Matching Categories


Matching categories are used to match service requests with service providers. It's important that each service request be claimed by a provider who is willing and able to provide the specific service requested.



How Matching Categories Work


  1. When service providers join your service, they’ll select which matching categories they’re willing and able to provide.
  2. When users make a service request, they’ll select which matching categories are relevant to their request .
  3. Then, servable notifies only the service providers who match each request. Only matching service providers are able to see and claim each request.


Setting Up Matching Categories

For services that already exist: you can find the matching category controls: go to the service, navigate to the admin controls for your service, then select "Features," and then locate the "Categories" section to edit.

For new services: When you create a new service, or when you customize an existing service that you own, you'll be able to set up and edit your matching categories.

Keep in mind that each service provider who joins your service will pick from the matching categroies in order to express which categories (and subcategories) of service they are willing and able to provide. Likewise, keep in mind that each time a user makes a new service request, they'll select one or more categories that relate to their request.

So, here's where an example comes in handy. Let's say I'm setting up a service to be provided for me; in this case, I run a painting company, and I have a crew of contract painters who I hire for each job. In this case, I might set up the following categories for my service:

  • Exterior house painting
  • Interior house painting
  • Deck treatment and waterproofing
  • Hardwood floor finishing

So, when I invite my crew to join this service, they'll pick which categories they're willing and able to provide. Then, each time I make a request for crew members, I'll select which categories I need. Only the painters who match my selections will be notified that they can claim the request.


Using Subcategories


Subcategories work the same way as categories, but they're helpful for organization when your unique service requires a lot of matching categories. Using the same example from above, I might use subcategories like this:

  • Exterior house painting
    • Scraping and sanding walls
    • Using paint spray gun
    • Trim and detail brush painting
  • Interior house painting
    • Standard interior walls and trim
    • Painting casement windows
    • Painting cabinetry
  • Deck treatment and waterproofing
    • Deck sanding and prep
    • Deck staining
    • Deck waterproofing treatment
  • Hardwood floor finishing
    • Hardwood floor sanding and prep
    • Hardwood floor staining
    • hardwoof floor finish/varnish

Using subcategories in this manner enables me to get much more specific with my service providers about which services they're willing and able to provide.


Custom Rates for Matching Categories


After you've set up the matching categories for your service, you can optionally set up custom rates for different categories. Your base hourly rate will apply to all categories by default, and you can set different rates for specific catagories or subcategories. This feature is helpful if you need to pay different rates to providers who are willing and able to provide services that, for example, require different skill levels or experience.

To create or delete categories – or to set custom rates for specific categories or subcategories – navigate to the admin controls for your service, then select "Features," and then locate the "Categories" section to edit.


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