Viewing & Auditing Fieldworker Email Logs

OctopusPro records every outbound and inbound email linked to a fieldworker—manual notes, automated reminders, attachments, and replies—to give you a single source of truth for compliance, coaching, and dispute resolution. From the fieldworker’s profile you can filter the stream by Sent or Received, open the full message, and download any attachment. Connecting a branded sender address ensures all mail is logged under your own domain for maximum professionalism.

Where to find the log

1. Sidebar ▸ Fieldworkers → list opens.
2. Actions ▸ View profile on the desired fieldworker.
   
3. In the profile select Activity → Email Log (right panel). Here you’ll see: Date/Time, Direction (Sent / Received), Subject, Attachments, and Recipient list.
   

Tip: The log inherits your global retention settings; Enterprise plans can store unlimited history for audit requirements.

Using the filters

Filter	Shows	Typical use-case
Sent by fieldworker	Emails the fieldworker sent from the mobile app or portal	Check follow-up wording, coach tone, verify promises made.
Received by fieldworker	Replies from customers or office staff	Confirm a client’s instructions or escalate un-answered mail.

Click a row → Email pop-up opens to read the complete body, download attachments, or add an internal note.

Making sure every email is captured

1. Branded “From” address

1. Settings ▸ Communications ▸ Custom Email Settings.
2. Add a single address (support@yourbrand.com) or authorise the whole domain (@yourbrand.com).
3. Verify via the link we send—this activates SPF/DKIM automatically for better deliverability.

If no custom sender is added, you won’t be able to send emails through OctopusPro.

2. Outbound Email Log (system-wide)

Need to audit all emails, not just one worker? From the main menu, click Emails for a global, searchable trail.

Everyday benefits

• Compliance & audits – full headers and time-stamps meet ISO documentation rules.
• Customer-dispute defence – pull the exact email a client received, including attachments.
• Performance coaching – review fieldworker tone and clarity; share best-practice samples.
• Attachment control – see what files were sent (photos, PDFs) without hunting through inboxes.

Troubleshooting checklist

Symptom	Fix
Email missing from log	Confirm it was sent through OctopusPro, not a private mailbox.
Attachments won’t open	Check file type/size limits (25 MB per file).
Customer claims “never received”	Verify address spelling; review Outbound Email Log for bounce status.

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Keep your communications transparent and searchable—use the Fieldworker Email Log to close gaps, boost service quality, and stay audit-ready.

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