Industry Label: Rename “Fieldworkers” to Match Your Industry

OctopusPro lets you replace the generic term Fieldworkers with an industry-specific role name that better matches your business—such as Technician(s), Driver(s), Therapist(s), Cleaner(s), Mechanic(s), and more.

This is a terminology (naming) setting. It changes how OctopusPro displays the fieldworker role name across relevant areas of the platform. It does not change your data, permissions, or workflows—only the wording users see.

Table of contents

• Benefits
• Set up your Industry Label
• What changes after you save
• Where the new label appears (Admin dashboard)
• Where the new label appears (Bookings)
• Customer Portal impact
• Examples & best practices
• FAQ & troubleshooting
• Related guides

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Benefits

• Clearer terminology: Customers and staff see a role name that makes sense (e.g., “Technicians” instead of “Fieldworkers”).
• More professional experience: The platform feels tailored to your industry and brand.
• Less confusion in filters & reports: Fieldworker-related filters and report headings match the wording your team uses.
• Better customer confidence: Customer-facing screens use familiar language that improves clarity during booking.

Important: This is different from Labels/Tags (used to categorize records like bookings, invoices, customers, and fieldworkers for filtering and reporting). If you’re looking to tag and filter records, see Creating and Managing Labels.

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Set up your Industry Label

To configure your Industry Label (admin-only setting):

1. Go to Settings → Company Settings → Business Details.
2. Scroll to the Industry label section.
3. Enter:
   • Singular (e.g., Technician, Driver, Therapist)
   • Plural (e.g., Technicians, Drivers, Therapists)
4. Click Save.

Tips:

• Keep it short: Longer labels may wrap in menus and buttons.
• Get singular/plural right: OctopusPro uses both across headings, buttons, and actions.
• Match your website wording: Use the same role term customers already recognize.

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What changes after you save

• Your Plural label becomes the main menu/category name (e.g., Technicians).
• Your Singular label appears in actions, buttons, and headings (e.g., + Add Technician, Pay technician).

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Where the new label appears (Admin dashboard)

1) Fieldworkers module (menu + list page)

• The side menu shows your Plural label (e.g., “Technicians”).
• The list page header shows “All + plural” (e.g., All Technicians).
• The add button uses the Singular label (e.g., + Add Technician).

2) Fieldworker actions

Action menus reflect your Industry Label—for example, “Pay technician”.

3) Calendar filters

In the Calendar, filter panels use your Industry Label for fieldworker selection and label-based filtering.

4) Feedback filters

In Feedback, you can filter results by the fieldworker role name (Industry Label) and related label filters.

5) Reports menu

Report categories can reflect your Industry Label (e.g., “Technicians Reports”).

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Where the new label appears (Bookings)

1) Creating a booking (fieldworker selector)

When creating a booking, the fieldworker selection label reflects your Industry Label.

2) Booking details page (earnings / shares / actions)

On the Booking Details page, sections and actions reflect your Industry Label (example: “Technician earnings”).

3) Available fieldworkers for a booking

Headings and sections that list availability reflect the Industry Label (example: “Available Technicians”).

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Customer Portal impact

Your Industry Label can also appear in customer-facing portal screens—especially if you enable a public fieldworker directory/profile listing in the Customer Portal.

Customer Portal navigation

The portal menu can reflect your Industry Label (example: “View Technicians”).

Directory & public profiles

Customers can browse the directory using your Industry Label (example: “Mechanics”).

Booking from a public profile

When a customer views a profile, the call-to-action may also reflect your label (example: Book Mechanic).

Note: Your Industry Label is primarily intended for the admin/customer experience. In some fieldworker-only views (when a fieldworker logs in), the category name may not appear the same way everywhere.

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Examples & best practices

Common Industry Label examples

• Home services: Technician/Technicians, Cleaner/Cleaners, Plumber/Plumbers
• Automotive: Mechanic/Mechanics
• Transport / delivery: Driver/Drivers
• Health & wellness: Therapist/Therapists, Practitioner/Practitioners
• Education: Tutor/Tutors, Instructor/Instructors

Example: Car-hailing / delivery business (Drivers)

Best practices

• Use customer-friendly wording: pick a role name customers immediately understand.
• Keep it consistent: match your website, ads, and service descriptions.
• Review customer portal wording: if you show public profiles, ensure the label reads naturally (e.g., “Book a Technician”, “Book a Driver”).

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FAQ & troubleshooting

Can I change the Industry Label later?
Yes. You can update it anytime from Settings → Company Settings → Business Details. The change updates the wording displayed across relevant screens.

Does this change anything besides the wording?
No. It’s a naming/terminology update only. Your fieldworkers, permissions, pay rates, and workflows remain unchanged.

Does this create labels/tags for filtering?
No. If you want to tag and filter records, use Labels (tags).

I changed it, but I still see the old wording.
Refresh the page, sign out/in, and confirm you saved both Singular and Plural values in the Industry Label section.

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Related guides

• Business Details Settings
• Creating and Managing Labels (Tags)
• Display Fieldworker List on Customer Portal (Public Profiles + Map View)

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