Fieldworker App: Invoicing, Payments, Deposits, and Refunds

OctopusPro’s Fieldworker App is a powerful tool that digitizes the financial aspects of field services, making invoicing, payments, deposits, and refunds more manageable and efficient.

Benefits:

For Fieldworkers, the app eradicates paperwork, allowing quick access to financial transactions and reducing errors. Admins benefit from real-time insights into field transactions, ensuring consistent data and easy oversight of refund requests. Customers receive instant digital invoices and enjoy multiple payment options, with the added trust of real-time billing and digital signatures. The app also ensures swift and tracked refund processes.

Use-Cases:

Imagine completing a lawn service; before leaving, a digital invoice reaches the customer’s email. After a plumbing job, customers can choose their preferred digital payment mode. If a service is found lacking, initiating a refund is straightforward. The admin is notified, and the issue is resolved efficiently.

Navigating Your Invoices:

• Viewing Your Invoices:
  • Access: Tap on the main menu > Invoices.

• • Selecting an Invoice: Specify the type of invoice you’re interested in. Once done, tap on any invoice to delve deeper.

Collecting Payments Post-Service:

• Taking Payment After Job Completion:
  • Access: Navigate to the specific booking.
  • Billing Details: Tap on the Billing tab.
  • Initiating Payment: Scroll to the page’s end and select PAYMENT.

• • Payment Confirmation: Verify the payment sum, choose your payment mode, and tap Save.

Sending Invoices to Clients:

• Emailing Invoices:
  • Access: Head to the relevant booking.
  • Billing Information: Click on the Billing tab.
  • Invoice Dispatch: Click Email Invoice to instantly send the invoice to the customer’s registered email.

 

Acquiring Client’s Confirmation Post-Service:

• Getting Customer Signature for Job Completion:
  • Access: Go to the particular booking.
  • Customer Details: Click on the customer’s name.

• • Acquiring Signature: Tap on the Signature icon. Hand your device to the customer for signature.

• • Saving Signature: Once signed, click ‘Save’.

Handling Refunds:

• Reviewing Refund Reports:
  • Access: From the main menu, select Invoices.
  • Refund Overview: Click Refunds to access an exhaustive list of processed refunds.

• • Detailed View: For a more granular view, tap on any specific refund.

• Initiating a Refund:
  • Access: Navigate to the pertinent booking.
  • Billing Information: Tap on the Billing tab.
  • Request Refund: Scroll to the bottom and select ADD REFUND.

• • Refund Details: Choose the appropriate refund payment channel, provide all necessary details, and importantly, elucidate the refund’s reason in the comment box.

• • Final Step: Click REFUND. This sends a refund request to the office for scrutiny. Post-approval, you’ll be authorized to process the refund to the client.

Deposits

• Collecting a Deposit:
  • Access: Navigate to the desired booking.
  • Billing Section: Click on the Billing tab.
  • Initiate Deposit: Click on PAYMENT.
  • Finalize Deposit Amount: Confirm the deposit sum, choose the payment method, and click Save.
• Returning Deposits:
  • Similar to the refund process, if the service requires the return of deposits, you can process it through the Billing tab, selecting ADD REFUND instead.

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