Assign Multiple Fieldworkers to a Booking


Assign multiple fieldworkers to a single service

Table of Contents:

OctopusPro allows you to assign multiple fieldworkers to a single service, to get the job done all at once with less effort. Where you enable teams instead of a single fieldworker to work on service. It enhances the work quality and it’s done with less time consumed.

How to assign multiple fieldworkers to a single service from the web view

Admin users can easily assign multiple fieldworkers to a single service from the web view. To do that, follow the steps below:

  • From the sidebar menu
  1. Click on Bookings 
  2. Then click on Create New, follow the steps required for creating a new booking 

When creating a new booking, you will be required to add a new service.

After selecting a service, scroll down to the Scheduled Appointments, and enter all the details as you would for a normal booking including setting a time and date and assigning a fieldworker. Select a fieldworker from the dropdown list. 

After the fields are complete, scroll to the beginning of the Scheduled Appointments and click on +Add Appointment to add another fieldworker. If you need more appointments, then it’s possible to add several ones by following the same steps.

Click on Save Changes.

Select multiple fieldworkers in the booking view as an admin user

  • From the admin web view, go to Bookings >All Bookings 

Select the booking you wish to view, then click on the actions button and select View booking.

Scroll down to know the details about the fieldworkers.

Assign multiple fieldworkers when editing a booking

You can also edit existing bookings, and easily assign or add more fieldworkers to them. To do that: 

  • From the admin user web view go to Bookings >All Bookings  ,select the booking that you need to edit. 
  1. Click on Actions
  2. Select Edit booking 

Scroll down to schedule appointments, and click on Add Appointment to assign another fieldworker.

After clicking on +Add Appointment it will navigate you to another field container, add a start and end time for the booking, and select another fieldworker from the dropdown list then click on Save Changes .

How to assign multiple fieldworkers to a single service from the app

Admin users can assign multiple fieldworkers to a single service from the app logged in as an admin role.

Follow the below steps:

  • From the sidebar menu:
  1. Click on  Bookings 
  2. Then click on Create New, follow the steps required for  creating a new booking 

Scroll down to the services, then click on +Add Service, after that select the service for the booking.

You have to select a start and end date and time for the booking then select a fieldworker from the dropdown list.

Click on + Add Appointment to assign another fieldworker to the same service, enter   the same booking details and select a different fieldworker from the dropdown list.

How to remove a specific fieldworker from the booking

-You can remove the unwanted fieldworker from the booking: 

Click on the Delete icon to remove the fieldworker.

Fieldworkers share in case of having multiple fieldworkers in a single service

As an admin, it is possible to set up the fieldworkers share.

  1. First, select the fieldworker, view their profile, click on personal details.
  2. Then click on Payment agreement
  3. Click on the Edit icon

 Popup window will appear, to fill the required data, then click on Save.

It will be shown as the following in the booking details.

Viewing multiple fieldworkers in the booking list as an admin user

From the admin user web view go to Bookings >All Bookings 

It will navigate you to the bookings list page, select the booking you wish to view and all fieldworkers assigned will be listed as shown in the following image.

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