Managing New Job Requests and Booking Assignments | Fieldworker Guide

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Handling New Job Requests and Booking Assignments | Fieldworker Guide

This article aims to improve your team’s capacity to handle new job inquiries and efficiently schedule assignments using the OctopusPro platform.

Effective booking management is vital for fieldworkers to thrive in the service sector, and this resource offers the essential information and tools to ensure your team excels. Explore valuable advice, techniques, and approaches that will help your fieldworkers enhance job acceptance rates, boost client satisfaction, and simplify their scheduling process. By investing in your fieldworkers’ growth and empowerment, you create an environment that optimizes work opportunities and promotes success throughout your entire organization.

Table of Contents

Receiving New Job Requests

As a fieldworker, you will be notified of new job requests when the office assigns a booking to you. Job requests can be accepted or declined through the app or web platform. It is crucial to respond to these requests promptly. While a booking request is pending, it is tentatively placed in your calendar to prevent double booking. Accepted bookings will automatically update the booking status and remain in your calendar, while declined bookings will be removed from your calendar, allowing office staff to assign the task to another available fieldworker.

Viewing New Job Request Details

To review the details of a new job request before accepting or declining it, follow these steps:

  1. Navigate to the Bookings section.
  2. Click on New Booking Requests to access a list of all new job requests.
  3. Select a job request to view its booking details.

       

Accepting a Booking

To accept a booking, adhere to the following steps:

  1. Go to the Bookings section.
  2. Click on New Booking Requests to view a list of all new job requests.
  3. Select a job request to view its booking details.
  4. Choose Accept at the top of the page.

Upon accepting a booking, you assume responsibility for it, and both you and your client will receive a booking confirmation email and SMS.

       

Declining a Booking

If you cannot complete a job request, promptly decline the booking by following these steps:

  1. Access the Bookings section.
  2. Click on New Booking Requests to see a list of all new job requests.
  3. Select a job request to view its booking details.
  4. Choose Decline at the top of the page.
  5. Select a reason for declining the request from the list of options.
  6. Click Submit.

       

Job Acceptance Rate

Your job acceptance rate is determined by the ratio of accepted jobs to total assigned jobs. While fieldworkers can decline jobs they cannot complete, consistently declining jobs without valid reasons may impact your reliability and future job request volume. To receive more booking requests, maintain a high job acceptance rate.

Note: Client cancellations will not affect your job acceptance rate.

Increasing Job Requests

If you are not receiving the expected number of booking requests, ensure that your calendar accurately reflects your current availability. Jobs are assigned based on your available work hours, location, and offered services. High ratings, rankings, and job acceptance rates can also increase the number of job requests.

Job Assignment Settings and Notifications

Fieldworkers’ ability to view job request notifications depends on job assignment settings. If set to automatic, once a job request is assigned, it is no longer available for acceptance, and other fieldworkers are informed that the request is already assigned. If set to manual, multiple fieldworkers can accept the request, and admin users can view and manually assign the job to the preferred fieldworker. The list of accepting fieldworkers remains accessible even if the assigned fieldworker cancels.

To learn more about the Job Assignments feature, visit Streamline Fieldworker Assignments with Adaptable Job Assignment Methods.

Managing Bookings with OctopusPro

OctopusPro offers efficient booking management and work order assignment to fieldworkers. By default, fieldworkers can accept or decline booking requests through the app. If you prefer greater control over booking assignments, disable the “Accept/Decline Bookings” option in the Fieldworker Permissions section under your Bookings Settings.

For fieldworkers who schedule bookings directly with customers, the “To Schedule” booking status can be used. This status indicates that the fieldworker must contact the customer to coordinate the booking date and time. Ensure that fieldworkers have access to customer contact information and can edit booking details in the Fieldworker Permissions section under your General Settings. Once scheduled, the fieldworker should change the status to “TO DO,” activating automated confirmations and reminders for that booking.

By following this guide, fieldworkers can effectively manage new job requests, maintain a high job acceptance rate, and optimize their work schedule using OctopusPro. Fieldworkers should also ensure they communicate with clients and office staff to coordinate bookings and provide the best possible service to customers.

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