Display the full booking address to fieldworkers at all times

The “Display the full booking address to fieldworkers at all times” feature allows each company to decide whether or not to reveal the full booking address to fieldworkers in the application. Enabling the toggle shows the complete address while disabling it hides the exact building or street/unit address.

The main reason why the company might choose to hide the full booking address until the day of the job is to encourage the fieldworker to use the “On the Way” button in the application. By pressing this button, the fieldworker can notify both the office and the customer that they are on their way to the job site, which provides an estimated time of arrival (ETA) for the fieldworker.

By encouraging the use of the “On the Way” button, the company can improve communication and increase transparency between the fieldworker, office, and customer. This can help build trust and improve the overall customer experience. Additionally, providing an ETA can help the customer plan their day more effectively and reduce any potential frustrations caused by the fieldworker not arriving on time.

This feature can increase productivity, improve communication and trust between the company, fieldworkers, and customers, and ultimately enhance the customer experience.

Table of Contents

• Enabling or Disabling the Toggle
• Using the “On the Way” Button
• When does the “On the Way” button appear in the app?
• Benefits of the “On the Way” Button
• Notification for Fieldworkers
• Access to Booking Address
• Next Steps

Enabling or Disabling the Toggle

To enable or disable the toggle, go to Settings > General settings > Fieldworkers permissions from the sidebar menu on the left. You will be directed to the fieldworkers’ permission page.

Enabling the toggle allows fieldworkers to see the full booking address On the fieldworker application, your fieldworker can view the booking’s address before accepting the booking.

Using the “On the Way” Button

If the toggle is disabled, it hides the exact building or street/unit address, the fieldworker can still view the suburb, area code, and an approximate location on the map. To view the full booking address, the fieldworker must press the “On the Way”  button. This button triggers a notification to both the office and customer that the fieldworker is on their way to the job site and provides an ETA.

After pressing the On my way button, the full address will be shown on the address view page, and the fieldworker can also navigate to the booking using maps.

When does the “On the Way” button appear to the fieldworker in the app?

For the “On the Way” button to appear for the fieldworker for a booking in the app, the following requirements must be met:

* The appointment must be scheduled for the current day.

* The appointment must be assigned to them.

* They must have accepted the appointment and not declined, failed, or attended it.

* The Booking Tracking Process must be active in the booking settings. This can be enabled by turning on the “Activate booking tracking process” flag in Home>>Settings>>Booking Settings. Additionally, for new custom booking statuses added in the settings, the flag must be manually enabled to activate the booking tracking process. The core booking statuses such as TODO, IN PROGRESS, AWAITING UPDATE, and TO VISIT already have the flag activated by default for the booking tracking process.

* If the booking location is a fixed-location such as a car wash or beauty salon or an online/virtual meeting conducted through Zoom, Skype, Google Meet, etc., the “On the Way” and “Arrived” buttons will not be available to the fieldworker. In these cases, the booking tracking process will commence as soon as the fieldworker presses the “Start” button for the booking.

Once these conditions are met, the “On the Way” button will be available for the fieldworker. They can use this button to notify the office and customer that they are on their way to the job site and provide an estimated time of arrival (ETA). After pressing the button, the full booking address will be displayed in the address view page, and the fieldworker can navigate to the booking location using maps.

Benefits of the “On the Way” Button

The “On the Way” button encourages fieldworkers to improve communication and transparency between themselves, the office, and the customer. This can help build trust and improve the overall customer experience. Additionally, providing an ETA can help the customer plan their day more effectively and reduce any potential frustrations caused by the fieldworker not arriving on time.

Notification for Fieldworkers

When the toggle is disabled, the fieldworker will receive a message that they can’t view or edit the booking address until they press the “On the Way” button. This message prompts the fieldworker to use the “On the Way” button, which can help provide the office and customer with an ETA.

Access to Booking Address

When the toggle is disabled, the fieldworker can still access important information about the job, such as the suburb, area code, and an approximate location on the map. This can help the fieldworker prepare for the job and ensure they arrive at the correct general location.

Enabling the “Display the full booking address to fieldworkers at all times” toggle can streamline operations and encourage the use of the “On the Way” button. When the toggle is disabled, the fieldworker can still access a part of the booking address, but they need to press the “On the Way” button to receive the full booking address and provide an ETA.

Next Steps

To use this feature effectively, make sure fieldworkers understand how to use the “On the Way” button and its benefits. Ensure that they are aware of the notification message and how to access information when the toggle is disabled.

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