Frequently asked questions

• Getting Started
  • Create an account
  • Choose your plan
  • What’s new
  • Understanding the general fieldworker
• Navigating the System
  • Navigate the main menu
  • View your notifications
  • Use the search function
• Customizing Your Settings
  • General overview
• Financial Settings
  • Add your payment terms
  • Payment Integration
    • Square API Integration
    • Checkout API Integration
    • Authorize API Integration
    • Stripe API Integration
    • Eway API Integration
    • WePay API Integration
    • PayPal API Integration
  • Add a new payment type
  • Add your bank details
  • Add due dates
  • Add a call out fee
  • Add a cancellation fee
  • Add Tax Rates
• User Settings
  • Add a new user
  • Add a new user role
  • Assign credentials to a role
  • Edit a user’s information
  • Change a user’s password
  • Login as a user
  • Go to a user’s default page
  • Activate/Deactivate a user
  • Log a user out
  • Block a user
  • Delete a user
• Company Settings
  • View company information
  • Upload company logos
  • Add multiple trading names
  • Add custom location
  • Add an invoice logo
  • Industry label
  • Add a new API
  • Google gmail and calendar API integration
  • Google Maps API integration
  • Display Google reviews
  • Terms and conditions
  • Edit your currency preferences
  • Edit your date & time preferences
• Service Settings
  • General overview
  • Create a new service
  • Add a new category
  • Add an image about a service
  • Create a new custom field
  • Create a new custom field group
  • Types of Custom Fields
    • General overview
    • Date picker
    • Time picker
    • Text Field
    • Text box
    • (+/-) Button
    • Toggle
    • Dropdown
    • Radio button
    • Button group
    • List
    • Checkbox
    • Checkbox button group
  • Add custom field values
  • Assign a custom field to a service
  • Add a service discount
  • Apply a price zone to a service
  • Apply a price zone to a custom field
  • Add a custom field value price to a service
  • Add a custom field value discount to a service
  • Apply a price zone to a custom field value
  • Create a products list
• General Settings
  • Add a new booking status
  • Create a new form
  • Add a new complaint status
  • Add a new image type
  • Add images to a new booking
  • Add a new inquiry source
  • Add a new complaint type
  • Add a new property type
  • Create a new label
  • Add a new inquiry option
  • Add a new reject booking question
  • Fieldworker permissions
  • Mobile app flags
  • Add a starting number for your bookings, estimates, invoices, and inquiries
  • Assignment method
  • Add customer property
• Communication Settings
  • Customer portal
  • Inquiry widget
  • Create an email template
  • Create an SMS template
  • Set up digital phone system
  • Create a mailing list
  • Integrate an existing mailing list
  • Send material to a mailing list
  • Unsubscribe reasons
  • Canned responses
  • Automated procedures
  • Rating tags
  • Add frequently asked questions
• Security settings
  • Mark an Inquiry as Spam
  • Log a user out
  • Ban an IP address
  • View banned IP addresses
• Key features of OctopusPro system
  • Dashboard
    • General overview
    • View your company’s sales summary chart
    • View your personal sales summary chart
    • View bookings history
    • View automated procedures history
    • View recent bookings
    • View recent estimates
    • View recent invoices
    • View recent discussions
    • View recent complaints
    • View recent emails
    • View recent SMS messages
    • View recent calls
    • View user activity
    • View booking amount
    • View future bookings
    • View past bookings
    • View outstanding invoices amount
    • View completed bookings
    • View inquiries data
  • Inquiries
    • General overview
    • Create a new inquiry
    • View inquiry details
    • Edit inquiry details
    • Convert an inquiry to a booking
    • Convert an inquiry to an estimate
    • Add/Remove a follow up
    • View available fieldworkers
    • Find availability for an inquiry
    • View nearest bookings
    • Contact a customer
    • View an inquiry discussion
    • Add a comment to an inquiry discussion
    • Add a label to an inquiry
    • Attach a file to an inquiry
    • Send an advertising email to an inquiry
    • Delete an inquiry
  • Bookings
    • General overview
    • Create a new booking
    • View booking details
    • Edit booking details
    • Find availability for a booking
    • Find nearest bookings
    • Set fieldworker’s share for a booking
    • Set fieldworker’s share per service
    • Accept a booking request on behalf of a fieldworker
    • Approve a Booking
    • Push a booking to technician’s calendar
    • View booking history
    • Contact a customer
    • Contact a fieldworker
    • Pause/Resume emails
    • Pause/Resume SMS messages
    • Send a booking confirmation
    • Request update from technician
    • View a booking discussion
    • Add a comment to a booking discussion
    • Add a complaint to a booking
    • Attach a file to a booking
