Onboarding Vendor Guide

Effective Date: November 18, 2025
Company: ErrandWorks
Website: https://errandworks.me

Welcome to ErrandWorks! This handbook is your resource for onboarding, supporting benefit enrollment, and understanding your platform role. It covers eligibility, payment options, and compliance—all in one easy guide so you can focus on helping vendors get covered and succeed. All details in one place—no complicated extras!

Table of Contents

  1. Introduction
  2. Vendor Classification and Subscription Types
  3. Onboarding Requirements
  4. Platform Access and Navigation
  5. Independent Contractor Status
  6. Compliance and Legal Requirements
  7. Payment Terms and Structure
  8. Benefits Eligibility and Enrollment
  9. Code of Conduct and Professional Standards
  10. Communication Policies
  11. Dispute Resolution and Mediation
  12. Support and Resources
  13. Terms and Conditions

1. Introduction

Welcome to ErrandWorks, Eatonton’s premier service marketplace connecting vetted local service providers with community members seeking reliable assistance. This handbook serves as your comprehensive guide to operating successfully on our platform while maintaining compliance with all applicable policies and regulations.

ErrandWorks facilitates connections for over 100 different services including grocery shopping and delivery, house cleaning, senior assistance, event planning, junk removal and organizing, pet care, office administrative tasks, home repairs, prescription pickup, landscaping maintenance, and general errands.

Intro Note: The official Vendor Handbook is available exclusively via the Training Center (https://errandworks.me/training) and access is restricted to approved vendors only. For all vendor communications and ongoing training, ErrandWorks utilizes tools including Microsoft Teams, Zoom, Google Meet, and WhatsApp.

2. Vendor Classification and Subscription Types

3. Onboarding Requirements

3.1 Quick Start Checklist

  1. Account Activation: Complete vendor profile at https://errandworks.me/vendor-portal
  2. Identity & Security Setup: Enable two-factor authentication (2FA), review and accept the Electronic Records and e-Sign Consent.
  3. Document Submission: Upload all required documentation via the secure portal as outlined in Section 3.2.
  4. Service Selection: Choose applicable service categories and establish availability schedule.
  5. Training Completion: Complete mandatory modules: Platform Rules, Safety, Data Privacy, and—for health-adjacent services—HIPAA Basics; for senior assistance—Senior Support & Boundaries; for office admin—Confidentiality & Secure File Handling; CMS Awareness if serving Medicare/Medicaid beneficiaries.
  6. Electronic Workflow Setup: Verify bank account (micro-deposit verification), complete digital tax forms (e.g., W-9), and sign required agreements electronically.
  7. Profile Enhancement: Add professional photos, detailed service descriptions, and competitive pricing.
  8. Benefits Enrollment: Options include health, dental, vision, life, telehealth, AD&D, and retirement (optional).
  9. Service-Specific Acknowledgments: Review and accept category policies for Prescription Pickup, Senior Assistance, and Office Administrative Tasks before taking those jobs.
  10. Platform Activation: Begin accepting and completing service requests.

3.2 Required Documentation

  • Valid government-issued photo identification
  • Completed background check authorization and clearance
  • Proof of applicable business insurance coverage
  • Required trade, childcare, or senior care licensing (service-dependent)
  • Banking information for direct deposit processing
  • Signed independent contractor agreement
  • Completed IRS Form W-9 (electronic submission accepted)
  • HIPAA awareness training acknowledgement (required before accepting prescription pickup or other health-adjacent jobs)
  • CMS compliance acknowledgement (if interacting with Medicare/Medicaid beneficiaries in the course of service)
  • Motor vehicle record (MVR) and valid driver’s license (required for transportation and prescription pickup tasks)
  • Confidentiality/NDA acknowledgement (for office administrative tasks when requested by the client)

3.3 Electronic Documents & Signatures

ErrandWorks supports electronic records and signatures consistent with ESIGN and UETA. By onboarding, vendors agree to:

  • Use the in-app e-signature for agreements, acknowledgements, and tax forms; handwritten or scanned signatures are not required unless explicitly requested.
  • Exchange files only through platform-approved secure upload and messaging. Unencrypted email/SMS must not be used for sensitive data.
  • Maintain an accurate audit trail by conducting all job communications on-platform.
  • Avoid storing customer information, especially PHI/PII, on personal devices or outside the platform. If temporary storage is necessary to complete a job, delete it immediately after completion in line with platform retention guidance.
  • Retain and access executed agreements through the vendor portal; ErrandWorks maintains tamper-evident records and timestamps.

