Accounts

SkillSetz is designed to support business customers of all sizes. Our mission is to empower our customers by streamlining the business processes associated with B2B services matching, work-order creation, approval, and settlement.

Account Categories

  • Dashboard

    Every user of SkillSetz has access to a dashboard, a user interface that gives a current summary of key informat...

  • Project Listings

    Users of the SkillSetz platform can keep track of their projects through their dashboard. From this tab, they ca...

  • Profile Listings

    Users of the SkillSetz Platform often have multiple profiles to manage and share.  Service Providers typically w...

  • Transaction Listings

    You can locate the Transactions tab in the lefthand menu of your profile. This is where you will find your entir...

Account Settings

  • Account Types

    SkillSetz offers two separate account types from which its Users select:  Team Account - an account with multipl...

  • Account Roles

    SkillSetz offers four separate account roles for teams.  Account Administrator - an Account User with permission...

  • Account Permissions

    Individuals and firms who are registered with SkillSetz agree that they will NOT request or allow another person...

  • Password Security

    By registering for an SkillSetz account, users have the responsibility of keeping their passwords confidential. ...

Onboarding Process

  • Service Buyer Onboarding

    When you first come to SkillSetz, you will be asked to choose the reason for your registration. You have the opt...

  • Service Provider Onboarding

    When you first come to SkillSetz, you will be asked to choose the reason for your registration. You have the opt...

  • Adding Insurance Documents

    Your SkillSetz profile allows you to house your documentation all in one place. To add insurance documents, go t...

Browsing The Marketplace

  • Search

    Searching within SkillSetz is simple and efficient via the Search bar at the top right of every window.      Ne...

  • Catalog Listing - Filterings & Sorting

    SkillSetz allows you to filter and sort the listings to help arrive at your desired results.   You can filter by...