Pricing

Take control with Octopus Pro

User Management Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Branded Customer-Facing App OctopusPro can custom-develop an app for your brand that customers can use to book your services
Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.
Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Inquiry Widget Integration Incorporating OctopusPro's inquiry widget into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.
Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.
Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.
Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.
Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google Calendar Integration Sync appointments and schedules with Google Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.
Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.
Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.
Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.
Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.
Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.
24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.

Starter

For owner-operators
2 users: 1 admin and 1 field worker

$29 USD
Per month
User Management Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
2 users
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Branded Customer-Facing App OctopusPro can custom-develop an app for your brand that customers can use to book your services

Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.

Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Inquiry Widget Integration Incorporating OctopusPro's inquiry widget into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.

Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.

Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.

Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.

Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google Calendar Integration Sync appointments and schedules with Google Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.

Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.

Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.

Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.

Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.
Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.

24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.

Most popular


Established

For established teams

$5 USD
Per fieldworker per month
$50 USD
Per admin per month
User Management Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
Unlimited
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Branded Customer-Facing App OctopusPro can custom-develop an app for your brand that customers can use to book your services

Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.
Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Inquiry Widget Integration Incorporating OctopusPro's inquiry widget into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.
Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.
Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.
Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.
Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google Calendar Integration Sync appointments and schedules with Google Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.
Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.
Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.
Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.
Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.
Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.
24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.

Unlimited

For large teams

User Management Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
Unlimited
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Branded Customer-Facing App OctopusPro can custom-develop an app for your brand that customers can use to book your services
Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.
Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Inquiry Widget Integration Incorporating OctopusPro's inquiry widget into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.
Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.
Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.
Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.
Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google Calendar Integration Sync appointments and schedules with Google Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.
Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.
Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.
Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.
Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.
Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.
24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.
User Management Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Branded Customer-Facing App OctopusPro can custom-develop an app for your brand that customers can use to book your services
Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.
Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Inquiry Widget Integration Incorporating OctopusPro's inquiry widget into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.
Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.
Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.
Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.
Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google Calendar Integration Sync appointments and schedules with Google Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.
Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.
Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.
Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.
Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.
Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.
24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.

Starter

For owner-operators
2 users: 1 admin and 1 field worker

$36.25 USD
Per month
User Management Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
2 users
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Branded Customer-Facing App OctopusPro can custom-develop an app for your brand that customers can use to book your services

Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.

Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Inquiry Widget Integration Incorporating OctopusPro's inquiry widget into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.

Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.

Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.

Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.

Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google Calendar Integration Sync appointments and schedules with Google Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.

Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.

Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.

Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.

Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.

Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.

24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.

Most popular


Established

For established teams

$6 USD
Per fieldworker per month
$60 USD
Per admin per month
User Management Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
Unlimited
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Branded Customer-Facing App OctopusPro can custom-develop an app for your brand that customers can use to book your services

Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.
Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Inquiry Widget Integration Incorporating OctopusPro's inquiry widget into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.
Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.
Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.
Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.
Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google Calendar Integration Sync appointments and schedules with Google Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.
Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.
Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.
Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.
Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.
Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.
24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.

Unlimited

For large teams

User Management Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
Unlimited
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Branded Customer-Facing App OctopusPro can custom-develop an app for your brand that customers can use to book your services
Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.
Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Inquiry Widget Integration Incorporating OctopusPro's inquiry widget into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.
Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.
Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.
Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.
Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google Calendar Integration Sync appointments and schedules with Google Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.
Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.
Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.
Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.
Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.
Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.
24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.

All prices in USD

Pricing FAQs

Is OctopusPro available in the US, UK, Canada, South Africa, Australia, New Zealand, UAE, Malaysia, Germany and other countries?

Certainly, OctopusPro is available for all countries without exception, including the UK, US, Canada, South Africa, Australia, New Zealand, Singapore, Malaysia, UAE, Germany, the Netherlands and all other countries.

What is included in the free trial?

The free trial gives you 14 days of access to all the features of the system and the field worker app. No credit card required. During or after your trial period, you can upgrade to the plan you wish to continue with.

If you missed the 14-day mark, you can still enter your credit card details, and access all data you entered during your trial.

Do I need to enter my credit card details to start the trial?

No, no credit card is needed to get started. You will have 14 days to set up your account before credit card details are required.

Do I need to select a plan before starting the trial?

No, you don’t need to select a plan yet. During the trial, you can test all features and the field worker app.

The only thing you won’t have access to is the branded customer-facing app, as this requires selecting the Corporate plan and requires setup time.

Can I upgrade my plan at any time?

Absolutely, you can manage your subscription within your account. You can upgrade at any time and it will be reflected in your invoice.

If you wish to downgrade your account, you can do this at the end of your current billing cycle, which is either monthly or annual.

Are there any commitments or penalties?

No. If you choose the monthly plan, you can cancel your subscription at any time, no penalties apply. If you choose the annual plan, you save 20% and pay for 12 months upfront.  

Do you offer 24/7 support?

Absolutely. 24/7 chat and email support is available as part of the Established and Corporate plans.

What if my team size changes?

Your team size might change over time or even frequently.

With OctopusPro, you pay for the number of users you have. If you subscribe to the monthly plan, you will be billed monthly for the number of users your account has each month.

If you subscribe to the annual plan, you pay upfront for the number of users your team has at that moment, and any added users will be added to your bill on a monthly basis.

Can I have several admin accounts?

Yes, if you select either the Established or Corporate plan, you can add an unlimited amount of admin accounts as well as field worker accounts.

What does the field worker account include?

All your field workers will have access to both the OctopusPro field worker app and their profile within the system, which they can access in a browser.

Once you create a new field worker profile, they will receive an email to join your team and OctopusPro, and can set their own password to log in.

Field workers can manage all required functions in the app; they can accept new jobs, get directions to and from a job,  communicate with customers and your office, take payments and generate invoices, and much more.

I’m an owner-operator, how can I use OctopusPro to manage my business?

As an owner-operator, you can subscribe to the OctopusPro Starter Pack, which gives you both admin access and a field worker profile to log into the field worker app.

Accept jobs and communicate with your customers via the app as a worker, and manage the backend of your business using your admin account in the system.

Once you sign up, your account will automatically include a field worker ‘General [Business Name]’

Does OctopusPro provide a POS system?

Yes, OctopusPro applies POS functionalities such as payment collection, receipts via SMS and email, customer and sales data analysis, invoicing and fieldworker management.

What is the Corporate plan pricing?

The main difference with the Corporate plan to the other plans is that OctopusPro will build a branded customer-facing app with your business name, fully customized to fit your branding (logos, colors, slogans etc.). Your app will be available in the Apple App Store and Google Play Store for your customers to download and use. Having your own app is a great way to stand out and retain your customers.

The pricing of the plan depends on variables such as your team size, booking volumes, and the features you need for the app and any further customization required.

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