About OctopusPro

OctopusPro is a field service management software which enables field service providers or contractors to manage their workforce, scheduling, invoicing or customers with lead, fleet and workforce management technology, plus booking and scheduling and invoicing and quoting tools. Other important features include live reporting, integrated accounting and a built-in CRM. A customer-facing app gives customers the flexibility to make and manage their own bookings anywhere, anytime.

Key benefits of OctopusPro

  • A native mobile app for iOS and Android allows customers to manage their own bookings on the go.
  • Manage customer lists, history, ratings and complaints from a built-in CRM system.
  • Generate sales, payment, customer and contractor reports to gain actionable insight into business performance.
  • Integration with Xero and QuickBooks allows users to manage accounting data simply and accurately.
  • Create and manage quotes and invoices with multi-currency invoicing, invoice templates and payment tracking features.

  • Devices

    Business size

    S M L

    Markets

    United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico

    Supported Languages

    English

    Images

    Business owners can manage their leads, bookings and workforce online
    Customers can book online
    Workers accept new jobs and charge customers on the go
    Employers view worker locations and availability in real-time to delegate jobs
    OctopusPro automates invoicing and payment reminders
    View 6 more
    OctopusPro video
    OctopusPro screenshot: Business owners can manage their leads, bookings and workforce online OctopusPro screenshot: Customers can book online OctopusPro screenshot: Workers accept new jobs and charge customers on the go OctopusPro screenshot: Employers view worker locations and availability in real-time to delegate jobs OctopusPro screenshot: OctopusPro automates invoicing and payment reminders

    Features

    Total features of OctopusPro: 53

    • Accounting Integration
    • Accounting Management
    • Approval Process Control
    • Automated Scheduling
    • Automatic Notifications
    • Availability Indicator
    • Booking Management
    • CRM Integration
    • Calendar Management
    • Calendar Sync with Google
    • Collaboration Tools
    • Communication Management
    • Contact Database
    • Conversion Tracking
    • Custom Fields
    • Customer History
    • Customizable Reporting
    • Data Import/Export
    • Discount Management
    • Duplicate Detection
    • Electronic Signature Capture
    • Email Marketing Management
    • Email Notifications
    • Employee Management
    • Employee Time Tracking
    • Estimating
    • Financial Analysis
    • GPS
    • History Tracking
    • Invoice Management
    • Job Scheduling
    • Lead Management
    • Lead Nurturing
    • Location Tracking
    • Mobile Workforce Control
    • Multi-Currency
    • Offline Access
    • Project Time Tracking
    • Quality Control
    • Quote Management
    • Real Time Data
    • Real Time Updates
    • Recurring Billing
    • Reminders
    • Reporting & Statistics
    • Scheduled Reporting
    • Search Functionality
    • Status Tracking
    • Tagging
    • Task Management
    • Template Management
    • Timesheets
    • User Management

    Alternatives

    ClockShark

    4,7
    #1 Alternative to OctopusPro
    ClockShark is the leading time tracking and scheduling software built for local construction, field service and...

    Jobber

    4,6
    #2 Alternative to OctopusPro
    Jobber’s award-winning software is perfect for home services businesses that want to keep jobs on track and provide a...

    RazorSync

    4,4
    #3 Alternative to OctopusPro
    RazorSync is an incredibly powerful, simple business management software for your mobile phone, tablet & computer....

    ServiceM8

    4,7
    #4 Alternative to OctopusPro
    ServiceM8 is a cloud-based solution that helps field service organizations manage their business. ServiceM8 guides...

    Reviews

    Overall rating

    4,3 /5
    (3)
    Value for Money
    5/5
    Features
    4,3/5
    Ease of Use
    4/5
    Customer Support
    5/5

    Already have OctopusPro?

    Software buyers need your help! Product reviews help the rest of us make great decisions.

    Write a Review!
    Showing 5 reviews of 3
    Jessica A.
    Overall rating
    • Industry: Consumer Services
    • Company size: 11-50 Employees
    • Used Daily for 6-12 months
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Exceeded our expectations and continues to do so

    Reviewed on 2018/02/24

    OctopusPro offers many features and integrations which Customer Support have been quick to help us...

    OctopusPro offers many features and integrations which Customer Support have been quick to help us out with when needed.

