About PlanGrid
PlanGrid is a cloud-based construction document collaboration platform that allows plans and markups to be instantaneously shared with everyone on a construction project, no matter where they are.
It lets contractors and architects collaborate from their desktop or mobile devices across all their project plans, specs, photos, RFIs and punchlists.
It also has the capability of having old versions of the same drawing and will alert you when viewing an outdated drawing. This construction app offers a secure connection to upload, view and manager your online drawings.
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About OctopusPro
OctopusPro is a cloud-based software for managing service businesses. Its features provide a comprehensive solution for managing customer relations, bookings, invoicing, payments, staff, and field workers.
-Efficient Booking & Appointment Management
OctopusPro enables real-time scheduling and management of appointments, making it easier to handle booking requests from clients. Clients can book and pay online for services, including packages, add-ons, products, and gift vouchers. OctopusPro also supports group bookings, classes, lessons, and subscriptions, and allows for multiple addresses and adjustable capacities. In addition, field workers have the ability to create bookings, and administrators have access to waiting lists, custom forms, and checklists for improved accuracy and consistency.
-Optimize Fieldworker Scheduling & Management
OctopusPro's scheduling tools allow for effortless assignment of the right fieldworker for each job, taking into account real-time availability, travel radius, and service requirements. Emergency and last-minute bookings can be quickly assigned to the nearest fieldworker, reducing travel time and improving efficiency. OctopusPro also provides tools to monitor availability, send job requests, and assign workers to appointments directly.
-Automated Job Request, Assignment and Confirmation
OctopusPro offers the option for automatic or manual job request and assignment. The automatic assignment feature ensures prompt action for urgent and last-minute tasks, and the flexible job request feature allows for appropriate distribution of services and appointments. Field workers have the option to accept or decline job requests and suggest alternative availability, facilitating clear communication and allocation of multiple workers to booked services. Customers and administrators can monitor the status of job assignments and confirmations.
-Automated Billing, Invoicing, and Quote Management
OctopusPro provides a comprehensive billing solution, including the ability to generate custom quotes and invoices, automate reminders and recurring billing, merge and combine invoices, monitor due dates, process online payments and refunds, and more. Customers can review, accept, or decline quotes, sign and approve invoices, and pay holding deposits.
-Automated Invoice Follow-up & Payment Collection
OctopusPro helps manage invoicing and payment processes with automated follow-up features, including the ability to send reminders and confirmations to customers and field workers through SMS and email. Administrators can monitor open and overdue invoices and send targeted messages to the appropriate parties. OctopusPro also integrates with leading payment gateways, allowing for seamless payment options and the ability for fieldworkers to process payments on-site.
-Payment Management & Integration
OctopusPro integrates with accounting software like Xero and Quickbooks, providing real-time financial data syncing, improving accuracy, and streamlining invoicing. OctopusPro also provides a variety of payment options, including online payment through the website, email invoices with payment links, and app payment, with the added convenience of securely storing and managing customers' preferred payment methods.
-Built-in Calendar with Google Calendar Integration
OctopusPro's built-in calendar integrates with Google Calendar, allowing for real-time syncing of bookings and events between calendars, and simplifying coordination of field operations. Staff and field workers can view each other's schedules, providing improved visibility into work hours and availability.
-Track & Improve Workforce Effectiveness
Provide improved accessibility to job-related information for your workforce, improving communication and coordination for increased efficiency and productivity. OctopusPro also allows for tracking and analysis of workforce performance, with the ability to set goals and track progress, providing valuable insights into workforce performance and allowing for targeted improvement.
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About GoSite
Meet the digital needs of your customers with GoSite.
Speed-to-lead: A customizable chatbot delivers automatic messages to engage your website visitors, respond quickly to prospects, and win more business.
Online Booking: Offer your clients the flexibility to schedule appointments online 24/7 and automate reminders to reduce no-shows.
Stand out online: Manage your business information across Google and Facebook in one place. Send review requests with email and SMS. Track and respond to reviews from multiple sites in one place.
Digital Payments: Send payment links and accept payments on-site — export payment data to Quickbooks.
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FAQs
Who are the main user groups of this service?
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Main users of this platform are construction firms.
What is this service generally used for?
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Pangrid is used as a construction software made for the field.
What platforms does this service support?
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There are native mobile apps for iPad-iPhone and Android.
Does this service integrate with any other apps?
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PlanGrid offers file uploading integration with Dropbox, Box, Google Drive, OneDrive, Citrix ShareFile, Copy and Egnyte.
Does this service offer an API?
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It offers an API.
Does this service offer multi-user capability (e.g. teams)?
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It doesn't offer multi-user option.
Does this service offer guides, tutorials and or customer support?
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There is: help center, video guide, live chat, and email support.
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FAQs
Does this service offer guides, tutorials and or customer support?
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OctopusPro offers you a step-by-step user guide for the software and the app. Moreover, we provide you with a live chat to answer any questions. We also offer support, and assistance in setting up your account. Our support team is ready to assist you, regardless of your chosen subscription plan.
What is this service generally used for?
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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?
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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?
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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?
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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 multi-user capability (e.g. teams)?
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Depending on your subscription plan, users can be unlimited!
What are some applications this service is commonly used in tandem with?
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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.
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FAQs
No FAQs associated with this application.
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