3.4 Mandatory Trainings by Service Category

  • Prescription Pickup & Health-Adjacent Services: HIPAA Basics, PHI handling and minimum necessary, identity verification, chain-of-custody procedures, and safe transport (temperature-sensitive items).
  • Senior Assistance (Non-Medical): Safety and dignity, boundaries and consent, mobility assistance awareness, emergency escalation, privacy.
  • Office Administrative Tasks: Confidentiality and data minimization, secure file transfer, PII handling, records management, and client NDA compliance where applicable.

4. Platform Access and Navigation

4.1 Essential Platform Links

4.2 Platform Navigation Guidelines

All vendor activities, communications, and business transactions must be conducted through official ErrandWorks platform channels. Off-platform solicitation or direct customer contact outside the provided system is strictly prohibited.

5. Independent Contractor Status

5.1 Contractor Classification

All ErrandWorks vendors operate as independent contractors, not employees. This classification provides:

  • Complete control over work schedule and availability
  • Freedom to accept or decline service requests
  • Responsibility for providing own tools, supplies, and equipment
  • Personal liability for tax obligations and business expenses
  • Independent business operation without ErrandWorks supervision

5.2 Contractor Responsibilities

  • Maintain professional standards and quality service delivery
  • Comply with all applicable local, state, and federal regulations
  • Carry appropriate business insurance and licensing
  • Handle all tax reporting and payment obligations independently

6. Compliance and Legal Requirements

6.1 Georgia State Compliance

All vendors must maintain compliance with Georgia state regulations applicable to their service categories, including but not limited to:

  • Professional trade licensing requirements
  • Business insurance minimum coverage standards
  • Child and senior care certification (where applicable)
  • Local permit and zoning compliance

6.2 Background Check Requirements

All vendors must successfully complete and maintain current background check clearance as a condition of platform participation. Background checks are renewable annually and may be subject to periodic review. An MVR (motor vehicle record) check may be required for vendors performing transportation, delivery, or prescription pickup tasks.

6.3 HIPAA and PHI Handling

Some services (e.g., prescription pickup, support related to healthcare appointments, or handling pharmacy documentation) may involve exposure to Protected Health Information (PHI). ErrandWorks requires HIPAA-aligned safeguards:

  • Use only platform messaging and file exchange when PHI/PII is involved; do not use personal email/SMS for PHI/PII.
  • Follow the “minimum necessary” standard—collect, view, and share only what is required to complete the task.
  • Do not photograph or copy full prescription labels or medical records unless strictly necessary; if captured, redact unnecessary data before sharing.
  • Obtain and document customer consent for prescription pickup and verify identity upon delivery. Do not open or tamper with sealed items.
  • Do not provide medical advice or represent yourself as a healthcare provider unless appropriately licensed and engaged for licensed services.
  • Report suspected privacy incidents or data breaches to ErrandWorks Support within 24 hours and cooperate with remediation.

6.4 CMS Compliance (Medicare/Medicaid Contexts)

When services involve Medicare or Medicaid beneficiaries (e.g., prescription transport or attending appointments in a supportive capacity), vendors must adhere to applicable CMS rules and related federal/state guidance:

  • Do not request, record, or share beneficiary numbers except when strictly necessary to perform the authorized task.
  • Do not market, solicit, or imply affiliation with CMS, Medicare Advantage plans, or insurers, and do not provide plan selection advice.
  • Do not offer gifts or inducements in violation of applicable rules.
  • Accurately document service activity when required by the customer, and report suspected fraud, waste, or abuse through platform support.

6.5 Electronic Records, e-Signature, and Audit Trails

ErrandWorks’ electronic records and signatures comply with ESIGN and UETA. Agreements, acknowledgements, and workflow actions are logged with timestamps and user identifiers. Vendors agree to preserve the integrity of audit trails by conducting job-related communications and document exchanges on-platform.

