Assignment Method

Assignment method

OctopusPro allows a customizable booking process to fit any business model.

To manage your assignment method settings:

  1. Navigate to General Settings under Settings in the main menu
  2. Scroll down to the Assignment Method section in Booking Settings

There are three methods to choose from:

  • Manual Assignment
    • Admin needs to select a field-worker from the drop-down, which shows all workers with availability, region, skills and equipment required to complete the job

  • Best Assignment
    • OctopusPro will select the highest rated field worker who services the area and has availability at the time of the booking
    • If the field worker rejects the job (or if the “Best Assignment timeout” time elapses), the system identifies the next best person and sends them a notification to accept/reject job and the time resets
    • This continues until the cycle has timed out for all field workers who meet the criteria, or until all field workers have rejected the job
    • If no field worker has been found for the job, the task is assigned to the Company’s General Field Worker account and the admin is notified that the booking requires manual intervention
  • First In Best Dressed
    • The system will run an ‘uber-style’ race for the job where all field workers with availability, region, skills and equipment required to complete the job are sent a notification via the app
    • The field workers have the option to see the booking details and accept or reject it (as long as no one has accepted it yet)
    • As soon as someone has accepted the booking, others can no longer accept it
    • If no field worker has been found for the job, the task is assigned to the Company’s General Field Worker account and the admin is notified that the booking requires manual intervention

By default, your assignment method will be Manual Assignment, meaning that all bookings will need to be assigned by your office staff, and they can select the field worker(s) that each booking will be assigned to. Manual Assignment allows for more control over your bookings compared to the two other methods but you can change the preferred method at any time.

To change the assignment method, simply select the preferred option from the drop-down and click Save Changes.   

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