Industry Label: Customize Fieldworker Categories for Better Engagement
Customize the term used to describe your fieldworkers based on your specific industry
Industry labels in OctopusPro provide the flexibility to customize the term used to describe your fieldworkers based on their specific industry and nature of work. For instance, a car-hailing business can change the category from “Fieldworkers” to “Drivers,” while a beauty salon might prefer “Hairdressers” or “Makeup Artists.” This customization creates a more relevant and engaging experience for both customers and staff.
The new fieldworkers’ category name is displayed throughout the website and app, offering a cohesive experience for all users. Whether you’re a customer booking a service, a staff member managing operations, or a fieldworker receiving feedback, the industry label keeps everyone on the same page.
The list of contents:
- Advantages of Utilizing the Industry Label
- Setting Up Your Industry Label: A Step-by-Step Guide
- What to Expect After Implementing the Industry Label
- Where is the new fieldworkers’ category name displayed on the website and the app?
- The Impact of Industry Label on Customer Experience
- Industry Label: Real-World Use Cases
Advantages of Utilizing the Industry Label
Using the Industry Label in OctopusPro offers several benefits for businesses, ensuring a more personalized and seamless experience for both customers and staff:
- Customization: Industry labels allow you to tailor the terminology used to describe your fieldworkers according to their specific roles and the industry in which your business operates. This level of customization makes your platform more relevant and engaging for users.
- Enhanced Customer Experience: Implementing industry labels helps improve the customer experience by providing clear and easily understandable terms for the services they’re booking. This transparency contributes to better customer satisfaction and a stronger brand image.
- Consistency: Industry labels ensure consistent terminology across your entire platform, including the website, app, and customer portal. This consistency promotes a more professional and cohesive brand identity, making it easier for customers and staff to navigate and understand the platform.
- Better Organization: Using industry labels simplifies filtering, reporting, and managing data related to bookings, invoices, and feedback. This improved organization streamlines your operations and helps you make more informed business decisions.
- Versatility: Industry labels are versatile enough to cater to a wide range of industries, ensuring that your platform can adapt to the specific needs and requirements of your business.
In summary, the Industry Label feature in OctopusPro allows businesses to provide a more personalized and engaging experience for both customers and staff, while also improving overall organization, consistency, and adaptability within the platform.
Setting Up Your Industry Label: A Step-by-Step Guide
Go to Settings > Company Settings > Business Details
Scroll down to the “Industry label” > Enter the name as a singular and plural
Press “Save”
What to Expect After Implementing the Industry Label
The term you entered as plural is the one that will be on the left side menu representing the fieldworkers’ category. For example, the fieldworkers’ category name is “Hairdressers”.
Where is the new fieldworkers’ category name displayed on the website and the app?
After clicking on the fieldworkers’ category name from the side menu of the homepage:
- You’ll find the term of your fieldworkers at the top left of the page with the word “All” before it because the page already includes all your fieldworkers, for example, “ All Technicians”.
- On the top right of the page, you can add a new fieldworker through the blue button “+Add” followed by the singular name of the fieldworkers’ category name, for example, “+Add Hairdresser”
- Also, when clicking on the actions button of a specific fieldworker, you can find the option “Pay” followed by the fieldworkers’ category name. For example, “Pay housekeeper”.
The fieldworkers’ category name is mentioned too in the invoices tab from the side menu:
When you select one of the invoices categories
On the top of the invoices tabs, you can specify if you need to check all the invoices of all your fieldworkers, or from the dropdown menu that contains all the fieldworkers’ names, you can select to view the invoices of a certain fieldworker.
When you display the calendar from the side menu:
You can filter the bookings by the fieldworkers, for example, if your fieldworkers’ category name is “Packers”, you can do that from the blue button “Filters: Current, Active” on the top right of the page.
By following the previous example, the filters options for the bookings will include:
- Packers status: To specify if you need to view the bookings of the active fieldworkers, the inactive fieldworkers, or all the fieldworkers.
- Packers: This allows you to select one or more of your fieldworkers to view their bookings.
- Packers label: From where the admins can filter the fieldworkers based on their labels, so the displayed bookings will be for the fieldworkers with the entered labels, for example, new packers and top 5 packers.
