Excavation Scheduling Software for Digging & Earthmoving Contractors
Run a more efficient excavation business with better operator scheduling, faster customer communication, less admin work, and stronger cash flow from first enquiry to final payment.
OctopusPro helps excavation, digging, and earthmoving businesses manage the complete field service workflow in one place. Whether you run a residential excavation company, commercial earthmoving team, trenching business, landscaping excavation service, site preparation contractor, or last-minute digging operation, you can use OctopusPro to schedule excavation jobs, manage operator and equipment availability, store job site and access records, manage materials and service add-ons, dispatch mobile crews, give operators live job details, automate customer communication, capture site checklists and proof of attendance, service, and completion, collect signatures, attach photos, send invoices, collect payments, and track every job from first enquiry to final payment. It is ideal for residential excavation, commercial site works, trenching jobs, drainage excavation, landscaping excavation, post hole digging, site preparation, tight-access excavation, rural earthworks, same-day digging requests, and urgent residential or commercial excavation jobs.
Drive Revenue and Profitability with Better Excavation Job Management
Excavation Operator Scheduling and Rota Management
Keep your operators fully utilised, reduce scheduling chaos, and run jobs and mobile crew jobs from one organised calendar. Stay organised and improve excavation operation efficiency by managing multiple excavation crews’ schedules and excavation bookings from one calendar. Coordinate excavation jobs, site visits, and follow-up appointments while keeping customers informed and your team fully prepared.
Scheduling and Dispatch Board for Excavation Jobs and Site Crews
Use OctopusPro’s scheduling and dispatch board to manage excavation appointments, jobs, unassigned work, and operator (operators) workloads from one live calendar. Drag and drop excavation bookings, scan jobs in list view, match work to the right crew / operator, and keep the day excavation without juggling spreadsheets, whiteboards, or disconnected calendars. See Calendar – Scheduling & Dispatch, Calendar List View, and Find Availability.
Daily, Weekly, and Monthly Excavation Schedule Views
Get better visibility of workload, capacity, and bottlenecks so you can plan ahead instead of reacting at the last minute. Use flexible calendar views to plan excavation work by day, week, or month. This makes it easier to manage workload, monitor operator and equipment capacity, avoid scheduling conflicts, and keep your operation running on time.

Flexible Calendar Setup for Your Excavation Workflow
Schedule work more efficiently, improve visibility, and organise excavation bookings around the way your business operates. OctopusPro’s flexible calendar setup adapts to excavation jobs, site visits, commercial projects, and operator rosters, with calendar filters, live availability, excavation service areas, and assignment rules that help you manage work clearly and effectively.
Google and Outlook Calendar Integrations
Reduce double booking, save admin time, and keep your office team and excavation crews aligned with Google Calendar integration and Outlook Calendar integration. OctopusPro keeps appointments, availability, and schedule updates in sync, improving visibility across your team and making day-to-day scheduling easier to manage.
Make Sure Every Excavation Request Is Handled Quickly and Efficiently
Reduce delays, improve response times, and route every excavation request to the right operator more efficiently with structured excavation assignment and dispatch workflows. OctopusPro helps your office, excavation operation, and excavation crews coordinate work through manual and automatic assignment options, real-time progress tracking, and clearer visibility from request through to completion. This gives your office team better control over dispatch, reduces scheduling conflicts, and helps jobs job more smoothly through the workflow.

Let Operators Accept or Decline Excavation Job Requests
Reduce response delays, give operators more flexibility, and keep jobs moving without losing control over dispatch. With OctopusPro’s accept and decline excavation job request workflows, fieldworker excavation request management tools, and settings to allow excavation crews to accept or decline job requests, operators can review new assignments, accept suitable work, decline jobs that do not fit their availability or excavation service area, provide decline reasons, and suggest alternative times when enabled. Your office team can notify excavation crews by push, SMS, or email and quickly reassign declined work so jobs keep progressing smoothly from dispatch to completion.

