Display booking billing amount to fieldworkers

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Display booking billing amount to fieldworkers

The ability to display or hide the booking billing amount to fieldworkers can have significant benefits for businesses that operate in the service industry. Depending on the company’s structure and needs, the decision to display or hide the billing amount may vary.

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Displaying the Billing Amount Display to fieldworkers

You can manage whether to display a booking billing amount to your fieldworkers or not through your account settings. To do this go to Settings > General Settings > Fieldworkers Permissions from the sidebar menu to be redirected to the Fieldworkers permissions page.

If the default flag for displaying the booking billing amount is enabled on the account level, then by default it will be enabled for all fieldworker profiles.

However, an admin user can go through the individual fieldworker profiles and disable the flag for specific fieldworkers, as the individual fieldworker profile flag overrides the default account-level flag.

It is important to note that only admin users have access to this flag in the fieldworker profile, and fieldworkers themselves do not have the ability to enable or disable it.

However, if the default flag for displaying the booking billing amount is disabled on the account level, enabling it on the fieldworker profile will not make a difference. This is because the default account-level flag takes precedence over the individual fieldworker profile flag, and if the flag is disabled on the account level, then the feature will be disabled for the entire company.

Enabling the default flag value for your account

Go to Settings > General Settings > Fieldworkers Permissions from the sidebar menu to be redirected to the Fieldworkers permissions page.

Scroll down to enable the “Display booking billing amount to fieldworkers” toggle.

Your fieldworkers will be able to view the quoted amount for bookings, they can see how much your customers are being charged for their bookings. 

If you need to hide this information from your fieldworkers then you can disable this toggle, which will hide anything related to billing and invoicing from them, and they will still be able to see whether a booking has been paid without seeing the payment amount.

Enabling/Disabling Billing Amount Display for individual Fieldworkers

Businesses can also choose to enable or disable the booking billing amount display feature for individual fieldworker profiles.

If the default flag for displaying the booking billing amount is enabled on the account level but disabled on the fieldworker profile, then the fieldworker will not be able to access the billing information. This is because the individual fieldworker profile flag takes precedence over the default account-level flag, and disabling the flag for the fieldworker profile will prevent them from viewing the billing amount.

It is important to note that enabling the flag on the fieldworker profile will not affect other fieldworkers who do not have the flag enabled on their profile. Only the fieldworkers with the flag enabled on their profile will be able to view the booking billing amount, while the others will not. Therefore, businesses must carefully consider the access to billing information for each fieldworker and adjust the flags accordingly.

Go to Fieldworkers from the sidebar menu, select the fieldworker to view his/her profile then from the Job settings section you can enable or disable the “Display booking billing amount to fieldworker” toggle from fieldworker flags.

How fieldworkers view the booking billing amount 

Fieldworkers can view booking billing amounts through the fieldworker app by signing in their account, going to bookings and selecting the booking they want to view. Go to the “Billing” section and the booking payment will be displayed there as follows:

Viewing booking billing amount when the toggle is disabled

If you deactivate the toggle button for “Display booking billing amount to fieldworkers” in your settings or for a specific fieldworker in their profile, the fieldworker will not be able to view the “Billing” section in the fieldworker app.

How the menu is affected when the toggle is disabled

Additionally, if the flag is disabled in the default settings or for the fieldworker profile, certain buttons, such as Quote, Add new quote, Invoices, and Add new invoice, will disappear from the Menu in the app. As a result, the fieldworker won’t be able to access or use these buttons.

Viewing My Earnings section when the toggle is disabled

If the “Display booking billing amount to fieldworkers” toggle is disabled for the fieldworker or the company, the booking invoice and total amounts will be hidden from the “My Earnings” section of the fieldworker’s account. This means that the fieldworker will not be able to view their earnings for the bookings that have been invoiced.

However, if the toggle is enabled for the fieldworker or the company, the booking invoice and total amounts will be visible in the “My Earnings” section of the fieldworker’s account. This will allow the fieldworker to view the total amount they have earned for each booking, including any additional services that were provided.

It is important for businesses to carefully consider their approach to displaying billing information for fieldworkers, as this can have an impact on transparency, trust, and communication. By enabling the toggle and displaying the booking billing amount to fieldworkers, businesses can promote transparency and help fieldworkers better understand their earnings. On the other hand, if the toggle is disabled, businesses may want to provide alternative methods for fieldworkers to view their earnings, such as by providing a summary report or other documentation.

Benefits of displaying the booking billing amount to fieldworkers

When the booking billing amount is displayed to fieldworkers, it can provide the following benefits: 

  • Transparency

Displaying the booking invoice amount provides transparency to fieldworkers about the total amount the customer is paying for the service. This helps fieldworkers understand how their pay is calculated and how much the company is earning from the booking.

  • Trust

When fieldworkers have access to information about the booking invoice amount, they are more likely to trust the company and feel that they are being treated fairly. This can improve their overall job satisfaction and may result in better performance and customer service.

  • Communication

Displaying the booking invoice amount can facilitate communication between fieldworkers and customers. Fieldworkers can use the information to better understand customer expectations and provide a more personalized service.

  • Incentives

 Displaying the booking invoice amount can incentivize fieldworkers to perform better and provide excellent service. When they understand how their pay is calculated, they may be more motivated to provide high-quality service and earn more money.

  • Understanding earnings

Fieldworkers can have a better understanding of their earnings and make informed decisions about pricing and additional services when they can see the quoted amount for the booking.

