Inquiries Viewing Available Fieldworkers

Viewing available fieldworkers

OctopusPro empowers users to efficiently and easily view active fieldworkers for their inquiries. On the inquiry details page, you can view the list of active fieldworkers that match the requested services, select custom fields, and the location of the booking. It also lists the distance between the fieldworkers’ home locations and the booking location, as well as their calendar for the selected date, so you can view their availability. 

Table of contents 

What criteria does the system use to display available fieldworkers for an inquiry?

When a customer submits an inquiry, the system automatically displays the matched fieldworkers on the inquiry details page based on their location, whether they are close to the needed service or not. The service provided by the fieldworker is also an important factor, because there could be more than one service added to the inquiry, as well as a custom field.

Go to the fieldworker profiles and click on “ Job Settings” to view the fieldworker’s details. 

Viewing matched fieldworkers on the map

You can view available fieldworkers from the available fieldworker’s map on the inquiry details page. Fieldworkers are available based on the service location, the services assigned to them from the settings, and the radius.

You can add services to a fieldworker’s profile and add available locations for a fieldworker if you want specific fieldworkers to do the job.

You can view matched fieldworkers by hovering over and clicking on their locations so their names will appear with their ratings. You can also view their distance.

Viewing matched fieldworkers in a list 

You can view available fieldworkers from the available fieldworker’s section on the inquiry details page in a list. Fieldworkers are available based on the service location, the services assigned to them from the settings, and the radius.

You can add services to a fieldworker’s profile and add available locations for a fieldworker if you want specific fieldworkers to do the job.

You can contact matched fieldworkers by hovering over their names to view their profiles and contact details, so you can easily call, email, or send an SMS. You can also view their distance and their availability through the calendar.

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

Scroll to top