OctopusPro


What is OctopusPro?

"OctopusPro is a job management software for any field service provider or contractor. The OctopusPro app can be used by your field workers anywhere, anytime, even offline. "

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

OctopusPro scored 77/100 in the Field Service Management (FSM) category. This is based on user satisfaction (100/100), press buzz (16/100), recent user trends (falling), and other relevant information on OctopusPro gathered from around the web.

The score for this service has declined over the past month. What is this?

Regional Restrictions: Worldwide

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OctopusPro Review

Editors' Review by the Field Service Management (FSM) Software Review Team

OctopusPro is a web-based field service management (FSM) software solution designed for companies and freelance professionals who provide all types of mobile or field services, from gardening and landscaping to home cleaning, plumbing, and babysitting services.

The cloud-based solution allows users to efficiently manage mobile or field-based employees as well as track a wide range of processes, including bookings, quotes, queries, payments, invoices, and even customer interactions.

OctopusPro Features

OctopusPro comes with the features and capabilities necessary for the day-to-day operations of field service providers and field-based freelance professionals.

The solution has a wide range of tools and applications designed to help users effectively manage bookings from regular and new clients, track down leads, provide quotes to interested customers, create and send out invoices, take care of complaints, send out or answer emails, and more. It also comes with a built-in customer relationship management (CRM) solution, a task management tool, job scheduler, payment collection system, live reporting tools, and a time tracking program.

The cloud-based solution is specifically developed to help businesses minimize operational costs and various expenses associated with workforce and customer management. It has been designed to allow businesses to save more, increase profitability, and improve efficiency.

In addition to managing bookings and appointments, leads, complaints, and schedules, the software solution also enables users to accept or reject services, manage quality assurance, as well as reschedule or cancel customer bookings made at an earlier date. Apart from having the ability to create invoices, manage emails, or accept payments online, OctopusPro also comes with a mobile app for field-based employees and customers.

OctopusPro also provides users the ability to integrate the cloud-based platform with existing software solutions for accounting, payroll, and reporting, which includes QuickBooks and/or Xero. The software supports multi-currency invoicing and has built-in invoice templates. It also offers a payment tracking function and recurring billing capabilities for all users.

OctopusPro cloud based mobile service management software

OctopusPro Benefits

OctopusPro is specifically designed to facilitate your entire operation, from the scheduling process of field employees to processing bookings and online payments. Regardless of what type of field service you’re providing, be it landscaping, plumbing, carpet cleaning, HVAC, pest control, babysitting, and so on, the solution is tailored to help users cover all their bases, grow their customer base, minimize operational costs, and expand their business.

The FSM platform comes with a number of lead management tools to help supervisors and field teams manage leads more effectively, engage with potential clients, and increase conversion rates. OctopusPro provides lead filtering, distribution, qualification, automation, reporting, and nurturing tools. With these applications, users have the capability to track and close more deals, resulting in more revenue and better return on investment (ROI).

Your mobile workforce and field-based teams will appreciate how the platform provides them with not just the right tools, but significant data as well that allows them to be more productive and efficient in doing their jobs and providing services. With the available mobile app, they have the ability to access job assignments and tasks, view the quickest routes to clients, receive valuable client information and history, as well as provide real-time reports to supervisors.

OctopusPro comes with a plethora of features, including an app builder, accept and reject services functionality, booking and appointment management, built-in CRM, complaints and quality assurance management, integrated accounting, invoicing and billing tools, live reporting, lead management, mobile workforce management, payments and refunds management, reminders and confirmation notifications, rescheduling and cancellation functions, and so much more.

With these features and tools, businesses are able to track complaints, find solutions to problems, and speed up their resolution.

OctopusPro staff customer gps tracking mobile workforce appointments

OctopusPro Pricing

OctopusPro offers three core pricing plans for field-based service providers to choose from. These enterprise packages are priced to suit the budget restrictions of the majority of small to medium-sized businesses as well as larger enterprises. Pricing is based on the number of users and the size or scale of your teams.