Also, you can check your customer rating from the feedback on the side menu and filter them by the fieldworkers:
Click on “Filters”
Among the options, you will find the name of the fieldworkers’ category to select a certain fieldworker from, so if the fieldworker’s category name is “Packers”, it will be:
And “Packers label” to add the needed labels you want to filter by.
To find your fieldworkers reports, the fieldworkers’ category name will be among the options of the reports from the side menu.
So if your fieldworkers’ category name is “Veterinarians”, after clicking on reports, there will be “Veterinarians Reports” selection.
And under this title, you’ll find the rest of the available reports that you can check “Veterinarians Timesheets” “ Veterinarians Booking summary” “ Veterinarians Detailed summary” “ Veterinarians Summary” “ Veterinarians Booking payment” “ Veterinarians Payment Detailed Summary” and “Veterinarians Attendance Report”.
Also from the “Payment Reports”, you’ll find the “Payment to Veterinarians” tab.
From the “Statistics” on the right side menu, there will be your “Fieldworkers’ category name + Matrix”.
For example, “Babysitters Matrix” and that where you can review your fieldworkers’ financial matrix.
The industry label affects the bookings settings too:
Select “Bookings” from the side menu, and pick one of the available categories
After picking one of the available categories, click on “View booking” from the actions button
- You’ll find “Payment” on the top right of the page, from the dropdown menu of the payment, there will be options helping you to set the fieldworker share and set the fieldworker share per service. So if your fieldworkers’ category name is “Car Fixers” the options will be “ Set Car Fixer Share” and “Set Car Fixer Share Per Service”
- You can choose to send an email for your fieldworker, through “Email” on the top right of the bookings page, click on “Email”, then you’ll find the option “Email booking to Fieldworker” and by applying the previous example, it will be “Email booking to Car Fixer”
- Then you’ll find a separate button holding your fieldworkers’ category name on the top right of the page, using the same example, the button will be “Car Fixer” and the dropdown will include the following actions that are related to the fieldworker: “Preview Booking, Email Booking, Request Update, Print PDF, Send Booking SMS”
- On the page itself that includes the details of the selected booking, some parts provide details about the assigned fieldworker, for example, if the fieldworkers’ category name is “Pet trainers”, the page will have “Payment to Pet trainer” and “Available Pet trainers”.
The new fieldworkers’ category name will be reflected while creating a new quote:
From “Quotes” on the side menu < Click on “Create New”
From the “New Quote” page, click on “Add service”, after selecting the service, you’ll find the name of the fieldworkers’ category appearing allows you to select one from the available fieldworkers. So if your fieldworkers are Painters, you’ll have a “Painters” dropdown menu to choose from.
If you open any current quote from the quotes tabs, you’ll find a category including the details of the fieldworker’s payment.
By following the last example, it will be “Payment to Painter” that has the painter’s name, share, status, and invoice number . And the name of the painter will be mentioned too in the services category.
And the name of the painter will be mentioned too in the services category.
The Impact of Industry Label on Customer Experience
Your industry label plays a significant role in shaping the customer experience, as it is visible to clients when they access the customer portal. Updating the industry label to reflect your fieldworkers’ specific roles can enhance the overall customer experience by providing clear, relevant information during the booking process.
When customers open the portal, they will see the fieldworkers’ category name among three other tabs at the top of the page. For instance, if your fieldworkers are categorized as “Drivers,” a “Drivers” tab will appear next to the sign-up and login buttons. This placement ensures that customers can easily view and understand the fieldworkers’ role before logging in or signing up.
By customizing the industry label, you create a more intuitive and user-friendly experience for your customers. This attention to detail can help build trust and credibility, ultimately fostering a positive brand image and encouraging repeat business.
The customers can view all the listed fieldworkers’ profiles. When a specific fieldworker is selected, there will be a “Book Fieldworker” button under the profile photo. So by applying the same example, the customer will find a “Book Driver” button.
*Please note that your industry label doesn’t affect the customer portal and the app from the fieldworker’s view, which means when a fieldworker logs in to the customer portal or the app, the fieldworkers’ category name won’t be visible from that perspective*
Industry Label: Real-World Use Cases
The Industry Label feature offers a multitude of benefits for various industries by allowing businesses to customize the way they refer to their fieldworkers. The following use cases serve as excellent examples of how business owners can adopt and adapt this feature to suit their specific needs and improve overall operations.
