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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
- Quantity‑Based Discounts (Bulk / Volume Pricing)
- Geographical Pricing Zones
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Conditional & Dependent 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
How to Export a Booking as PDF
Providing your clients with a clear and professional booking confirmation is essential for a smooth business operation. With OctopusPro, you can easily export bookings as PDFs, offering a high level of convenience and professionalism.
Features
- Ease of Use: Quickly convert any booking into a PDF file.
- Customizable Templates: Tailor the booking PDFs to match your brand.
- Accessibility for Fieldworkers: Fieldworkers with permissions can access this feature.
- Automatic Attachments in Emails: Choose to automatically include the PDF when emailing clients.
- Support for Various Booking Types: Works for all kinds of bookings.
Steps to Export a Booking as a PDF
- Navigate to the booking that you want to export as a PDF, opening the booking.
- Go to the top right of the booking overview page and click on “Print Booking PDF”.
- The booking will then be downloaded as a PDF file on your device.
Note: When you send a booking to a client via email, OctopusPro can automatically include the booking as a PDF attachment if the appropriate setting is enabled.
Booking PDF Template Customization
Navigation Path: Settings > Financial Settings > Invoice Template
OctopusPro’s PDF booking customization feature lets you control the design, style, and information displayed on your booking PDF attachments.
- Design and Style: Adjust the font style, size, color, and more.
- Insert Logo: Insert and align your business logo.
- Header and Footer Customization: Add your company’s information or special notes.
- Payment and Booking Details: Include details like payment terms and booking dates.
Displaying Additional Information
- Service Cost Breakdown: Show a detailed breakdown of costs.
- Scheduled Appointments: Display the date and time of scheduled bookings.
- Payment Options: Display options like Cash, Bank Transfer, Credit Card, etc.
Accessing from Mobile
Fieldworkers can view and email the booking as a PDF directly from the OctopusPro app, provided they’ve been granted the necessary permissions by an admin.


Tips and Best Practices
- Save Regularly: Ensure your customization is saved regularly to avoid losing any changes.
- Compliance: Check that your booking PDF meets all legal and industry standards.
- Client Preference: Consider your client’s needs when deciding what information to include.
- Brand Consistency: Ensure that the PDF reflects your brand’s identity.
- Testing: Always test the PDF on different devices to ensure that it looks correct.
Support and Help
If you need assistance with exporting bookings as PDFs or encounter any issues, you can contact OctopusPro Customer Support through the support portal or by calling the support number.
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