Universal Search on the OctopusPro Fieldworker App
On the road, seconds count. OctopusPro’s fieldworker app ships with a built-in universal search bar that surfaces any record—booking, invoice, quote, issue, or customer—without digging through menus. Faster look-ups mean quicker updates, smoother service, and happier clients.
1 | Quick Tour of the Search Interface
UI Element |
Purpose |
Search Bar |
Always visible at the top of the screen. Accepts any keyword or ID. |
Module Tabs |
Results are auto-sorted into Booking, Invoice, and Quote tabs (see screenshots). Swipe to switch. |
Inline Status Tags |
Colour-coded status chips (“Tentative”, “Completed”, “Overdue”) let you triage at a glance. |
Result Card |
Taps open the full record, ready for check-in, photo upload, signature, or payment. |
2 | Step-by-Step – Finding What You Need
Step |
Action |
Example |
1 – Open Search |
Tap the 🔍 icon (top-right) from any screen. |
You’re viewing today’s route and need an address for BOK-42. |
2 – Enter Criteria |
Type any of the following: • System ID (BOK-42, INV-12) • Customer name (“Emma Smith”) • Street or suburb (“Surfers Paradise”) • Keyword (“Swedish massage”) |
Typing “INV-12” immediately narrows to that invoice. |
3 – Review Tabs |
Results auto-populate under Booking / Invoice / Quote. Unused tabs stay empty. |
An address search might return one booking and two quotes. |
4 – Tap & Act |
Open the card to: • Start/finish the job • Capture notes or images • Send the invoice link |
Fieldworker updates booking status to Completed on-site. |
3 | Advanced Tips & Use-Cases
Use-Case |
How Search Helps |
Benefit |
On-site ETA check |
Search the booking code printed on a work order. |
Confirm scope before ringing head office. |
Invoice follow-up |
Enter overdue to see unpaid invoices. |
Collect payment while still on location. |
Customer recall |
Type part of a surname (“Johns”) plus suburb. |
Avoid duplicate customer creation. |
Address typo fix |
Search street name, open record, correct address. |
GPS navigation works first time. |
4 | Best Practices for Fieldworkers
- Use prefixes – Typing BOK-, EST-, INV- instantly scopes results.
- Voice-to-text – On iOS/Android keyboards, tap the mic icon for hands-free entry.
- Partial entries – “Moura NSW” pulls every job in that town (handy with long IDs).
- Refresh before offline work – While connected, open recent records so they cache for low-coverage zones.
5 | Frequently Asked Questions
Question |
Answer |
Do search results respect user permissions? |
Yes. Fieldworkers only see jobs, invoices, and customers assigned to or shared with them. |
Is the search offline-capable? |
Recently opened or favourited records remain searchable without data coverage. |
Can I filter by date or status? |
Use keywords like “today”, “overdue”, or “completed”, or open the record and filter inside the module list. |
Does search drain battery? |
Minimal impact—queries run against a lightweight local index and sync cloud-side only when results need updating. |
6 | Key Benefits Recap
- Zero wait-time look-ups → shorter customer calls.
- Single source of truth → fewer duplicate records.
- On-site problem solving → collect payments, add photos, close jobs.
- Higher first-time-fix rate → fieldworkers arrive fully informed.
Ready to experience fieldwork without the paperwork?
Open the OctopusPro app, tap 🔍, and try searching “INV-12” or your next booking code—speed you can feel in one tap.
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