Fieldworkers

With OctopusPro, you can easily manage all of your subcontractors from one place. The ‘Fieldworkers’ feature allows you to view all of your users who are assigned Fieldworker roles. It also allows you to view and update their details and communicate with one or multiple Fieldworkers instantly via email, SMS, or the app.

In the fieldworker App, the life cycle of the assigned bookings starts with fieldworkers receiving alarms about the assigned job, click here and see the alarms page, or you can watch OctopusPro alarm video.

After the fieldworker accepts a booking and actually arrive at the location of the booking, OctopusPro have big flexibility for you to choose if the fieldworker can start the job, or maybe there is an emergency preventing the fieldworker from proceeding there work as follows are the option that your fieldworker has explained:

START JOB: Once a fieldworker has arrived at their booking location and is ready to get started with the job, they can press the START JOB button

This will notify your admin users that they have started

Your fieldworker will then be prompted to enter the estimated time of completion which can be very helpful if the booking is expected to take longer than scheduled. 

If you have forms or checklists setup for your fieldworkers to complete before starting a job, or require them to take photos of the job upon check in, they will be prompted to do so after the booking has been started. You can setup a and customize your own form from Settings > General Settings > Forms & Checklists.

For example, the following form is customized to be upon checking in a Job, it is to document the state of the desired work before starting the booking

Once the job has been started, the time tracking for the booking will start.

The actual start time will appear in your fieldworker timesheet reports.

Once the fieldworker has successfully completed all requirements for starting the job, the FINISH JOB button will appear for your fieldworker to press when they are finished with their work.

UNABLE TO START: In the event that a fieldworker discovers obstacles preventing them from starting the job after arriving at their booking location, they can press the UNABLE TO START button

After that, your fieldworker has to enter the reason they are unable to start.

This will convert the visit status of the booking to Failed

A notification will be sent to your admin users so they can get involved if required.

FINISH JOB: Once a fieldworker is finished with a scheduled job, they are required to check out by pressing the FINISH JOB button, which will display on the booking page after it has been started.

If you have forms or checklists setup for your fieldworkers to complete upon checking out, or require them to take photos related to the work completed, they will be prompted to do so after pressing the FINISH JOB button. The change status dialog will then appear to your fieldworker to update the booking status to the current status, your fieldworker can then add notes to the booking and edit the services and pricing if given permission.

You can setup a and customize your own form from Settings > General Settings > Forms & Checklists.

For example, the following form is customized to be upon checking out from a job, it is for documenting the state of the work after finishing the booking

Once the checkout process has been completed, the visit status will be converted to Attended if the fieldworker changed the status to in progress and scheduled the next visit (this is the case when the fieldworker started his job and didn’t finish it), for more information, visit the Status help page.

If the fieldworker completed the job, he can change the status to completed if you assign him the credentials to do so, check the Status setting help page

And the time tracking for the booking will stop, and the actual finish time will appear in your fieldworker timesheet reports.

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