help.octopuspro.com

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• name: description content: Explore OctopusPro’s all-in-one service management platform: admin portal, fieldworker mobile app, and customer portal. Learn key workflows, outcomes, and setup steps.
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• property: og:title content: OctopusPro Platform Overview | Scheduling, Dispatch, Invoicing & Customer Portal
• property: og:description content: Explore OctopusPro’s all-in-one service management platform: admin portal, fieldworker mobile app, and customer portal. Learn key workflows, outcomes, and setup steps.
• property: og:url content: https://help.octopuspro.com/user-guide
• property: og:site_name content: Octopuspro
• property: article:publisher content: https://www.facebook.com/Octopuspro.Mobile.Service.Management/
• property: article:modified_time content: 2026-02-16T05:36:08+00:00
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• User Guide
• FAQs
• Create your admin account
• select a subscription plan
• Admin / Fieldworker / Customer login guide
• service delivery types
• Mobile / Field Service Management (FSM)
• Remote Service Management (Virtual Bookings)
• Multi-Location POS for Branches & Storefronts
• Group Booking & Class Scheduling
• job assignment & dispatch method
• https://help.octopuspro.com/gps-mileage-billing-software
• universal search & filters
• Manage Unassigned Tasks
• Notifications, discussions, SMS & call alerts
• See What’s New in OctopusPro
• Set Up Your Fieldworker Account
• Set Your Address & Service Areas
• Set Service Preferences
• Manage Calendar & Availability
• Review Job Requests & Assignments
• Search Jobs, Customers & Records
• Use Real-Time Notifications & Alerts
• Manage Alarms, ETA Alerts & Reminders
• Navigate to Job Locations
• Start, Check In to, and Finish Jobs
• Update Job Status & Progress
• Collect Customer Signatures
• Communicate with the Office & Customers
• Resolve Customer Complaints
• Create Invoices, Take Payments & Process Refunds
• View Earnings & Pay Statements
• View Ratings, Reviews & Rankings
• Lead Management Overview
• Set Up Website Lead Capture Form
• Add a Contact Us / Lead Capture Form to the Customer Portal
• Set Up the Inquiry Autoresponder Email
• Create a New Inquiry
• View Inquiry Details
• Edit Inquiry Details
• Add Labels & Tags to Inquiries
• Attach Files & Photos to Inquiries
• Contact Customers from Inquiries
• Manage Inquiry Discussions & Internal Notes
• Manage Inquiry Follow-Up Reminders
• Convert an Inquiry to a Quote
• Convert an Inquiry to a Booking
• Mark an Inquiry as Spam
• Delete an Inquiry
• Inquiries Statistics Dashboard
• Booking Management Overview
• Create a New Booking
• View & Manage Booking Details
• Edit Booking Details
• Recurring / Repeat Bookings
• Multi-Address Bookings (Pickup → Drop-off)
• Find Fieldworker Availability
• Check Nearby Bookings by Proximity
• Assign Multiple Fieldworkers to a Booking
• Override & Accept a Booking Request
• Review Fieldworker Booking Edit Requests
• Enable Fieldworker Reschedule Assist
• Push a Booking to Google Calendar
• Transfer Invoice Ownership (Sales Rep)
• Send Booking Confirmation
• Communicate from a Booking
• Contact the Assigned Fieldworker
• Manage Invoice Discussions & Comments
• Send Booking Update Reminders
• Automate Recurring Service Reminders
• Pause or Resume Invoice Notifications
• Manage Issues & Complaints
• Upload Images, PDFs & Files to Bookings, Quotes & Inquiries
• Add Labels & Tags to Quotes
• Booking History & Audit Log
• Export a Booking to PDF
• Delete a Booking
• Take a Booking Payment
• Track Booking Payments
• Manage Refunds
• Set Fieldworker Commission & Pay Rates
• Manage Fieldworker Payroll & Commission Payouts
• Quote & Estimate Management
• Create a Quote/Estimate
• View & Manage Quote Details
• Edit Quote Details
• Change Quote Number
• Attach Files to Quotes
• Export a Quote to PDF
• Send & Track Quotes
• Automate Quote Follow-Up Reminders
• Customer Accept/Decline Quotes
• Convert Quote to Booking
• Delete or Restore a Quote
• Invoice, Billing, Payment & Refund Overview
• View & Manage Invoice Details
• Edit Invoice Line Items, Prices & Taxes
• Change Invoice Number / Reference ID
• Manage Invoice Due Dates & Payment Terms
• Send Invoices by Email or SMS
• Attach Files to Invoices
• Add Labels & Tags to Invoices
• Export Invoice as PDF
• View Invoice Payments, Receipts & Refunds
• Add Invoice Payments
• Import & Reconcile Payments
• Match, Reassign & Unlink Unapplied Payments
• Manage Customer Billing Cycles
• Merge Multiple Invoices for Consolidated Billing
• Lock or Unlock Merged Invoices
• Convert an Invoice to Draft
