FMS Job Allocation Process

When the service and full address have been entered, the FMS4 client sends details to the FMS4 server for the job to be allocated.

At this point, we don’t know if it’s a previous client or a new client. Rather than assume either, FMS4 server makes TWO separate allocation decisions - one for each scenario - and both decisions are returned to the FMS4 client.

The FMS4 client is then responsible for determining if the client is new or previous, determining which scenario to assume, and therefore which decision to accept.

https://miro.com/app/board/o9J_liH3aBM=/

Franchisees go through 3 levels of filtering before a decision is made:

1) Which franchisees to even consider;

2) Which franchisees to rule out on the spot; and

3) Which franchisee is most suitable.

Note that being Restricted (z) - formerly known as Suspended – does not prevent a franchisee getting work, but they are restricted to getting work in their territory only.

Which franchisees are considered

A franchisee will be considered if they satisfy all the following conditions:

Which franchisees are available

A franchisee will be ruled out on the spot if they satisfy the following conditions:

 Which franchisee is most suitable

The most suitable franchises are determined by compiling a simple string then finding the “highest” string.

(A) Are they taking work on this day?

Down for A, T, L or Z - check work requirements screen

(B) Are they offer same day service if client requested?

Check if franchisee offer same day service (only applicable when client requested). Franchisee may be suggested to the client if non them offer same day service

(C) Are they the territory holder (and NOT working cross-division)?

Check the territory definition. When a Mowing franchisee takes a Tree job he is working cross division, so territory rights don't apply.

(D) Are they on bottom?

Check franchisee details screen, if PfWG  = bottom, or Businesses.Status field. Bottom is a function we plan to phase out at some point.

(E) Are they working cross division?

Check if the franchisee's franchisor is under a different division to the specified service. Or if Businesses.Service_Group_ID <> Services.Service_Group_ID.

(F) Are they working cross region?

Check if the franchisee's franchisor's enquiry area covers this suburb/postcode. If not, this franchisee is working cross region.

(G) Recent leads value

This is computed from the number of leads in the last 3 days (or alternative number specified in Service_Groups.Recent_Lead_Days) and PFWG .

The Recent Leads Value is computed as follows:

Recent Leads Value = 1000 – (Recent Leads Count / (if PFWG  then 2 else 1))

For example:

Therefore, while each extra recent lead you acquire lowers your suitability for the next lead, being on PFWG  will halve the effect each extra lead has.

Lead values is also affected by the FSE average star rating. e.g earn 0.1 leads value every 0.1 point above 4.5 rating; lose leads value by 0.1 for every 0.1 point below 4.5 rating

(H) Are they on PfWG?

Including this as a factor this late in the game ensures that people on PfWG have a tiny edge over those not on PFWG , which takes effect when all other factors are equal. PfWG ‘s real influence is in computing (G) Recent leads value, digit J rarely comes into play.

(I) Earlier leads count

K = 1000 - the number of leads the franchisee received in the week PRIOR to the 3 days examined in I: Recent leads value.

This means that if all else is equal, it'll search further back into the past. eg. if AB2 received 10 leads in this prior week when TH3 received 11, then the lead goes to AB2.

This factor rarely comes into play, but makes a difference in areas which receive very few leads.

A previous client will be given to the previous franchisee again if they meet ALL the following conditions:

If there are multiple leads and previous franchisees, FMS4 will give priority to the most recent one.

This is determined by the FMS4 client by the following logic: