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Proofstead
Account & Billing
Reviewed 3/23/2026 | 4 min read

When to use the workspace and when to contact support

How to choose between the workspace, the job's built-in review path, help articles, and direct support.

HomeownersContractorsShared
Key takeaways
  • +Use the workspace first when the question is about scope, change orders, invoices, completion, or warranty context tied to one job.
  • +Use the job's review flow when a homeowner claim or contractor dispute now needs formal Proofstead review from the workspace.
  • +Contact support when access, verification, payout, checkout, or a formal review path is blocked after you use the right in-product step.

Use the workspace when the issue is part of the job record

If the question is really about what work was approved, what changed, what the invoice means, what the completion package shows, or what a warranty claim is tied to, start inside the job workspace.

That keeps the explanation with the same record the other party, support, and any future claim review will need to read.

  • +Scope clarifications and requested revisions
  • +Change order questions
  • +Invoice mismatches against approved work
  • +Completion notes, missing proof, or warranty context tied to one job

Use the claim or dispute flow when the job needs review

Homeowners can file claims from closeout-stage or completed jobs when the concern is now a formal workmanship or closeout case. Contractors can open disputes from completion-stage jobs when payment, scope responsibility, or closeout now needs formal Proofstead review.

That review path still lives inside the workspace. Use it when the issue has moved past ordinary clarification and now needs a documented case.

  • +Use a homeowner claim when completed or closeout-stage work is incomplete, incorrect, or failing under the job record.
  • +Use a contractor dispute when completion-stage payment or responsibility needs formal review.
  • +Keep the photos, notes, and exact issue in the workspace even after the case opens.

Contact support when you cannot fix it in the app

Support is the better first move when the issue is account access, two-factor recovery, blocked verification, payout setup, checkout failures, or a job state that still needs manual review.

It is also the right move when a claim, dispute, or closeout issue is already documented but still cannot move forward.

  • +You cannot access the account or security settings you need
  • +Verification or payout setup is paused and cannot be resolved with a normal profile update
  • +A payment or checkout session is failing
  • +A dispute, claim, or closeout question now needs formal Proofstead review

What to include before you contact support

Support works best when the facts already live in the workspace. Add screenshots, photo links, timestamps, and the exact job context there whenever you can.

Think of support as the team that unblocks the next step, not the place where the job record starts.