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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Customer Portal Inquiry Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Change Booking Owner
- Contact Fieldworker Regarding Booking
- Contacting Customer Regarding Booking
- Sending Emails for a Booking
- Pause/Resume automated emails
- Pause/Resume automated SMS
- Sending Booking Confirmation
- Service Reminder Automation
- Request Fieldworker Updates
- View Booking Discussion
- Add a comment to a booking discussion
- Add Complaint to a booking
- Adding Booking Attachments
- Adding Images to Bookings
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim Invoice Ownership
- Deleting Invoices
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- Managing Fieldworkers
- Fieldworkers & Subworkers
- Fieldworker Industry Label
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Fieldworker Active Services
- Fieldworker Service Areas
- Fieldworker Working Hours
- Manage Fieldworker Availability
- Fieldworker Bank Details
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker Received SMS
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Fieldworker Payment Agreement
- Fieldworker Payment Per Service
- Fieldworker Service Commission
- Fieldworker Payroll Management
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- Business Email Authentication
- Viewing company information
- Company Logos Setup
- Manage Trading Names
- Define Fieldworker Operational Locations
- Third-Party API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
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- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Geographical Pricing
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
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- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Complaint / Issue Status List
- Issue / Complaint Types
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Label Management
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Updating fieldworker’s working hours
You can easily update your fieldworker’s working hours from their profiles so that when you receive bookings from the customer portal only available fieldworkers can be booked. Fieldworkers can also update their working hours to keep you updated with any schedule changes.
However, you as an admin user can assign any booking to any fieldworker regardless of their working hours when creating a new booking.
Table of contents:
- Updating fieldworker’s working hours as an admin
- Updating working hours from the fieldworker’s web view
- Updating working hours from the fieldworker’s application
- Viewing fieldworker’s working hours on the customer portal
- How does updating your general fieldworker’s working hours affect your company’s overall working hours?
- Enabling real-time availability
Updating fieldworkers’ working hours as an admin
To update your fieldworker’s working hours, go to Fieldworkers from the sidebar menu on the left and view the fieldworker’s profile. Select Job Settings> Working Hours where you can view or edit the fieldworker’s working hours. Click on ‘Add more hours’ to add to the working hours or you can edit or delete the existing hours.
Note that: When a new fieldworker is created, their working hours will be automatically set as the company working hours, and then you can edit it as per your preference.
Adding more than a set of hours in a single day
You can add more than a shift to one day, click on ‘Add more hours’, and a pop-up window will appear where you can select the day, starting and ending shift times. click on “Add another set of hours” so you can enter another shift to the same day, then click on ‘Save’.
Adding a day off
To give your fieldworker a day off, simply delete the working hours from the ‘delete’ icon of that day and it will be automatically set as a day off. You can also click on the ‘edit’ icon to re-add this day’s shift.
Updating working hours from the fieldworker’s web view
After logging in to the fieldworker’s account and viewing their account from the sidebar menu, fieldworkers can follow the same steps as the admin user from their accounts as mentioned above.
Updating working hours from the fieldworker’s application
Fieldworkers can easily update their working hours on the fieldworker’s application, go to the fieldworker’s profile then click on ‘Services’, where they can view or edit their working hours.
Click on ‘Add’ to add a new set of working hours for any day off, or click on a day to edit their hours or add a new set of hours for the same day.
When a fieldworker clicks on ‘Add’, a pop-up window will appear to select the available day to add more working hours. Then click on Add.
Editing and adding more than a set of hours in a single day
When the fieldworker clicks on a day, they can edit its working hours or add a new set of hours when they click on the + sign from the top right. Then click on ‘Save’.
Adding a day off
To add a day off, your fieldworker should delete an existing working day to be set as a day off, click on any weekday, swipe left on the working hours to delete it, then click on ‘Save’.
After deleting the working hours, this day will be considered a day off.
How does updating your general fieldworker’s working hours affect your company’s overall working hours?
The overall working hours of your business are determined by your general fieldworker’s calendar, which acts as your office’s main calendar and is used to hold all unassigned quotes and bookings. The working hours set in your general fieldworker’s profile will determine the time your customers can book your services for via your customer portal. OctopusPro doesn’t allow your customers to book appointments for times outside your set working hours.
If you have the real-time availability feature enabled in your customer portal settings, OctopusPro will check the working hours and calendar availability of each of your fieldworkers and will only allow your customer to place bookings for time slots when there is at least one matching fieldworker available for the booking. For example, you can set your business hours to 8 am – 5 pm. You can also set your fieldworker’s hours to be a subset of your business hours. For example, Fieldworker a hours can be 8 am – 1 pm and Fieldworker hours can be 11 am – 5 pm.
To update your general fieldworker’s working hours, go to Settings > General settings > Working hours from the sidebar menu on the left, you’ll be redirected to the general fieldworker’s profile. Alternatively, you can simply go to Fieldworkers from the sidebar menu on the left and view the general fieldworker’s profile. From the Job settings tab, click on the Working Hours section where you can add, edit, or delete working hours. Follow the same steps as above to change the working hours.
For more information please visit Octopuspro user guide, and subscribe to our YouTube channel.