Add a call out fee

This page list of contents:

1. Description about call out fee
2. Setup a service call out fee for failed bookings
3. Call out fee from the onboarding steps

A call out fee is a set amount charged by a business or a fieldworker to simply attend a customer location. The call out fee only applies to bookings with the status FAILED, which is the booking status designed to be used for bookings which the fieldworker has attended the customer’s location, but was unable to successfully complete the bookings due to a problem or limitation from the customer’s end, or due to the customer’s change of mind after the fieldworker has attended.

The call out fee can only be applied by your admin users or fieldworkers, as only admin users and fieldworkers can change the booking status to FAILED. When an admin user or a fieldworker changes the status of a booking to FAILED, they will be prompted with the question ‘Do you want to apply the default call out fee to this invoice?’, and if they choose yes, the default call out fee set will be applied to the customer’s invoice.
Your admin users and fieldworkers can also change the call out fee value manually for any booking from the booking edit form if required. If you charge call out fees as part of your service cost pricing for successfully completed bookings too, then you should set that up in your services settings.

You can set the call out fee in the onboarding steps while you register in OctopusPro for the first time.

Setup a service call out fee for failed bookings

• Login to your Octopus Pro account, click here if you haven’t.
• In the left menu, go to Settings>>Financial Settings>>Tax & Fees.

• Scroll down to the input box labeled Call out fee

• Set your Call out fee.

• By clicking outside the input box the call out fee value will save automatically, and a confirmation message will appear on the down left side of the page.

Call out fee from the onboarding steps

When you first register for OctopusPro there are some steps that you need to complete before you navigate in the system, the third step called tax and fees, from that step we can put the call out fee.

• Scroll down the page and you will find the call out fee, set your value in that box

• By clicking outside the input box the call out fee value will save automatically, and a confirmation message will appear on the down left side of the page.

For more information please visit Octopuspro user guide, and subscribe to our youtube channel.