Compare OctopusPro vs ServiceMax vs Housecall Pro

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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:

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.

Software Description:

Housecall Pro is a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary Web portal and serves a wide range of industries, such as cleaning, plumbing, electrical and more.

Housecall Pro allows companies to forego paperwork in favor of digital automation. It offers features such as job scheduling, dispatching, payment processing, estimates, automated receipts and invoices, customer notifications, company chat, as well as postcard and email marketing automation.

Customers can book services via the HouseCall mobile app, communicate through a centralized messaging system and make online payments.

The mobile app can be accessed on both Android and iOS devices. There is a free version for single owner/operators, which offers many of the core features of the paid version. Premium pricing is based on the number of users, and an enterprise license is also available.

This solution is available across the U.S. and Canada.

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:

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

Features:

  • Email Integration
  • Batch Permissions & Access
  • File Sharing
  • Dashboard
  • Scheduling
  • Calendar Management
  • Customer Management
  • Notifications
  • Multi-User
  • Marketing Automation
  • Project Management
  • Tax Management
  • External Integrations
  • Data Visualization
  • Data Import
  • Data Export
  • Accounts Receivable
  • Contact Management
  • Billing/Invoicing
  • Payment Processor
  • Google Apps Integration
  • Audience Targeting
  • Brand Management

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:

  • 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

Summary:

  • The premier all-in-one service business management app

  • Dynamic job scheduling and dispatch with real time job updates across all devices

  • HouseCall Pro provides a seamless one-click QuickBooks Online integration

  • Provide your customer with a delightful experience through SMS and invoice automation

  • Create, edit, and launch customized postcard and email marketing campaigns

  • Take payments out in the field at one low flat credit card processing rate

  • Take customer signatures before and after the work is done while out in the field

  • Save at least 15 hours a week on paperwork alone with HouseCall Pro

  • Save hundreds of dollars a month on additional staff with HouseCall Pro

  • Get your business organized and your office in order with HouseCall Pro

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

SIMPLE

$39.00
/month
Included in plan:
  • Access to HouseCall Pro App and Web Portal
  • 1 User
  • Scheduling and dispatch
  • Automated invoicing and receipts
  • Estimates
  • 2.90% credit card processing (flat)
  • HouseCall customer booking app
  • Email support
  • Customer job SMS & email notifications
  • Dashboard with key business stats
  • Google Calendar Integration
  • Employee GPS tracking

MODERN

$109.00
/month
Included in plan:
  • 1-6 Users
  • Everything in the 'SIMPLE' plan
  • Live chat support
  • Unlimited email reminders
  • 86¢ postcard marketing
  • Yelp, Facebook, and website online booking
  • Company in-app chat
  • QuickBooks Online integration

ADVANCED

$199.00
/month
Included in plan:
  • Unlimited Users
  • Everything in the 'MODERN' plan
  • Live chat support
  • Customizable reports

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:

    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.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes, with Housecall Pro you can create dynamic teams. You can edit your teams on a case-by-case basis and dispatch exactly which employees are needed for each job.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, Housecall Pro offers unlimited customer support. The Customer Success team is available around the clock through chat and the phone. There is also an extensive Help Section with how-to articles and tutorial videos.

  • What platforms does this service support?
  • Housecall Pro is a cloud-based solution with both a web portal and native mobile apps. The web portal is accessible on any device with Internet access. The app is available for both iOS and Android.

  • Who are the main user groups of this service?
  • Service professionals in a variety of service industries, such as carpet cleaning, plumbing, HVAC, janitorial, window washing, and more use HouseCall Pro for field service management. Housecall Pro caters to any service based company across hundreds of industry verticals.

  • What is this service generally used for?
  • Housecall Pro streamlines business processes. It eases communication within organizations as well as with customers. This solution allows companies to forego paperwork in favor of digital automation. Housecall Pro allows service businesses to operate at maximum efficiency.

  • What are some applications this service is commonly used in tandem with?
  • Yes, Housecall Pro integrates with QuickBooks Online, Google Maps, and Google Calendar.

  • Does this service offer an API?
  • It currently does not, but may in the future.

  • Does this service integrate with any other apps?
  • QuickBooks Online, Google Calendar, and Google Maps.

Publisher:

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

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
201-500
Likes:
Followers:

Publisher:

Founded:
-
Based in:
San Diego
Employees:
51-200
Likes:
Followers:

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

Other:

Who uses Housecall Pro
  • Personal
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
United States and Canada Only
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