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• Manage excavation bookings, work orders, operator schedules, and equipment dispatch from one system
• Handle residential excavation, commercial site works, trenching jobs, and last-minute digging requests more efficiently
• Reduce admin time for office staff, excavation coordinators, dispatchers, operators, and crews
• Improve productivity, customer experience, operator and equipment utilisation, and profitability
Automatically Match the Right Operator, Crew, or Machine to Each Excavation Job
Improve first-visit completion rates, strengthen service quality, and assign excavation jobs more accurately from the start. OctopusPro helps you match each excavation booking to the right operator using a combination of skills, excavation services offered, and eligibility, together with real-time availability, working hours, leave, time blocks, synced calendars, and map-based excavation service areas to make smarter scheduling and dispatch decisions. This is especially useful when jobs need to be assigned based on both capability and real service coverage, including specialist work such as site assessments, commercial excavation and site preparation jobs, jobs, or commercial excavation.

Operator-Based Scheduling and Excavation Service Matching
Make operator and equipment capabilities easier to deploy, improve job accuracy, and define more clearly which operators can perform which types of work. With skills-based excavation assignment by operator services and eligibility, configure operator profiles around the services they offer and the work they are approved to handle. This helps you assign excavation bookings based on job type, equipment requirements, site access, operator capability, and internal requirements, and can be extended with profile data and custom fields to record things like machine types, attachment requirements, crew sizes, site access notes, or other service-specific criteria.
Real-Time Excavation Crew and Operator Availability
Avoid double bookings, schedule with greater confidence, and give your office team a clearer view of who is genuinely available for new work. With real-time crew availability, OctopusPro checks each operator’s working hours and live calendar availability, including unavailable periods and breaks, so bookable time slots reflect actual capacity. When enabled, it only shows customers time slots where at least one matching operator or crew is available, helping you make better dispatch decisions, reduce scheduling conflicts, and keep the day running more smoothly.
Map-Based Excavation Service Areas and Coverage Control
Prevent out-of-area excavation bookings, reduce wasted travel, and assign excavation jobs based on real service coverage. With map-based fieldworker excavation service areas and coverage rules, OctopusPro lets you define precise territories, multiple service regions, and overlapping coverage where needed. This helps you match jobs to the right operators based on actual coverage, apply a default travel radius when required, and avoid excavation bookings outside the areas you support.

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Optimise Your Excavation, Digging & Earthmoving Business Management
Site Profiles and Structured Excavation Intake
Collect the right site and excavation details upfront so your team can quote faster, diagnose more accurately, and deliver more consistent repeat service. OctopusPro stores structured site and job profiles with details such as site type, access notes, equipment requirements, job type, excavation area, job history, and project notes, and custom fields, helping your team identify jobs faster and manage excavation work more efficiently. See Customer Properties, Job Sites, and Service Locations (Dependents, Assets & Locations) and Custom Fields.
Job History and Customer Site Record Management
Diagnose faster, deliver more consistent service, and build customer trust with a complete record of every excavation job. With job history and record management, OctopusPro keeps previous excavation jobs, notes, attachments, invoices, and communication records in one place, helping your team track past work, support future service recommendations, and provide a more transparent service experience.
Saved Job Sites and Service Locations for Repeat Customers
Speed up repeat excavation bookings and reduce address errors with Saved Job Sites and Service Locations for multi-site customers and commercial, construction, landscaping, and repeat customer accounts and required customer-property selection during online excavation booking. OctopusPro lets you store multiple job sites, depots, business addresses, excavation areas, and other customer-linked assets in the customer profile, then require the customer to choose the correct site, location, or property before submitting an excavation booking. This is ideal for commercial excavation clients, commercial clients, and repeat customers who book work across multiple sites.

