Documentation


Workreap - Freelance Marketplace WordPress Theme

Thank you so much for purchasing our item from Themeforest.


  • Created: 26 May, 2019
  • Update: 27 September, 2024

If you have any questions that are beyond the scope of this help file, Please feel free contact us at Item Support Page.

What is Workreap Theme

Workreap is a Freelance Marketplace WordPress theme with some exciting features and excellent code quality. It has been designed and developed after thorough research to cater the requirements of people interested in building freelance marketplace or other similar projects. The design is contemporary but at the same time it focuses on the usability, visual hierarchy and aesthetics to ensure easy navigation for the end users.

Installation

Downloading

Recommended PHP Server Settings

We recommend below PHP configurations to avoid errors like blank screen, demo content import fails or theme installation error. You can do below configuration changes yourself or contact your hosting provider and ask them to set below configurations.

  • PHP Version Should be > 8.1
  • PHP Zip Extension Installed
  • upload_max_filesize 100M
  • post_max_size 128M
  • max_execution_time 3600
  • memory_limit 768M
  • max_input_vars 4000
  • max_input_time 600
Tip: You can check PHP configuration settings by installing WordPress phpinfo() extension in WordPress. You can also contact your hosting provider if you don’t know much more about it.

How to Install Workreap Theme

Thank you for choosing the Workreap theme! To get started, please log in to your ThemeForest account. Once you're logged in, navigate to the "Downloads" section where you'll find all your purchased items. Locate the Workreap theme in the list and click on the "Download" button to access your files.

theme-download

Upon downloading the zip package file from Themeforest, you'll have all files you need inside. Zip package contains the following files and

  • workreap.zip - Contains the theme
  • workreap-child.zip - Contains the child theme
  • documentation - Contains documentation for the theme
  • plugins.zip - Contains required and recommended plugins.

To install this theme you must have a working version of WordPress already installed.

Step 1: Log in to your WordPress admin dashboard. From the sidebar in the admin panel, go to Appearance > Themes.

install

Step 2: Click on "Install Themes" then select the "Upload Theme" button.

install

Step 3: Select the "workreap.zip file (downloaded from ThemeForest) from your computer, then click on the "Install Now" button.

install

Step 4: To activate the Workreap theme, navigate to Appearance > Themes and click on the "Activate" button.

install

Step 5: After activating the Workreap theme you need to install and activate plugins by going to your WordPress admin dashboard, navigating to Appearance > Install Plugins, and installing and activating all the required plugins from there.

install
Tip: Please be informed that you should not upload the entire archive you downloaded from ThemeForest, as this will result in an error message stating “broken stylesheet file.” Instead, locate and upload only the workreap.zip file found inside the main archive you downloaded.

WooCommerce Configuration

After installing and activating the Workreap required plugins, go to WP Admin > WooCommerce > Settings > Advanced > Features, and set the order data storage to "WordPress post storage".

install

Import Demo Content

You can install the Workreap's child theme, plugins, and demo content with just a few clicks using the theme setup wizard. Here's how you can do it:

Step 1: For demo content import first you need to install and activate required plugins by going to your WordPress admin dashboard, navigating to Appearance > Install Plugins, and installing and activating all the required plugins from there.

install

Step 2: Now Go to your WordPress administration dashboard, navigate to Appearance, and then select Theme Setup.

setup

You can verify that your server meets the requirements for importing the demo content. If your server fulfills all the requirements, then the Start button will be displayed. Click on the Start button to proceed with the setup process.

setup

This will take you to the onboarding page, where you can complete the setup process easily.

setup

Step 3: You can now choose to install the child theme. If you prefer not to install the child theme, you can skip this step.

setup

Step 4: After that, you can import the demo content for your site. Simply click the import button, and the demo content will be imported. This process may take some time, so please be patient while the setup is completed.

setup

Step 5: Finally, the demo content has been imported. Now, you just need to import dummy users. Here's how you can do it:

setup

Step 6: To import dummy users, navigate to your WordPress administrator dashboard, then go to WR Core > Import User. Click on the "Import" button to import the demo users.

user-import

Import dummy users and enjoy your site with demo content and customize it according to your needs! If you need any further assistance, feel free to contact us.

