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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Lead Capture Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Claim Booking Ownership
- Contact Fieldworker Regarding Booking
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Delete a Quote
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim ownership of an invoice
- Deleting invoices
- Add Condition Report to Invoice
- Add Complaint to an Invoice
- Add Label to Invoice
- Attach File to Invoice
- Export Invoice as PDF
- View Invoice Payments
- Add Payment to Invoice
- Import new payments
- Assigning Unknown Payments to Invoices
- Removing Incorrectly Matched Payments
- Edit Assigned Invoice for Payment
- Managing Invoice Due Dates
- Managing Fieldworkers
- Fieldworkers & Subworkers
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Industry label
- Fieldworker Email Verification
- Update Fieldworker Bank Details
- Add/Remove Services to Fieldworker Profile
- Fieldworker Travel Radius
- Fieldworker Working Hours
- Manage Fieldworkers Calendars
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker received SMS messages
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Business Email Authentication
- Viewing company information
- Upload company logos
- Adding multiple trading names
- Adding custom location
- Add an invoice logo
- API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Location-Based Price Zones
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Introduction to Custom Fields
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
- Custom Field Value Addition
- Manage Booking Status List
- Adding a New Complaint / Issue Status
- Manage Issue / Complaint Types
- Manage Lead Sources List
- Manage Decline Job Request Form
- Property Type List
- Create and Manage Labels
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
- Booking Settings Configuration
- Job Fieldworker Assignment Methods
- Add a Starting Number to Bookings, Quotes, Invoices, and Inquiries
- Adding period required field to your inquiry form
API Integrations
An API is an application programming interface. APIs allow you to connect different applications together and allow you to access features or data from external services. OctopusPro allows you to integrate with a number of payment gateways, as well as with other software including MailChimp, Google Maps, Google GSuite, and others.
Payment Integration APIs
- Square API Integration
- Authorize API Integration
- Stripe API Integration
- Eway API Integration
- WePay API Integration
- PayPal API Integration
Other API Integrations
OctopusPro allows you to integrate with MailChimp, Google Maps, Google GSuite, and other applications.
GSuite API Integration
If you want to link your OctopusPro account with your Google GSuite account, add Google GSuite account to your API list. To do so please follow the instructions listed on the Google GSuite Integration page
Google Maps API Integration
If you want to link your OctopusPro account with your Google Maps account, add Google Maps account to your API list. To do this:
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- Go to Settings
- Go to Companies Settings
- Click Integrations(APIs)
- Select Google Maps API using from the drop-down
- Enter the parameter details which you can get from your Google Maps account
MailChimp API Integration
If you want to link your OctopusPro account with your MailChimp account, add MailChimp account to your API list. To do this:
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- Go to Settings
- Go to Companies Settings
- Click Integrations(APIs)
- Select MailChimp from the drop-down
- Enter the parameter details which you can get from your MailChimp account