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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
- 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
Manual Push to Google Calendar: Ensuring All Bookings Reach Your Fieldworkers
Integrating with Google Calendar, OctopusPro offers a feature that allows admin users to manually push bookings to their fieldworker’s Google Calendar. This capability comes into play when an anomaly arises with the automatic sync or when bookings were assigned to the fieldworker prior to their Google Calendar sync.
The purpose of this feature is to ensure that fieldworkers that rely on Google Calendar instead of the OctopusPro calendar to manage their bookings are always updated with their bookings, regardless of when they started using the Google Calendar sync. By manually pushing the bookings, we eliminate the risk of fieldworkers missing out on any pre-sync bookings.
This feature’s value becomes evident in multiple scenarios. Suppose you’ve just onboarded a new fieldworker who wasn’t immediately integrated with the Google Calendar sync, and they had several bookings assigned during this period. In this case, you can manually push these bookings to their Google Calendar to ensure they’re not overlooked. Or perhaps there was a temporary glitch in the sync process – this feature ensures that bookings aren’t lost during that downtime.
Manual Push of Bookings to Fieldworker’s Google Calendar
As an admin user, you can manually push bookings to your fieldworker’s Google Calendar and notify them of the assigned job.
To do this:
- Navigate to All Bookings: From the sidebar menu go to
Bookings > All Bookings
- Select a Booking: Choose the booking you wish to push to your fieldworker’s Google Calendar.
- Open Booking Details: Click on the “View Booking” button to open the booking details page.
- Access Booking Actions: Click on the “Actions” button from the right side of the page.
- Push to Google Calendar: Select “Push to Google Calendar” from the drop-down menu.
- Confirm Push: A pop-up window will appear, prompting you to confirm the booking details. Click “Accept” to complete the push.
Viewing Manually Pushed Bookings from Fieldworker’s Google Calendar
After a booking is manually pushed to the fieldworker’s Google Calendar, they can view the assigned booking from their Google Calendar or via the fieldworker app.
- Notification: Fieldworkers will receive a notification on their Google Calendar or the app about the new booking.
- Booking Details: They can then open the booking details by selecting the new booking event in their Google Calendar or from the notifications in the app.
This feature ensures that no matter what happens, your fieldworkers can stay up-to-date with their bookings, helping maintain a smooth and effective operation for your business.
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