Compare OctopusPro vs ServiceTrade vs ServiceMax

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OctopusPro screenshot view 4 more ServiceTrade screenshot view 5 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:

ServiceTrade helps commercial service contractors deliver amazing customer service that makes their business more valuable. Our customer service features enable online engagement throughout the service cycle and build profitable, long-term relationships.

Through ServiceTrade, impress customers with media-rich online quotes, after-service reports with photos from techs’ mobile devices, and an online portal with their full service history.

ServiceTrade streamlines service operations by managing work orders, scheduling planned and emergency services, and integrating with most accounting platforms to eliminate double data entry.

ServiceTrade’s web and mobile applications convert service delivery into digital marketing impressions that are memorable and helpful to customers.

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:

  • API
  • Data Export
  • Data Import
  • Expense Tracking
  • External Integrations
  • Project Management
  • Multi-User
  • Notifications
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard

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:

  • Industry-leading customer engagement and field service management tools that help you grow.

  • Our tablet app gets customer approval with a digital signature – before leaving the job.

  • Send your customers an online after-service report that’s chock full of multimedia, and is always online and always available.

  • Collect online reviews from your happy customers and put them online where they boost the visibility of your business to prospects.

  • Wow your customers (and double your quote revenue) with online approvals. Customers review and approve online – and pictures seal the deal.

  • SaaS means that your data is available to everyone in the office and in the field from a variety of devices.

  • Our iOS and Android applications enable the latest hardware and software features – no clunky server logins or flaky web apps.

  • Open APIs mean that your customer service data can be shared with other open-API apps like your CRM, email platform and website.

  • ServiceTrade integrates with accounting applications like Intacct, QuickBooks, Sage, or NetSuite to eliminate double data entry.

  • ServiceTrade digitizes your existing forms to minimize the training required to go completely paperless.

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

Pricing:

  • Starting from: $59.00/month
  • Credit card required: No
  • Other purchasing options:

    • Self Starter: FREE. Unlimited quoting and 20 jobs per month
    • Premium: $89/mo/tech. Service Portal, Service Review, customer pricing contracts, Intacct integration, custom integrated support, premium 24x7 support.
    • Enterprise: $119/mo/tech. Advanced integrations library, website hosting, Wordpress technical support, ServiceTrade Certification Courses, premium 24x7 support.

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 offer guides, tutorials and or customer support?
  • We have a robust Help Center that we're constantly updating at support.servicetrade.com.

  • Does this service offer multi-user capability (e.g. teams)?
  • Companies can setup an unlimited number of user accounts for their company. Our application allows you to organize them by their location or by service lines.

  • Who are the main user groups of this service?
  • Commercial service contractors in several industries who provide recurring services. Contractors who care about profitability, operational efficiency and great customer service love ServiceTrade.

  • What platforms does this service support?
  • Any browser for desktop users, and native iOS and Android apps

  • Does this service offer an API?
  • Yes! ServiceTrade's open API can be found on our website.

  • Does this service integrate with any other apps?
  • Intacct
    QuickBooks
    Salesforce
    Slack
    Web forms
    MailChimp
    ...and hundreds of others through Zapier

  • What are some applications this service is commonly used in tandem with?
  • ServiceTrade is compatible with Zapier to connect to hundreds of business applications. We also integrate with popular accounting packages including Intacct, QuickBooks, Sage, NetSuite, Microsoft Dynamics or about any accounting platform.

    Our Service Review integration makes valuable online customer reviews part of the service visit.

  • What is this service generally used for?
  • ServiceTrade is used to engage customers online throughout the service cycle, earn marking impressions from the service delivery, provide online after-service reports, create an online account where customers access their service history, manage work orders, schedule techs in fuel-efficient routes, schedule planned/preventative maintenance and emergency service calls, provide field technicians all the details about their schedule and jobs through the mobile app, collect information from field techs through photos, video, audio notes, paperwork, and fillable forms about what they see and do on site.

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:
119
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 ServiceTrade
  • Personal
  • Startups
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
North America

Other:

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