Managing Fieldworker Service Preferences & Custom Field Options
Fieldworkers can fine-tune exactly which jobs reach their phone by toggling service categories on or off and drilling into custom field options (e.g., equipment type, project complexity). Doing so keeps incoming requests laser-targeted to their skills while giving the back office cleaner data for auto-dispatch and costing.
Why Service Preferences Matter
- Higher utilisation: Dispatch engines match technicians to jobs based on skills and availability, minimising idle time.
- Better customer fit: Clients see only qualified providers, boosting first-time fix rates.
- Earning power: Freelancers who list additional in-demand skills earn up to 35 % more.
Step-by-Step: Accessing & Editing Services
- Open Menu → Profile
- Tap the Services tab. Here you’ll see every service your company assigned.
- Use the toggle to Enable (green) or Disable (grey) each service. Changes save instantly and sync to the server—even offline edits sync once you reconnect.
Example – Cleaning Pro
Disable Window Cleaning before exams season to focus on high-margin “End-of-Lease Cleaning”.
Managing Custom Field Options
Some services expose drop-downs or check-boxes—brand, complexity level, vehicle size, etc.
- Tap the service name → Custom Options.
- Select/deselect values you want to accept. Unchecked options are filtered out by the booking engine.
Example – Furniture Assembly
Leave Basic and Intermediate ticked; untick Advanced so you no longer receive multi-day IKEA-kitchen jobs.
Impact on Dispatch & Bookings
- Dispatch AI ignores disabled services when auto-matching.
- Custom field filters further refine matches (e.g., only send Gas-certified technicians to boiler jobs).
- Admins can still manually assign any worker to any task, overriding preferences when business critical.
Tips to Maximise Earnings
| Action | Why It Works |
|---|---|
| Enable every service you’re qualified for | More bid opportunities = higher utilisation |
| Review preferences monthly | Client demand shifts seasonally |
| Upskill & add new categories | Emerging skills (e.g., EV-charger install) command premium rates |
| Keep travel radius realistic | Reduces cancellations & lowers fuel costs |
FAQs
Does disabling a service cancel existing bookings?
No. Active bookings remain; only new requests are filtered. Admins can reassign if needed.
Can I edit custom field options for one service without touching others?
Yes. Each service stores its own option set; toggling values is isolated.
How often can I change preferences?
Unlimited. Edits sync in real time and are logged in your profile history for transparency.
By actively managing service toggles and custom field options, fieldworkers stay in control of their workload, earn more from the jobs they actually want, and give dispatchers crystal-clear data for flawless scheduling.
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