Allow fieldworkers to add custom services to quotes, bookings, and invoices
This feature allows fieldworkers to add custom services to quotes, bookings, and invoices, providing customers with personalized services and an overall better booking experience. Providing personalized services is a powerful tool that offers flexibility and customization to businesses. By enabling this feature, fieldworkers can add unique services that are not listed in the standard services settings. This guide will explain how to enable, add, and manage custom services and provide best practices for using this feature.
Table of Contents
Introduction
What are custom services?
Custom services are unique services that are not listed in your standard services settings. They can be added by fieldworkers to accommodate unique client requests.
Benefits of Enabling Custom Services
Enabling custom services provides a number of benefits, including:
- Flexibility for fieldworkers to accommodate unique client requests
- Enhanced customer satisfaction by providing personalized services
- Accurate quotes and invoices that reflect the actual services provided
- Better service tracking to identify popular custom services or unfeasible services
- Improved business agility and responsiveness to client needs
Use Cases and Examples
The following examples illustrate how enabling custom services can benefit different types of businesses:
- A landscaping business may receive a request to remove a tree stump, which is not listed in its standard services. By enabling custom services, fieldworkers can add the custom service and provide a custom description to the client.
- An IT consulting firm may need to provide a unique software solution for a client, which is not included in their standard services. By enabling custom services, they can add the service to the invoice and provide a description of the solution provided.
- A catering company may receive a request to provide a specific type of cuisine that is not listed in its standard services. By enabling custom services, they can add the custom service and provide a custom description to the client.
Enabling Custom Services
How to Enable Custom Services
If you want your fieldworkers to be able to add custom services to their bookings, quotes, and invoices, you can enable them to do so by activating a simple flag. To do that, follow these steps:
- Log in to your account and navigate to the settings menu.
- Go to General Settings > Fieldworker Permissions
- Scroll down to the relevant flag “Allow fieldworkers to add custom services that are not listed in my services settings to quotes, bookings, and invoices” and enable it.
Once the flag is enabled, your fieldworkers can add custom services and enter a new service title and custom description to be displayed in the breakdown of your quotes. The service added will not be saved in your services settings and you won’t be able to select it again for another quote.
After enabling the flag, it is then necessary to add the “Custom Service” on your fieldworkers’ services-provided settings in their profiles.
To do that, go to your fieldworker’s profile, click on Job Settings > Services provided then click on Add Service. Make sure you have selected Custom Service then click on Save.
Setting Permissions and Access Levels
You can set permissions and access levels for custom services, such as who can view, edit, or remove custom services. This can ensure that only authorized users have access to this feature.
Adding Custom Services
How to Add Custom Services
Your fieldworkers can add custom services to quotes, bookings, and invoices they are assigned to. To do that, they should:
- Log into their mobile app
- From their sidebar menu, go to the booking/quote/invoice they want to add a custom service to
- On the details page, they should click on +Add next to Services
After that, select a category and then click on Select Service, then +Add custom service.
Creating a New Service Title and Description
When creating a new service title and description, be specific and descriptive. This can help the client understand the service provided and can also be useful for tracking popular custom services.
Adding your Custom Service pricing
After adding your custom service title and description, it is required to add your custom service pricing depending on how you want to charge your customers for this service.
You can then choose if you want to add a discount or charge a tax rate for this custom service and set a minimum price for this custom service.
Linking Custom Services to Quotes, Bookings, and Invoices
When adding custom services, be sure to link them to the appropriate quote, booking, or invoice. This can help ensure accurate billing and invoicing, as well as help with service tracking.
Managing Custom Services
Viewing Custom Services Added
To view custom services added, click on the booking/quote/invoice with the added custom service. On the details page, scroll down to the services section, you can view the title, quantity, service appointment date and time, and description. You can click on see more to view all the custom service details.
Removing Custom Services
To remove a custom service from a quote, booking, or invoice, click on it to view its details, then scroll down to the services where you will be able to view the custom service added, and click on Delete Service to remove it.
Editing Custom Services
To edit a custom service, go to the quote/booking/invoice with the custom field added and click on it. Scroll to the services section, you will be able to view your added custom service, click on it, and make the desired changes to the service title description, or pricing.
Using Custom Services to Improve Business Practices
Using custom services can help improve business practices by identifying popular custom services and determining which services are not feasible to offer. This can help inform decisions about expanding the standard services offered, or determining which services to offer on a case-by-case basis.
Best Practices for Using Custom Services
When to Use Custom Services
Custom services should be used when a unique client request is received that is not covered by the standard services offered. However, businesses should also consider whether the service is feasible to offer in the long term.
Communicating with Clients About Custom Services
When providing custom services, it is important to communicate with clients about the service being provided and any associated costs. This can help ensure a positive client experience and avoid billing disputes.
Managing Cost and Pricing for Custom Services
Businesses should also consider the cost and pricing of custom services. It is important to ensure that the price reflects the actual cost of providing the service, while also ensuring a reasonable profit margin.
Conclusion
Summary of Benefits of Enabling Custom Services
Enabling custom services can provide a number of benefits for businesses, including flexibility, enhanced customer satisfaction, accurate quotes and invoices, better service tracking, and improved business agility.
Final Thoughts and Recommendations
Businesses should consider the benefits and potential challenges of enabling custom services, and determine whether it is a good fit for their business. By following best practices and communicating effectively with clients, businesses can ensure a positive client experience and long-term success.
For more information, please visit the Octopuspro user guide and subscribe to our youtube channel.