Practical contractor guide

What happens after you become a Quotaraft client

A practical first-week outline, adjusted to your agreed scope.

Agree the work

Confirm the services, monthly allowance or project deliverables and fees in writing.Name your approver, preferred communication channel and time zone.Agree turnaround targets, priorities and what falls outside the scope.

Arrange access and inputs

Share only the records needed for the agreed work through the chosen channel.Use account invitations or agreed permissions rather than sharing passwords.Provide templates, job information and approved rates where relevant.

Review the first handover

Start with a small agreed batch so the workflow can be checked.Review drafts, answer questions and confirm any corrections.Set the next update date and refine the task list together.

General workflow guidance. Apply your own business requirements and agreed service scope.

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