Digital Excavation Checklists, Job Sheets, Site Records, and Proof of Attendance, Service, and Completion
Standardise site assessments, reduce missed steps, and maintain a more professional, accountable service process with digital forms and checklists. OctopusPro helps excavation, digging, and earthmoving businesses run digital site assessments, excavation job sheets, service reports, access checklists, equipment notes, and job completion records in one structured workflow. Capture customised checklists, required photos, before-and-after images, site notes, customer approvals, signatures, and proof of attendance, service, and completion in a consistent format that can be completed online or offline. This helps your excavation operation improve accountability, reduce mistakes, keep a clear audit trail, and stay consistent and audit-ready across site checks and internal process records, job approvals, and customer sign-off. See Forms & Checklists Overview, Using Forms & Checklists, and Digital Signatures.
Unified Excavation Work Order Management
Reduce admin, improve team coordination, and keep jobs moving more efficiently with one connected excavation work order system. OctopusPro brings together excavation enquiries, quotes, bookings, work orders, operator schedules, invoices, and payments in one place, so your team can manage each excavation job more smoothly from intake to completion.
Custom Booking Statuses for Your Excavation Workflow
Give your team clearer workflow control, better visibility, and stronger automation across every excavation job. With custom booking statuses for excavation workflows, OctopusPro lets you create stages such as Awaiting Approval, Awaiting Equipment or Materials, Site Assessment Complete, Ready for Site Work, On Hold, or Follow-Up Required, so each job can be tracked and managed in a way that fits your process.

Excavation Equipment, Materials, and Stock Control
Reduce delays, improve pricing accuracy, and keep profitable jobs on track with tighter control over equipment, materials, and stock. OctopusPro helps you track stock levels, organise machines, attachments, tools, consumables, and site materials, and add products directly to quotes, excavation bookings, and invoices, so jobs are priced more accurately and less likely to be delayed by missing or mismanaged items. See the Products & Inventory guide.

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Machines, attachments, materials, and add-on excavation service management
Create clear excavation service packages for machine hire with operator, attachments, site assessments, additional crew support, soil removal coordination, and common excavation service add-ons, then link the right products, pricing rules, and service options to each job. OctopusPro helps you organise excavation service lines, equipment, and materials in a structured way so your team can quote faster, upsell more accurately, and keep excavation workflows consistent. See Create a New Service and Products & Inventory.
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Excavation Quote-to-Job Estimating Workflow
Create professional excavation estimates faster, improve excavation quote accuracy, and convert approved quotes into booked work without duplicate data entry. OctopusPro keeps pricing, notes, attachments, custom fields, approvals, and follow-up activity connected in one workflow from quoting through to scheduling, invoicing, and payment. See Excavation Quote & Estimate Management, View & Manage Quotes, Accept or Decline Quotes, and Custom Fields.


Follow-Ups & Reminder Automation
Improve excavation quote conversion, reduce missed opportunities, and keep your pipeline excavation with more consistent follow-up. OctopusPro helps you manage manual follow-up tasks and automate reminder messages, so your team can stay on top of open quotes more efficiently.
Set a follow-up date for each excavation quote, view due and overdue follow-ups in one place, and automate reminders by email, SMS, and WhatsApp where enabled. Expiry dates can help create urgency, while reminders stop automatically when an excavation quote is accepted, declined, cancelled, deleted, or converted into an excavation booking. Communication logs also give your team clear visibility into what has been sent and what still needs action. See the Excavation Quote Follow-Up Reminder Automation guide.

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Improve Lead Conversion and Booking Rates
Turn more excavation enquiries into paying work, respond faster, and lead to confirmed excavation bookings with a more organised sales workflow. With excavation enquiry management, lead tracking, and enquiry-to-booking conversion, OctopusPro helps your team review new opportunities sooner, send quotes promptly, and keep every lead excavation efficiently from first contact to confirmed excavation job.
Website Enquiry Widget and Customer Portal Contact Us Lead Funnel
Capture more quote requests, reduce missed opportunities, and give your team a faster path from enquiry to excavation quote or booking. With the embedded lead capture form for your website and the Customer Portal Contact Us excavation enquiry form, OctopusPro lets prospects submit service details, addresses, photos, and timing questions when they are not ready to book yet. Each submission automatically creates an excavation enquiry your team can qualify, follow up, and convert into an excavation quote or booking without re-entering details. This is especially valuable for site assessments, complex excavation jobs, commercial earthmoving enquiries, and other quote-first excavation jobs.
Automated Lead Recovery and Excavation Booking Follow-Up
Recover lost revenue, reduce manual chasing, and stop leads from going cold with more consistent follow-up. OctopusPro helps you re-engage incomplete excavation bookings and missed opportunities using automated excavation enquiry contact-attempt notifications and abandoned cart follow-up messages, along with lead follow-up reminders. This helps your team stay on top of open opportunities, respond more consistently, and convert more leads into booked work.

