FYI: By default, your managed providers won't have access to the Field Nation marketplace, or the ability to view and request their own work.
In order for your managed providers to get assigned to work, you will need to navigate to your Company Settings > Managed Providers > click the 3 dots > select Marketplace Settings, then toggle on "Request Marketplace Access":
Once you've requested Marketplace Access for someone, the Field Nation onboarding team will review the request, and let you know once access is enabled:
^ If you want your managed providers to also be able to view and request their own work orders (which includes being able to see payment amounts), you can also allow that here.
Even if you don't allow them to view and request new work, they will still be able to log in and update/complete any of their assigned work orders, but they will not see the payment amount.
Requesting work on behalf of your managed providers:
Once your managed providers have Marketplace Access, you can start requesting available work orders on their behalf. Here are the steps:
First, ensure you are “logged in as” or filtering by the right person, depending on if you’re in the mobile app or the web view of your Field Nation account.
Web:
App:
The work orders that you see listed as "Available" in this view meet your filter criteria, such as the types of work and radius associated with that provider.
App view:
Web view:
Carefully reading each work order service description overview, list of tasks, tools, schedule, location, documentation, and requirements before submitting a request or a counter offer can help ensure the scope and buyer expectations are aligned with the your managed providers strengths and abilities. This can drastically lower the likelihood of negative buyer feedback or issues like pay disputes or unplanned revisits.
Once you’ve opened the work order and read through everything, if it's a good fit and you are willing to commit your managed provider to the work order as-is, you can click Request:
OR
Once you’ve read through the work order, if it's a good fit and you are willing to commit your managed provider to the work order but only if the buyer agrees to a change in pay, schedule, and/or add additional pre-approved charges (like travel), you can click Counter Offer to enter those requested changes:
App:
Web:
⏰ Setting an expiration on your requests can help ensure your managed providers don't accidentally get double-booked.
THEN
Once you've submitted requests or counter offers, you can monitor all pending requests in the "Requested" tab of the "Work" page.
If a buyer accepts your request or counter-offer, the work order will move to the "Assigned" tab and your managed provider will be assigned. If the buyer does not accept, it will simply disappear from the "Requested" tab.
Web:
App:
Keep an eye on your "Requested" work tab; manually withdrawing requests or counter offers, and setting an expiration can help avoid unnecessary backouts due to getting double-booked, which will negatively impact the assigned providers Backout Score.
Policy Alert: Submitting a request or counter offer for your managed provider is more than simply a show of interest; it's your preemptive commitment to that scope, schedule and all of the buyers written contract requirements. If a buyer accepts a request or counter offer, that managed provider automatically becomes assigned without any additional validation and is expected to confirm in the work order and be on site at the scheduled start time.