve chosen. Your guru can choose to provide status updates daily, every other day, weekly, every other week, or monthly.

Understanding the “Scope of Work”:

The scope of work can be added here. This should explain, in as much detail as your guru likes, the requirements of this job. Your guru can also attach images and documents.

Accepting and declining an agreement:

Once your guru sends their agreement you’ll receive an email notification.

  1. Log into the site.
  2. On the dashboard, find the job in question under the “Work Rooms” tile.
  3. Click the profile icon of your freelancer.
  4. Click the “Agreement” tab.
  5. Review the agreement.
  6. Accept or decline it.

Any changes your guru makes to the agreement have to be accepted by you. You’ll receive a notification if they change the agreement.

Seeing previous versions of the agreement:

  1. Log into the site.
  2. On the dashboard, find the job in question under the “Work Rooms” tile.
  3. Click the profile icon of your guru.
  4. Click the “Agreement” tab.
  5. Find the agreement accepted date at the top right.
  6. Click on the date.
  7. The previous agreements will drop down and allow you to view them.

Understanding the effective date of an agreement: .

  1. An agreement isn’t effective unless you accept it and the effective date is today or a prior date.
  2. If your guru edits an effective, fixed-price agreement:
    1. The original agreement is archived and no longer effective as soon as your guru sends the new agreement to you.
    2. The SafePay funds for which your guru has not yet invoiced will be refunded to your cash account.
    3. Once the new agreement is accepted and becomes effective, you will be prompted to add funds to comply with the new agreement.
  3. If your guru edits an effective, hourly agreement:
    1. The original agreement remains in effect until the effective date of the newly accepted agreement.
    2. SafePay funds are not refunded to your cash account.
    3. On reaching the effective date of the new agreement, you will be prompted to fund SafePay per the new agreement.

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