Manual Setup

If you prefer not to import the demo content, you will need to manually set up the Workreap theme. This involves configuring the theme settings, creating pages, setting up menus, and configuring any necessary plugins to achieve the desired look and functionality for your site.

SetUp Templates

If the demo content does not import successfully, you will need to create pages manually and set specific templates for each page. Follow these instructions to create and assign templates to the required pages:

  • Create an "Administrator Dashboard" page, assign the "Administrator Dashboard" template to it, and configure the template setting field accordingly.
  • Create an "User Dashboard" page, assign the "User Dashboard" template to it, and configure the template setting field accordingly.
  • Create a "Term and Condition" page and configure the template setting field accordingly
  • Create a "Privacy Policy" page and configure the template setting field accordingly
  • Create a "Login" page and configure the template setting field accordingly
  • Create a "Registration" page and configure the template setting field accordingly
  • Create a "Forgot Password" page and configure the template setting field accordingly
  • Create an "Search Task" page, assign the "Search Task" template to it, and configure the template setting field accordingly.
  • Create an "Search Project" page, assign the "Search Project" template to it, and configure the template setting field accordingly.
  • Create an "Search Freelancer" page, assign the "Search Freelancer" template to it, and configure the template setting field accordingly.
  • Create an "Add Task" page, assign the "Add Task" template to it, and configure the template setting field accordingly.
  • Create an "Add Project" page, assign the "Add Project" template to it, and configure the template setting field accordingly.
  • Create an "Submit Proposal" page, assign the "Submit Proposal" template to it, and configure the template setting field accordingly.
  • Create an "Packages" page, assign the "Packages" template to it, and configure the template setting field accordingly.

Follow these steps to manually set up the Workreap theme templates:

Step 1: Go to your WordPress administration dashboard, navigate to pages, and then select Add New Page.

templates

Step 2: Once you have created the pages and assigned the templates, set the name of page. Then, select the desired template accordingly.

templates

Step 3: After publishing each page, navigate to the WordPress admin dashboard. From there, go to WR Settings > Template and configure the template location accordingly and save changes.

templates

Follow these steps to create all the following pages and set the desired template and location for each page.

templates

Wallet Product

If you set up the Workreap theme manually without importing demo data, you must create a Wallet product, which is essential for the theme's functionality. Without this, you may encounter an empty cart issue.

To create a wallet product, follow these instructions:

Step 1: Navigate to the "Product" section in your WordPress administration panel and select "Add New" product.

wallet-product

Step 2: Now, enter the name of the product you want, select "Funds" as the type, and set the price to 1 and save changes.

wallet-product

Migration Data

If you are an old Workreap user looking to Upgrade to Workreap 3.0, you can migrate your old data into the new version with a single click. However, if you are a new user, there is no need to migrate anything, as the migration option is only available to previous users.

Note: Before proceeding, ensure you have a complete site backup and perform the migration on a staging site to prevent any data loss.

Step 1: Navigate to the WordPress administrator dashboard, then go to Appearance > Themes. Upload the latest version of the Workreap theme, which should be equal or greater then Version 3.0.

migrations

Step 2: After installing the theme, activate it to apply the changes. If it redirects you to the onboarding page, you can disable this wizard and return to the administrator dashboard.

migrations

Step 3: After installing and activating the theme, you need to update the required plugins for this update. Go to Appearance > Install Plugins and update all the required plugins.

migrations

Step 4: Now, after all the plugins and the theme are updated and activated, navigate to WP Administrator > Plugins and deactivate the Unyson, Workreap Core, Workreap Cron, And Workreap Api plugins.

