How EZ-Task™ Works

Just 3 "EZ" Steps

choose a task

get paired

task finished!

Once We Receive Your EZ-TASK™ Request Form:

1. If we approve your task request, you will receive a confirmation email as a notification.

This same email notification will have a link and instructions on how to submit your payment online. Your payment is due within 48 hours, otherwise, your request will be canceled for non-payment.

2. Once your payment has been processed, you will receive an email requesting credentials (login) for your Salesforce® platform. Work on your task cannot begin until we have access to your Salesforce®.

 When we have access to your Salesforce® platform, you will receive an email confirmation that your task order has been assigned.

3.  If you requested a 10-minute call when you submitted your task request, you will receive an email to schedule this call at this point. For more information on how our 10-minute call is processed, please visit: FAQ page

 You will receive a call from the Salesforce resource at the appointed time to review your task order and verify that your Salesforce® platform is ready for the task you have ordered.

4. Once your call is finished, the Salesforce resource will get started on your task order.

When it is completed, they notify our internal department that it is ready and we review the order for accuracy and function per your original request.

5. When your task order has been approved, we will send you a final email that your task is complete and ready in your system.