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 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 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.
