View All Fieldworkers

View all fieldworkers

You can view all of your fieldworkers in one place, and their details, including their profile strength, name, profile picture, rating, date joined, device information, address, email, and telephone number. You can even take direct actions from that page, like contacting a fieldworker by phone, sending them an SMS, or email.

You can view your fieldworkers in a list view, or on a map view, which will include your fieldworkers on a map as pinpoints depending on where they are located. You can also filter your fieldworkers view by Keywords, Service, State/Region, Town/City, Status, and Label, which makes it faster and easier for you to reach your desired fieldworkers with specific filters. 

Table of contents 

Viewing all fieldworkers as an admin user

Viewing all fieldworkers in a list view

To view all your fieldworkers, from your sidebar menu, click on Fieldworkers

You will be redirected to the fieldworkers list page, including all your fieldworkers added to the system. Where you can view their details, including their profile strength, name, profile picture, rating, date joined, device information, address, email, and telephone number. You can even take direct actions from that page, like contacting a fieldworker by phone, sending them an SMS, or email.

Viewing all fieldworkers as an admin user

Viewing all fieldworkers on a map view

To view all your fieldworkers on a map view, from your sidebar menu, click on Fieldworkers

You will be redirected to the fieldworkers list page, click on Map.

You will then be able to view all your fieldworkers on a map, depending on where they are located. You can click on these pinpoints, to view your fieldworker’s details, including their name, profile picture, rating, date joined, completed bookings, satisfaction rate, and address. You can also click on View Calendar to view this fieldworker’s calendar or click on View Profile to view their full profile.

Viewing fieldworkers detail tags

On your fieldworker’s list page, you will be able to view each fieldworker’s tags, including their details, hover over their display name, to view more details, and even take direct actions, like sending them an email, or phone, sending an SMS or even chat with them on the discussion board. You can also click on View calendar to view the fieldworker’s calendar or click on View profile to view their profile.

You can click on the actions button to edit the fieldworker’s contact details, 

View their profile, and view their assigned services, which are the services the fieldworker is assigned to provide/perform. You can also add a label to the fieldworker’s profile, pay the fieldworker, view their SMS inbox, you can even login into this fieldworker’s profile, change their account password, duplicate their account or delete it.

Filtering the fieldworkers list page

Filtering fieldworkers view by Keywords

After viewing your fieldworkers, if you wish to search or view specific fieldworkers by entering specific details or information about them, you can do so by filtering them from the top right of the page. 

You can first filter them by Keywords, and click on Filters.

A popup window will appear, enter the keywords you wish to filter your fieldworkers by and click on filter. 

For example, you can type in your fieldworker’s name or email address. 

Filtering the fieldworkers list page

Filtering fieldworkers view by Service

After viewing your fieldworkers, if you wish to search or view specific fieldworkers by entering specific details or information about them, you can do so by filtering them from the top right of the page. 

You can filter them by Services, click on Filters.

A popup window will appear, from the drop-down menu, select the services you wish to filter your fieldworkers by and click on filter. The service you select will filter the list to all the fieldworkers who provide this service.

For example, if you enter Carpet Cleaning, and click on filter, the system will filter the fieldworker view to all fieldworkers who provide the service of Carpet Cleaning.

You can select more than one service.

Filtering the fieldworkers list page

Filtering fieldworkers view by State/Region

After viewing your fieldworkers, if you wish to search or view specific fieldworkers who are located in specific areas, you can do so by filtering them from the top right of the page. 

You can filter them by State/Region, and click on Filters.

A popup window will appear, select from the dropdown menu the State/Region you wish to filter your fieldworkers by and click on filter. The location you enter will filter all the fieldworkers who are located in that state/region. 

For example, if you select NSW, and click on filter, the system will filter the fieldworker view to all fieldworkers who are located in NSW. You can add more than one State/Region.

Filtering the fieldworkers list page

Filtering fieldworkers view by Town/City

After viewing your fieldworkers, if you wish to search or view specific fieldworker’s who are located in specific areas, you can do so by filtering them from the top right of the page. 

You can filter them by Town/City, and click on Filters.

A popup window will appear, select from the dropdown menu the Town/City you wish to filter your fieldworkers by and click on filter. The location you enter will filter all the fieldworkers who are located in that town/city. 

For example, if you select Sydney, and click on filter, the system will filter the fieldworker view to all fieldworkers who are located in Sydney. You can add more than one Town/City.

Filtering the fieldworkers list page

Filtering fieldworkers view by Status

After viewing your fieldworkers, if you wish to search or view fieldworkers accounts that are active or inactive, you can do so by filtering them from the top right of the page. 

You can filter them by Fieldworker Status, and click on Filters.

A popup window will appear, from the drop-down menu, select Active or Inactive, if you wish to filter your fieldworkers to view only active accounts or only inactive accounts and click on filter. 

For example, if you select Active, and click on filter, the system will filter the fieldworker view to all fieldworkers with the active flag enabled.

Filtering the fieldworkers list page

Filtering fieldworkers view by Label 

After viewing your fieldworkers, if you wish to search or view specific fieldworkers by entering specific details or information about them, you can do so by filtering them from the top right of the page. If you have labels added to your fieldworkers’ profiles,

you can filter them by Labels, and click on Filters.

A popup window will appear, enter the label or Labels you wish to filter your fieldworkers by and click on filter. The label you enter will filter all the fieldworkers who have this label added to their profile.

For example, if you enter External Washes Only, and click on filter, the system will filter the fieldworker view to all fieldworkers who with the filter External Washes Only. Labels help you better filter your fieldworkers and understand their requirements and details before assigning them to a job.

You can filter by more than one label.

Viewing a fieldworkers profile from the list page 

You can click to view your fieldworkers profile from the fieldworker list page, either by hovering over their display name or clicking on View profile.

Or you can view your fieldworkers account by clicking on view profile from the actions button on the fieldworker tag.

Viewing a fieldworkers calendar from the list page

You can click to view your fieldworkers calendar from the fieldworker list page, by hovering over your fieldworker’s display name and clicking on View calendar

You will be redirected to your fieldworkers calendar and will be able to view all their upcoming bookings and more.

Directly contacting a fieldworker from the fieldworkers list page

You can directly contact a fieldworker from the fieldworker list page, by hovering over your fieldworker’s display name and clicking on the email icon to send them an email, or on the phone icon to directly call them, you can also click on the chat icon chat with your fieldworkers or click on the SMS icon to send them an SMS.

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