Car-Hailing Services
For businesses operating in the car-hailing sector, the Industry Label feature enables them to replace the generic term “Fieldworkers” with a more industry-specific title, such as “Driver” or “Drivers.” This customization provides a more accurate representation of the fieldworkers’ roles and improves clarity in communications.
To modify the Fieldworker label to “Driver” or “Drivers,” follow these simple steps:
- Log in to your Admin user account.
- Navigate to Settings, then click on Company Settings.
- Click on Business Details.
- Scroll down to the Industry Label section and rename your Fieldworkers accordingly. Click Save to confirm the changes.
Industry Label: Customize Fieldworker Categories for Better Engagement
Customize the term used to describe your fieldworkers based on their specific industry
Industry labels in OctopusPro provide the flexibility to customize the term used to describe your fieldworkers based on their specific industry and nature of work. For instance, a car-hailing business can change the category from “Fieldworkers” to “Drivers,” while a beauty salon might prefer “Hairdressers” or “Makeup Artists.” This customization creates a more relevant and engaging experience for both customers and staff.
The new fieldworkers’ category name is displayed throughout the website and app, offering a cohesive experience for all users. Whether you’re a customer booking a service, a staff member managing operations, or a fieldworker receiving feedback, the industry label keeps everyone on the same page.
The list of contents:
- Advantages of Utilizing the Industry Label
- Setting Up Your Industry Label: A Step-by-Step Guide
- What to Expect After Implementing the Industry Label
- Where is the new fieldworkers’ category name displayed on the website and the app?
- The Impact of Industry Label on Customer Experience
- Industry Label: Real-World Use Cases
Advantages of Utilizing the Industry Label
Using the Industry Label in OctopusPro offers several benefits for businesses, ensuring a more personalized and seamless experience for both customers and staff:
- Customization: Industry labels allow you to tailor the terminology used to describe your fieldworkers according to their specific roles and the industry in which your business operates. This level of customization makes your platform more relevant and engaging for users.
- Enhanced Customer Experience: Implementing industry labels helps improve the customer experience by providing clear and easily understandable terms for the services they’re booking. This transparency contributes to better customer satisfaction and a stronger brand image.
- Consistency: Industry labels ensure consistent terminology across your entire platform, including the website, app, and customer portal. This consistency promotes a more professional and cohesive brand identity, making it easier for customers and staff to navigate and understand the platform.
- Better Organization: Using industry labels simplifies filtering, reporting, and managing data related to bookings, invoices, and feedback. This improved organization streamlines your operations and helps you make more informed business decisions.
- Versatility: Industry labels are versatile enough to cater to a wide range of industries, ensuring that your platform can adapt to the specific needs and requirements of your business.
In summary, the Industry Label feature in OctopusPro allows businesses to provide a more personalized and engaging experience for both customers and staff, while also improving overall organization, consistency, and adaptability within the platform.
Setting Up Your Industry Label: A Step-by-Step Guide
Go to Settings > Company Settings > Business Details
Scroll down to the “Industry label” > Enter the name as a singular and plural
Press “Save”
What to Expect After Implementing the Industry Label
The term you entered as plural is the one that will be on the left side menu representing the fieldworkers’ category. For example, the fieldworkers’ category name is “Hairdressers”.
Where is the new fieldworkers’ category name displayed on the website and the app?
After clicking on the fieldworkers’ category name from the side menu of the homepage:
- You’ll find the term of your fieldworkers at the top left of the page with the word “All” before it because the page already includes all your fieldworkers, for example, “ All Technicians”.
- On the top right of the page, you can add a new fieldworker through the blue button “+Add” followed by the singular name of the fieldworkers’ category name, for example, “+Add Hairdresser”
- Also, when clicking on the actions button of a specific fieldworker, you can find the option “Pay” followed by the fieldworkers’ category name. For example, “Pay housekeeper”.
The fieldworkers’ category name is mentioned too in the invoices tab from the side menu:
When you select one of the invoices categories
On the top of the invoices tabs, you can specify if you need to check all the invoices of all your fieldworkers, or from the dropdown menu that contains all the fieldworkers’ names, you can select to view the invoices of a certain fieldworker.