• Void an Invoice
• Delete Invoices
• Issue & Complaint Management Overview
• Close & Approve Resolved Issues
• Reopen a Closed Issue or Complaint
• Calendar Overview
• View the Calendar in Month View
• View the Calendar in Week View
• View the Calendar in Day View
• View the Calendar in List View
• Add New Bookings from the Calendar
• Block Unavailable Dates & Times
• Add Calendar Notes & Reminders
• Filter the Calendar by Area, Region & Location Type
• Filter the Calendar by Booking Status
• Filter the Calendar by Fieldworker
• View Fieldworker Google Calendar
• Use Dynamic Real-Time Fieldworker Availability Scheduling
• Customer Management & CRM Overview
• View Customer Details & Profile
• View Customer Activity Timeline
• View Customer Account Statement
• Edit Customer Details
• Customize Customer Profile Custom Fields
• Manage Customer Dependents, Assets & Properties
• Import Customers
• Merge Duplicate Customers
• Delete or Restore Customers
• View Customer Communication History
• Contact a Customer
• Add, Invite & Import Users
• Edit User & Fieldworker Profiles
• roles & permissions
• Impersonate a User (Login as Another User)
• Force Logout Users
• Change or Reset User Passwords
• Activate or Deactivate Users
• Block or Unblock Users
• Delete Users (Single or Bulk)
• Manage Subworkers Under Fieldworkers (Crew Members)
• Fieldworker Management Overview
• Add, Invite or Import Fieldworkers
• Manage Fieldworker Lists & Bulk Actions
• Fieldworker permissions & access control
• Configure Your Industry Label
• Edit & Manage Fieldworker Profiles
• Manage Fieldworker Email Verification & Activation
• Assign Services to Fieldworkers
• Fieldworker Service Areas (Territories)
• Manage Fieldworker Working Hours & Availability
• Manage Fieldworker Calendar & Availability
• Manage Fieldworker Bank Details & Batch Payments
• Activate or Deactivate Fieldworkers
• Block or Unblock Fieldworkers
• Fieldworker Login & Admin Impersonation
• Reset Fieldworker Password & Secure Login
• Contact Fieldworkers by Email, SMS, Chat or Call
• View Fieldworker SMS Log
• View Fieldworker Email Log & Audit Trail
• View Fieldworker Call Log & Recordings
• View Fieldworker Booking Summary & Filters
• View Fieldworker Activity Log
• View Fieldworker Timesheet Summary Report
• Enable Real-Time Field Worker Location Tracking
• Set Up Fieldworker Arrival Tracking, ETA & Job Status Updates
• Fieldworker Check-In/Out
• View Fieldworker Device Audit & App Versions
• Dashboard Summary & KPI Overview
• Future Bookings Statistics
• Completed Bookings Statistics
• Past Bookings Statistics
• Live Reports & Analytics
• User Activity Log
• Booking Activity
• View Booking History Log
• View Quotes & Estimates History Log
• View Invoice History Log
• View Issues & Complaints History Log
• Automations / Scheduled Tasks Log
• Outbound Email Log
• View SMS History Log & Notifications
• Call History Log
• View Discussions History Log
• Manage Business Details
• Set Up Branding, Logos & Trading Names
• Manage Trading Names & Sub-Brands
• Authenticate Your Business Email Address
• Google Calendar Integration
• Integrate Google Maps API
• Google Reviews Integration & Review Requests
• API, Webhooks & Third-Party Integrations
• Manage Account Currency Preferences
• Manage Tax Rates (GST, VAT & Sales Tax)
• Configure Service Payment Terms, Deposits & Prepayments
• Customize Invoice & Quote Templates
• payment methods
• Set Up Company & Fieldworker Bank Details
• Configure Credit Card Surcharges
• Set Up Stripe Payments Integration
• Set Up Square Payments Integration
• Set Up PayPal via Braintree
• Set Up Authorize.Net Payment Gateway
• Set Up Checkout.com Payment Gateway
• Set Up eWAY Payment Gateway
• Set Up Tap Payment Gateway
• Set Up WePay Payment Gateway
• Automate Call-Out & No-Show Fees
• Manage Booking Cancellation Fees
• Manage Discount Voucher Codes
• Manage Tips & Gratuities for Fieldworkers
• Service Catalogue & Settings Overview
• Create a New Service
• Add & Manage Service Categories
• Create a Free (Non-Billable) Service
• Set Quantity-Based Bulk Discount Pricing
• Geo-Pricing Zones
• Service Packages & Bundles (Prepaid Multi-Visit Deals)
• Manage Product Lists & Inventory Tracking
• Set Up Stock Management & Inventory Control
• Set Up Custom Fields for Services & Booking Forms
• Create Custom Field Groups
• Set Up Dependent Custom Fields (Conditional Logic)
• Single-Line Text Field
• Paragraph / Long-Text Field
• Number Stepper Quantity Field
• Date Picker (Calendar) Field
• Time Picker Field
• Toggle Switch (Yes / No) Field
• Button Group Field (Single Choice)
• Radio Button Field (Single Choice)
• Dropdown Field (Single Choice)
