Jobs
After a provider is assigned to an opportunity it becomes one of their jobs.
After a provider has expressed interest in an opportunity they are assigned to the job at the customer or partner's discretion. When a provider is assigned they will receive a job confirmation email with details including team members' names.
Providers can view their upcoming jobs (and job history) at: https://app.octoo.com/jobs.
Job statuses
Each job has a status that reflects where it stands in the assignment process.
Pending
The provider has expressed interest in the opportunity but has not yet been assigned.
Awarded
The provider has been assigned to the job and is confirmed to provide services.
Contingent
The provider has been assigned but the assignment is contingent on finding additional team members.
Replacement sought
The provider is currently assigned but has requested to be replaced. Their partner is working on finding a replacement.
Cancelled
The provider has been removed from a job they were previously assigned to.
Declined
The provider declined the opportunity and is not interested in providing services.
Viewing upcoming jobs
Providers can navigate to their upcoming jobs from the dashboard or by visiting the /jobs section. When navigating from the dashboard, filters will be initialized to show all upcoming jobs.
To see only this week's jobs, providers can navigate to "My jobs this week".
Removing from a job
If a provider can no longer provide services for a job they have been assigned, they will need to initialize the job cancellation workflow.
The provider should find the job through the /jobs section and select the three dots to the right to expose the contextual menu and choose "Cancel job".
From there, the provider will need to answer a few questions and their cancellation request will be submitted to their partner. The partner will begin working on processing the cancellation and notifying the requester and team of the provider's absence.
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