Allow fieldworkers to edit their booking details at all times

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Allow fieldworkers to edit their booking details at all times

Managing a team of fieldworkers can be challenging, especially when it comes to scheduling and booking. Unforeseen circumstances can arise, and fieldworkers may need to make changes to their booking details. So, allowing fieldworkers to edit their booking details at all times can provide greater flexibility and improves communication within the team. This guide explains how to enable this feature and outlines the benefits and drawbacks of doing so.

Table of contents

Introduction

Overview of the feature

The “Allow Fieldworkers to Edit Bookings at all times” toggle controls whether fieldworkers can make changes to their bookings anytime without restrictions, or if they can only update booking details during checkout or after requesting permission from the admin. When enabled, fieldworkers can freely edit their bookings without any additional permissions required. When disabled, they can only make changes if the admin grants them permission.

If the toggle is disabled, fieldworkers can still update a booking if the status is “Awaiting Update.” This status automatically appears when a job requires an update from the fieldworker. If the flag is enabled, there are no restrictions on updating the booking.

If the toggle is disabled and the fieldworker needs to make changes to a booking, they can request access from the admin. The admin will receive a notification and can choose to accept or decline the request. The requests related to booking edits will be visible in the admin portal notification list.

Enabling the “Allow Fieldworkers to Edit Bookings” feature provides numerous benefits for both fieldworkers and the organization. Fieldworkers can easily update their bookings, and the admin can monitor the changes made to the booking. To access this feature, log in with your credentials as a fieldworker.

Benefits of the feature

Enabling fieldworkers to edit their booking details at all times provides several benefits, including:

  • Real-time updates: Fieldworkers can update their availability and booking details in real-time, which helps prevent scheduling conflicts and improves overall communication within the team.
  • Increased flexibility: Allowing fieldworkers to edit their booking details at all times provides them with increased flexibility, which can help improve job satisfaction and productivity.
  • Improved accuracy: By allowing fieldworkers to edit their booking details, you can ensure that the information in your booking management system is up-to-date and accurate, which can help streamline operations and improve customer satisfaction.

Permissions and Restrictions

Permissions for fieldworkers to edit their own bookings

To enable fieldworkers to edit their booking details, follow these steps:

  1. Log into your OctopusPro account
  2. Go to Settings > General settings > Fieldworkers Permissions 
  3. Scroll to the relevant flag “Allow fieldworkers to edit their booking details at all times” and enable it

Enabling the “Allow Fieldworkers to Edit Bookings” feature provides numerous benefits for both fieldworkers and the organization. Fieldworkers can easily update their bookings, and the admin can monitor the changes made to the booking. 

Restricting fieldworkers from editing their booking details

If you want to restrict your fieldworkers from editing the booking details, follow these steps:

  1. Log into your OctopusPro account
  2. Go to Settings > General settings > Fieldworkers Permissions 
  3. Scroll to the relevant flag “Allow fieldworkers to edit their booking details at all times” and disable it.

Once disabled, fieldworkers will not be able to edit or make any changes to their bookings without office approval.

What happens when fieldworkers try to edit their bookings when the flag is disabled?

If the toggle is disabled and the fieldworker needs to make changes to a booking, they can request access from the admin. The admin will receive a notification and can choose to accept or decline the request. 

The requests related to booking edits will be visible in the admin portal notification list. By accepting the request, fieldworkers will be able to edit the booking details, by declining, fieldworkers will not be able to make any changes to the booking details.

Accessing and Editing Bookings

Accessing the booking details page

Once you have granted permission for fieldworkers to access and edit the booking page, they can do so when logged in from their app.

To access the booking details page, follow these steps:

  1. Log in to your fieldworker app
  2. Go to Bookings > All from the sidebar menu
  3. Click on the booking you want to view the details of

On the booking details page, you will be able to view all the details of the booking including the service added, the booking date and time, status, customer, the booking address, the pricing, and more. 

Editing booking details

Once you have granted permission for fieldworkers to access and edit their booking details, they can do so when logged in from their app.

To edit any of the booking details, follow these steps:

  1. Log in to your Fieldworker app
  2. Go to Bookings > All from the sidebar menu
  3. Click on the booking you want to edit 

On the booking details page, you will be able to view all the details of the booking and can edit the details, including the service added, the booking date and time, the status, the customer, the booking address, and the pricing.

To edit the booking date and time, for example, click on the Schedule tab, then click on the date and time. A popup will appear, click on Change Date/Time. Then, adjust the booking timing as you wish and click on save to save your changes. 

Available Editing Options

Overview of the editable fields in a booking

Once you have granted permission for your fieldworkers to edit their booking details, they will be able to edit the service selected, and its details like the date, time, and pricing. They will also be able to edit the customer contact info, like their email or phone number. They can edit the job address and select a new one, and they can edit the invoice details of the booking. They can also change the booking status to a different one.

Modifying booking information such as date, time, and location

To edit a bookings date, time, and location, follow these steps:

  1. Log in to your Fieldworker app
  2. Go to Bookings > All from the sidebar menu
  3. Click on the booking you want to edit the details of

On the booking details page, click on the Schedule tab, then click on the date and time. A popup will appear, click on Change Date/Time. Then, adjust the booking timing as you wish and click on save to save your changes. 

To edit the booking location, on the Job tab, scroll down to Job Address and click on it, you will then be able to edit the booking address and change any details, click on save to adjust the changes. 

Conclusion 

Enabling fieldworkers to edit their booking details at all times is an important step toward improving overall communication and productivity within your team. By following the steps outlined in this guide and considering the benefits and drawbacks, you can enable this functionality and reap the benefits it provides. Remember to communicate changes to your team and document any changes made to ensure that data inconsistencies do not occur.

If you have any questions or concerns about this feature, please don’t hesitate to contact our support team for assistance.

For more information, please visit the Octopuspro user guide and subscribe to our youtube channel.

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