Starter Pack – For small and/or startup businesses ($10 per user per month):

  • Up to four users (one admin and four field-based employees)
  • Booking management
  • Complaint management
  • Lead management
  • Quote management
  • Invoice management
  • Field worker management
  • Integrated calendars
  • Automated emails
  • Contractor database
  • Jobs and tasks scheduling
  • GPS directions
  • Built-in CRM
  • Live updates
  • Time tracking
  • Payments collection
  • Notes and attachments management
  • Live reporting
  • Send automated invoices
  • Unlimited bookings
  • Mobile access
  • Automated pricing
  • Field worker app

Established – For more established teams (contact the OctopusPro sales team for a price):

  • Good for five to 50 users
  • Everything from Starter Pack
  • 24-hour support

Corporate – For larger teams (contact the OctopusPro sales team for a price):

  • Unlimited users (one admin and an unlimited number of field workers)
  • Everything from Starter Pack and Established Plan
  • Branded customer-facing app

Interested businesses can visit the OctopusPro official website for more information about their enterprise pricing, as well as the features and capabilities that the FSM software solution has to offer. There is also a 30-day free trial which you can start at any time for all three pricing packages. Just go to the OctopusPro website pricing page to get the full details of the service.

Conclusion

The OctopusPro field service management software is a cloud-based platform for any field-based service provider or contractor. It is designed for small to medium-sized companies and larger businesses in the field service industry, from HVAC service providers to tree trimming, landscaping, internet service providers, and other services that manage mobile or field-based workers.

The web-based FSM solution comes with a mobile app for field staff, which allows them to access a variety of data—from job assignments to customer background and history—to give them access to scheduling tools, live reporting, job site addresses and routes, and so much more. OctopusPro also has a customer-facing app for clients, which gives them the ability to book appointments, file complaints, reschedule jobs, make online payments, and more.

As a whole, OctopusPro helps to minimize overall administrative and operational costs, engage existing and prospective customers, track down leads, increase conversion rates, improve customer service and satisfaction, streamline communication among field workers, HQ, and the customers, increase profitability, and maximize ROI. It’s certainly one of the more impressive software solutions out there.

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Field Service Management (FSM) Market Radar

OctopusPro Product Overview

  • 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.


Languages: English
Regional Restrictions: Worldwide
Software Buyer Guide 2019

Field Service Management (FSM) Software Buyer Guide 2019

Product recommendations, vendor rankings, market overview and tips on how to select Field Service Management (FSM) software for business. Published in February 2019.

Supporting sales agents, field workers and fleet managers, field service management software is all about optimizing routing and effective fleet use. With features such as automatic territory management, map visualization, calendar management and appointmen...

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OctopusPro Features

  • 2-Factor Authentication
  • 360 Degree Feedback
  • Anti-Virus
  • API
  • Application Tracking
  • Attendance Tracking
  • Batch Permissions & Access
  • Budgeting
  • Calendar Management
  • Chat
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Document Comparison
  • Email Integration
  • Employee Database
  • Employee Incentive Management
  • Employee Onboarding
  • Expense Tracking
  • External Integrations
  • Feedback Management
  • File Sharing
  • File Transfer
  • Firewall
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • History/Version Control
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Onboarding
  • Payroll
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Tax Management
  • Third-Party Plugins/Add-Ons
  • Timesheets
  • Travel Management
  • Vacation Calendar
  • Call Tracking
  • Time Management
  • Click-to-Dial
  • Employee Engagement
  • Malware Protection
  • SAP Integration
  • Route Optimization
  • Bug Tracking
  • Network Traffic Monitoring
  • Network Visualization
  • Network Device Performance Monitoring
Compare Pricing

OctopusPro Pricing Plans

Starter Pack

$10.00
1 user(s) / month
  • 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

Custom
1 user(s) / month
  • 5-50 users
  • All Starter Pack Features
  • 24/hr Support

Corporate

Custom
1 user(s) / month
  • All Established Features
  • Unlimited Users
  • Branded Customer-Facing App

Plans starting from: $10.00/month Credit card required: No

OctopusPro FAQs

What is OctopusPro 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 OctopusPro 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 OctopusPro?

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 OctopusPro 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 OctopusPro 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 OctopusPro offer multi-user capability (e.g. teams)?

Depending on your subscription plan, users can be unlimited!

What are some applications OctopusPro 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.

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