Offer jobs vs. assign them directly

💡 Tips

• •Offer Mode auto-turns-off after its countdown so you don't accidentally keep offering instead of assigning.
• •A declined offer reopens the slot and emails the job's creator plus notifies coordinators. An accepted offer does the same with an "Offer accepted" notice and email, for direct and broadcast offers alike. Turn either email off in Manage Sent Emails.
• •Open the slot's detail popup to see "Who we've asked", everyone offered the job and whether they accepted, are awaiting a reply, declined or passed. If you offer the job to someone who already declined it, OneTerp asks "Offer again?" first.
• •Placeholder interpreters can't be offered to, dropping on one in Offer Mode falls back to a direct assignment with a notice.
• •Interpreter said yes on the phone? Open the job from the dispatch board and click "Assign" under their offer to put them on it. To take an offer back, click "Withdraw offer": the slot goes back to unfilled and they are told the offer was withdrawn. No answer yet? Click "Remind" to send them the offer again, in the app and by email.
• •Until they accept, an offered interpreter sees only the basics: customer, type of job, language, time, job number, required tags, and the location at your offer setting. The consumer, notes, requestor, onsite contact, location notes, and files unlock when they accept. Choose how much location offers show under Settings, Operations & Alerts, Notification Settings, in the Location detail in job offers section.
• •To let an offer show the consumer's name and the provider's name before anyone accepts, turn on "Ask to share the consumer and provider on offers" in the same place. Each time you offer a job, to one interpreter or to several, OneTerp then asks "Show the consumer and provider on this offer?": "Show them", "Don't show" (the offer looks as it always has), or "Cancel offer" to send nothing. It is off until you turn it on.
• •Shared names show on the interpreter's offer card in the app only, never in a push or email. Notes, contacts, the join link and files still unlock only when they accept, and anyone who declines will have seen the names. Turning the setting off hides the names on offers already sent. The agency phone app asks the same question.