    Pros

    OctopusPro makes it extremely easy to manage our staff, customers, bookings, invoicing, payments, sales campaigns and a whole lot more. Our entire team are very impressed. OctopusPro really has too many features to mention in this review. A few features to mention:
    - Technician AND customer facing app
    - Very helpful dashboard
    - Jobs status notification to clients
    - Ability for field workers to manage a job end to end (job check in, arrived onsite, work completed, accept payment), etc.
    - Very responsive Customer Service

    Riadh D.
    Overall rating
    • Company size: 51-200 Employees
    • Used Other for 1+ year
    • Review Source

    Overall rating

    • Value for Money
    • Ease of Use
    • Customer Support
    • Likelihood to recommend 10.0 /10

    Best field service management software we found

    Reviewed on 2018/10/23

    Highly recommended for anyone that runs a mobile service business, we spent months looking for the...

    Highly recommended for anyone that runs a mobile service business, we spent months looking for the right software and we are glad we found OctopusPro

    Pros

    Easy to use, covers every aspect of our business from lead management to quote and booking to invoice and payment management.

    Cons

    It was a little difficult to setup due to all the advanced features however we understand why, also sometimes it takes a few seconds to save bookings.

    Carolyn M.
    Overall rating
    • Industry: Automotive
    • Company size: 11-50 Employees
    • Used Daily for 1-5 months
    • Review Source

    Overall rating

    • Ease of Use
    • Likelihood to recommend 1.0 /10

    Not a bad dispatching software, but has some glitches

    Reviewed on 2020/12/01

    Pros

    The software is great for dispatching and does what it is supposed to.

    Cons

    The fact that they are based in New Zealand and it takes forever for the pages to load. Also, the techs were not a fan either as they would receive multiple notifications and could not continue until they answered the notification. A lot of steps to get one item completed.

    OctopusPro FAQs

    Below are some frequently asked questions for OctopusPro.

    OctopusPro offers the following pricing plans:

    • Starting from: US$10,00/month
    • Pricing model: Subscription
    • Free Trial: Available

    Starter pack: $10 per user/month Established: Contact for detailed pricing information Corporate: Contact for detailed pricing information

    OctopusPro offers the following features:

    • Accounting integration
    • Accounting management
    • Approval process
    • Automated daily or weekly email reports
    • Automated email notifications
    • Automated emails
    • Automated reminders
    • Automated scheduling
    • Automated time sheets
    • Automatic notifications
    • Batch invoicing
    • Booking management
    • Booking status tracking
    • Branded app
    • Built-in CRM
    • Bulk SMS
    • Calendar sync with Google
    • Collaboration tools
    • Communication management
    • Complaint management
    • Contact history
    • Contractor database
    • Conversion tracking
    • Custom fields
    • Customer facing app
    • Customizable reporting
    • Data import/export
    • Discount management
    • Duplicate detection
    • Electronic signature
    • Email marketing
    • Employee management
    • Estimates
    • Field worker management
    • Financial reporting
    • Fleet tracking
    • GPS directions
    • GPS fleet monitoring
    • Hourly employee tracking
    • Integrated calendars
    • Invoice management
    • Invoice templates
    • Job scheduling
    • Lead conversion
    • Lead filtering
    • Lead management
    • Lead nurturing
    • Lead scoring & qualification
    • Live availability
    • Live reporting
    • Live updates
    • Mailing lists
    • Mobile access
    • Mobile workforce control
    • Mobile workforce location tracking
    • Multi-property management
    • Notes management & attachments
    • Offline mode
    • Payment collection
    • Payment tracking
    • Photos & attachments
    • Quality management
    • Quote management
    • Real time availability
    • Recurring billing
    • Search functionality
    • Service history tracking
    • Smart invoice lists
    • Spam filter
    • Staff check-in / check-out
    • Tags
    • Task management
    • Technician management
    • Time tracking
    • Unlimited bookings

    OctopusPro has the following typical customers:

    Small Business, Large Enterprises, Mid Size Business

    OctopusPro supports the following languages:

    English

    OctopusPro supports the following devices:

    Android, iPhone, iPad

    OctopusPro integrates with the following applications:

    Mailchimp, PayPal, QuickBooks Online Advanced, Stripe, Twilio, Xero

    OctopusPro offers the following support options:

    Phone Support, Online Support, FAQs, Video Tutorials

    Related categories

    See all software categories found for OctopusPro.