6.6 Security Standards

ErrandWorks applies industry-standard safeguards (e.g., encryption in transit and at rest). Vendors must:

  • Enable 2FA, use strong unique passwords, and keep devices patched and passcode-protected.
  • Never store PHI/PII unencrypted on personal devices or consumer cloud apps.
  • Limit data collection to minimum necessary and delete local copies immediately after job completion.
  • Report security incidents promptly and cooperate with investigations.

7. Payment Terms and Structure

7.1 Payment Schedule

  • Payment Frequency: Weekly direct deposit every Friday
  • Minimum Payout: $25.00 accumulated earnings required for payment processing
  • Payment Method: Direct bank deposit to verified account on file

7.2 Vendor Subscription Options & Service Fees (Updated)

Most vendor subscriptions are annual only. Monthly or quarterly payment options are available through Klarna, Affirm, and PayPal Pay Later. For the most current pricing and plan details, see https://errandworks.me/subscriptions/.

Note: See https://errandworks.me/subscriptions/ for most current pricing and plan details.

7.3 Tip Policy

All customer tips are transferred to vendors at 100% value with zero fee deduction.

7.4 Deposits, Down Payments, and Service Call Fees (SVSP)

  • To help lock in schedules and protect both sides, ErrandWorks SVSP may require a down payment, deposit, or service call fee for some projects. Any such requirement is clearly shown in the job details and must be accepted by the customer on-platform.
  • These payments are securely held by ErrandWorks until successful completion of the job or a resolution is reached through the platform.
  • If there is a service issue or a vendor no-show, ErrandWorks SVSP will step in to mediate, hold funds during review, and oversee next steps to get the project to completion or process an appropriate refund under platform policies.
  • SVSP is your partner: we help secure your payments up front, mediate disputes, and protect your earnings so you can focus on great work and growing your business—we’ve got your back when things get tricky.
  • Vendors must provide timely updates and requested evidence (e.g., on-platform messages, photos, receipts) during an SVSP review. Failure to cooperate may result in reversal of held funds and account action.
  • Collecting advance fees off-platform or misusing deposits is prohibited.

8. Benefits Eligibility and Enrollment

8.1 Eligibility Requirements

  • Immediate Eligibility: Service Pros, SVSPs, and Enrollment Specialists qualify for group benefits from day one with no minimum service requirement, subject to carrier rules and underwriting.
  • Basic Coverage Included: $7,500 Accidental Death & Dismemberment insurance and telehealth services.
  • Optional Coverage: Dental, vision, life insurance, short-term disability, and retirement plans available; selections and pricing vary by carrier.
  • Billing Choices: Members may choose monthly invoice via payroll, annual prepay, or monthly independent benefit selections, as available from participating carriers.
  • Benefit Guidance: Benefit Enrollment Specialists are available to guide members through options and pricing during the first 90 days.
  • Service Partner Tier and Background Check Status: Service Partners who do not pass background screening may access individual (non-group) benefit options but cannot list services or become verified until cleared.

8.2 Health Insurance Eligibility

Group rates and group insurance benefits (e.g., health, life insurance, and short-term disability coverage) are available from day one to Service Pros, SVSPs, and Enrollment Specialists with no minimum service requirement. Coverage remains subject to carrier rules, underwriting, and any applicable waiting periods. Members may elect monthly invoice via payroll, annual prepay, or monthly independent benefit selections where offered. Benefit Enrollment Specialists can assist with plan options and pricing during the first 90 days.
All other platform benefits, elective coverage options, and perks are available to any active, paid member unless a benefit provider specifies additional requirements. For both group and individual benefits, coverage generally becomes effective the first day of the month following satisfaction of eligibility requirements and receipt of required payments; carriers may impose additional waiting periods or effective-date rules. Carriers will contact members directly if premiums are not paid or additional information is required.

8.3 Enrollment Process

Benefits enrollment is entirely voluntary. Vendors may decline enrollment without penalty and may opt out of sharing personal health information while maintaining platform participation.

