Booking Contacting a Fieldworker

Contacting a fieldworker

You can easily contact the customer who booked the appointment. You can call, email, or text your customers from the booking view page. OctopusPro provides ready SMS /email templates and canned responses so you don’t have to write every email and SMS.

Table of contents:

How to contact your fieldworker?

To contact your fieldworker, go to Bookings > All bookings, next to the booking, hover over the fieldworker’s name, and a menu will appear you can select to send an email, SMS, call or chat with the fieldworker.

or from the booking details page, go to Bookings > All bookings, and view the booking you want. 

You will be redirected to the booking details page then click on Fieldworker from the top right side of the page where you can send emails, SMS, send booking confirmations.

Emailing your fieldworker

When you click on the email icon, you can select whether you want to send a customized email, reminder, or email booking confirmation.

An email form will appear where you can add Cc, subject, and attachments. you can also select a canned response from the drop-down menu to send an email template easily.

Email photos 

You can also email photos to the assigned fieldworker, click on Fieldworker > Email photos, then attach photos in the email form.

Request job update

You can request an update from the assigned fieldworker by sending him an email, click on Fieldworker > Request update. An email form will pop up with the request update template where you can edit and send the email.

Email booking details

To email booking details to your assigned fieldworker click on Fieldworker > Email booking, so you can easily update your fieldworker by the booking details.

Calling your fieldworker

You can call your fieldworker from the booking details page, under the services section hover over the fieldworker’s name and click on the call icon.

A pop-up window will appear to select the call method,  you have to make sure you have a digital phone number connected with your account, you can connect your number with your account from Settings > Communications > Digital Phone System, visit the digital phone system page to learn more.

Sending an SMS to your fieldworker

when you click on the SMS icon,  a pop-up form will appear where you can select a canned response or send a customized SMS.

Before sending any SMS messages, you have to make sure you have a digital phone number connected with your account, you can connect your number with your account from Settings > Communications > Digital Phone System

OctopusPro integrates with Twilio for SMS and voice communications between your office, fieldworkers, and clients. Visit the set up digital phone system to learn more about how you can connect your Twilio number and set up a digital phone system with your account.

Once you have connected a digital phone number with your account, you can now easily communicate with your customers and fieldworkers through SMS.

Or you can click on Fieldworker > Send SMS from the top right of the page, and an SMS form will pop up where you can write an SMS or select from the canned responses.

Starting a chat with your fieldworker

You can start a conversation with the assigned fieldworker where you can add attachments and comments or reply to added comments, click on the chat icon.

A pop-up window will appear so you can select visibility between fieldworkers and admin users, add comments, and attach photos. You can also select who gets notified when a comment is posted.

Fieldworkers will get notified on the fieldworker’s app, click on the messages, and you will find all chats, select a chat so you can reply or post a comment.

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

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