Assign Services to Fieldworkers (Add/Remove Services & Skill Matching)

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Assign Services to Fieldworkers (Skill Matching)

Customize Fieldworker Active Services in Their Profile

Save time during scheduling by assigning which services each fieldworker can perform. OctopusPro will then filter fieldworkers automatically when a booking is created (by an admin, a fieldworker, or a customer via the Customer Portal), so you only see fieldworkers who are eligible for the selected service.

You can also set a service area for each fieldworker. This means fieldworker availability can be filtered based on both:

  • Service eligibility (is the service assigned to the fieldworker?), and
  • Location coverage (is the booking location within the fieldworker’s service area?).

In other words, a fieldworker will only appear as available for assignment when the booking matches their assigned services and their service area.

Fieldworker availability depends on assigned services and (if enabled) whether the booking location falls within the fieldworker’s Service Area, or—if they have no service area set—within the company Default Travel Radius.

If you configure Service Areas (map-based zones) for a fieldworker, OctopusPro will only match that fieldworker to bookings inside their defined service area. If a fieldworker doesn’t have a service area configured, OctopusPro falls back to your company-wide Default Travel Radius (set under Settings → General Settings → Job Assignment).

1) Adding/Removing Services on a Fieldworker Profile

Use this to control which services each fieldworker can deliver.

OctopusPro lets you:

  • Assign one or more services to each fieldworker
  • Enable/disable service-specific custom field values per fieldworker
  • Assign all services by default when creating a new fieldworker

Note: A “General fieldworker” profile may have all services, custom fields, and locations enabled by default (depending on your setup).

Optional (Location rules): Fieldworker eligibility can also be filtered by Service Areas. Fieldworkers with no service area configured are matched using the company-wide Default Travel Radius.

2) How to Add or Remove Services in the Fieldworker Profile

Method A: From the Fieldworker Profile

  1. Go to Fieldworkers (left-side menu).
  2. Find the fieldworker, hover over their name, then select View profile.
  3. In the fieldworker profile, go to Job settings → Services provided.
  4. Click Add service.
  5. In the pop-up, select the services you want to assign, then click Save.

Remove a service (from the profile)

  1. Go to Fieldworker profile → Job settings → Services provided.
  2. Click Remove next to the service.
  3. Confirm in the pop-up by clicking Delete.

Method B: From “View Assigned Services”

  1. Go to Fieldworkers (left-side menu).
  2. Select the fieldworker.
  3. Click Actions → View assigned services.

  4. You will be redirected to a services list showing what’s assigned to that fieldworker.

Add a service (from Assigned Services)

  1. Click Add service.
  2. In the pop-up, tick the services you want to add.

  3. Click Save.

Remove a service (from Assigned Services)

  1. Tick the checkbox next to the service you want to remove.
  2. Click Delete.

3) How to Enable Service-Specific Custom Field Values for a Fieldworker

Fieldworkers can be matched (or excluded) based on custom field selections tied to a service.

Example: If a service has a custom field like “Hairstyle” with values such as Curly, Straight, etc., and you disable Curly for a specific fieldworker, then that fieldworker won’t match bookings where the customer selected Curly.

Method A: From the Fieldworker Profile

  1. Go to Fieldworkers.
  2. Hover over the fieldworker name and click View profile.
  3. Go to Job settings → Services provided.
  4. Find the service you want, then click Edit custom field values.
  5. In the pop-up:
    • Choose the custom field
    • Enable/disable the values that should apply to this fieldworker

  6. Click Save.

Method B: From “View Assigned Services”

  1. Go to Fieldworkers.
  2. Select the fieldworker.
  3. Click Actions → View assigned services.
  4. Find the service you want and click Edit custom field values.
  5. Choose the custom field and the allowed values.
  6. Click Save.

4) Enable a New or Existing Service for All Fieldworkers (Service Settings)

You can assign a service to all fieldworkers at once when creating a new service or editing an existing one.

New service → add to all fieldworkers

  1. Go to Settings → Service settings → Services.
  2. Click Create new.
  3. Complete the service setup (details, cost, pay rate, custom fields), then proceed through the steps and save.
  4. After saving, a pop-up will ask if you want to add the service to all fieldworkers.
  5. Click Yes, add to all fieldworkers.

Existing service → add to all fieldworkers

  1. Go to Settings → Service settings → Services.
  2. Click Actions → Edit next to the service.
  3. Go through the service steps until the final step, then click Next / Save.
  4. When prompted, click Yes, add to all fieldworkers.

5) Enable New or Existing Custom Field Values for All Fieldworkers (Service Settings)

You can enable custom fields (and their values) for all fieldworkers from Service Settings.

New custom field → enable for fieldworkers

  1. Go to Settings → Service settings → Custom fields.
  2. Click Create new.

  3. Fill in the custom field details, then click Save.
  4. After saving, a pop-up will appear.
  5. Use the toggle next to each custom field to enable it for fieldworkers, then click Save.

Existing custom field → enable for fieldworkers

  1. Go to Settings → Service settings → Custom fields.
  2. Click Actions → Edit next to the custom field.

  3. Update if needed, then click Save.
  4. In the pop-up, toggle the custom field(s) you want enabled for fieldworkers, then click Save.

6) Assign All Services by Default When Creating a New Fieldworker

When adding a new fieldworker, you can assign all available services in one step.

  1. Go to Fieldworkers.
  2. Click + Add fieldworker (top-right).
  3. Fill in the fieldworker details (user info, contact details, address), then click Save.
  4. A pop-up will ask whether to assign services:
    • Click Yes, assign all services to enable everything, or
    • Click No, I will assign the required services myself to manually select services later.

7) How These Settings Affect Booking Forms

When you change a fieldworker’s assigned services (and related custom field values), it changes which fieldworkers are shown during booking creation across the system.

Example: If Emma is assigned only to Nails and Bridal Hair, Emma will only appear as selectable for bookings that include those services.

Note: Service matching (skills/services/custom field values) is separate from location matching. If you use Service Areas, a fieldworker will only appear if the booking address is inside their service area. If they haven’t set a service area, OctopusPro uses the company-wide Default Travel Radius as the fallback.

From the Admin User & Fieldworker View

  1. Go to Bookings → Create new.
  2. Add a service (e.g., Nail polish).
  3. Scroll to the fieldworker selection dropdown.
  4. You will see eligible fieldworkers:
    • Emma will appear for Nail polish (because she’s assigned to it).
    • If you select a different service (e.g., Piercing), Emma will not appear, and only fieldworkers assigned to Piercing will be listed.

If this fieldworker account uses Service Areas, the fieldworker list may be further filtered based on the booking address (service area match, or Default Travel Radius fallback).

From the Customer Portal View

  1. Go to Settings → Customer portal → General settings.
  2. Click the Portal URL to open the Customer Portal in a new tab.
  3. Click Fieldworkers (top-right) to view the fieldworker list. (Only visible if you’ve enabled the flag to display fieldworkers list in your customer portal).
  4. Select a fieldworker (e.g., Emma) to open their profile.
  5. You will see only the services assigned to that fieldworker.
  6. Click Book Fieldworker, then select a service to continue the booking.

For more information please visit OctopusPro user guide, and subscribe to our Youtube channel

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