When you display the calendar from the side menu:
You can filter the bookings by the fieldworkers, for example, if your fieldworkers’ category name is “Packers”, you can do that from the blue button “Filters: Current, Active” on the top right of the page.
By following the previous example, the filters options for the bookings will include:
- Packers status: To specify if you need to view the bookings of the active fieldworkers, the inactive fieldworkers, or all the fieldworkers.
- Packers: This allows you to select one or more of your fieldworkers to view their bookings.
- Packers label: From where the admins can filter the fieldworkers based on their labels, so the displayed bookings will be for the fieldworkers with the entered labels, for example, new packers and top 5 packers.
Also, you can check your customer rating from the feedback on the side menu and filter them by the fieldworkers:
Click on “Filters”
Among the options, you will find the name of the fieldworkers’ category to select a certain fieldworker from, so if the fieldworker’s category name is “Packers”, it will be:
And “Packers label” to add the needed labels you want to filter by.
To find your fieldworkers reports, the fieldworkers’ category name will be among the options of the reports from the side menu.
So if your fieldworkers’ category name is “Veterinarians”, after clicking on reports, there will be “Veterinarians Reports” selection.
And under this title, you’ll find the rest of the available reports that you can check “Veterinarians Timesheets” “ Veterinarians Booking summary” “ Veterinarians Detailed summary” “ Veterinarians Summary” “ Veterinarians Booking payment” “ Veterinarians Payment Detailed Summary” and “Veterinarians Attendance Report”.
Also from the “Payment Reports”, you’ll find the “Payment to Veterinarians” tab.
From the “Statistics” on the right side menu, there will be your “Fieldworkers’ category name + Matrix”.
For example, “Babysitters Matrix” and that where you can review your fieldworkers’ financial matrix.
The industry label affects the bookings settings too:
Select “Bookings” from the side menu, and pick one of the available categories
After picking one of the available categories, click on “View booking” from the actions button
- You’ll find “Payment” on the top right of the page, from the dropdown menu of the payment, there will be options helping you to set the fieldworker share and set the fieldworker share per service. So if your fieldworkers’ category name is “Car Fixers” the options will be “ Set Car Fixer Share” and “Set Car Fixer Share Per Service”
- You can choose to send an email for your fieldworker, through “Email” on the top right of the bookings page, click on “Email”, then you’ll find the option “Email booking to Fieldworker” and by applying the previous example, it will be “Email booking to Car Fixer”
- Then you’ll find a separate button holding your fieldworkers’ category name on the top right of the page, using the same example, the button will be “Car Fixer” and the dropdown will include the following actions that are related to the fieldworker: “Preview Booking, Email Booking, Request Update, Print PDF, Send Booking SMS”
- On the page itself that includes the details of the selected booking, some parts provide details about the assigned fieldworker, for example, if the fieldworkers’ category name is “Pet trainers”, the page will have “Payment to Pet trainer” and “Available Pet trainers”.
The new fieldworkers’ category name will be reflected while creating a new quote:
From “Quotes” on the side menu < Click on “Create New”
From the “New Quote” page, click on “Add service”, after selecting the service, you’ll find the name of the fieldworkers’ category appearing allows you to select one from the available fieldworkers. So if your fieldworkers are Painters, you’ll have a “Painters” dropdown menu to choose from.
If you open any current quote from the quotes tabs, you’ll find a category including the details of the fieldworker’s payment.
By following the last example, it will be “Payment to Painter” that has the painter’s name, share, status, and invoice number . And the name of the painter will be mentioned too in the services category.
And the name of the painter will be mentioned too in the services category.
The Impact of Industry Label on Customer Experience
Your industry label plays a significant role in shaping the customer experience, as it is visible to clients when they access the customer portal. Updating the industry label to reflect your fieldworkers’ specific roles can enhance the overall customer experience by providing clear, relevant information during the booking process.
When customers open the portal, they will see the fieldworkers’ category name among three other tabs at the top of the page. For instance, if your fieldworkers are categorized as “Drivers,” a “Drivers” tab will appear next to the sign-up and login buttons. This placement ensures that customers can easily view and understand the fieldworkers’ role before logging in or signing up.
By customizing the industry label, you create a more intuitive and user-friendly experience for your customers. This attention to detail can help build trust and credibility, ultimately fostering a positive brand image and encouraging repeat business.