  • Group Benefits Payment: Unless otherwise permitted by the carrier, the full annual group premium must be paid up front at enrollment to activate group-rated coverage. Members on monthly subscriptions (e.g., SVSP Monthly, Onboarding Enrollment Specialist monthly) may qualify by prepaying the annual group premium at enrollment.
  • Individual Benefits Payment: The first premium payment is due at enrollment; subsequent payments follow the carrier’s billing schedule. Individual plans remain subject to carrier underwriting and eligibility rules.
  • Waiting Periods & Effective Dates: Coverage typically begins the first day of the month after eligibility is satisfied and required payments are received. Carriers may impose additional waiting periods, effective-date rules, exclusions, or limitations.
  • Financing Options: Financing for premiums may be available through approved third-party partners for eligible members. Financing is subject to approval and does not alter carrier rules, rates, or coverage terms. Not all products are eligible; fees/interest may apply.
  • Payment Failures: Missed or late premium payments may result in lapse or termination of coverage per carrier policy. Carriers will communicate directly regarding reinstatement, grace periods, or cancellations.

8.4 Payment Options for Group-Rated Benefits

  • Group rates are available for qualifying vendors on selected benefits, including short-term disability and life insurance.
  • Annual Prepayment Requirement (when applicable): If you have not yet met the monthly activity threshold, group coverage may be activated by prepaying the full annual group premium at enrollment. This option is available to members on monthly subscriptions (SVSP Monthly and Onboarding Enrollment Specialist monthly), subject to carrier approval.
  • Other Billing Options: Some carriers may offer alternative billing schedules. Where offered, payment options can include annual payment via separate invoice for full-year coverage or monthly rates based on age, sex, and income. Availability is carrier-specific.
  • Short-Term Disability Overview: Short-term disability insurance provides income replacement if a vendor becomes unable to work due to illness, injury, or pregnancy—coverage typically pays a set percentage of average earnings for a defined period, per plan/carrier details.
  • Financing: Premium financing may be available through approved partners for eligible members. Financing is optional, subject to approval, and may include fees/interest. Financing does not change carrier rules or coverage terms.

8.5 Required Disclosures (Payment, Eligibility, Carrier Rules)

  • Payment: Group coverage may require full annual premium prepayment at enrollment; individual plans require the first premium at enrollment. Missed payments can result in cancellation or lapse per carrier policy.
  • Eligibility: Service Pros, SVSPs, and Enrollment Specialists qualify for group benefits from day one with no minimum service requirement, subject to carrier rules and underwriting. Service Partners who do not pass background screening may access individual benefits but cannot list services or become verified until cleared.
  • Carrier Rules Control: All coverage is subject to carrier underwriting, waiting periods, exclusions/limitations, and effective-date rules. Carrier contracts govern rates, benefits, refunds, and cancellations.
  • Effective Dates and Waiting Periods: Coverage generally begins the first day of the month after eligibility and required payments are satisfied; carriers may impose different effective dates or additional waiting periods.
  • Client-Facing Materials: All public- or client-facing versions of these benefits must display payment, eligibility, and carrier rule disclosures consistent with the above.

9. Code of Conduct and Professional Standards

9.1 Professional Conduct Requirements

  • Maintain respectful, professional communication with all platform users
  • Demonstrate punctuality and reliability in service delivery
  • Provide honest, accurate service descriptions and capabilities
  • Respect customer property and privacy at all times

9.2 Prohibited Conduct

  • Discrimination or harassment based on protected characteristics
  • Misrepresentation of qualifications or service capabilities
  • Violation of customer privacy or data security
  • Engaging in illegal activities or behavior
  • Platform policy violations or terms of service breaches

9.3 Data Privacy and Security

  • Protect personal information and confidential business data using industry-standard safeguards and HIPAA-aligned practices when PHI is involved.
  • Use customer information solely for authorized service delivery and only share the minimum necessary.
  • Conduct all job-related communication and file transfers on-platform; do not use unencrypted email/SMS for PHI/PII.
  • Do not store PHI/PII on personal devices or third-party apps; if temporarily collected, securely delete it immediately after job completion.
  • Avoid photographing IDs or prescription labels unless required for verification; redact nonessential data before sharing.
  • Maintain device security (passcodes, updates, no shared accounts) and never share platform login credentials.
  • Report any suspected privacy or security incident within 24 hours via https://errandworks.me/support and preserve relevant evidence.

9.4 Service Category Standards

9.4.1 Prescription Pickup and Delivery

  • Obtain documented customer authorization for pickup and verify identity upon delivery.
  • Follow chain-of-custody best practices: retain pickup receipts, keep items sealed/untampered, and handle temperature-sensitive products appropriately.
  • Do not provide medical advice or interpret prescriptions. Refer customers to their pharmacist or clinician.
  • Limit data collection to information necessary to complete the pickup; avoid sharing full prescription labels.

