Add multiple addresses to a booking

If your business provides services that require you to attend multiple job locations, like a pickup, destination, or drop-off address, your customers can enter these addresses when placing their booking requests, as long as you have them activated in your customer portal settings. OctopusPro gives you the option to add multiple addresses to a single job. This feature is useful for removalists, delivery or cleaning businesses, installation & maintenance, waste collection, skip bin services, and other types of businesses that require multiple addresses for their bookings.

Table of Contents

• The use of multiple locations in OctopusPro 
• Creating a booking/quote/invoice/inquiry with multiple addresses as an admin user
• Viewing  bookings and quotes with multiple addresses as an admin user
• Creating a booking with multiple addresses as a customer
• Creating a booking with multiple addresses as a fieldworker using the Fieldworker app
• Viewing a booking with multiple addresses as a fieldworker using the Fieldworker app

The use of multiple locations in OctopusPro 

If your business provides services in multiple locations, OctopusPro allows you to add multiple ones when creating bookings, or accepting bookings through your portal, and even label them. 

For example, if you run an auto repair business that operates at your repair shop garage, while also offering mobile services at your customers’ homes or work locations, your business might not be able to provide all of your services at your customers’ locations, as some services such as gearbox replacement or car engine rebuild can only be performed at your repair shop because some tools and equipment can’t be quickly mobilized, while other services such as oil change or engine performance checks can be performed anywhere, and you can send your mobile mechanics to perform these services at your customers’ locations.

Another example is if you run a veterinary business that offers mobile services and services at your clinic, you can send your vets to your customers’ locations for certain simple or emergency services. In contrast, other services such as complicated surgeries can only be performed at one of your clinics.

Creating a booking/quote/invoice/inquiry with multiple addresses as an admin user

Creating a booking with multiple addresses as an admin user

If the job requires the fieldworker to attend multiple locations, you can add these locations when creating a new booking as an admin user. 

• Go to ‘Bookings’, then +Create New.
• Follow the required steps to create a new booking
• Fill in the fields for your first booking address. Then from the upper right corner within the Booking Address field, select ‘+Add’.

• Upon clicking on ‘+Add’, an additional address field will display below the existing address field to add your second booking address in the empty fields. To add a third address to your booking click on +Add, and add the Marker label to define the address type. 

Creating a quote with multiple addresses as an admin user

If the job requires the fieldworker to attend multiple locations, you can add these locations when creating a new quote as an admin user. 

• Go to Quotes, then ‘Create New’.
• Follow the required steps to create a new quote
• Fill in the fields for your first Quote address. Then from the upper right corner within the Quote Address field, select ‘+Add’. 

• Upon clicking on ‘+Add’, an additional address field will display below the existing address field to add your second quote address in the empty fields. To add a third address to your quote, click on ‘+Add’, and add the Marker label to define the address type. 

Creating an inquiry with multiple addresses as an admin user

If the job requires the fieldworker to attend multiple locations, you can add these locations when creating a new inquiry as an admin user. 

• Go to ‘Inquiries’, then Create New.
• Follow the required steps to create a new inquiry
• Fill in the fields for your first inquiry address. Then from the upper right corner within the inquiry Address field, select ‘+Add ‘.

• Upon clicking on ‘+Add’, an additional address field will display below the existing address field to add your second inquiry address in the empty fields. To add a third address to your inquiry, click on ‘+Add’  and add the Marker label to define the address type. 

Creating an invoice with multiple addresses as an admin user

 If the job requires the fieldworker to attend multiple locations, you can add these locations when creating a new invoice as an admin user. 

• Go to Invoices, then Create New.
• Fill in the fields for your first invoice address. Then from the upper right corner within the invoice Address field, select ‘+Add’.   

• Upon clicking on ‘+Add’, an additional address field will display below the existing address field to add your second invoice address in the empty fields. To add a third address to your invoice, click on ‘+Add’, and add the Marker label to define the address type. 

Viewing bookings and quotes with multiple addresses as an admin user

Viewing a booking with multiple addresses as an admin user

• To view a booking with multiple addresses, from your sidebar menu, go to Bookings > Upcoming or past bookings.
• On the booking list page, click on the booking you wish to view. Then, on the booking details page, you will be able to find the booking addresses under the ‘Location’ section on the left side of the page.
• To open any of the locations on Google Maps, simply click on ‘View map’, and you will be redirected to Google Maps, to view the location.

Viewing a quote with multiple addresses as an admin user

• To view a quote with multiple addresses, from your sidebar menu, go to Quotes > My Quotes
• On the quote list page, click on the quote you wish to view. Then, on the quote details page, you will be able to find the quote addresses on the top left side of the page.
• To open any of the locations on Google Maps, simply click on ‘View map’, and you will be redirected to Google Maps, to view the location.

Creating a booking with multiple addresses as a customer

• If your business provides services that require you to attend multiple job locations, and you want to allow your customers to have multiple addresses when booking through your customer portal, go to Settings > Customer Portal > Flags & Permissions
• Then, enable the flag “Allow bookings to have a second address”
• Label your second address and how you wish to display it to your customers.

• After enabling the flags, your customers can now create a booking with multiple addresses on your portal. 

Creating a booking with multiple addresses as a fieldworker using the Fieldworker app

If you’ve given your fieldworkers permission to create bookings, they can do so and add multiple addresses to these bookings through the fieldworker app. To do that: 

•  when logged in as a fieldworker, from the sidebar menu, then click on ‘Create A New Booking’.
• First, start by adding a customer, then add the first booking location, select the service, and set the date and time of the booking.
• After that, add another address by clicking on +Add New Address
• Fill in the second address’s details, then click next, and go on with the booking process to complete the booking.

Viewing a booking with multiple addresses as a fieldworker using the Fieldworker app

• To view the assigned booking with multiple addresses as a fieldworker from the fieldworker app, from the sidebar menu, go to Bookings > All Bookings
• On the bookings list page, click on the booking you wish to view. Then, on the booking details page, you will be able to find the booking addresses under ‘Job Address’.
• To add another address as a fieldworker, click on ‘+Add’.
• To view the booking location on Google Maps, simply click on the arrow to redirect you to your Google Maps App.