The customers can view all the listed fieldworkers’ profiles. When a specific fieldworker is selected, there will be a “Book Fieldworker” button under the profile photo. So by applying the same example, the customer will find a “Book Driver” button.
*Please note that your industry label doesn’t affect the customer portal and the app from the fieldworker’s view, which means when a fieldworker logs in to the customer portal or the app, the fieldworkers’ category name won’t be visible from that perspective*
Industry Label: Real-World Use Cases
The Industry Label feature offers a multitude of benefits for various industries by allowing businesses to customize the way they refer to their fieldworkers. The following use cases serve as excellent examples of how business owners can adopt and adapt this feature to suit their specific needs and improve overall operations.
Car-Hailing Services
For businesses operating in the car-hailing sector, the Industry Label feature enables them to replace the generic term “Fieldworkers” with a more industry-specific title, such as “Driver” or “Drivers.” This customization provides a more accurate representation of the fieldworkers’ roles and improves clarity in communications.
To modify the Fieldworker label to “Driver” or “Drivers,” follow these simple steps:
- Log in to your Admin user account.
- Navigate to Settings, then click on Company Settings.
- Click on Business Details.
- Scroll down to the Industry Label section and rename your Fieldworkers accordingly. Click Save to confirm the changes.
Industry Label: Customize Fieldworker Categories for Better Engagement
Customize the term used to describe your fieldworkers based on their specific industry
Industry labels in OctopusPro provide the flexibility to customize the term used to describe your fieldworkers based on their specific industry and nature of work. For instance, a car-hailing business can change the category from “Fieldworkers” to “Drivers,” while a beauty salon might prefer “Hairdressers” or “Makeup Artists.” This customization creates a more relevant and engaging experience for both customers and staff.
The new fieldworkers’ category name is displayed throughout the website and app, offering a cohesive experience for all users. Whether you’re a customer booking a service, a staff member managing operations, or a fieldworker receiving feedback, the industry label keeps everyone on the same page.
The list of contents:
- Advantages of Utilizing the Industry Label
- Setting Up Your Industry Label: A Step-by-Step Guide
- What to Expect After Implementing the Industry Label
- Where is the new fieldworkers’ category name displayed on the website and the app?
- The Impact of Industry Label on Customer Experience
- Industry Label: Real-World Use Cases
Advantages of Utilizing the Industry Label
Using the Industry Label in OctopusPro offers several benefits for businesses, ensuring a more personalized and seamless experience for both customers and staff:
-
Customization: Industry labels allow you to tailor the terminology used to describe your fieldworkers according to their specific roles and the industry in which your business operates. This level of customization makes your platform more relevant and engaging for users.
-
Enhanced Customer Experience: Implementing industry labels helps improve the customer experience by providing clear and easily understandable terms for the services they’re booking. This transparency contributes to better customer satisfaction and a stronger brand image.
-
Consistency: Industry labels ensure consistent terminology across your entire platform, including the website, app, and customer portal. This consistency promotes a more professional and cohesive brand identity, making it easier for customers and staff to navigate and understand the platform.
-
Better Organization: Using industry labels simplifies filtering, reporting, and managing data related to bookings, invoices, and feedback. This improved organization streamlines your operations and helps you make more informed business decisions.
-
Versatility: Industry labels are versatile enough to cater to a wide range of industries, ensuring that your platform can adapt to the specific needs and requirements of your business.
In summary, the Industry Label feature in OctopusPro allows businesses to provide a more personalized and engaging experience for both customers and staff, while also improving overall organization, consistency, and adaptability within the platform.
Setting Up Your Industry Label: A Step-by-Step Guide
Go to Settings > Company Settings > Business Details
Scroll down to the “Industry label” > Enter the name as a singular and plural
Press “Save”
What to Expect After Implementing the Industry Label
The term you entered as plural is the one that will be on the left side menu representing the fieldworkers’ category. For example, the fieldworkers’ category name is “Hairdressers”.
Where is the new fieldworkers’ category name displayed on the website and the app?
After clicking on the fieldworkers’ category name from the side menu of the homepage:
- You’ll find the term of your fieldworkers at the top left of the page with the word “All” before it because the page already includes all your fieldworkers, for example, “ All Technicians”.
