🎯 Remote Freelance User Roles & Commission Flow

1️⃣ User Roles

• Role:

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• Customer / Sender

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• Recipient / Expert

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• Referral Expert

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2️⃣ Commission & Referral Logic

At Point of Hire:

• Displayed/Agreed During Service Page (before purchase request)

  • 💵 Commission Split % clearly shown (for recipient/expert)

  • 🎓 Willingness to train (Yes/No) affects commission (training bonus)

1. ​Example Flow:

   1. Customer/Sender selects a service.

   2. Service Description Page shows:

      • Base Commission for Expert

      • Training Bonus (if expert offers training)

      • Referral Bonus (if referred by another expert)

   3. Sender makes Purchase Request → triggers acceptance workflow.

   4. Dashboard locks commission terms once accepted.

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3️⃣ Payment Flow

Step

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✅ Tip: Always show commission % breakdown at the Service Page / Point of Hire, before sending purchase request.
This avoids confusion, ensures transparency, and lets recipients decide whether to accept or reject.

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4️⃣ Decision Handling

Recipient / Expert:

• ✅ Accept → terms locked, dashboard updates, progress tracking begins

• ❌ Reject → optional feedback, service stays available, sender can revise/re-offer

Sender / Customer:

• Monitors project via shared dashboard

• Sees real-time updates, milestones, and referral/commission details

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5️⃣ Dashboard Structure (Key for Commission Tracking)

Shared Dashboard Components:

• 👥 Ongoing projects

• 📑 Commission Split documented

• 🎓 Training Agreement (if applicable)

• 📊 Project Status Tracking: Request → Accepted → In Progress → Revision → Completed

• ⚡ Milestones & Messages 

• 📋 Referrals Sent List (latest first)
   

Filters for Sender/Expert:

• 🔄 Active / In Progress

• 📝 Revision Requested

• 💸 Reimbursed

6️⃣ Summary

UI / Flow Highlights:

• 🖼 Grid + Map for service browsing

• 🔄 Flow: Search → Select → Service Page → Agreement → Payment → Dashboard → Review

• ✨ Key Features: Commission Split, Training Bonus, Referral Bonus, Downloadable Forms, Dual Payment Methods
   

Where to Handle Commissions / Referral Info:

• Service Description Page → visible before hire

• At Point of Hire / Purchase Request → terms locked once accepted

• Dashboard → tracks split, milestones, payouts, and referral credits