9.4.2 Senior Assistance (Non-Medical)

  • Scope is non-medical support (companionship, errands, light household help) unless you are separately licensed for clinical services.
  • Prioritize dignity, consent, and safety; clarify boundaries before starting work and use on-platform communication with authorized family/guardians as appropriate.
  • Use safe mobility techniques within your training and escalate emergencies immediately to 911 and ErrandWorks Support.
  • Protect privacy; do not disclose personal or health-related information without permission.

9.4.3 Office Administrative Tasks

  • Maintain confidentiality and comply with client NDAs where applicable.
  • Handle PII and business-confidential data using platform file exchange; do not transfer sensitive data via personal email or consumer cloud apps unless expressly approved by the client in writing.
  • Practice data minimization and delete local copies after task completion; document work accurately and honestly.

10. Communication Policies

10.1 Anti-Spam and Unsolicited Communication Policy

10.1.1 Prohibited Communications

  • Mass marketing messages to multiple platform users
  • Promotional communications unrelated to active service requests
  • Off-platform solicitation using customer contact information
  • External coupon distribution or third-party service promotion

10.1.2 Permitted Communications

  • Contact customers only via the platform, and only for active and relevant jobs
  • Direct communication regarding active or completed service requests
  • Professional follow-up related to service quality or customer satisfaction
  • Platform-approved promotional activities and communications

10.1.3 Violation Consequences

Violations may result in escalating disciplinary actions:

  • First Violation: Written warning and policy education
  • Subsequent Violations: Temporary account suspension
  • Repeated Violations: Permanent platform removal

11. Dispute Resolution and Mediation

11.1 Initial Resolution Process

Vendors should first attempt direct resolution of service disputes with customers through professional communication and reasonable accommodation.

11.2 Platform Mediation Process

When direct resolution is unsuccessful:

  1. Submit detailed dispute report via https://errandworks.me/support
  2. Include job identification number and comprehensive incident description
  3. ErrandWorks will facilitate neutral mediation between parties
  4. Resolution typically achieved within seven (7) business days

11.3 Mediation Outcomes

Potential resolution outcomes may include:

  • Service rework or correction at no additional charge
  • Partial refund processing
  • Formal mediation with third-party neutral mediator
  • Account status review for repeated disputes

12. Support and Resources

12.1 Customer Support Access

  • Email Support: support@errandworks.me
  • Phone: Accessible through Vendor Dashboard
  • Emergency Support: 24/7 availability for safety-related incidents

12.2 Training and Development Resources

  • Comprehensive platform training modules
  • Ongoing professional development opportunities
  • Best practices documentation and guidelines
  • Peer support through vendor community forums

13. Terms and Conditions

13.1 Handbook Updates

ErrandWorks reserves the right to update this handbook and platform policies. Vendors will receive notification of material changes with appropriate implementation timelines.

13.2 Agreement Compliance

Continued platform participation constitutes acceptance of all handbook terms and platform policies. Vendors must maintain compliance with all requirements as a condition of platform access.

13.3 Tax Reporting

ErrandWorks will issue Form 1099 for vendors earning $600 or more annually. Vendors are responsible for maintaining accurate expense records and fulfilling all tax obligations.

13.4 Frequently Asked Questions

Q: When are payments processed?
A: Payments are processed every Friday for completed services meeting the $25 minimum threshold.

Q: Is benefits enrollment mandatory?
A: No, benefits enrollment is optional, with immediate eligibility for paid/verified vendors. Vendors maintain full platform access regardless of enrollment decisions.

Q: Can I decline service requests?
A: Yes, vendors have complete discretion over which requests to accept based on availability and preferences.

Q: What tax forms will I receive?
A: Form 1099 will be issued for annual earnings exceeding $600. Vendors should maintain records of all business expenses for tax purposes.

Document Version: 1.0
Last Updated: November 18, 2025


Next Review Date: November 18, 2026

This handbook serves as a comprehensive guide for ErrandWorks vendor participation. For questions or clarification regarding any policy or procedure, contact support@errandworks.me.