Add/Remove Service to a Fieldworker’s Profile

Add/Remove Services to a Fieldworker’s 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.

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 available locations for each service or all services. So, the availability of the fieldworker will 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 the locations on their profile. This will help you categorize your services upon locations, 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 based on the locations added to their profile.

OctopusPro allows you to determine the services each fieldworker can do, enable certain custom fields on the fieldworker’s profile, and activate default or specific locations for services for every fieldworker. Moreover, the system gives you the option to assign all services by default when creating a new fieldworker. After setting up the fieldworker’s profile, you still can edit the services and locations added.

If you have a fieldworker who can perform a certain service, this service should be added to their profile. For example, if the fieldworker is located in Los Angeles, and assuming that the service has a high pay rate. Then, it is worth traveling for as it is more convenient to make the service available in San Diego which is 200 km away from Los Angeles. To make the service available in this location for this specific fieldworker, the location should be added to their profile.

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 the 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 activate default locations for services in the fieldworker profile?

  • If you are providing your services in multiple cities, it is important to manage who are the available fieldworkers for each city. 
  • Please note that available locations are the locations enabled for your company, to know more about how to enable locations for your company click here

To add all the available locations that your fieldworker can work at, go to Fieldworkers from the side menu on the left, you will be redirected to the fieldworkers’ page, hover over the fieldworker’s name then click on View profile.

You will be redirected to the fieldworker’s profile, click on job settings > services provided then click on Edit default available locations.

You will be redirected to the fieldworker service availability page. Here you will find all available locations for the selected fieldworker. To edit locations click on Edit locations.

A pop-up menu will appear. First, select the state/region from the drop-down menu, then select the town/city available in the selected state. Then, click on Save

You can activate all locations for your fieldworker when you click on Activate all locations.

How to activate specific locations for services in the fieldworker profile?

  • You can activate specific locations for each service assigned to a fieldworker, so every service he performs can have custom locations. For example, for a fieldworker who is assigned several services such as makeup and nails, you can limit his “makeup” bookings to Connecticut state only and the “nails” booking to the district of Columbia only.
  • Please note that available locations are the locations enabled for your company, to know more about how to enable locations for your company click here
  •  Go to Fieldworkers from the side menu on the left. You will be redirected to the fieldworkers’ view page. Hover over the fieldworker’s name you want to add services for, then click on View profile the menu.

You will be redirected to the fieldworker’s profile, click on job settings > services provided then click on Locations available from the service you want to edit its location.

You will be redirected to the fieldworker service availability page. Here you will find all available locations for the selected service for the fieldworker. To edit locations click on Edit locations.

A pop-up menu will appear. First, select the state/region from the drop-down menu, then select the town/city available in the selected state, then click on Save

You can activate all locations for the fieldworker’s service when you click on Activate all locations. 

How to activate or deactivate locations for all fieldworkers at once from the locations settings?

You can activate or deactivate all or certain locations for all fieldworkers by doing a simple step from locations settings. 

Go to Settings > Company settings > Locations from the side menu on the left. 

You will be redirected to the services locations page. To activate all locations for all fieldworkers, first, select the state/region you want to activate cities in from the drop-down menu. Then, click on Activate all, or if you want to deactivate click on Deactivate all.

A pop-up menu will appear asking you if you want to activate locations for all fieldworkers, click on Yes, activate for all fieldworkers. Or if you are deactivating the locations confirm in the same way.

To activate specific locations for all fieldworkers, from the services locations page, select the region you want. Then, activate or deactivate the locations you want using the toggle button next to it.

A pop-up will appear confirming that you want to activate/deactivate locations for all fieldworkers. Click on Yes, activate for all fieldworkers or Yes, deactivate for all fieldworkers if you are deactivating the location.

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 or locations assigned to each fieldworker, it will reflect on 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 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 for 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, 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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