The CrossLoop Transaction System - Expert's View

The CrossLoop Transaction allows you to complete transactions and get paid for services rendered. This document is a walkthrough of the most common flow.  
 
The transaction system works in 4 major steps to complete a transaction:

1. Provide estimate for the service (optional but recommended).
2. Complete the request.
3. Provide final bill for the completed solution.
4. Get paid for the services rendered.

Once the transaction is complete, you:

• Provide transaction feedback
• Review transactions in the Console

1. Provide Estimate for the service
The first step is to provide an initial estimate based on what you think it will take to solve the problem or complete the task. Submitting the estimate automatically records the estimate in the chat history.

The estimate is a very important step in the process as it confirms the Customer understands and accepts the cost for services and also records the agreement of services. It is good practice to ask the Customer to confirm that they accept your estimate. The estimate will also set your Customer's expectation for the services you provide, reassuring them of the solution. Customers have a higher level of satisfaction when they receive an estimate, especially when the final cost corresponds to the estimate.

2. Complete the Request
Once the price and service expectations are agreed, you provide them the required service. All information exchanged is tracked in the chat session for future reference allowing you or the Customer to review the actions taken at a later time. Click on the “Show Previous Conversation” link in the top of the chat window (visible only if you have chatted with this customer previously) to view previous conversations.

3. Provide the Final Payment Amount
After you have completed the Customer's requests, post the final bill through the chat window by clicking on “Charge”. Again, this action is automatically recorded in the chat history providing the conclusion of the session. Once you submit the bill, you will see the below:

4. Customer Provides Final Payment When you post the final bill, CrossLoop chat will prompt the Customer for payment of the amount provided. The Customer will have an option to pay with a credit card or PayPal. The transaction system will send payment to you.

As with the credit card charge, once PayPal confirms payment, chat will record the completed payment in the chat history. This chat entry also provides the Expert confirmation of a completed transaction. This is your verification that the Customer paid their bill. Notice that the message confirming payment is from CrossLoop, not from the Customer. The Customer will see this same message.

5. Providing Feedback
Feedback is critical to building your reputation on CrossLoop. We recommend that you encourage your Customers to provide feedback, and let them know that you value their feedback. You can also provide feedback on Customers.

6. Viewing Transactions
You can view the results of transactions shortly after the payment is made by clicking on the Customers tab, and then Transactions.

The Payment History tab of your console provides details of the payout amounts you will receive and have received. CrossLoop remits payments once a week on Tuesdays.