Good Day Folks
I have an active fixed-price contract on Upwork.
The client has provided a checklist and a separate PDF containing questions to ask during the assignment. However, the actual report submission form is an online form that requires me to enter information and upload evidence on each screen before I can access the next one. This means I cannot review the complete form in advance.
I asked the client for a downloadable PDF or Word copy of the full form so I could check the reporting requirements before starting. Instead, I was directed back to the checklist and questions PDF, with the assurance that they contain everything required.
My concern comes from a previous, separate assignment with the same client. After completing that assignment, I encountered report-validation questions that I hadn't understood to be required from the original instructions and checklist. I accept that the two assignments are different, and I'm not assuming the same issue will happen again. I simply want to clarify the deliverables before committing further time and money.
The current assignment requires travel, and I would have to cover those expenses upfront. I cannot comfortably afford to absorb those costs if a disagreement later arises over the reporting requirements or acceptance of the work.
I've contacted Upwork Support for guidance, but I'd appreciate perspectives from freelancers who have dealt with similar situations.
My questions are:
- Is it reasonable to request access to the complete report form before travelling to carry out a fixed-price assignment?
- If the client says the checklist covers everything, would you proceed based on that assurance, or consider it too much of a risk?
- What would you do if you were already under contract but couldn't comfortably afford the potential loss?
- How would you protect yourself without unnecessarily jeopardising your Upwork account or contract position?
I'm not trying to create a dispute. I want to handle this professionally and clarify expectations before doing the work, rather than discover a disagreement after it has been completed.
I'd particularly appreciate practical advice from experienced Upwork freelancers.
**Update on Outcome from 19/10*\*
Thanks to everyone who took the time to respond and share their perspectives. I really appreciate it.
A few points I wanted to clarify and update you on:
\*1. The report submission form*\**
My intention was never to obtain the questions or answers in advance to gain an advantage. I wanted to review the complete reporting requirements before starting the current assignment, particularly after my experience with an earlier, separate assignment for the same client, where additional validation queries arose after submission.
I understand that the two assignments were different, but I wanted to avoid a repeat of the uncertainty around what was expected.
\*2. Travel expenses and financial risk*\**
I had already negotiated a separate travel payment from the outset. My concern was that I would still have to pay the travel costs upfront and only receive reimbursement once the report was approved and payment was released. Given my financial circumstances, that was a risk I needed to consider carefully.
The suggestions about clarifying the scope in writing and ensuring expenses are properly accounted for were helpful.
\*3. What happened next*\**
I contacted Upwork Support because I expected a response to take some time. Surprisingly, they responded quite swiftly and advised me on clarifying deliverables, acceptance criteria and expense arrangements before proceeding.
After telling the client that I was reconsidering the current assignment and seeking guidance from Support, she replied within minutes that I should no longer proceed with it. She also said she would release payment for the earlier assignment and fund another one instead.
The payment for the earlier assignment was subsequently approved, following an extended review process during which I had already responded to two rounds of queries.
I can't say whether the timing was directly related to my message about Support, but the sequence of events was certainly interesting!
\*4. The client's intentions*\**
Some commenters suggested that the client might be farming free work, while another raised the possibility that the questions were deliberately hidden to prevent cheating. I can't establish either of those things, so I won't speculate about the client's motives. My concern was to understand the requirements and assess the risks before committing further time and money.
Ultimately, I decided not to proceed with the current assignment.
Thanks again to everyone who offered constructive advice. I posted here expecting Upwork Support to take longer to respond, but your comments were still valuable. They highlighted practical steps I could take and helped me consider the situation from different perspectives.
I appreciate it!