How to create SmartMatch Rules - Support - Field Nation

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Nov 22, 2020

Welcome to KTX Marketing, your trusted partner in the business and consumer services - digital marketing industry. In this comprehensive guide, we will show you how to create SmartMatch Rules on Field Nation. By following these steps, you can enhance your search rankings, improve your digital marketing strategies, and achieve success.

What are SmartMatch Rules?

Before we dive into creating SmartMatch Rules, let's understand what they are. SmartMatch Rules are a powerful feature provided by Field Nation, a leading platform in the field service management industry. These rules allow you to automatically match service requests with the most suitable technicians, based on various criteria such as location, skills, availability, and more.

Step 1: Accessing SmartMatch Rules

To get started, log in to your Field Nation account and navigate to the SmartMatch Rules section. Here, you will find a user-friendly interface that enables you to create and manage your rules effectively.

Step 2: Defining Rule Criteria

Creating effective SmartMatch Rules requires careful consideration of your specific requirements. Here are the key criteria that you should focus on:

  • Location: Specify the geographical area where your service requests are located. This ensures that technicians within the specified region are prioritized.
  • Skills: Identify the skills required for each service request. Field Nation provides a comprehensive list of skills to choose from, ensuring that the right technicians are matched to the right tasks.
  • Availability: Consider the availability of your technicians when creating rules. You can define specific time frames or assign priority levels based on their availability.
  • Rating: If customer satisfaction is a priority, you can set minimum rating requirements for technicians. This ensures that only highly-rated professionals are assigned to your service requests.

Step 3: Creating Rule Sets

Once you have defined your criteria, it's time to create rule sets. Rule sets allow you to group related rules together for more efficient management. For example, you can create a rule set for emergency service requests and another for routine tasks.

Within each rule set, you can define multiple rules that cover different aspects of your service requests. This flexibility allows you to fine-tune your SmartMatch Rules and ensure accurate technician matching.

Step 4: Testing and Refining

After creating your SmartMatch Rules, it's essential to test them before implementing them on a large scale. Field Nation provides a testing environment where you can simulate service requests and evaluate the rule outcomes.

During the testing phase, monitor the results closely and make adjustments as needed. This iterative approach helps refine your SmartMatch Rules and improves their effectiveness over time.

Step 5: Implementation and Evaluation

Once you are satisfied with the performance of your SmartMatch Rules, it's time to implement them in your live environment. Field Nation seamlessly integrates the rules into your existing workflow, allowing for efficient technician assignments.

Monitor the impact of the SmartMatch Rules on your business. Analyze key metrics such as technician response time, customer satisfaction ratings, and overall service quality. This evaluation helps you identify areas of improvement and optimize your digital marketing strategies further.


Creating SmartMatch Rules on Field Nation is a game-changer for your digital marketing efforts. By automating technician assignments based on specific criteria, you can optimize resource allocation, improve customer satisfaction, and elevate your business.

Partnering with KTX Marketing, a highly proficient SEO and high-end copywriting agency, ensures that your business thrives in the competitive business and consumer services - digital marketing industry. Our expertise in SEO strategies and compelling copywriting helps you outrank your competitors and attract more targeted traffic to your website.

Experience the power of SmartMatch Rules and boost your digital marketing success today!