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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Customer Portal Inquiry Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Change Booking Owner
- Contact Fieldworker Regarding Booking
- Contacting Customer Regarding Booking
- Sending Emails for a Booking
- Pause/Resume automated emails
- Pause/Resume automated SMS
- Sending Booking Confirmation
- Service Reminder Automation
- Request Fieldworker Updates
- View Booking Discussion
- Add a comment to a booking discussion
- Add Complaint to a booking
- Adding Booking Attachments
- Adding Images to Bookings
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim Invoice Ownership
- Deleting Invoices
- Managing Fieldworkers
- Fieldworkers & Subworkers
- Fieldworker Industry Label
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Fieldworker Active Services
- Fieldworker Service Areas
- Fieldworker Working Hours
- Manage Fieldworker Availability
- Fieldworker Bank Details
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker Received SMS
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Fieldworker Payment Agreement
- Fieldworker Payment Per Service
- Fieldworker Service Commission
- Fieldworker Payroll Management
- Business Email Authentication
- Viewing company information
- Upload company logos
- Manage Trading Names
- Define Fieldworker Operational Locations
- Add an invoice logo
- API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Geographical Pricing
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Complaint / Issue Status List
- Issue / Complaint Types
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Create and Manage Labels
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Date and Time Configuration
The Date & Time Configuration page standardizes how dates and times appear throughout your system—ensuring consistency in booking confirmations, reminders, and all communications with customers and fieldworkers. By selecting a default time zone, date format, and time format, you ensure that all scheduling information is accurate and clear.
To update your date and time preferences:
- Log in to the Admin Web View.
- Navigate to Settings > General Settings.
- Click on Date & Time Configuration.
- On the Date & Time Configuration page, adjust your preferences:
- Time Zone: Select your default time zone.
- Date Format: Choose your preferred format (e.g., MM/DD/YYYY or DD/MM/YYYY).
- Time Format: Select either a 12-hour or 24-hour clock.
- Click Save to apply your changes.
Your updated settings will be reflected across all system communications.
Time Zone:
Select your time zone from the dropdown menu. Please note that the available options depend on the country you selected during account setup.
Date Format:
Choose how dates are displayed throughout the system using the dropdown menu. Your options include:
• Full: Displays the complete date—day of the week, day of the month, full month name, and year.
• Long: Displays the date with the day of the month, full month name, and year.
• Medium: Displays a shorter date format with the day of the month, abbreviated month, and year.
Time Format:
Select the desired time format from the dropdown menu. This setting controls how time is displayed throughout your system. You have four options:
- Medium 24h: Displays time in 24-hour format with hours, minutes, and seconds.
- Short 24h: Displays time in 24-hour format with only hours and minutes.
- Medium 12h: Displays time in 12-hour format with hours, minutes, and seconds (including AM/PM).
- Short 12h: Displays time in 12-hour format with only hours and minutes (including AM/PM).
For Example:
- If you select a Full Date Format along with the Short 12h option, new bookings might appear as:
Tuesday, March 15, 2025 – 09:30 AM
- If you choose a Long Date Format with the Short 24h option, your invoices might display as:
15 March 2025 – 09:30
This ensures that the time display meets your operational needs and improves clarity across all system communications.
Best Practices:
- Align your settings with your business location and customer base for optimal clarity.
- For businesses with an international audience, consider a universal format like YYYY-MM-DD for consistency.
- Regularly review and update these settings as your business evolves.
By correctly configuring your Date & Time settings, you ensure that every communication—from booking confirmations to reminders—is consistent, accurate, and professional. This attention to detail enhances the overall user experience and minimizes scheduling errors.
For more information please visit Octopuspro user guide, and subscribe to our YouTube channel.