Getting Started as a Fieldworker

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Getting Started as a Fieldworker (Mobile App Guide)

OctopusPro’s Fieldworker App helps you manage your day-to-day work on the go—keep your profile up to date, control your availability, receive and action booking requests, navigate to jobs, communicate with customers, and provide real-time job updates (including photos and completion times).

In this guide, you’ll learn how to:

  • Download the app and access your account
  • Complete your profile (account details, services, and tools)
  • Set your working hours, travel radius, and availability
  • Receive notifications and respond to booking requests
  • Start, update, and finish jobs with photo proof and statuses

Getting started as a fieldworker overview diagram

Table of contents

1) Download the app & log in

OctopusPro App Access & Configuration Overview

To get started, install the OctopusPro Fieldworker App on your device, then log in using the email address linked to your fieldworker profile.

How access typically works:

  • Invite/activation: If your company created your account, you may receive an invitation or verification email to activate your access and/or set a password.
  • Login: Enter your email and password in the app.
  • Password help: If you forgot your password, use the reset option or ask your admin to help resend verification/access steps if needed.

Helpful guides:

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2) Set up your account & profile

Once logged in, open your Profile to complete key details. A complete profile helps your team assign the right jobs to you and ensures smoother communication and scheduling.

In your profile, you can typically:

  • Update personal/contact details
  • Upload a profile photo
  • Change your password
  • Set your address and service areas
  • Control which services you offer (and related options)

My Account tab in fieldworker profile

Best practice: Keep your phone number, email, and address accurate—this supports job routing, navigation, and customer contact when needed.

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3) Choose services & set availability

To receive the right work, make sure your account reflects what you do, where you work, and when you’re available.

Fieldworker Service Preference and Configuration

A) Enable/disable the services you provide

Use the Services tab to toggle which services you can take. Depending on your company’s configuration, you may also see service options or custom fields related to each service.

Services tab showing working hours and service toggles

Learn more: Choose Service Preferences

B) Add tools, equipment, or vehicles (if applicable)

Some businesses track what you carry (tools/equipment/vehicles/products) to improve job matching and onsite readiness. Add or update these under the Tools tab.

Tools tab showing vehicles, equipment, tools, and products

C) Set your travel radius

Your travel radius helps limit bookings to the distance you’re willing to travel. This improves scheduling accuracy and reduces long-distance assignments.

Travel radius setting in the fieldworker profile

D) Set working hours, block unavailable time, and connect calendars

Fieldworker Job and Schedule Management

Availability is commonly managed through:

  • Working hours: Set the days/times you can work.

  • Unavailable blocks: Block time off (appointments, leave, training, etc.) so you don’t get scheduled.
  • Calendar sync: If enabled, connect Google/Outlook calendars to keep availability accurate.

Helpful guides:

Service areas & address: If your company uses service areas for dispatching nearby jobs, make sure these are set correctly.

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4) Receive notifications

Fieldworker App Real Time Notifications

OctopusPro can notify you about new job requests, schedule changes, messages, reminders, and updates. Notifications may include push notifications (mobile), and—depending on company settings—email alerts and SMS.

Example notification list in the fieldworker app

Helpful guides:

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5) View bookings & respond to job requests

Your schedule and assigned work appear in the app’s Bookings area. You can open a booking to view customer details, job notes, schedule, photos, and billing (depending on what your business enables for fieldworkers).

Bookings map/home page in the fieldworker app

Open a booking to view details:

Booking details screen with Accept/Decline and tabs

Job requests (Accept/Decline):

  • Some companies allow fieldworkers to accept or decline requests.
  • Other companies auto-assign jobs, or route jobs based on dispatch rules and permissions.

Helpful guides:

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6) Contact customers (call/SMS/email)

Fieldworker App Communications and Collaboration

When enabled, you can contact customers directly from their booking/contact screen. This reduces back-and-forth and helps keep customers informed.

Customer contact screen showing call option

Typical communication options include:

  • Call the customer
  • Send an SMS (if enabled)
  • Send an email (if enabled)
  • Message your office/admin team (if enabled)

Learn more: Communicate with Office & Customers

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7) “I’m on my way” / Running late

Use I’M ON MY WAY (and related options like RUNNING LATE, if enabled) to keep customers and office staff updated. These actions can help set expectations, update ETA, and reduce missed appointments.

I'm on my way and Running late buttons in booking screen

Navigation support: If enabled, you can launch directions to the job address and view estimated travel time.

Navigate to Customer Locations

Fieldworker GPS Tracking

Helpful guides:

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8) Start & finish jobs (statuses + photos)

Fieldworker Job Workflow

OctopusPro supports a clear start-to-finish workflow so everyone stays aligned—fieldworkers, office staff, and customers (where applicable). This typically includes status updates, timestamps, notes, and photo proof.

A) Start the job

Open the booking and tap START JOB when you begin.

Start Job button on booking card

In some workflows, you may be asked to confirm an estimated time of completion (and optionally add a note).

Estimated time of completion prompt

B) Upload before/after photos (proof of work)

If enabled by your company, upload photos before and/or after completing the job. This can help with quality assurance, reporting, and dispute protection.

Add photos before job start

C) Finish the job

When the work is complete, tap FINISH JOB.

Finish Job button shown with timer

Depending on your setup, you may be asked to select a final job status (statuses can vary by business).

Select booking/job status list

Then upload any final photos and confirm completion.

Add photos after job finished and confirm Done

Learn more:

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Next steps & related guides

Use the following guides to go deeper on each area of the Fieldworker App experience:

Account setup & profile
Service areas, services & preferences
Calendar, availability, and reminders
Bookings, navigation, and job execution
Communication, issues, and payments
Product updates

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