Compare OctopusPro vs FieldEdge vs ServiceMax

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OctopusPro screenshot view 4 more FieldEdge screenshot view 4 more ServiceMax screenshot view 5 more

Software Description:

The OctopusPro app can be used by your field workers anywhere, anytime, even offline.

Together the OctopusPro software and app helps you reduce administrative and operational costs, increase conversions and customer retention, and improve communication between your office, field workers, and customers.

You can choose from three different pricing options:

  • Starter Pack, which gives you access to the OctopusPro software online and the OctopusPro app for your field workers to use for up to 4 users
  • Established, which includes all the features of the Starter Pack, but is for up to 50 users and includes 24/7 support
  • Corporate, which allows you to add unlimited field workers and get your own branded customer-facing app in addition to all the other features

OctopusPro saves you time and money allowing you to focus on growing your business.

With OctopusPro you can:

  • Increase conversions and reduce office calls with online booking
  • Track the location, availability, and progress of your field workers to help delegate jobs
  • Reduce late and missed appointments with automated notifications and reminders
  • Secure getting paid with automated invoicing and reminders
  • Store all your data in one place and keep it safe in the cloud
  • Access anywhere, anytime, even offline

No matter which services you offer, or the size of your company - whether it's babysitting, personal training, cleaning, maintenance or any other residential or commercial service, OctopusPro can help you grow your business!

Full support and training:

  • 24/7 support via chat and email
  • Desktop and app user guides
  • Tutorial videos, weekly webinars, live in-house training services and more with OctopusPro Academy

Key Features :

  • Mobile Workforce Management
  • Fieldworkers location and availability
  • Lead Management
  • Booking Management
  • Complaints and Quality Management
  • Booking and Scheduling
  • Accept and Reject Services
  • Reminders and Confirmations
  • Invoicing and Billing
  • Payments and Refunds
  • Live Reporting
  • Integrated Accounting
  • Customer Relationship Management
  • Mailing Lists
  • Get your own branded app

Software Description:

FieldEdge provides its users with a powerful tool to easily track customers, dispatching, finances, service agreements, and other aspects of field service management. They can also add accounting features through a seamless integration with Quickbooks.

This platform is mainly used by HVAC, plumbing, electrical, and other contractors. It is proven that office staff will save up to 20 hours weekly by automating the assignment of work based on a technicians' skills and job location. FieldEdge efficiently manages complex jobs by grouping multiple technicians and assigning a technician or crew to a work order for multiple days for bigger jobs.

Business owners are also able to build a strong relationship with their clients with excellent customer service and VIP customer experience. Field workers are equipped with a powerful tool to create repeat business and provide a white-glove service.

Software Description:

By using ServiceMax technology, manufacturers and service providers are able to expand service revenues, improve service efficiency, provide better customer experience, and meet all required compliance standards.

ServiceMax is an integrated toolset of applications for employees and customers management, mainly used by SMEs and growing businesses in medical, energy, mining, and manufacturing. The platforms comes with a straightforward interface, so task assignments are completed easily and smoothly, management staff can follow the performance of field workers, and clients' needs can be effectively addressed.

Main benefits of using ServiceMax are better service productivity, less billing errors, better customer relationship, no warranty leakage, reduced part giveaways, increased service revenue, shorter service-to-cash cycles, and more.

Features:

  • Tax Management
  • Vacation Calendar
  • Lead Management
  • Click-to-Dial
  • Lead Scoring
  • Travel Management
  • Time Management
  • Application Tracking
  • Onboarding
  • Timesheets
  • Payroll
  • Multi-Currency
  • Budgeting
  • Employee Database
  • Task Scheduling/Tracking
  • Dashboard
  • Call Tracking
  • Marketing Automation
  • Data Visualization
  • History/Version Control
  • Google Apps Integration
  • Calendar Management
  • Scheduling
  • Chat
  • Email Integration
  • Contact Sharing
  • File Sharing
  • File Transfer
  • Inventory Tracking
  • Customer Management
  • External Integrations
  • Multi-User
  • Data Import
  • Data Export
  • API
  • Notifications
  • Project Management
  • Contact Management

Features:

  • Dashboard
  • External Integrations
  • Multi-User
  • Notifications
  • Data Export
  • Data Import
  • Inventory Tracking
  • Customer Management
  • Scheduling

Features:

  • Route Optimization
  • Notifications
  • Data Export
  • Data Import
  • Customer Management
  • External Integrations
  • API
  • Inventory Tracking

Summary:

  • Schedule bookings and appointments with ease.

  • Manage your bookings seamlessly in the cloud!

  • Access anywhere and anytime.

  • Rebrand the App for your team.

  • Staff to customer GPS tracking.

  • Manage bookings, appointments, and tasks for your entire team.

  • Flexible and seasonal smart pricing.

  • Easily create an invoice, email it to your clients, and get paid online.

  • Automate your invoicing and reminders.

  • Manage reports to guide your growth.