migrations

Step 5: Now, after deactivating the old plugins, you need to install and activate our Workreap plugins. You will find these plugins in the "plugin" folder within the downloaded zip file. Extract them from there and proceed with the installation.

migrations

Step 6: After uploading the Workreap plugin, you need to activate it.

migrations

Step 7: After installing the Workreap plugin, you need to install additional required plugins. To do this, go to the WordPress dashboard, navigate to Appearance > Install Plugins, and install/activate all the necessary plugins.

migrations

Step 8: Now, after all the plugins and the theme are installed and activated, navigate to WR Core > Migrations and run the migrations. This process may take some time. After the popup disappears, the migration will be completed, and you can enjoy the new Workreap theme.

migrations

In conclusion, we have covered all the new migration features in the latest version of Workreap. Please note that some features have been deprecated and are no longer available in the new version, resulting in the loss of associated data. If you encounter any issues during the migration process, please contact our support team for assistance.

General

In the General section, you will find various settings and functionalities that allow you to configure the Workreap theme. These settings provide flexibility to enhance the overall appearance and functionality of your site, ensuring it meets your specific needs.

Custom Fields - ACF

These custom fields are intended for use in the "My Task Pricing" section when adding a task. This means that when you add a new task, you will use these custom fields to specify the pricing details for that task.

To create a custom field, follow these instructions:

Step 1: Navigate to the "ACF" section in your WordPress administration panel and select "Add New" Field Groups.

custom-field

Step 2: Specify a field group name and add multiple fields to the group maek sure field type is checkbox only.

custom-field

Step 3: Now, specify where you want the field to appear. Set the location to "Product Tab" equal to "Plan" and the product plan category to the category where you want the field to be displayed.

custom-field

Make sure to save your changes to ensure that the field appears on the create task page when the relevant category is selected.

custom-field

AI Assistant

In this section, we will explore the detailed process of integrating OpenAI into the Workreap platform. This integration aims to leverage the capabilities of OpenAI's AI assistant within various fields and functionalities of Workreap. By the end of this section, you will have a comprehensive understanding of how to set up and utilize AI assistance to enhance productivity and user experience within the Workreap.

Step 1: First, log in to OpenAI by visiting their website at platform.openai.com. Once logged in, navigate to the "API" section from the dashboard and click on "API Keys" to access your API management page.

ai-assistant

Step 2: Now click on the "Create New API Key" button.

ai-assistant

Step 3: Now provide a name for the key, and then click "Create" to generate the API key.

ai-assistant

Step 4: Copy this API key to a secure location, as you will need it to connect OpenAI to Workreap.

ai-assistant

Step 5: After creating the API key from OpenAI, navigate to the WP Admin panel and go to WR Settings. Then, select API Settings, enable the OpenAI toggle, and insert the API key into the OpenAI Key field and save settings.

ai-assistant

User Verification

In the Workreap theme, there are two methods to verify users: one is through an auto-generated link, and the other is manual verification by the admin. To setup verification user feature, follow these instructions:

Verify by auto-generated link

To setup verify by auto generated link please go to the WP Administrator > WR Settings > Directory Settings and set User verification settings to Verify by auto generated link and save changes.

user-verification

After a user registers, a verification email is sent to the registered email address with a verification link. If the user does not receive the email, they also have the option to resend the verification email.

user-verification

Once the user has successfully verified their email, the verification popup will be disabled.

Verify manually by Admin

To setup verify manually by admin please go to the WP Administrator > WR Settings > Directory Settings and set User verification settings to Verify by auto generated link and save changes.

user-verification

After a user registers, the admin can manually verify the user by navigating to WP Administrator -> Users. In the users list, there is a verify icon next to each user, allowing the admin to verify the user from there.

user-verification

Once the user has successfully verified their email, the verification popup will be disabled.

user-verification

Template Override

In the Workreap theme, you have the option to override templates to customize them according to your specific requirements.