- On the top right of the page, you can add a new fieldworker through the blue button “+Add” followed by the singular name of the fieldworkers’ category name, for example, “+Add Hairdresser”
- Also, when clicking on the actions button of a specific fieldworker, you can find the option “Pay” followed by the fieldworkers’ category name. For example, “Pay housekeeper”.
The fieldworkers’ category name is mentioned too in the invoices tab from the side menu:
When you select one of the invoices categories
On the top of the invoices tabs, you can specify if you need to check all the invoices of all your fieldworkers, or from the dropdown menu that contains all the fieldworkers’ names, you can select to view the invoices of a certain fieldworker.
When you display the calendar from the side menu:
You can filter the bookings by the fieldworkers, for example, if your fieldworkers’ category name is “Packers”, you can do that from the blue button “Filters: Current, Active” on the top right of the page.
By following the previous example, the filters options for the bookings will include:
- Packers status: To specify if you need to view the bookings of the active fieldworkers, the inactive fieldworkers, or all the fieldworkers.
- Packers: This allows you to select one or more of your fieldworkers to view their bookings.
- Packers label: From where the admins can filter the fieldworkers based on their labels, so the displayed bookings will be for the fieldworkers with the entered labels, for example, new packers and top 5 packers.
Also, you can check your customer rating from the feedback on the side menu and filter them by the fieldworkers:
Click on “Filters”
Among the options, you will find the name of the fieldworkers’ category to select a certain fieldworker from, so if the fieldworker’s category name is “Packers”, it will be:
And “Packers label” to add the needed labels you want to filter by.
To find your fieldworkers reports, the fieldworkers’ category name will be among the options of the reports from the side menu.
So if your fieldworkers’ category name is “Veterinarians”, after clicking on reports, there will be “Veterinarians Reports” selection.
And under this title, you’ll find the rest of the available reports that you can check “Veterinarians Timesheets” “ Veterinarians Booking summary” “ Veterinarians Detailed summary” “ Veterinarians Summary” “ Veterinarians Booking payment” “ Veterinarians Payment Detailed Summary” and “Veterinarians Attendance Report”.
Also from the “Payment Reports”, you’ll find the “Payment to Veterinarians” tab.
From the “Statistics” on the right side menu, there will be your “Fieldworkers’ category name + Matrix”.
For example, “Babysitters Matrix” and that where you can review your fieldworkers’ financial matrix.
The industry label affects the bookings settings too:
Select “Bookings” from the side menu, and pick one of the available categories
After picking one of the available categories, click on “View booking” from the actions button
- You’ll find “Payment” on the top right of the page, from the dropdown menu of the payment, there will be options helping you to set the fieldworker share and set the fieldworker share per service. So if your fieldworkers’ category name is “Car Fixers” the options will be “ Set Car Fixer Share” and “Set Car Fixer Share Per Service”
-
You can choose to send an email for your fieldworker, through “Email” on the top right of the bookings page, click on “Email”, then you’ll find the option “Email booking to Fieldworker” and by applying the previous example, it will be “Email booking to Car Fixer”
- Then you’ll find a separate button holding your fieldworkers’ category name on the top right of the page, using the same example, the button will be “Car Fixer” and the dropdown will include the following actions that are related to the fieldworker: “Preview Booking, Email Booking, Request Update, Print PDF, Send Booking SMS”
- On the page itself that includes the details of the selected booking, some parts provide details about the assigned fieldworker, for example, if the fieldworkers’ category name is “Pet trainers”, the page will have “Payment to Pet trainer” and “Available Pet trainers”.
The new fieldworkers’ category name will be reflected while creating a new quote:
From “Quotes” on the side menu < Click on “Create New”
From the “New Quote” page, click on “Add service”, after selecting the service, you’ll find the name of the fieldworkers’ category appearing allows you to select one from the available fieldworkers. So if your fieldworkers are Painters, you’ll have a “Painters” dropdown menu to choose from.
If you open any current quote from the quotes tabs, you’ll find a category including the details of the fieldworker’s payment.
By following the last example, it will be “Payment to Painter” that has the painter’s name, share, status, and invoice number . And the name of the painter will be mentioned too in the services category.
And the name of the painter will be mentioned too in the services category.
The Impact of Industry Label on Customer Experience
Your industry label plays a significant role in shaping the customer experience, as it is visible to clients when they access the customer portal. Updating the industry label to reflect your fieldworkers’ specific roles can enhance the overall customer experience by providing clear, relevant information during the booking process.