    • Attach an image to a booking
    • Add a label to a booking
    • Add a payment to a booking
    • Pay invoice for a booking
    • View payments for a booking
    • Add refund a booking
    • View refunds for a booking
    • Repeat a booking
    • Claim ownership of a booking
    • Export a booking as a PDF
    • Delete a booking
  • Estimates
    • General overview
    • Create a new estimate
    • View estimate details
    • Edit estimate details
    • Edit estimate number
    • View available fieldworkers
    • Find availability
    • View nearest bookings
    • Send a quote to a customer
    • Convert an estimate to a booking
    • Add/Remove a follow up
    • Add a complaint to an estimate
    • Add a Label to an Estimate
    • Add an attachment to an estimate
    • Send an advertising email to an estimate
    • Contact a customer
    • Pause/Resume emails
    • Pause/Resume SMS messages
    • View estimate discussion
    • Add comment on estimate Discussion
    • Claim ownership of an estimate
    • Export an estimate as a PDF
    • Delete an estimate
  • Invoices
    • General overview
    • View invoice details
    • Edit an invoice
    • Edit an invoice number
    • Contact customer
    • Contact fieldworker
    • Pause/Resume emails
    • Pause/Resume SMS messages
    • Send an invoice to a customer
    • Preview an invoice statement
    • Send a pay statement to a customer
    • View invoice payments
    • Add a payment to an invoice
    • View invoice refunds
    • Add a refund to an invoice
    • Find availability
    • View nearest bookings
    • Set a Due Date
    • Convert an invoice to draft
    • Convert an invoice to void
    • Add a complaint to an invoice
    • Add a condition report to an invoice
    • View an invoice discussion
    • Add a comment to an invoice discussion
    • Add a label to an invoice
    • Attach a file to an invoice
    • Export an invoice as a PDF
    • Claim ownership of an invoice
    • Import new payments
    • Add an unknown payment to an invoice
    • Remove a payment from an invoice
    • Edit assigned invoice for a payment
    • Merge and combine invoices
  • Customers
    • General overview
    • View a customer’s details
    • Edit a customer’s details
    • View booking history
    • Contact a customer
    • View mail history
    • View SMS history
    • Delete a customer
    • Delete multiple customers
    • View deleted customers
    • Restore a deleted customer
    • Manage duplicate customers
    • Import existing customers
  • Customer Feedback
    • General overview
    • Add a new complaint
    • View a complaint
    • Edit a complaint
    • Send an acknowledgement email
    • Contact a customer
    • Contact a fieldworker
    • Pause/Resume email
    • Convert a new complaint to ‘In Progress’
    • Approve a resolved complaint
    • Reopen a complaint
    • Close a complaint
    • View complaint discussion
    • Add a comment to a discussion
    • Delete a complaint
  • Calendar
    • General overview
    • View Google calendar
    • View monthly bookings
    • View daily bookings
    • View weekly bookings
    • Filter calendar by area
    • Filter calendar by fieldworker
    • Filter calendar by booking status
    • Add a booking to the calendar
  • Fieldworkers
    • General overview
    • View all fieldworkers
    • Add new fieldworkers
    • View a fieldworker’s profile
    • View a fieldworker’s booking summary
    • Edit a fieldworker’s user information
    • Update a fieldworker’s profile
    • Update a fieldworker’s bank details
    • Add/Remove service(s) to a fieldworker’s profile
    • Edit location availability for a service
    • Add available locations for a fieldworker/
    • Modify service commission
    • Fieldworker GPS tracking
    • Fieldworker check-in and check-out
    • Login as a fieldworker
    • Change password for a fieldworker
    • Update payment agreement
    • Update working hours
    • Send an authorisation email to a fieldworker
    • Activate/Deactivate fieldworkers
    • View a fieldworker’s calendar
    • View activity log
    • View a fieldworker’s device details
    • Block/Unblock fieldworkers
    • Contact fieldworker
    • Send an email to fieldworkers
    • Send an SMS message to fieldworkers
    • Send a message to a fieldworker via the app
    • Send a message to a fieldworker within a booking
    • View received SMS messages
    • View SMS log
    • View email log
    • View call log
    • Create checklists
  • Reports
    • Run a live report
    • View a saved report
  • Emails
    • Local emails
    • External emails
• Managing your subscription
• Frequently asked questions

• Getting started
  • Log into the OctopusPro Field Worker App
  • Getting started with the app
  • Managing your calendar
  • Ratings and rankings
• Navigating the system
  • Communicating with the office
  • Communicating with the customer
  • Searching the app
  • Updates and notifications
  • New job requests
  • Getting to a job
  • Updating a job
  • Invoicing, payments and refunds
• Key Features
  • Alarms
  • Complaints
  • My earnings
  • Service type preferences
  • Collect customers’ signature