To override template, follow these instructions:

Step 1: Go to the Workreap plugin directory, locate the templates folder, and copy the template you wish to customize.

template-override

Step 2: After copying the template, navigate to the active Child Theme, create a folder named extend and paste the template into it.

template-override

Any changes made to that file will take effect in the Workreap theme.

Some pages are template pages.

template-override

You need to override the templates mentioned above; you can do this using the code below.

                  add_filter( 'template_include', 'pluginname_load_template', 99 );
                  function pluginname_load_template( $template ) {

                      global $post;
                      $custom_template_slug   = 'templates/dashboard.php';
                      $page_template_slug     = get_page_template_slug( $post->ID );
                      
                      if( $page_template_slug == $custom_template_slug ){
                          $template = get_stylesheet_directory() . '/extend/templates/dashboard.php';
                      }

                      return $template;
                  }
            

Application Type

In the Workreap theme, you have the option to select the application access type based on the project, task, or both, allowing you to customize access according to your specific requirements.

To setup these, follow these instructions:

Go to the WP Administrator > WR Settings -> Directory Settings where you can set the application type as task based, project based or both.

application-access

Switch User Role

In the Workreap theme, you have the option to switch the role of the same account between freelancer and employer, providing flexibility for users to operate in either capacity.

To enable these, follow these instructions:

Go to WP Administrator > WR Settings -> Directory Settings -> Registration Settings, where you can enable or disable the Switch user role option.

application-access

Theme Options

In the theme options panel, you can modify the Workreap settings as needed. This guide provides an overview of the available fields and their functions, helping you to customize your theme effectively.

API Settings

In the theme options panel, you can modify the Workreap settings, including the Zip Code Google Geocoding check and the Google login/register options.

Option 1: In this option, you can enable or disable the ZIP Code Geolocation Check. To use this feature, you need a Google Maps API Key. Simply enable the feature, insert your API key, and save the settings.

api-settings

Option 2: In this option, you can enable the Google login/register feature. You need to have a Google Client ID and Secret Key to enable this feature. Simply enable the switch button, insert the keys, and save the changes.

api-settings

Custom CSS & JS

In this option section, you have the ability to add custom CSS and JavaScript code. This feature allows you to further customize the appearance and functionality of your site by inserting your own code snippets directly.

Option 1: In this option, you can add your custom CSS code to style your website according to your preferences.

css-and-js

Option 2: In this option, you can add your custom JavaScript code to enhance the interactivity and functionality of your website.

css-and-js

Default Images

This section allows you to upload default images for various parts of the Workreap theme and dashboard, ensuring a visually cohesive design even without specific images uploaded.

default-images

Directory Settings

In the directory settings, you can manage and modify all settings related to the Workreap directory. This includes settings for registration, projects, tasks, proposals, and more. These settings allow you to customize the behavior and functionality of the directory to suit your specific needs, ensuring a seamless and tailored experience for users interacting with your site.

directory-settings

Email Settings

In the email settings, you have the ability to manage and customize all aspects of the Workreap email system. This includes settings for emails sent to administrators, employers, freelancers, as well as emails related to disputes and registrations. By configuring these settings, you can personalize the content, layout, and functionality of each email to align with your branding and communication needs.

email-settings

Email Setting Variables: These variables can be used in the text editor to dynamically insert specific content into your email messages.

