-
- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Customer Portal Inquiry Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
-
- 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
-
- 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
-
- 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
-
- 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
-
- Business Email Authentication
- Viewing company information
- Upload company logos
- Manage Trading Names
- Define Fieldworker Operational Locations
- Add an invoice logo
- API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
-
- 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
-
- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Fields
- Customer Profile Fields
- Customer Dependents / Properties
- Importing Customer Dependents
- Booking Status List
- Complaint / Issue Status List
- Issue / Complaint Types
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Create and Manage Labels
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Utilizing the Search Function in OctopusPro
Efficient access to information is vital for employees, ensuring that they can readily retrieve data when needed. The search function in OctopusPro is designed to provide a fast and effective way to locate information within the system. This comes in handy when office staff receive calls from fieldworkers or customers regarding existing estimates, bookings, or other inquiries. Here’s how to use the search function:
- To begin your search, click on the ‘magnifying glass’ icon located at the top left corner of the page, regardless of where you are in the system.
- Input the customer’s first or last name, business name, mobile or phone number, email, address, inquiry number (e.g., INQ-3434), quote number (e.g., EST-3434), booking number (e.g., BOK-3434), complaint number (e.g., CMP-3434), or invoice number (e.g., INV-3434).
- If the system identifies a single matching item, it will take you directly to it. However, if there are multiple matches, the system will display a list of all items under relevant headings. Click on an item to view it in greater detail.
For a more refined search, users can perform an advanced search by following these steps:
- Click on the ‘magnifying glass’ icon at the top left corner of the page, from anywhere within the system.
- Choose one of the suggested searches from the provided list.
- Enter the key information or filters you wish to search for.
- Press the “Search” button.
By using the search function or advanced search options in OctopusPro, employees can quickly access critical information, improving overall efficiency and enhancing customer service.
Searching through the OctopusPro App
The OctopusPro App also includes the same powerful search functionality found in the web-based system. This ensures that employees can quickly access information on the go, using their mobile devices, when they receive calls from fieldworkers or customers about existing estimates, bookings, or other inquiries. To utilize the search function in the OctopusPro App:
- Open the OctopusPro App on your mobile device.
- Locate and tap on the ‘magnifying glass’ icon at the top left corner of the screen, regardless of where you are in the app.
- Input the customer’s first or last name, business name, mobile or phone number, email, address, inquiry number (e.g., INQ-3434), quote number (e.g., EST-3434), booking number (e.g., BOK-3434), complaint number (e.g., CMP-3434), or invoice number (e.g., INV-3434).
- If the app identifies a single matching item, it will take you directly to it. However, if there are multiple matches, the app will display a list of all items under relevant headings. Tap on an item to view it in greater detail.
For a more tailored search experience, users can perform an advanced search in the app by following these steps:
- Tap on the ‘magnifying glass’ icon at the top left corner of the screen, from anywhere within the app.
- Choose one of the suggested searches from the provided list.
- Enter the key information or filters you wish to search for.
- Press the “Search” button.
By integrating the search function and advanced search options in the OctopusPro App, employees can efficiently access crucial information from their mobile devices, ultimately improving overall productivity and enhancing customer service.
To stay updated, please subscribe to our YouTube channel.