Booking Activity: Real-Time Audit, Job Requests & Confirmation
OctopusPro’s Booking Activity turns every job card into a mini control-centre: one glance shows when the booking was created, scheduled, invoiced, paid, and completed, with tick-marks for each milestone—plus job‑request and confirmation logs—under one tab. Similar activity-timeline views in leading CRMs and field-service suites prove that a visual audit trail lifts administrator productivity and shortens billing cycles.
What is the Activity panel?
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History – a chronological, read‑only audit of every action on the booking: creation, schedule changes, status updates, financial milestones, internal notes, and fieldworker comments.
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Job Requests – shows the status of job invitations sent to fieldworkers when automatic or manual assignment is used. Empty bookings display the inline message “No Job Requests Submitted.”
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Job Confirmation – tracks whether the appointment has been confirmed with both the fieldworker and the customer. An empty state reads “No Appointments Confirmed.”
Why it matters
| Benefit | How it helps |
|---|---|
| Single source of truth | Admins no longer dig through emails or SMS logs—every interaction lives here. |
| Faster follow‑up | A quick scan of History highlights missing payments, un‑sent invoices, or un‑resolved issues. |
| Audit ready | Time‑stamped entries show who did what, on which device, and when. |
Where to find Activity
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Navigate Bookings › All Bookings (or Upcoming / Past).
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Click the booking reference to open the job card.
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Select the Activity tab on the top navigation bar.
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Toggle between History, Job Requests, or Job Confirmation as needed.
Tip: Use the browser search (Cmd/Ctrl + F) while on History to jump to key events—e.g., “Invoiced” or “Completed”.
Inline actions in History
| Action | Typical use‑case | Result |
| Schedule Visit | Customer asks to move the date | Opens the Edit‑Booking form pre‑filled with current data. |
| Send Invoice | Work finished, ready to bill | Generates and emails the PDF without leaving the page. |
| Add Payment | Fieldworker collects cash onsite | Opens Add‑Payment screen with booking pre‑selected. |
| Edit Status | Mark as Completed or On‑Hold | Updates status and triggers linked automations. |
These shortcuts cut navigation clicks and mirror the “action‑in‑context” pattern used by best‑practice field‑service software.
Empty‑state messages (Job Requests & Job Confirmation)
Empty screens educate new staff about next steps:
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No Job Requests Submitted – reminder that no invitations have been sent. Send a request or assign directly.
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No Appointments Confirmed – prompt to confirm with customer and fieldworker a few days before the job.
Each message includes a short explanation so dispatch knows why the space is blank and what to do.
Real‑world examples
| Industry | Activity win |
| HVAC | Dispatcher spots that Invoiced is missing in History; clicks Send Invoice before the tech leaves site. |
| Cleaning | Four repeat bookings show Schedule Visit pending; bulk‑edit dates in seconds to keep the calendar accurate. |
| Property management | Auditor scans History to prove a leak repair was completed and paid before bond release. |
Key benefits recap
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40 % faster billing when invoices are sent directly from Activity.
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Fewer errors thanks to visible gaps (e.g., missing payment tick).
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Full audit trail for ISO and client‑contract requirements.
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