All features

Providers

Onboard, verify, and manage field providers — from self-registration and Aadhaar KYC to city/service assignment, job dispatch, wallet credits, and bank withdrawals.

In product: SerQfix Admin /dashboard/providers

  • Self-registration with phone OTP and Aadhaar
  • Admin verification and service assignment
  • Salaried roles vs commission-based (contract) providers
  • Wallet, holds, and withdrawal approvals
SerQfix Admin

Operators control the full provider lifecycle in SerQfix Admin.

  1. 1

    Review new registrations

    Providers who register via the Provider app appear in the providers list. Open the profile to review personal data, documents, and Aadhaar verification status.

  2. 2

    Create or complete provider profiles

    Admins can create providers manually (basic, professional, address tabs) or edit existing records — phone, expertise, experience, commissions, and addresses.

  3. 3

    Verify Aadhaar and documents

    Use the Aadhaar tab to confirm identity verification. Approve or reject until KYC is complete before activating the provider.

  4. 4

    Assign city, services, and role

    Set operating city, link eligible services/categories, and assign a provider role (e.g. manager, worker). Roles can reflect salaried vs field-contract compensation models.

  5. 5

    Configure commission and payouts

    Set booking and invoice commission percentages. Contract-style providers earn per job into their wallet; salaried roles may use fixed internal arrangements with limited per-job wallet movement.

  6. 6

    Manage wallet and withdrawals

    From the provider Wallet tab or global Wallets screen: recharge balance, approve withdrawal requests, release holds, and track pending credits.

  7. 7

    Activate and monitor

    Toggle provider active status, view booking history, attendance, and performance before assigning live jobs.

User app

Customers do not manage providers directly.

Provider app

Field professionals use the SerQfix Provider app (web or mobile).

  1. 1

    Register with phone OTP

    Start registration: enter name, phone, and email. Verify mobile with OTP before continuing.

  2. 2

    Personal and professional details

    Add gender, city, expertise, experience, profile photo, and upload expertise documents where required.

  3. 3

    Security and review

    Set password and review all entered information before submission.

  4. 4

    Aadhaar consent and verification

    Complete Aadhaar consent and OTP-based verification so Admin can confirm identity.

  5. 5

    Wait for admin approval

    Profile stays pending until Admin verifies documents, assigns services, and activates the account.

  6. 6

    Accept jobs and complete visits

    Receive booking assignments, accept or reject, navigate to customer, start/close job with OTP, upload work proof and extra charges.

  7. 7

    Wallet and bank withdrawal

    Track earnings in the in-app wallet. Request withdrawal to bank; Admin approves and settlement is recorded in payout history.