  • {{freelancer_name}} — To display the freelancer name.
  • {{employer_name}} — To display the employer name.
  • {{task_name}} — To display the task name.
  • {{task_link}} — To display the task link.
  • {{order_id}} — To display the order id.
  • {{order_amount}} — To display the order amount.
  • {{login_url}} — To display the login url.
  • {{signature}} — To display the email signature.
directory-settings

Header Settings

In the header settings, you can manage and modify various aspects of the header, including its layout and settings. If you need detailed documentation on how to customize the header step by step, please navigate to the Header Layout link for more information.

header-settings

Templates Settings

Workreap utilizes a system of template fields to define the structure and content of various pages within the platform. By assigning specific pages to these template fields, you ensure they display the correct information and functionality. If you'd like a more detailed, step-by-step guide on navigating to the Templates link

template-settings

Packages Settings

package-settings
  • Package listing type — Here, you can set whether users need to purchase a package, or if both users can perform actions without buying any package.
  • Trial package — Here, the admin can set a trial package for each user.
  • Purchase package — This setting allows you to choose whether to override the new package settings with the old ones or to merge them.
  • Default content — This default content will be displayed on the packages page.
  • package-settings

Payment Settings

Workreap's payment settings empower you to manage everything from commission rates and project packages to minimum wallet amounts and hide payment methods, giving you control over your freelance marketplace's financial flow.

payments-settings

Packages Tab: In this section, you can manage packages along with packages page content like title, subtitle and description.

payments-settings

Prelaoder Settings

The preloader section lets you manage the pre-loading animation: enable/disable it, choose a custom style (including displaying your logo), and set a timeout delay.

preloader-settings

Colors Settings

The colors section enables you to manage and customize all the colors used throughout the theme. This includes altering the primary and secondary colors, font colors, link colors and button colors, allowing you to create a cohesive and visually appealing color scheme that aligns with your brand identity.

colors-settings

Theme Layouts

In the theme options panel, you can customize various aspects of your site, including the header, footer, and mega menu. Additionally, you can learn how to set up these elements and explore how the Workreap template library functions. This allows you to effectively tailor your site's layout and design to your preferences.

Header

Now, in the header section, you can set up global headers as well as configure individual headers for specific pages and their respective settings. This allows for consistent site-wide headers while also providing the flexibility to customize headers on a per-page basis as needed.

Step 1: To set up the header, go to the WordPress administrator dashboard, then navigate to Appearance > Menus. Create a new menu and assign its location to the primary menu. After saving the menu, you will see the option "Dashboard Menu." Enable the user menu to display the user dropdown or login/register button in the header.

setup-menu

Here is a preview of the menu with the assigned location and the User Menu dropdown enabled.

setup-menu

Step 2: To configure the global headers, go to the WordPress administrator dashboard, then navigate to WR Settings > Header Setting. Here, you can adjust the global header settings, including the header layout, container, logos, search bar, and topbar. You can also set up the Workreap dashboard header/sidebar settings in this section.

header-settings

Here is a preview of the elements that you can enable or disable in the header, as well as the various layout options you can choose from.

header-settings

Step 3: To change the header layout and settings for a specific page, navigate to the WordPress administrator dashboard > Pages and edit the desired page. In the edit page section, you'll find a setting called Workreap Settings. Here, you can modify or overwrite the header settings for that specific page.

header-settings

Mega Menu

In this section, you will find detailed instructions on how to create and set up a mega menu in the Workreap theme using Elementor. This feature allows you to create elaborate and visually appealing menus with various content elements and customization options.

Step 1: To set up a mega menu, navigate to the WordPress administrator dashboard, then go to Elementor > My Templates and click on "Add New Template".

mega-menu

Step 2: After selecting "Add New Template", choose the type section of template. Enter your template name and click on "Create Template." This will redirect you to the Elementor page editor.

mega-menu

Step 3: In Elementor, use the drag-and-drop interface to add elements and design your mega menu. Once you're satisfied with the layout, click on "Save" to save your changes.

mega-menu

Step 4: Now that the template is created, it's time to connect it with the menu to display the mega menu under the header menu. Go to the WordPress administrator dashboard, then navigate to Appearance > Menus. Expand the menu item where you want to show the mega menu. Look for the "Megamenu Template" field and choose the template you created to display under the menu. Finally, save your changes.

mega-menu

Now that the mega menu is connected and displayed under the menu, you can see the output when you hover over the menu item.

mega-menu

Template Library

In this section, you will find comprehensive instructions on how to utilize the Workreap Template Library. This library provides a collection of pre-designed templates that you can easily import and customize for various sections of your website, streamlining the design process and ensuring a consistent and professional look across your site.

