Phase 5: Contractor finishes the work and asks for payment

Do this

Sign in to the live staff portal with your own account and open Tests.

Expected

Tests opens. Your name shows on the results you record.

P5-PREP-02 →

Do this

Sign in to the live customer portal as this phase's named test building owner.

Expected

You are signed in as the test owner, not as a real customer.

Unblocked by customer #106 — please retest.

← P5-PREP-01 P5-PREP-03 →

Do this

Sign in to the live contractor portal as your pre-loaded practice contractor. Every tester has one, already approved (contractor #93); Phase 2 is skipped this round, so nobody registers a new company.

Expected

The company shows as approved and can start a project.

← P5-PREP-02 P5-PREP-04 →

Do this

Open the project approved in Phase 4.

Expected

The project shows as approved.

Unblocked by customer #108 — please retest.

← P5-PREP-03 P5-PREP-05 →

Do this

Write the case ID for each test of this phase in its first step's note.

Expected

Every test in this phase has a case ID that names its made-up records.

← P5-PREP-04

Do this

On the project approved in Phase 4, open Work finished and payment (section 4 of a HOMES project, 8 of a HEAR one). Upload practice-document.pdf as the final invoice, the install photos and the signed offer letter.

Expected

Each upload is listed under its kind. Request payment stays off until all three are there.

Sample file

practice-document.pdf

Blocked by contractor #133.

P5-SUBMIT-02 →

Do this

In Work finished and payment, enter the date the work finished, the invoice date and total, the rebate you are requesting and the date the owner signed the offer letter. Tick both confirmations and choose Request payment.

Expected

A receipt starting PAY- shows. The project reads Payment requested, waiting for review.

Blocked by contractor #133.

← P5-SUBMIT-01 P5-SUBMIT-03 →

Do this

As the test owner, open the building's project.

Expected

It shows the work is complete and waiting for payment review.

← P5-SUBMIT-02 P5-SUBMIT-04 →

Do this

On the live staff portal, find the payment request.

Expected

It shows on the project's Redemption review tab, with the project and building.

Unblocked by contractor #80, staff #227 — please retest.

← P5-SUBMIT-03 P5-SUBMIT-05 →

Do this

Open each uploaded document.

Expected

Each document listed on the payment request opens.

Blocked by staff #289, staff #320. Already shipped: contractor #63, contractor #80, staff #227.

← P5-SUBMIT-04

Do this

Run the documented cleanup for this phase's test accounts, and record the before and after counts.

Expected

Every record this phase made is removed or labeled Test. Staff lists and exports no longer show it as real.

Unblocked by customer #106 — please retest.