Home For Providers And Servicemen Creating a Serviceman as a Provider

Creating a Serviceman as a Provider

Last updated on Jul 14, 2025

If you operate as an agency or manage multiple technicians, you can add individual Servicemen under your provider account. Each serviceman gets their own calendar, service history, and rating, while payouts flow through your primary wallet.

1. Open the Create Serviceman Wizard

  1. Sign into your provider dashboard.

  2. In the left‑hand menu choose Servicemen → Create Serviceman.
    The wizard has three tabs: General, Address, and FAQ.

2. Complete the General Tab

  • Photo – upload a clear, front‑facing image (JPG/PNG ≤ 5 MB). Profiles with photos see up to 40 % more bookings.

  • Name & Contact – use the serviceman’s legal name, unique email, and direct mobile number.

  • Experience – choose an interval (e.g., "5–10 years") and enter an exact duration if relevant ("7 years").

  • Languages – tick every language the serviceman can confidently speak; this improves search matches.

  • Password – create a strong, unique password; the serviceman can reset it later.

  • Description – 2–3 sentences summarising skills and any certifications.

  • Featured toggle – switch on only if this person is your flagship expert; featured spots are limited.

  • Status – leave as Active to publish immediately after verification.

Tip: A complete General profile is the #1 factor in winning repeat bookings—avoid leaving optional fields blank unless genuinely irrelevant.

3. Fill in the Address Tab

Provide the serviceman’s primary working territory so customers see accurate arrival‑time estimates.

  • Category – choose Home, Work, or Other depending on work environment.

  • Alternative Name / Phone – optional aliases or secondary contact.

  • Country / State / City – populate using the dropdowns; this drives geo‑search.

  • Area / Locality & Postcode – be as specific as possible.

  • Full Address – internal use only; never shown to clients.

4. Upload Verification Documents

After saving the profile you’ll be prompted to provide:

  • Government‑issued ID (photo ID)

  • Right‑to‑work evidence (for UK contractors this may be a share code or residence permit)

  • DBS certificate (mandatory for services in homes with vulnerable clients)

  • Public‑liability insurance document (PDF or image)

  • Professional certification if required by the service category (Gas Safe, NICEIC, etc.)

Documents are encrypted at rest and reviewed within one working day.

5. Submit & Await Activation

  • As soon as you click Save, the serviceman is created with Pending status.

  • Orbas compliance reviews ID and insurance.

  • You and the serviceman will receive email confirmation when the status flips to Active—usually within 24 hours.

  • The serviceman can log in with the email/password you set and manage their own calendar.

6. Next Steps

  • Link the serviceman to existing services under Services → Edit → Assigned Servicemen.

  • Encourage them to keep availability up‑to‑date to avoid missed bookings.

  • Monitor their ratings via Dashboard → Analytics → Team Performance.

Creating dedicated servicemen profiles helps clients pick the exact professional they want and improves your agency’s capacity to accept simultaneous bookings. Take a few extra minutes to complete every field—the higher conversion rate is worth it.