Step 1:In the Elementor editor, users will find the Workreap icon. Clicking on this icon opens the library popup.

template-library

After clicking on the Workreap Template Library button, a popup will appear, displaying the library of available page and section templates. Browse through the templates, select the one you want, and click "Insert" to add it to your page.

template-library

Now that the template has been inserted into your page, you can make any necessary changes to customize it to your liking. Once you're satisfied with the modifications, save your changes and enjoy the updated design of your page.

template-library

Packages

If the package feature is enabled in the theme settings, then the admin needs to create packages for either both users or a single user, such as Freelancer and Employer.

To create a new package, go to Products -> Add New Product.

packages

Set the package name/title, then add the package price, and choose whether this package is for an Employer or a Freelancer.

packages

After selecting the package for Freelancer or Employer, click on Package Fields. Here, set the required settings according to your needs.

packages

After completing all the steps, publish the product.

packages

Once published, this package will appear on the dashboard of the relevant user for whom the package was created.

packages

If a user purchases any package, it will be displayed at the top of the packages list on their dashboard.

packages

Note: After creating a package, if the admin sets any package as a trial package from the theme settings, it will not be displayed in the user dashboard listing. It will only be assigned to the relevant user during signup.

Withdraw

Before sending a withdrawal request to the admin, the user must choose a payout method, provide the required details, and save them.

Payout Payout

If the Freelancer has a balance, he can submit a withdrawal request to the admin along with the payout method they saved. The admin can set the minimum withdrawal limit in the theme settings.

Payout

The admin can view all received withdrawal requests under the Withdraw menu.

Payout

To Approve or Reject a withdrawal request, the admin goes to the front-end dashboard, where they can see all withdrawal listings.

Payout

The admin manually transfers the money to the freelancer's account according to the withdrawal request. After that, the admin clicks the Approve button and add the Transaction ID and some details.

Payout

After clicking the Approve button, the withdrawal status changes to Completed.

Payout

The admin can view the transaction details by clicking on the eye icon.

Payout Payout

Creation

Service

The Freelancer can create a service by clicking on Create a Gig or by clicking on Manage Task -> Create a Task.

Service Create

The Freelancer fills the fields of the Task information form to create the service.

Service information

Here, the Freelancer adds the Task Type. These task types are categories, and the admin relates ACF fields to these categories. For now admin only relate 3rd level categories to ACf fields.

Service information Service information

After choosing the Task Type in Task Information and filling in the other details, the freelancer clicks on Save & Continue.

On the Task pricing screen Freelancer name his Packages that he offers. Here some extra ACF fields showing. These fields are related to categories that freelancer shoose in Task information under Task type and set by the Admin under ACF fields group.

Service create

The freelancer can add more custom feature fields to provide extra information if the fields in the above packages do not fulfill their requirements.

Service create

The freelancer can choose existing add-ons or create multiple new add-ons. After that click on Save & update button.

Service create

On the Media/Attachment screen, the freelancer can upload task-related media files. After that click on Save & update button

Service create

On the Common FAQs screen, the freelancer can add common FAQs if they have any. And click on Submit task button.

Service create

Project

The employer can create a new project by clicking on Create a Project.

Project creation

After clicking on Create a Project, the employer has two options: Start a new project and add all data manually, or use a template instead. The template option works only if the employer already has projects.