When customers open the portal, they will see the fieldworkers’ category name among three other tabs at the top of the page. For instance, if your fieldworkers are categorized as “Drivers,” a “Drivers” tab will appear next to the sign-up and login buttons. This placement ensures that customers can easily view and understand the fieldworkers’ role before logging in or signing up.
By customizing the industry label, you create a more intuitive and user-friendly experience for your customers. This attention to detail can help build trust and credibility, ultimately fostering a positive brand image and encouraging repeat business.
The customers can view all the listed fieldworkers’ profiles. When a specific fieldworker is selected, there will be a “Book Fieldworker” button under the profile photo. So by applying the same example, the customer will find a “Book Driver” button.
*Please note that your industry label doesn’t affect the customer portal and the app from the fieldworker’s view, which means when a fieldworker logs in to the customer portal or the app, the fieldworkers’ category name won’t be visible from that perspective*
Industry Label: Real-World Use Cases
The Industry Label feature offers a multitude of benefits for various industries by allowing businesses to customize the way they refer to their fieldworkers. The following use cases serve as excellent examples of how business owners can adopt and adapt this feature to suit their specific needs and improve overall operations.
Car-Hailing Services
For businesses operating in the car-hailing sector, the Industry Label feature enables them to replace the generic term “Fieldworkers” with a more industry-specific title, such as “Driver” or “Drivers.” This customization provides a more accurate representation of the fieldworkers’ roles and improves clarity in communications.
To modify the Fieldworker label to “Driver” or “Drivers,” follow these simple steps:
- Log in to your Admin user account.
- Navigate to Settings, then click on Company Settings.
- Click on Business Details.
- Scroll down to the Industry Label section and rename your Fieldworkers accordingly. Click Save to confirm the changes.
Upon saving, the updated label will appear in the left-side menu and all relevant sections. Fieldworkers will also see the new label when accessing their accounts, ensuring consistency across the platform. This tailored approach not only enhances the user experience but also strengthens the business’s brand identity within the car-hailing industry.
Tailoring Babysitting Services with Customized Industry Labels
When operating a business specializing in babysitting services, it’s crucial to have a clear and well-defined labeling system for your fieldworkers. By renaming your fieldworkers as “Babysitter” or “Babysitters,” you can create a more professional and relevant image for your business. To do this, simply follow the instructions below:
- Log in to your admin user account.
- Navigate to “Settings” and click on “Company Settings.”
- Click on “Business Details.”
- Scroll down to the “Industry Label” section and rename your fieldworkers accordingly.
- Click “Save” to apply the changes.
Once the new label has been saved, it will be visible in the left-side menu and all related sections of the platform. Fieldworkers will also be able to see the new label under their account, promoting a more streamlined and coherent experience for both staff members and clients.
By using customized industry labels, businesses specializing in babysitting services can better communicate the nature of their services to customers. This not only enhances the overall professionalism and branding of the business but also helps to instill confidence and trust in potential clients. Ultimately, the adoption of industry labels leads to improved customer satisfaction, employee engagement, and business success.
The Beauty Therapy Industry
The beauty therapy industry encompasses a diverse range of service categories, including makeup, nail salons, beauty salons, tanning, and more. Each of these categories requires specific professionals to deliver the services, making it essential for businesses to have a clear and customized labeling system for their staff members.
Take, for example, a business focusing on makeup services. In this case, the admin users can easily rename their fieldworkers to “Makeup Artists” by following these simple steps:
- Log in to your admin user account.
- Navigate to “Settings” and click on “Company Settings.”
- Click on “Business Details.”
- Scroll down to the “Industry Label” section, and rename your fieldworkers accordingly.
- Click “Save” to apply the changes.
Once you have saved the new label, it will be visible in the left-side menu and all related sections of the platform. Fieldworkers will also be able to see the new label under their account, ensuring a more tailored and professional experience for both staff members and customers.
This customized labeling system not only helps businesses present a more cohesive and industry-specific brand image, but it also streamlines communication and organization within the platform. By using industry labels, businesses can ensure that their staff and customers have a clear understanding of the roles and services provided, ultimately leading to increased efficiency, customer satisfaction, and brand loyalty.
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