For Businesses
Showcase your services, manage availability and coordinate work through your business profile.
01 / For Businesses
Use your business or provider profile to explain your services. Catalogue listings can show scope, prices and included visits. Work through the correct profile; switching profiles does not grant extra authority.
Explore Marketplace categories, open a service listing and review its details and availability. Confirmation and quotation steps depend on the service.
02 / For Businesses
Set booking windows and fixed capacity. Eligible organisations can opt into calculated capacity using configured resources and limits. Customers see available choices, without your internal resource workload.
Availability, provider acceptance and quotation approval are separate steps where required.
03 / For Businesses
See people and roles in the organisation chart. Coordinate work within the relevant team and permissions. Assignments depend on membership, eligibility and availability; assigning someone does not approve a quotation or confirm a visit.
Review requests, prepare quotations where supported and coordinate the agreed work. Quotation approval, provider acceptance and booking confirmation remain separate. Available steps vary by service; not every journey is complete.
Review employee membership, link eligible self-employed providers and organise contractual teams. Keep employment, professional verification, company affiliation and signing authority distinct. Access follows the selected organisation and approved role.
Start work in Requests by Us using Direct Issue, Request Quotation or Invite to Bid. Set scope, pricing basis, eligibility, training, deadline and invitees. Recipients respond in Requests to Us. The issuer chooses immediate or deadline-based evaluation; confidential proposals are restricted to authorised evaluators.
Award different, clearly defined parts to several providers. Create or link the resulting agreements in Contract Management. Reuse document templates, issue contracts and follow acceptance, effective dates, requirements and assigned work. Awarding a bid does not bypass agreement or verification.
Use the Shared Contract View for authorised parties, allocated scope, requirements, training and delegation history. Bidding does not consume Delegation Business Credits. Credits apply only when authorised external contractual delegation is activated, subject to the existing capacity checks.
Where enabled for the organisation, track inventory and assets, allocations, handovers, returns and reconciliation against relevant work. Authorised roles can access accounting records and statements. Recording an invoice, payment term or receipt does not initiate a bank transfer or card charge.
Review subscriptions, workspace capacity and applicable fee previews before committing to work. Optional card saving is available in Your Account Card. Saving a card does not start a paid subscription or collect a payment. Subscription billing and live payment collection remain off.
Production Myinfo and Myinfo Business retrieval, subscription billing, live payment collection, external calendar transfer and corporate-email integration remain disabled. Split or deferred payment schedules describe agreed terms, not automated collection. Wheelchair-accessible transport remains proposed.
04 / For Businesses
Bring the right people together, with clear responsibilities and an organised way to coordinate customer work.
Organise people within a business, clarify reporting lines and coordinate appointments and assignments. Each person works within their approved role and access.
Eligible sales and service professionals can coordinate through a shared group. A verified company link can connect the group to that company’s catalogue and commercial terms, subject to approved access.
Team and group tools depend on eligibility, approved roles and setup. A group does not automatically become a registered business or gain access to private customer records.
Use reusable quotation terms, customer follow-ups and work coordination within the existing sales workflow. Available steps depend on the service, approved role and business setup.
Capture what the customer needs and prepare the relevant quotation.
Explain the price, payment stages and required documents before the customer approves.
Assign eligible people, arrange appointments and follow progress through updates and documents.
Confirm completion and keep the next agreed action clear. An accepted quotation is not proof of payment.
Planned Payment Collection · Not Live
Plan a payment schedule around the work you deliver. For multi-visit service contracts, the intended flow lets a business propose instalments or collection after agreed completion milestones for the customer to approve.
Agree an upfront percentage and spread the remaining amount across later visits. With no upfront payment, spread the total across all visits.
Defer a portion until a specified number of visits is confirmed complete by the customer. That stage becomes due after the milestone: the business delivers that work before collecting the corresponding payment.
Show the contract total, each amount and when it becomes due before customer approval. Track completed work, payments received and the unpaid balance separately.
Illustrative milestone schedule, subject to customer agreement.
Live collection and payouts are not yet available. These examples describe the intended experience; agreeing a schedule does not trigger an automatic charge or guarantee payment.
CLEAR EXPECTATIONS
COORD US is a tester preview. Availability depends on your profile, permissions and service setup. Some tools are implemented while parts of the journey still need validation.
Production Myinfo and Myinfo Business retrieval, subscription billing, live payment collection, external calendar transfer and corporate-email integration remain disabled. Split or deferred payment schedules describe agreed terms, not automated collection. Wheelchair-accessible transport remains proposed.
Sign in to COORD US or continue with your existing account.