Help CenterThis guide answers common questions new experts have when starting on Storetasker. If you don’t see your question here, contact Support@Storetasker.com.
Leads
Q: What does “HQ Assisted” on a lead mean?
A: “HQ Assisted” indicates that Storetasker HQ is coordinating with the client to find a match. You can write your intro message and submit it as usual. If the client chooses to work with you, expect a response in 1–2 business days.
Note: HQ Assisted leads do not count toward your close rate due to a lower probability of closing.
Q: How do I return a claimed lead to the queue?
A: If a lead isn’t a fit, go to the “Leads to Close” tile in the right-hand sidebar of your match and select Help them find another expert.
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If you’ve already sent a quote or too much time has passed, this option may not appear. In that case, select Actions > Get help with this client to involve Support.
Client Communications
Q: How do I call a client?
A: Click Actions > Make a Call. If the client’s number is in the system, click their name, answer your phone, press any key, and you’ll be connected.
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To add a client’s number, go to About > Edit Team in the right-hand sidebar.
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Note: Calling is unavailable in some countries (e.g., Mexico, UK). Contact Support for assistance.
Q: How can I send a meeting invite with a Zoom link?
A: First, set up your calendar: Profile > Calendar > Set up Calendar. Add your Zoom Personal Meeting ID under Meeting Details > Use my defaults for all meetings.
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To book a meeting, share your scheduling link with the client or use Actions > Meeting Invite in your comms with the brand.
Additional Agreements
Q: My client wants me to sign an NDA or additional contract. What should I do?
A: Storetasker’s Terms of Service already serve as a general contract and NDA. Additional contracts or NDAs are optional but can provide clarity.
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Review any client-provided agreement carefully and sign if you are comfortable.
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In case of conflict between an additional agreement and Storetasker ToS, the ToS takes precedence.
Quotes
Q: What is the difference between “Project,” “Bill,” and “Repeat” quotes?
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Project: One-off project; funds held in escrow until client approves work. Safest option for experts.
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Repeat: Retainer billed weekly or monthly; funds released immediately upon payment. Can cancel from your dashboard at any time.
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Bill: One-time payment for completed work; funds released upon client payment.
Payments & Tax
Q: A client wants to pay by invoice. What should I do?
A: By default, clients pay via credit card or PayPal. For larger projects or client accounting needs, invoice or bank transfer may be preferred. Contact Support to set this up.
Q: Can clients download invoices?
A: Clients can download invoices for projects or bills paid via credit card or PayPal. For subscriptions or bank transfer payments, contact Support to assist.
Q: How do I set up payouts?
A: Go to Profile > Payments > Settings. Follow the steps to complete tax forms and link a bank or PayPal account.
Q: Do you need tax details from me?
A: Yes. Storetasker requires:
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US freelancers: W-9
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Non-US freelancers: W-8BEN or W-8BEN-E
Complete these forms via Profile > Payments > Settings. Contact Support with questions.
Q: My client is asking for a W-9. What should I do?
A: Select Actions > Get help with this client. Support will send the W-9 to the client.
Profile
Q: How can I edit my email signature?
A: Your email signature includes your photo, Storetasker email, and Storetasker phone number. While the signature itself isn’t directly editable, you can update your photo via Support.
Q: How can I update my profile?
A: Message Support with updated profile text or a new photo. Updates may take a few days to appear.