New Enquiry Notifications and Full Excavation Enquiry Review Workflow
Help your office team respond sooner, qualify leads faster, and make sure promising jobs do not sit unattended. With web and mobile excavation enquiry notifications in OctopusPro’s notifications centre and a full excavation enquiry details view for lead qualification, follow-up, and conversion, your team can review service details, addresses, photos, communication history, follow-up reminders, lead source data, and conversion options from one screen as soon as a new excavation enquiry is submitted. This helps you respond faster, stay organised, and convert more excavation enquiries into quotes and confirmed jobs.
Enquiry Discussions, Internal Notes, and Customer Updates
Keep every pre-booking conversation in context, help your team collaborate more effectively, and follow up with greater confidence. With threaded excavation enquiry discussions, internal notes, and visibility controls and email, SMS, and calling directly from excavation enquiries, OctopusPro lets your team collaborate internally, attach files, share customer-visible updates when needed, and maintain a complete communication trail linked to the excavation enquiry instead of scattered across inboxes, text messages, and personal notes.

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Integrate your website and start accepting excavation bookings online
Turn your website into a 24/7 booking channel that generates more excavation enquiries, quote requests, and bookings without adding extra admin
- Let customers request quotes and submit excavation booking requests for your excavation and excavation services online.
- Let customers choose exact booking start times or preferred time windows in the customer portal, depending on how your scheduling workflow is set up.
- Apply minimum advance notice rules for new online excavation bookings so your team has enough time to prepare, dispatch, and travel before the appointment starts.
- Customise your customer portal website with your brand colours, fonts, and styling without needing design or coding skills.
- Add your business logo, images, and favicon to create a professional branded experience.
- Display your services and service options clearly in an organised service catalog.
- Use the portal as a standalone excavation booking website if you do not already have a site, or embed it into your existing website.
- Add a “Book Now” button to encourage faster booking conversions.
- Add customer login and signup access so customers can manage their excavation bookings, approvals, and payments.
- Use your own website domain or portal URL for a more seamless online experience.
- Link your social media pages and listings to improve reach and trust.
- Offer multiple languages to support a broader customer base.
OctopusPro helps excavation, digging, and earthmoving businesses manage last-minute requests, give customers clearer booking options, and make sure your team has enough time to prepare, assign staff, and travel to the job.

Self-Service Online Booking for Excavation Jobs
Make excavation booking easier for customers, reduce admin, and manage scheduling, dispatch, and job progress from one connected system. With online excavation quote, booking, appointment, and job management, OctopusPro helps your team manage work from anywhere while customers can request quotes and book services through your website. Customise the booking experience to match your brand, present your services clearly, and use it as part of your website or as a standalone excavation booking site.
Customer Self-Service Booking Rescheduling
Reduce admin, improve convenience, and give customers more flexibility with customer self-service booking rescheduling. OctopusPro lets customers reschedule appointments through the customer portal or directly from booking confirmation and reminder emails, while your business keeps control with minimum notice rules for booking changes. This helps your team cut back on calls and back-and-forth messages, reduce scheduling conflicts, and make it easier for customers to update their booking without leaving your system.
Controls for Exact Times, Time Windows, and Advance Notice
Offer clearer booking choices to customers while keeping tighter control over availability and scheduling. With exact booking start times and customer time-window settings and minimum notice time rules for new online excavation bookings, OctopusPro lets you choose whether customers book a precise time or an available time window, while controlling how much notice is required. This helps create a smoother online booking experience and reduce last-minute scheduling pressure.
Compatible with all website builders, regardless of the platform
Add online booking and lead capture to your existing site without rebuilding your website or changing platforms

