Desktop user guide
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- View company information
- Upload company logos
- Add multiple trading names
- Add custom location
- Add an invoice logo
- Industry label
- Add a new API
- Google gmail and calendar API integration
- Google Maps API integration
- Display Google reviews
- Terms and conditions
- Edit your currency preferences
- Edit your date & time preferences
- Booking Location Types
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- General overview
- Create a new service
- Create a new package
- Create a new product
- Add a new category
- Add an image about a service
- Create a new custom field
- Create a new custom field group
- Add custom field values
- Assign a custom field to a service
- Add a service discount
- Apply a price zone to a service
- Apply a price zone to a custom field
- Add a custom field value price to a service
- Add a custom field value discount to a service
- Apply a price zone to a custom field value
- Create a products list
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- Add a new booking status
- Create a new form
- Add a new complaint status
- Add a new image type
- Add images to a new booking
- Add a new lead source
- Add a new complaint type
- Add a new property type
- Create a new label
- Add period required field to your inquiry form
- Add a new reject booking question
- Fieldworker permissions
- Add a starting number for your bookings, estimates, invoices, and inquiries
- Assignment method
- Customer properties
- Importing customer properties
- Forms & Checklist Introduction
- Forms & Checklists Setup
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
- Fieldworker Profile: Fieldworkers Custom Fields
- Customer Profile: Customer Custom Fields
- Booking Settings
- Edit date and time preferences
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- General overview
- View your company’s sales summary chart
- View your personal sales summary chart
- View bookings history
- View automated procedures history
- View recent bookings
- View recent estimates
- View recent invoices
- View recent discussions
- View recent complaints
- View recent emails
- View recent SMS messages
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- Create a new booking
- View booking details
- Edit booking details
- Find availability for a booking
- Find nearest bookings
- Assign multiple fieldworkers
- Set fieldworker’s share for a booking
- Set fieldworker’s share per service
- Accept a booking request on behalf of a fieldworker
- Approve a Booking
- Push a booking to technician's calendar
- View booking timeline
- View booking history
- Contact a customer
- Contact a fieldworker
- Sending emails for booking
- Pause/Resume SMS messages
- Send a booking confirmation
- Request update from technician
- View a booking discussion
- Add a comment to a booking discussion
- Add a complaint to a booking
- Attach a file to a booking
- Attach an image to a booking
- Add a label to a booking
- Add a payment to a booking
- Pay invoice for a booking
- View payments for a booking
- Add refund a booking
- View refunds for a booking
- Repeat a booking
- Claim ownership of a booking
- Export a booking as a PDF
- Delete a booking
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- General overview
- Create a new estimate
- View estimate details
- Edit estimate details
- Edit estimate number
- View available fieldworkers
- Find availability
- View nearest bookings
- Send a quote to a customer
- Convert an estimate to a booking
- Add/Remove a follow up
- Add a complaint to an estimate
- Add a Label to an Estimate
- Add an attachment to an estimate
- Send an advertising email to an estimate
- Contact a customer
- Pause/Resume emails
- Pause/Resume SMS messages
- View estimate discussion
- Add comment on estimate Discussion
- Claim ownership of an estimate
- Export an estimate as a PDF
- Delete an estimate
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- General overview
- View invoice details
- Edit an invoice
- Edit an invoice number
- Contact customer
- Contact fieldworker
- Pause/Resume emails
- Pause/Resume SMS messages
- Send an invoice to a customer
- Preview an invoice statement
- Send a pay statement to a customer
- View invoice payments
- Add a payment to an invoice
- View invoice refunds
- Add a refund to an invoice
- Find availability
- View nearest bookings
- Set Invoice Due Date
- Convert an invoice to draft
- Convert an invoice to void
- Add a complaint to an invoice
- Add a condition report to an invoice
- View an invoice discussion
- Add a comment to an invoice discussion
- Add a label to an invoice
- Attach a file to an invoice
- Export an invoice as a PDF
- Claim ownership of an invoice
- Import new payments
- Add an unknown payment to an invoice
- Remove a payment from an invoice
- Edit assigned invoice for a payment
- Merge and combine invoices
- Deleting invoices
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- General overview
- Customer statement of accounts
- View a customer's details
- Edit a customer's details
- View booking history
- Contact a customer
- View mail history
- View SMS history
- Delete a customer
- Delete multiple customers
- View deleted customers
- Restore a deleted customer
- Merge duplicate customers
- Import existing customers
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- General overview
- Add a new complaint
- View a complaint
- Edit a complaint
- Send an acknowledgement email
- Contact a customer
- Contact a fieldworker
- Pause/Resume email
- Convert a new complaint to 'In Progress'
- Approve a resolved complaint
- Reopen a complaint
- Close a complaint
- View complaint discussion
- Add a comment to a discussion
- Delete a complaint
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- General overview
- View all fieldworkers
- Add new fieldworkers
- View a fieldworker's profile
- View a fieldworker's booking summary
- Edit a fieldworker's user information
- Update a fieldworker's profile
- Update a fieldworker's bank details
- Add/Remove service(s) to a fieldworker's profile
- Edit location availability for a service
- Add available locations for a fieldworker
- Modify service commission
- Fieldworker GPS tracking
- Fieldworker check-in and check-out
- Login as a fieldworker
- Change password for a fieldworker
- Update payment agreement
- Update working hours
- Send an authorisation email to a fieldworker
- Activate/Deactivate fieldworkers
- View a fieldworker's calendar
- View activity log
- View a fieldworker's device details
- Block/Unblock fieldworkers
- Contact fieldworker
- Send an email to fieldworkers
- Send an SMS message to fieldworkers
- Send a message to a fieldworker via the app
- Send a message to a fieldworker within a booking
- Set Fieldworker's share per Service
- View received SMS messages
- View SMS log
- View email log
- View call log
- Create checklists
App user guide
Customize your settings
At OctopusPro we understand that every company is unique. Therefore, we allow businesses to customize their settings so that all aspects of the system reflect their specific industry, organization, employee, contractor and customer needs.
To customize your settings simply select Settings from the main menu. From this page, you can edit location, payment, users, companies, services, public and label settings.
You can access all your services directly from the setting menu on the left.