Project creation

After clicking on any option, the project creation form will be displayed. Here, the employer can update the project details. The employer can choose whether the project will be fixed price or hourly based. If the employer opts for a fixed price project, he can add the option to create milestones for that project. If the employer creates a project based on hourly rates, then the project will operate on an hourly basis. After filling the fields click on Save & continue

Project creation Project creation

On that screen, the employer can update other information, such as how many freelancers can be hired for this project, as well as expertise, skills, languages, etc. After filling the fields click on Save & continue

Project creation

On that screen, the employer can invite freelancers to bid on the project or simply go to the project listings.

Project creation

Payment method

If no payment methods are showing on the checkout page, you need to install a WooCommerce payment gateway plugin and configure it through the WooCommerce settings.

Let's say we have installed the WooCommerce Stripe Gateway plugin.

Hire service

After installing the Stripe plugin, go to WooCommerce -> Settings and select the Payments tab.

Hire service

On the payments list page, enable the required payment method, and then add the necessary details by clicking the Manage button.

Hire service

Hiring

Service

After logging in as an employer, explore the services/tasks and click on the required service/task. The detail page for that service/task will open. Here, the employer can choose a package, such as Basic, Silver, or Gold, according to their needs. Then, click on Hire me for a task.

Hire service

After clicking on the Hire me for a task button, the employer will be redirected to another page where they can choose additional services if needed. After that, the employer can proceed to the checkout process with or without using their wallet. If there is a balance available in their wallet, he can make the payment from his wallet or choose other payment methods.

Hire service

If the employer proceeds with the checkout process, he should uncheck the Use my wallet credit option and click on the Proceed to secure checkout button. After clicking, the employer will be redirected to the checkout page, where he can view all the service details that he is about to order. If all the order details are correct, click on the Place order button.

Hire service

After the order placement process is complete, the WooCommerce thank you page will load, where the employer can also see their order details.

Hire service

An Employer books a specific service of a Freelancer. After purchasing the service, the Employer can view it under Manage Tasks -> My Tasks on their dashboard. The freelancer can see it under Manage Tasks -> Orders on their dashboard.

Hire service Hire service

On the employer's end, he can either chat, complete, cancel, or create a refund request for the service. On the freelancer's end, he can send revisions, make a final attempt, or create a dispute regarding that service.

Hire service Hire service

If the employer completes this service, he can do so with or without providing feedback.

Hire service

Project

After logging in as an freelancer, explore the projects and click on the required project title or View job button. The detail page for that project will open.

Hire service Hire service

On the detail page of the project, the freelancer clicks on the Apply to this project button. After that, the freelancer is redirected to the submit proposal page.

Here, the freelancer enters their working rate and chooses other options, such as working with milestones or a fixed-price project. The "Work with milestones" option will only be shown if the employer has activated this option during project creation. After that, the freelancer should add a description and click on the "Submit bid now" button.

Hire service

Once the proposal is submitted by the freelancer, the employer can view the proposals by clicking on "View All Proposals."

Before the employer accepts the proposal, the freelancer has the option to edit their proposal multiple times. Similarly, before receiving proposals, the employer can edit their project multiple times.
Hire service

After clicking on "View All Proposals," the employer can see a list of all proposals.

Hire service

From the proposal listings, the employer can see the details of any freelancer's proposal after cliking on Proposal detail button.

On the proposal details page, three buttons are available: Decline Proposal, Start Chat, and Hire Freelancer.

  • Decline Proposal: To decline means the employer rejects the proposal. Once the employer declines a proposal, the freelancer cannot submit a proposal for that project. The employer must add the decline reason and submit it.
  • Start Chat: The employer can communicate with the freelancer before accepting their proposal.
  • Hire Freelancer: If the employer is satisfied with a proposal, he can proceed to hire the freelancer. During this process, the employer can pay through their wallet if a balance is available, or he can go through the checkout process and pay using other payment methods.

Hire service

At the checkout page, the employer can view all the details and place the order. This completes the hiring process.

Hire service

Dispute

Service Dispute from freelancer

An Employer books a specific service of a Freelancer. After purchasing the service, the Employer can view it under Manage Tasks -> My Tasks on their dashboard. The freelancer can see it under Manage Tasks -> Orders on their dashboard.

