Frequently asked questions

• Getting Started as an Admin
  • Creating an Account
  • Selecting a Plan
  • What's new
  • Primary Service Provider
  • Accessing the App
  • Booking Location Types
  • Remote Service Management
  • Multi-Location POS System
  • Job Assignment Methods
  • Notifications & Alerts
  • Using the Search Function
  • Frequently Asked Questions
• Getting Started as a Fieldworker
  • Log into the OctopusPro Field Worker App
  • Getting started with the app
  • Managing your calendar
  • Ratings and rankings
• Lead Management
  • Managing Leads & Inquiries
  • Adding Customer Inquiries
  • Website Lead Capture Form
  • Customer Portal Inquiry Form
  • View Inquiry Details
  • Edit Inquiry Details
  • Deleting Inquiries
  • Inquiry Contact Management
  • Inquiry Discussion Management
  • Adding Attachments to Inquiries
  • Adding Labels to Inquiries
  • Convert Inquiry to Booking
  • Convert Inquiry to Quote
  • Managing Follow-Up Reminders
  • Mark an Inquiry as Spam
  • Banned IP Address list
  • Inquiries Statistics
• Booking Management
  • 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
  • Adding Labels Bookings
  • Adding Payment to Bookings
  • Pay invoice for a booking
  • View payments for a booking
  • Adding Refund to Booking
  • View Booking Refunds
• Quote Management
  • Quote & Estimate Management
  • View Quote Details
  • 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
  • Find Fieldworker Availability
  • Locate Nearby Bookings for Proximity Scheduling
  • Convert an estimate to a booking
  • Contact a customer
  • Sending Quotes Customers
  • Pause/Resume Automated emails
  • Pause/Resume Automated SMS
  • Quote Discussions
  • Quote Discussion Dashboard
• Invoices & Payments
  • 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
  • Add Complaint to an Invoice
  • Add Label to Invoice
  • Attach File to Invoice
  • Export Invoice as PDF
  • View Invoice Payments
  • Add Payment to Invoice
  • Importing Payments
  • Assigning Unknown Payments to Invoices
  • Removing Incorrectly Matched Payments
  • Managing Invoice Due Dates
  • Merge and Combine Invoices
  • Billing Cycle Management
  • Locking / Unlocking Merged Invoices
  • View Invoice Refunds
  • Add Refund to Invoice
  • Contact Customer
  • Contact Fieldworker
  • Invoice Discussion Management
  • Pause/Resume Automated emails
  • Pause/Resume Automated SMS
  • Send Invoice to Customer
• Issues & Complaints
  • Adding New Issue / Complaint
  • Customer Complaint Management
  • Handling Issues
  • Updating Complaint Status
  • Change Status to 'In Progress'
  • Approving Resolved Issues
  • Closing Resolved Issues
  • Reopening a Closed Issue
  • Deleting Issues
  • Manage Issue Discussions
  • Control Automated Email Notifications
• Calendar Management
  • Scheduling and Dispatching
  • Calendar Month View
  • Calendar Week View
  • Calendar Day View
  • Calendar List View
  • Adding Bookings from Calendar
  • Block Unavailable Date and Time
  • Adding Notes to Calendar Dates
  • Filter Calendar by Area
  • Filter Calendar by Booking Status
  • Filter Calendar by Fieldworker
  • View Fieldworker Google Calendar
• Customer Management CRM
  • Managing Customer Lists
  • View Customer Profile
  • Customer Booking History
  • Customer Account Statement
  • Edit Customer Details
  • Customer Profile: Custom Fields
  • Customer Dependents / Properties
  • Merging Duplicate Customers
  • Import Customers List
  • Deleting Customers
  • Access Deleted Customers
  • Restoring Deleted Customers
  • Contacting Customers
  • Customer Email Log
  • Customer SMS Messages
• User Management
  • Adding New Users
  • Editing User Profile
  • Activating Users
  • Blocking a User
  • Deleting Users
  • Manage User Role Permissions
  • Logging In as Another User
  • Force Logout Specific Users
  • Changing User Passwords
  • Manage Fieldworkers' Subworkers
• Fieldworker Management
  • 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
  • Fieldworker GPS Tracking
  • Fieldworker Job Check-in / Check-out
  • Fieldworker Logged In Devices
  • Fieldworker Call Recordings
  • Login as a Fieldworker
  • Change Fieldworker Password
• Navigating the Fieldworker App
  • Communicating with the office
  • Communicating with the customer
  • Searching the app
  • Updates and Notifications
  • Managing New Job Requests
  • Getting to a Job
  • Updating a Job
  • Arriving at a Job
  • Invoicing, payments and refunds
• Fieldworker App Key Features
  • Fieldworker Alarms
  • Issues & Complaints
  • My earnings
  • Service type preferences
  • Collecting customer signature
• Dashboard & Statistics
  • Dashboard Summary
  • Future Bookings Statistics
  • Past Bookings Statistics
  • Completed Bookings Statistics
  • Inquiries Statistics
  • View Personal Dashboard
• Reports & Insights
  • User Activity Log
  • Generate Real-time Reports
  • View a saved report
  • Recent Bookings Log
  • Automations Log
  • Recent Bookings Log
  • Latest Quotation Records
  • Recent Invoices Log
  • Latest Conversation Histories
  • Latest Customer Issues Log
  • Recent Email Correspondences
  • Latest SMS Exchanges
  • Recent Call Records
• Company Settings
  • 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
• Financial Settings
  • Managing Payment Methods
  • Service Payment Terms
  • Credit Card Payments Surcharge
  • Enabling Bank Transfer Payments
  • Booking Call Out Fees
  • Booking Cancellation Fees
  • Tips and Gratuities Management
  • Customizing Invoice Template
  • Setting Tax Rates
  • Invoice Due Dates Management
  • Currency Preferences
  • Voucher Code Management
  • Payment Integration
    • Square API Integration
    • Checkout API Integration
    • Authorize API Integration
    • Stripe API Integration
    • Eway API Integration
    • WePay API Integration
    • PayPal API Integration
    • Tap API Integration
• Services Settings
  • 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
• Customer Portal Settings
  • Accept Online Bookings
  • Booking Widget
  • Customer Profile
  • Contact Us Form
  • Fieldworker Signup
  • General settings
  • Flags & Permissions
  • Job Assignment Automation
  • Selling Gift Vouchers
  • Branding & style
  • URL White Labelling
  • Search Engine Optimization
  • Auto-Generate Invoices
  • Homepage promotion
    • Promotions Box
    • Fieldworker Signup Promo
  • Social Networks
• Communications Settings
  • Website Lead Capture Form
  • Custom Email Templates
  • Create an SMS template
  • Set Up Digital Phone System
  • Manage Mailing Lists
  • Integrate Mailing List with MailChimp
  • Send material to a mailing list
  • Unsubscribe Reasons
  • Email Templates
  • SMS Templates
  • Canned Responses
  • Templates Placeholders
  • Automation
  • Rating tags
  • Adding Service FAQs
• General Settings
  • 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
  • Booking Image Types
  • Adding Images to Bookings
  • Add a Starting Number to Bookings, Quotes, Invoices, and Inquiries
  • Adding period required field to your inquiry form
  • Date and Time Preferences