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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
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- 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
- Fieldworker Payment Agreement
- Fieldworker Payment Per Service
- Fieldworker Service Commission
- Fieldworker Payroll Management
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- Business Email Authentication
- Viewing company information
- Company Logos Setup
- Manage Trading Names
- Define Fieldworker Operational Locations
- 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
- Implement Bulk Discounts / 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
- Complaint / Issue Status List
- Issue / Complaint Types
- 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
Sending a message to a fieldworker through the app
Admin users and customers can contact a fieldworker through the system with OctopusPro through the discussion board from their profile, booking list page, and booking overview pages. This will send a message directly to the fieldworker app.
Table of contents:
- Sending a message to a fieldworker from their profile as an admin user
- Sending a message to a fieldworker from the booking list page
- Sending a message from the booking overview page as a customer
- Viewing sent messages from the fieldworker app
Sending a message to a fieldworker from their profile as an admin user
- You can send a message to a fieldworker from the discussion board in their profile by going to fieldworkers from the sidebar menu.
- You’ll be redirected to the “Fieldworkers” page where all your fieldworkers will be displayed there.
- Select the fieldworker you want to view his/her profile and from the actions button, click on “View profile” to view it.
- You’ll be redirected to the fieldworker’s profile, then click on the Activity section where you can find the discussion board on the right of the page to be able to send a message.
- Go to the discussion board, and click on “Add Comment” to write a message that will be sent to your fieldworker on the app.
- A pop-up window will appear to start a conversation and write your comments on the discussion board. You can choose from the visibility drop-down which controls who will view your comment, whether your office or your fieldworker office.
- Type your comment in the text box below and you can also attach or upload a photo to be displayed on the discussion board under your comment.
- Then click on the “Post Comment” button.
- Your posted comment will be viewed on the discussion board in the fieldworker’s profile as follows:
Sending a message to a fieldworker from the booking list page
To send a message to your fieldworker from the booking list page, go to Bookings > All Bookings and select the fieldworker you wish to send a message to. Then select the “Chat” icon.
A pop-up window will appear to view the fieldworker discussion so you can add your comments and files.
Sending a message from the booking overview page as a customer
- Customers can send messages to a fieldworker by adding comments to their bookings from the booking confirmation page through the customer portal.
- From the booking overview page, click on the “Message US” button to start a conversation that will be viewed by admin users and fieldworkers.
- A pop-up window will appear to start a conversation, click on the text box below to type the message.
- Your customers can also drop files or photos to their posted comments by selecting the “Drop files to upload” text box to upload them. Then click on “Post comment”.
- After posting the comment, it will be displayed on the booking overview page as follows:
- The comment will be sent to the fieldworker so they can view it from the fieldworker app.
Visit the Adding a comment to a booking discussion page to know more.
Viewing sent messages from the fieldworker app
A fieldworker can view sent messages by admin users and customers from the fieldworker app. Go to the Fieldworker app and select “Messages” from the bottom of the page.
They’ll be redirected to the “Chats” page where they can view the sent messages.
Then the fieldworker can select the message to view it and reply to it by selecting the “Reply” button.
For more information please visit Octopuspro user guide, and subscribe to our YouTube channel.