• Multi-Select List Box Field
• Checkbox Field (Multi-Select)
• Checkbox Button Group Field
• Digital Signature Field (eSignature)
• Customer Portal General Settings
• Customer Portal Flags & Permissions
• Configure Multi-Language Customer Portal Settings
• Customize Customer Portal Branding & Style
• Set Up a White-Label Customer Portal URL
• online bookings through your website
• Add a Book Online Button to Your Website
• Set Up Payment Methods for Online Booking Checkout
• Customer Portal
• Auto-Create Invoices on Customer Portal Bookings
• Manage Customer Portal Homepage Promotions
• Sell Gift Vouchers Online
• Add Social Media Icons to Your Customer Portal
• Optimize Customer Portal SEO Meta Tags
• Add Videos to Your Customer Portal Homepage
• Social Login (Facebook/Google)
• Recruit & Onboard Fieldworkers Online
• Promote Your Fieldworker Sign-Up Page
• Set Up Twilio Digital Phone System
• Manage Email Templates
• Manage SMS Templates
• Manage Canned Responses
• Manage Template Placeholders
• Set Up Automated Reminders, Confirmations & Notifications
• Manage Mailing Lists, Bulk Messaging & Marketing Campaigns
• Sync Mailing Lists with Mailchimp
• Manage Unsubscribe Reasons & Feedback
• Manage Customer Feedback, Ratings & Reviews
• Manage Service FAQs
• Configure Booking Settings, Flags & Permissions
• Configure Date & Time Settings
• Manage Booking Statuses
• Track & Manage Lead Sources
• Track & Analyse Job Decline Reasons
• Manage Labels & Tags
• Customize Fieldworker Profile Custom Fields
• Import Customer Dependents, Assets & Properties
• Configure Job Location Property Types
• Forms & Checklists (Overview)
• Set Up Forms & Checklists
• Configure Forms & Checklist Field Types
• Use Forms & Checklists
• View Forms & Checklists Use Cases
• Manage Job Photo Tags
• Set Starting Numbers for Bookings, Quotes, Invoices & Inquiries
• Add Preferred Timeframe Field to Inquiry Forms
• What OctopusPro is
• How the platform is structured
• Who it’s for (service models)
• Core outcomes & benefits
• End-to-end workflow (start to finish)
• Quick start: what to set up first
• Audit trails, logs & reporting
• Next step: book a free support call
• Collect Invoice Payments
• Nearby Bookings (Proximity Dispatch)
• Enable Online Bookings
• Recurring / Repeat Booking Software
• Distance-Based Travel Fees / Mileage Billing
• Portal: Allow Customers to Book Recurring
• Allow Fieldworkers to Add Subworkers
• Fieldworkers Accept/Decline Job Requests
• Forms & Checklists Setup
• Require “Before” Photos at Check-In
• “Book Now” buttons
• http://help.octopuspro.com/[email protected]
• +1 202 919 8706
• +44 74 7697 1966
• +61 468 004 300
• [email protected]
• Scroll to top

• HOME
• Pricing
• Contact Us
• START FREE TRIAL
• LOGIN
• https://success.octopuspro.com/customerPortal/support/services/3141/3362/42188
• Xero/QuickBooks integration overview
• Create your FREE trial account
• https://www.youtube.com/channel/UCoe-yxA331stZOoxZsz9UdA
• https://play.google.com/store/apps/details?id=au.octopuspro.app&hl=en
• https://apps.apple.com/us/app/octopuspro/id1232183130
• https://www.facebook.com/Octopuspro.Mobile.Service.Management/
• https://www.linkedin.com/company/octopuspro/
• Invoice and payment tracking software
• Time tracking software for field workers
• Online appointment scheduling software
• Handling customer complaints effectively
• Job management software for contractors
• Accounting software for contractors
• Appointment scheduling software for contractors
• Small Business Field Service Management FSM
• CRM Customer relationship management software
• Online scheduling and invoicing software
• Record management system for jobs
• Employee timesheet management software
• Built-in CRM
• Mailing Lists
• Create an app for the field service industry
• Bookings and Appointments
• Accept and Reject Services
• Reminders and Confirmation
• Rescheduling and Cancellation
• Invoicing and Billing
• Payments and Refunds
• Live Reporting
• Integrated Accounting
• Lead Management
• Mobile Workforce Management
• Remote Work Management
• Booking Management
• Complaints & Quality Management
• https://www.octopuspro.com/field-service-management/industries/
• Animal Care
• Automotive
• Beauty Therapy
• Trades & Services
• Home Maintenance
• Service Management
• Real Estate
• Cleaning
• Hospitality
• Office Support Services
• Health
• Government
• Non-profits
• Enterprise
• Education
• Entertainment
• Transportation
• Sports
• https://x.com/octopus__pro
• Why OctopusPro?
• https://play.google.com/store/apps/details?hl=en&id=au.octopuspro.app
• Terms of Use
• Privacy Policy
• Offer Details

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