Summary:

  • Quotes & Invoicing

  • Call Center Management

  • Contract Management

  • Customer Database

  • Track Unlimited Inventory Items

  • Field Service Job Dispatching

  • Job Tracking

  • Mobile Access

  • Scheduling

  • Service History Tracking

Summary:

  • Case Management and Quoting

  • Social Collaboration

  • Customer & Partner Communities

  • Warranty and Entitlements

  • Customer Accounts and Contacts

  • Work Order Management

  • Installed Base and Contracts

  • Work Order Signature Capture

  • Scheduling and Dispatch

  • Service Parts and Inventory

Starter Pack

$10.00
1 user(s) / month
Included in plan:
  • 1-4 Users
  • Lead Management
  • Quote Management
  • Booking Management
  • Invoice Management
  • Complaint Management
  • Field Worker Management
  • Contractor Database
  • Integrated Calendars
  • Automated Emails
  • Schedule Jobs & Tasks
  • Built-in CRM
  • GPS Directions
  • Live Updates
  • Manage Notes & Attachments
  • Time Tracking
  • Collect Payments
  • Send Automated Invoices
  • Live Reporting
  • Mobile Access
  • Unlimited Bookings
  • Automated Pricing
  • Field Worker App

Established


1 user(s) / month
Included in plan:
  • 5-50 users
  • All Starter Pack Features
  • 24/hr Support

Corporate


1 user(s) / month
Included in plan:
  • All Established Features
  • Unlimited Users
  • Branded Customer-Facing App

FAQs:

    What is this service generally used for?
  • OctopusPro is a simple & efficient way to run and grow your mobile service business, allowing you to manage your enquiries, quotes, bookings, invoices, payments, as well as your customers and staff all together in one revolutionary software, all safe and secure in the cloud!

    Managing your mobile team on a calendar starts out simple, but as soon as one thing changes, it can take hours to get things back under control. OctopusPro advanced scheduling features let you see your team's availability, proximity and open time slots in a simple format, taking away the hassle involved with scheduling and rescheduling bookings and other appointments. You can create your booking as a one-off or visit as a recurring contract and assign the jobs to your mobile workforce with ease.

  • What platforms does this service support?
  • OctopusPro runs on any device, whether it’s your desktop PC or Mac, laptop, tablet or smartphone, or any device that has internet and a browser. OctopusPro App is available on both iPhone and Android devices.

  • Who are the main user groups of this service?
  • OctopusPro mobile workforce booking management system is an integrated online solution for service based businesses of all sizes, with connectivity and integration with leading CRMs and accounting systems.

    OctopusPro is designed as the ideal management tool for all mobile or field services, from cleaning, to gardening, mowing, locksmiths, pool care, plumbing, antennas, dog washing, baby sitting, car detailing, removals, skip bins, private tutoring, security, painting, tiling, heating & cooling, solar system installations, pest control, or whatever it may be that your business offers as a service to it’s clients. OctopusPro is also ideal for real estate agents & builders to manage contractors that work on properties they manage.

  • Does this service integrate with any other apps?
  • With OctopusPro, field workers have access to your job management app, making it possible to accept or reject new jobs, manage availability and communicate with customers and office staff. Your field workers can generate invoices and take payment in just a few clicks while on the job!

    No matter the industry or size of your business, your mobile app and online booking page can be customized to fit your brand guidelines. Adapt all colours, fonts, and imagery to fully support your branding.

    Completely control your booking forms. Include all questions necessary to receive the information required for each booking.

  • Does this service offer guides, tutorials and or customer support?
  • OctopusPro offers you a step by step user guide for the software and the app. Moreover, we provide you a live chat to answer to any question.

  • Does this service offer multi-user capability (e.g. teams)?
  • Depending on your subscription plan, users can be unlimited!

  • What are some applications this service is commonly used in tandem with?
  • ePayments Integrations

    OctopusPro provides multiple choices for ePayments that allow your fieldworkers to securely collect online payments from your clients.

    Integrated Accounting

    OctopusPro integrates with popular accounting packages like Xero & Quickbooks, so your data is kept in sync with your accounting software, helping your accountant with payments and taxation.

    Mailing List - Integrates with MailChimp

    If you already have a campaign setup in MailChimp, you can still use them by just integrating your OctopusPro account with your Mailchimp account.

FAQs:

    Does this service integrate with any other apps?
  • Integrations: Sage Intacct, Twilio, QuickBooks, Fleetmatics, Goldmine.

  • Who are the main user groups of this service?
  • Users of FieldEdge are contractors in the field service industries including HVAC, plumbing, electrical, and similar.

  • What platforms does this service support?
  • This is a cloud-based software, with iOS and Android mobile apps.

  • Does this service offer guides, tutorials and or customer support?
  • Support: FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials.

  • What are some applications this service is commonly used in tandem with?
  • It is most frequently used in tandem with Quickbooks.

  • What is this service generally used for?
  • This service is used for field service management.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, there is multi-user capablity offered.

  • Does this service offer an API?
  • No.

FAQs:

    What are some applications this service is commonly used in tandem with?
  • It is most commonly used in tandem with Salesforce.

  • Who are the main user groups of this service?
  • ServiceMax is an ideal field scheduling solution for small and medium-sized growing companies.

  • What is this service generally used for?
  • This service is generally used as a field service management solution.

  • Does this service offer guides, tutorials and or customer support?
  • Support: FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials, Webinars.

  • Does this service offer an API?
  • Yes, it offers API.

  • What platforms does this service support?
  • This is a cloud-based platform, with Android and iOS native apps offered.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service integrate with any other apps?
  • Integrations: ProntoForms, BOARD, Workato, FinancialForce Accounting, MessageMedia, Cloud Elements, CallidusCloud Commissions, FinancialForce HCM, Blitzz, SAP, JIRA, Oracle EBS, Salesforce, QuickBooks.

Publisher:

Founded:
-
Based in:
Sydney
Employees:
11-50
Likes:
117
Followers:
8

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
201-500
Likes:
1.28k
Followers:
5.79k

Other:

Who uses OctopusPro
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
Worldwide

Other:

Who uses FieldEdge
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses ServiceMax
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Spanish, Italian, Japanese, French
Regional Restrictions:
No restrictions.
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