On the employer end, he can either complete, cancel or Create refund request of the service.

Service Dispute

On the freelancer end, he can only create a dispute regarding that service.

Service Dispute

The freelancer clicks on Create Dispute and fills out the form to submit a refund request. The freelancer's dispute request goes directly to the admin.

Service Dispute

On the admin dashboard, the admin can view the list of created disputes along with their details. Within the dispute details, the admin can message both users and determine the winning party based on their discussions.

Service Dispute Service Dispute

Both users can view the admin messages under the dispute menu and in the details of that specific dispute.

Service Dispute

Finally, the admin decides which party is the winner and submits the form with the selected winner's details.

Service Dispute

Since the dispute was resolved in favor of the freelancer, the amount is updated in his account. He can view the dispute details under the dispute menu.

Service Dispute

In the case where the employer is the winner, the service payment amount is credited to the employer's wallet.

It's important to note that this wallet amount is non-withdrawable; the employer can only use it to purchase other services.

Service Dispute from employer

An employer can complete, cancel, or create a dispute for the service if the freelancer does not respond to the service request or fails to deliver the service on time.

Project Dispute

After creating a refund request, both users can still communicate with each other through the task activity.

The employer cancels the task from the dropdown while a dispute has already been created. Once the employer cancels the task, communication section will no longer be available for both users.

After cancel the task the employer can send the refund request

Project Dispute

The freelancer has three options: he can reply to the refund, allow the refund, or decline the refund.

Project Dispute
  • Reply to refund - The freelancer sends a message to the employer regarding the refund request.
  • Allow refund - If the freelancer allows the refund, the money will be deducted from the freelancer's account and transferred to the employer's wallet.
  • Decline refund - The freelancer can decline the refund request.

If the freelancer declines the refund request, the employer can create a dispute request. This request will go to the admin, who will ultimately decide which party is the winner.

Project Dispute

When the employer receives a proposal on the project from the freelancer, the project status is marked as In Queue. Once the employer accepts the proposal and hires the freelancer, the project status changes to Ongoing.

The freelancer can Raise a dispute if there are any issues or concerns regarding the project or the agreement with the employer.

Project Dispute

The employer can Complete the project or Create a refund request.

Project Dispute

The freelancer clicks on Create Dispute and fills out the form to submit a refund request. After that, the project status changes from Ongoing to Disputed.

Project Dispute

On the admin dashboard, the admin can view the list of created disputes along with their details. Within the dispute details, the admin can message both users and determine the winning party based on their discussions.

Project Dispute

Finally, the admin decides which party is the winner and submits the form with the selected winner's details.

Project Dispute

In the case where the employer is the winner, the project payment amount is credited to the employer's wallet.

It's important to note that this wallet amount is non-withdrawable; the employer can only use it to purchase other services.

If the employer goes to the project activity, he can see that the project status is Refunded.

Project Dispute

If the employer submits a project with only one freelancer and that project is disputed, then the project will not be shown again to any freelancers.

If the employer submits a project with more than one freelancer and the project has received fewer proposals than the maximum limit, it will still be visible to other freelancers. However, if the project proposals reach the maximum limit, then the project will not be shown in the listing.

If all proposals for the project go to disputed status, then the project will not be shown in the listing.

Support

If you have any questions that are beyond the scope of this help file, Please feel free contact us at Item Support Page.

We answer all questions within 12-24 hours in weekdays. In some rare cases the waiting time can be to 48 hours. (except holiday seasons which might take longer).

Note: While we aim to provide the best support possible, please keep in mind that it only extends to verified buyers and only to issues related to our template like bugs and errors. Custom modifications or third party module implementations are not included.

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Change Logs

Explore the latest updates, new features, fixes, and enhancements. For a detailed overview, visit the changelog by clicking here.