Allow fieldworkers to create new invoices

The “Allow Fieldworkers to Create New Invoices” flag is designed to empower your fieldworkers and streamline the invoicing process. This feature enables fieldworkers to create and submit invoices directly from their mobile devices while on-site, making it easier to track completed work, bill clients promptly, and reduce administrative overhead. By enabling this feature, your organization will benefit from increased efficiency, improved cash flow, and enhanced customer satisfaction. Say goodbye to manual paperwork and unnecessary delays – it’s time to revolutionize the way your fieldworkers manage invoicing!

Table of Contents

• Introduction to the Feature
• Benefits of the feature 
• Enabling/Disabling the Feature
• Creating Invoices as a Fieldworker
• Tips and Best Practices

Introduction to the Feature

The “Allow Fieldworkers to Create Invoices” feature is designed to provide your fieldworkers with the ability to create invoices for the services they provide directly from their mobile devices. This helps streamline the invoicing process, eliminates paperwork, and ensures that invoices are generated and sent to clients promptly. Fieldworkers can create, edit, and submit invoices, which are then forwarded to an administrator for review and approval.

 Benefits of the Feature

• Increased efficiency: By allowing fieldworkers to create invoices on the go, you can significantly reduce the time spent on manual paperwork and data entry, leading to increased operational efficiency.
• Improved cash flow: Prompt invoicing helps shorten the billing cycle, which in turn accelerates the payment process and improves cash flow for your organization.
• Enhanced customer satisfaction: Clients appreciate timely and accurate invoices, which demonstrate professionalism and reliability. By enabling fieldworkers to create invoices on-site, you can ensure that clients receive their invoices promptly, leading to higher customer satisfaction.
• Reduced errors: Providing fieldworkers with the ability to create invoices using pre-defined templates reduces the likelihood of errors, ensuring that invoices are accurate and consistent.
• Real-time tracking: Fieldworkers can submit invoices immediately upon job completion, allowing managers and administrators to track progress and revenue generation in real time.
• Greater autonomy for fieldworkers: Empowering fieldworkers to create and submit invoices fosters a sense of responsibility and autonomy, leading to increased job satisfaction and motivation.
• Streamlined administrative processes: By allowing fieldworkers to create invoices, administrators can focus on more strategic tasks, such as reviewing, approving, and sending invoices to clients.

By implementing the “Allow Fieldworkers to Create New Invoices” feature, your organization can enjoy these benefits and more, paving the way for a more efficient and profitable operation.

Enabling/Disabling the Feature

Enabling fieldworkers to create new invoices 

To enable fieldworkers to create new invoices, follow these steps:

1. Log into your OctopusPro account
2. Go to Settings > General settings > Fieldworkers Permissions 
3. Scroll to the relevant flag “Allow fieldworkers to create new invoices” and enable it.

Once enabled, your fieldworkers will see the option to create invoices in their mobile app.

Restricting fieldworkers from creating new invoices

If you wish to restrict fieldworkers from creating new invoices, you can disable the flag for it. To do so, follow these steps:

1. Log into your OctopusPro account
2. Go to Settings > General settings > Fieldworkers Permissions 
3. Scroll to the relevant flag “Allow fieldworkers to create new invoices” and disable it.

Once disabled, your fieldworkers will be restricted from creating invoices in their mobile app.

Creating Invoices as a Fieldworker

As a fieldworker, follow these steps to create an invoice:

1. Open the mobile app and log in to your account.
2. Navigate to the “Invoices” section from your sidebar menu. 
3. Click on the “Add New Invoice” button.
4. Fill in the required details, start by selecting a customer, then adding a service, adding the time required, adjusting the price if necessary, and selecting a date and time for the service. 
5. Add any additional notes or attachments as needed.
6. Review the booking details to ensure all information is accurate, and finally confirm the booking.
7. Once the booking has been confirmed, an invoice will automatically be generated for it which you can review and edit. 

Tips and Best Practices

1. Ensure that all fieldworkers are trained in creating accurate and complete invoices.
2. Set up invoice templates to maintain consistency and reduce errors.
3. Encourage fieldworkers to attach supporting documents or photos for clarity.
4. Regularly review and update pricing information to ensure accuracy.
5. Communicate with fieldworkers regularly to address any questions or concerns they may have.

By following this guide, you will be able to effectively utilize the “Allow Fieldworkers to Create Invoices” feature, streamlining your invoicing process and enhancing your organization’s efficiency.

If you have any questions or concerns about this feature, please don’t hesitate to contact our support team for assistance.

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