  • Reconciling payments and avoiding billing discrepancies

 The display of billing information can also help fieldworkers reconcile payments received from customers, avoid billing discrepancies and protect against potential conflicts of interest.

  • Informed decision-making about pricing and additional services

This feature can also help fieldworkers make more informed decisions about pricing and additional services, ultimately leading to improved customer satisfaction and increased revenue for the business.

Benefits of hiding the booking billing amount from fieldworkers

There are several benefits of hiding the booking billing amount from fieldworkers, including:

  • Protecting profit margins

The company may have a business model that relies on a certain profit margin to sustain the business. If the fieldworker share is too high, it can impact the company’s ability to meet its financial goals.

  • Avoiding negative perceptions

If fieldworkers see that the company is earning a large profit from the booking, it can create a negative perception of the company and reduce trust and loyalty among fieldworkers.

  • Managing costs

If the company operates in a highly competitive market, it may need to manage costs carefully to remain competitive. By not sharing the booking billing amount with fieldworkers, the company can keep its pricing and profit margins confidential.

  • Maintaining flexibility

If the company offers customized pricing or services, it may be more difficult to share the booking billing amount with fieldworkers. In these cases, the company may prefer to keep the billing amount confidential to maintain flexibility in pricing and service offerings.

  • Avoiding price negotiations

If fieldworkers know the billing amount, they may attempt to negotiate the price with the customer. This can lead to a difficult situation if the price cannot be negotiated. By hiding the billing amount, it can help avoid uncomfortable conversations about pricing.

  • Minimizing confusion

In some cases, displaying the booking billing amount can be confusing for fieldworkers, especially if there are multiple additional services or fees. Hiding the billing amount can help simplify the payment process for fieldworkers and make it easier to understand how their pay is calculated based on the specific services they provided.

  • Preventing disclosure

In certain situations, it may be necessary to hide the booking billing amount to prevent fieldworkers from disclosing the price to others, such as competitors or the public.

  • Simplifying payment process for multiple fieldworkers

When there are multiple fieldworkers on the job and they don’t need to know the total cost as they are only responsible for a small part of the service, hiding the booking billing amount can help simplify the payment process for fieldworkers and make it easier for them to understand how their pay is calculated based on their specific services.

It’s important to note that there are also benefits to displaying the booking billing amount to fieldworkers, as discussed earlier. Ultimately, the decision to display or hide the booking billing amount will depend on the specific circumstances and needs of the business.

Conclusion and considerations for businesses

In conclusion, the decision to display or hide the booking billing amount to fieldworkers should be made based on the needs and structure of your business. Displaying the booking billing amount can lead to improved communication and trust between management and fieldworkers, more accurate earnings estimates, and more informed decision-making. Hiding the booking billing amount can protect against potential negative reactions from clients, prevent conflicts of interest, and maintain confidentiality and privacy. Careful consideration of the benefits and drawbacks of each option can help businesses determine which approach is most appropriate for their needs.

What is the default flag for the account and what does it determine in regards to the display of billing information for fieldworkers?

The default flag for the account sets a default for whether or not the booking billing amount is displayed to fieldworkers. If the default flag is enabled, then the billing amount will be visible to all fieldworkers, unless the individual fieldworker profile flag is disabled for specific employees.

 If the default flag is disabled, then the billing amount will not be visible to any fieldworkers, even if the individual fieldworker profile flag is enabled for any specific employees.

Is it possible to display the booking billing amount to only certain fieldworkers?
Yes, you can enable the default flag for the account but disable it for individual fieldworkers. The individual fieldworker profile flag allows businesses to enable or disable the display of booking billing amounts for specific employees, overriding the default flag for those individuals. Go to Fieldworkers from the sidebar menu, select the fieldworker to view his/her profile then from the Job settings section you can enable or disable the “Display booking billing amount to fieldworker” toggle from fieldworker flags.

What happens if the default flag is disabled on the company level and enabled on the fieldworker profile?

In the event that the flag of the billing is disabled at the company level, the flag cannot be activated at all at the level of the fieldworker

Can fieldworkers still see if a booking has been paid if the billing amount is hidden?
Yes, fieldworkers can still see if a booking has been paid without seeing the payment amount, even if the billing amount is hidden.

How can displaying the booking billing amount improve communication and trust between management and fieldworkers?
Displaying the booking billing amount can help fieldworkers have a better understanding of the financial aspects of the business. This transparency can lead to improved communication and trust between management and fieldworkers.

Is it always necessary to display the booking billing amount to fieldworkers?
No, the decision to display or hide the booking billing amount should be made based on the needs and structure of the business. Please refer to the list of advantages and disadvantages mentioned in this article for more information. It is essential for businesses to carefully consider their approach to billing information access and adjust the flags accordingly for each fieldworker, as this can have an impact on trust, communication, and incentives. By using both flags in conjunction with each other, businesses can tailor their approach to billing information access based on the needs of their organization and individual employees.

Can hiding the booking billing amount prevent any potential conflicts of interest?
Yes, hiding the booking billing amount can prevent potential conflicts of interest between the company and fieldworkers, such as if the fieldworker has access to the billing information and could potentially manipulate it for their benefit.

Can displaying the booking billing amount lead to increased revenue for the business?
Yes, displaying the booking billing amount can help fieldworkers make more informed decisions about pricing and additional services, ultimately leading to improved customer satisfaction and increased revenue for the business.

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