Fieldworker App Search – Instantly Find Bookings, Quotes & Invoices

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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