Customize Services in Fieldworker’s Profile (Add / Remove Services)

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Customize Fieldworker Active Services in Profile

Save your time by selecting the services each fieldworker can do. This way you don’t have to search for a suitable fieldworker for each booking created or booked by the customer from the customer portal, as the fieldworkers will appear when selecting them automatically depending on whether the service is added to their profile or not.

Also, you can determine the radius your fieldworkers are willing to travel for these selected services. So, the availability of the fieldworker will also be based on the booking location. Thus, when the admin user wants to assign a fieldworker for a certain job, it will be based on whether it’s within the radius set on their profile. This will help you categorize your services upon radiuses, assisting you in determining which service is worth traveling.

So, we can conclude that the availability of the fieldworker will depend on whether the service is added to their profile or not and the travel radius set on their profile.

Table of contents

Adding/Removing services to a fieldworker’s profile

Add and remove services to a fieldworker profile, so you can determine the services that each fieldworker can perform.

OctopusPro allows you to determine the services each fieldworker can do, enable certain custom fields on the fieldworker’s profile, and set the radius they are willing to travel for these services. Moreover, the system gives you the option to assign all services by default when creating a new fieldworker. 

How to add or remove services in the fieldworker’s profile?

Each fieldworker can be assigned one or more services. General fieldworker by default has all services, custom fields, and locations activated on their profile.

To add or remove services to a fieldworker’s profile, go to Fieldworkers from the side menu on the left. You will be redirected to the fieldworkers’ view page. Hover over the name of the fieldworker you want to add services for, then click on View profile from the dropdown menu.

You will be redirected to the fieldworker’s profile, click on job settings, then select Services provided. Click on Add service.

A pop-up menu will appear to select which services you want to add for the fieldworker, then click on Save.

To remove a service added to a fieldworker, go to the fieldworker’s profile > job settings > services provided, then click on Remove. A pop-up menu will appear to confirm that you want to delete the service.

A pop-up menu will appear to confirm that you want to delete the service, click on Delete.

Alternatively, you can add or remove services from the assigned services for each fieldworker. Go to Fieldworkers from the side menu on the left. Select the fieldworker you want to add a service to, then click on actions >  View assigned services from the drop-down menu.

You will be redirected to the services page. Here, all the services added to the fieldworker will appear. You can add a service when you click on Add service.

A pop-up menu will appear, select the service you want to be added to the fieldworker by checking the checkboxes, then click on Save.

To remove a service click on the checkbox next to it then click on Delete.

How to activate certain custom fields options for fieldworkers from their profile?

Fieldworkers can be assigned certain custom fields for each service they have on their account. Go to Fieldworkers, from the side menu on the left.

You will be redirected to the fieldworkers’ view page,  Hover over the name of the fieldworker, and click on view profile.

You will be redirected to the fieldworker’s profile, click on job settings > services provided then click on Edit custom field values for the service you want to edit.

A pop-up menu will appear, select the custom field then activate the values you want to appear for the fieldworker. For example, if you have hairstyle services, the customer can select their favorite hairstyle. If you disable the “Curly” option, this fieldworker won’t match with any bookings that have this option selected in the booking. Then click on Save.

Alternatively, you can edit custom fields for the assigned services for each fieldworker. Go to Fieldworkers from the side menu on the left. Select the fieldworker you want to edit a custom field for. Then, click on actions >  View assigned services from the drop-down menu.

You will be redirected to the services page, go to the service you want to edit its custom fields, and click on Edit custom field values.

A pop-up menu will appear so you can select the custom field you want to edit and the values within them, then click on Save.

How to enable new or existing services for all fieldworkers at once from the services settings?

From service settings, you can enable a service for all fieldworkers at once by editing an existing service or adding a new service.

For new services, go to Settings > Services settings > Services from the side menu on the left.

You will be redirected to the services page, click on Create new.

You will be redirected to the new service form, fill in the details of the new service. Then, fill in the cost and pay rate and custom fields then click next. To know more about how to create a new service, click here.

After saving the new service a pop-up will appear asking you if you want to add this service to all fieldworkers’ profiles. Click on Yes, add to all fieldworkers. So now this service is enabled for all fieldworkers.

For existing services, go to Settings > Services settings > Services from the side menu on the left.

You will be redirected to the services page, click on actions > Edit next to the service you want to add for all fieldworkers. 

You will be redirected to the service settings page, click on next in the final step.

A pop-up will appear asking you if you want to add this service to all fieldworkers’ profiles. Click on Yes, add to all fieldworkers. So now this service is enabled for all fieldworkers.

How to enable new or existing custom fields values for all fieldworkers at once from the services settings?

From service settings, you can enable a custom field for all fieldworkers at once by editing an existing service or adding a new custom field.

For new custom fields, go to Settings > Services settings > custom fields from the side menu on the left.

You will be redirected to the services page, click on Create new.

A new custom field form will appear, fill in the details of the new custom field then click save. To know more about how to create a new service click here.

After saving the new custom field, a pop-up will appear, select the custom fields you want to activate for fieldworkers using the toggle button next to it, then click on Save.

For existing custom fields, go to Settings > Services settings > custom fields from the side menu on the left.

You will be redirected to the services page, click on actions > Edit next to the custom field you want to add for all fieldworkers.

The custom field edit form will appear, click Save. 

After saving the new custom field, a pop-up will appear, select the custom fields you want to activate for fieldworkers using the toggle button next to it, then click on Save.

How to assign all services by default when creating a new fieldworker?

When creating a new fieldworker, you can assign all available services to the new fieldworker in one step.

Go to Fieldworkers from the side menu on the left, you will be redirected to the fieldworkers’ page, click on +Add fieldworker from the top right of the page.

A new fieldworker form will appear so you can fill in the fieldworker’s user information, contact details, and address details. Click on save. To learn more about how to create a new fieldworker click here.

A pop-up will appear asking if you want to assign all services to this fieldworker, click on Yes, assign all services, or if you want to assign specific services click on No, I will assign the required services myself.

How changing service settings in the fieldworker profile will affect the booking form for the admin user, fieldworker, and customer portal view?

When you change the services to each fieldworker, it will reflect how it appears in bookings whether an admin user, a fieldworker, or a customer is creating a new booking. For example, Emma is a fieldworker assigned only to nails and bridal hair services, so when creating a booking Emma will not appear in the fieldworker’s list when adding any service except nails and hairstyling. 

From the admin user and fieldworker view:

Go to Bookings > Create new from the side menu on the left, you will be redirected to the new booking form page. To learn more about creating a new booking, click here.

When you add the “Nail polish” service. Scroll down to choose the fieldworker from the drop-down menu. Emma will appear in the options because she’s assigned to this service.

But, if you select “piercing” service, Emma won’t appear in the list, instead all fieldworkers that have “piercing” added to their services will appear.

From the customer portal view:

To see how a customer books a service with a specific fieldworker, go to Settings > Customer portal > General settings.

You will be redirected to the customer portal page, click on the portal URL.

A new tab will open the customer portal home page, click on Fieldworkers from the top right of the page to see your existing fieldworkers.

You will be redirected to the fieldworkers’ list page, click on the fieldworker you want to book with, for example, Emma. 

You will be redirected to Emma’s profile and the list of services that are added for her. 

Click on Book Fieldworker, and select the service to continue the booking. To know more about how to book through the customer portal, click here.

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

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