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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
- Multi Address Bookings
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Fieldworker Commission & Pay Rates
- 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
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- 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
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- Business Email Authentication
- Viewing company information
- Company Logos Setup
- Manage Trading Names
- Define Fieldworker Operational Locations
- Third-Party API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
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- 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
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- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Customization
- Customer Profile Customization
- Customer Dependents / Properties
- Importing Customer Dependents
- Managing Booking Status
- Managing Booking Complaints
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Label Management
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Managing and Editing User Information
Maintaining accurate and current user profile information is crucial for effective communication, smooth operations, and efficient management. OctopusPro provides comprehensive functionality that allows individual users to update their own profile details, contributing to a more autonomous and engaged workforce.
Benefits & Functionality
- Data Accuracy: Regularly updated profiles help maintain data integrity, leading to efficient operations and effective communication.
- User Empowerment: By allowing users to manage their own profiles, you empower them to take charge of their information, fostering responsibility and reducing administrative overhead.
- Efficiency: Access to accurate and current user information expedites decision-making processes and boosts overall productivity.
- Admin Flexibility: Admins’ ability to edit user profiles caters to a range of scenarios, ensuring seamless role transitions and timely updates.
User Self-Management
Individual users, such as office staff or fieldworkers, have the autonomy to update their own profile information. This includes modifying contact details, address, profile pictures, and other relevant data to ensure their profile remains current. Moreover, they can customize their notification preferences to suit their communication needs.
Here is how your team members can update their own profile information:
1. Log into OctopusPro account.
2. Navigate to ‘My Account’.
3. Click on ‘Edit Profile’.
4. Update the necessary details.
5. Click ‘Save’.
By empowering users to manage their own profiles and granting admins the authority to manage these details, OctopusPro ensures that all user information is consistently accurate and up-to-date. This significantly contributes to efficient operations, smooth communication, and overall improved user experience within your organization.
By encouraging users to keep their profiles current and exercising your admin privileges responsibly, you can promote operational efficiency, improve internal communication, and cultivate a more engaged and effective team.
Admin Oversight and Profile Management
As an admin, you also have the ability to edit and manage the profiles of your users. This functionality is invaluable when updating necessary information, handling role transitions, or ensuring data integrity when users neglect to update their own profiles.
To edit a user’s profile information, follow these steps:
To edit a user’s profile information, follow these steps:
1. Navigate to “Fieldworkers” from your sidebar menu
2. Find the user you wish to edit, then hover over their display name and click on “View profile”
3. Make the necessary updates.
4. Click ‘Save’ to confirm changes.
Managing and Editing Fieldworker and Subworker Information
While the process of managing and editing user information is largely similar for all users, managing fieldworkers and subworkers involves additional steps, especially for admins. This is particularly important as fieldworkers and subworkers are often the direct point of contact with customers and therefore, their accurate profile and contact details are crucial.
For admins, the management of fieldworker and subworker information can be done not only from the general ‘Users’ page but also from the ‘Fieldworkers’ listing page. This page is exclusively dedicated to fieldworkers and subworkers, providing a more focused view of these key personnel.
Admins can follow these steps to manage and edit fieldworker or subworker information:
- From the main menu, navigate to ‘Fieldworkers’.
- Locate the fieldworker or subworker you wish to edit.
- Click ‘Edit’ next to their name.
- Update the necessary information.
- Click ‘Save’ to confirm the changes.
By allowing users to manage their own profile and granting admins the power to edit these details, OctopusPro ensures that user information is consistently accurate and up-to-date. This significantly contributes to better communication, efficient operations, and overall improved customer service.
Note: Only admins can perform editing tasks from the ‘Fieldworkers’ listing page. However, fieldworkers and subworkers have the autonomy to edit their own profiles from their individual accounts.
Note: You can’t change the assigned user role of an existing fieldworker to admin and vice versa. These roles, which entail different profile data and fields in the database, can only be assigned or modified by an admin. You can however change the user role of any admin user to any other custom role created, and vice versa.
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