Automated Excavation Reminder Notifications
Bring customers back at the right time, improve retention, and generate more repeat revenue with automated service reminders. OctopusPro helps you send recurring and follow-up reminders for services such as site assessments, repeat excavation services, commercial earthmoving work, planned site preparation, and follow-up work, making booking easier and helping you stay top of mind. See Automate Recurring Service Reminders for Customers.
Recurring and Repeat Excavation or Site Works Bookings
Lock in future work, reduce booking admin, and create more predictable recurring revenue with repeat excavation scheduling. OctopusPro lets you create repeat and recurring excavation bookings for services such as follow-up site works, commercial earthmoving, site assessments, repeat excavation services, and preventative site maintenance, while also letting you offer recurring service booking online for customers.
Voucher Codes, Promotions, and Seasonal Excavation Campaigns
Create more demand, win new customers, and bring existing customers back with targeted offers and seasonal campaigns. OctopusPro helps you drive more excavation bookings using discount voucher code management and customer portal promotions and homepage banners, making it easy to launch first-visit discounts, time-sensitive offers, and seasonal campaigns that attract new business and encourage repeat excavation bookings.
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Multi-Site, Multi-Address, and Site Works Bookings
Reduce confusion, price travel more accurately, and handle complex multi-site and multi-location excavation jobs with greater control. OctopusPro supports multi-address bookings for job sites, service locations, and multi-site excavation work, making it easier to manage urgent digging requests, depot-based dispatch, multi-site jobs, access points, and staged site works, and other non-standard site works. You can also use distance-based travel fees to calculate travel between locations and charge per km or mile where needed, helping you recover fuel and drive time more fairly while keeping pricing clearer for customers.
Exact Job Sites, Shared Pin Links, and Google Maps URLs
Improve location accuracy, speed up dispatch, reduce location errors, and help operators reach the exact job site or access point faster for excavation, trenching, and hard-to-access site works. With Google Maps URL and shared pin capture during booking and mobile booking location tools for precise job sites and access points, your team can paste a customer’s dropped pin or Google Maps share link into the booking location prompt, confirm the exact job site or access point on the map, and use precise GPS pin locations for last-minute digging requests and hard-to-find job sites.
Dispatch Faster with Real-Time Operator and Fieldworker Tracking
Improve response times, reduce unnecessary travel, and make faster dispatch decisions with real-time fieldworker tracking. OctopusPro helps your team view active operators and excavation crews on a live map, identify the closest available worker for urgent excavation bookings, and schedule work more efficiently based on real-time location. See how it works in our real-time fieldworker location tracking software guide.

ETA Updates and Geofenced Excavation Job Progress
Improve punctuality, reduce “where is my operator?” calls, and give dispatchers clearer job progress visibility with real-time tracking and automated updates. OctopusPro combines real-time GPS tracking and live job status updates with live ETA updates, GPS booking tracking, and running-late alerts, plus geofenced arrival and automatic fieldworker check-out. This helps your team monitor operator travel, arrival, and departure more accurately and keep scheduled jobs running on time.
Live Operator and Fieldworker Tracking for Customers
Set clearer arrival expectations, improve customer confidence, and reduce unnecessary calls to your office with live fieldworker tracking for customers. OctopusPro lets customers follow their assigned operator while they are on the way, helping create a more transparent service experience and making arrival times easier to understand.
Site Address Privacy Until the Crew Is On the Way
Protect customer privacy, control when sensitive address details are revealed, and keep visibility aligned with your dispatch workflow. With address masking until the operator taps On the Way and fieldworker permissions that control what mobile staff can view in the app, OctopusPro helps prevent premature access to sensitive locations and supports stronger privacy controls based on fieldworker travel status.


Nearby Jobs and Proximity-Based Dispatch
Reduce travel time, improve response times, and fit more profitable work into each day with Nearby Bookings and proximity-based scheduling for excavation crews. OctopusPro helps dispatchers and excavation crews view jobs by geographic proximity, identify the closest qualified operator, and cluster work more efficiently across excavation jobs, site visits, and urgent call-outs. This supports smarter route planning and helps your team complete more jobs without sacrificing service quality. In simple terms, Nearby Bookings proximity-based scheduling helps you plan around a booking by showing nearby jobs, road distance, and available time slots so you can cluster appointments and optimise routes. In contrast, Real-Time Fieldworker Location Tracking software shows the live location of active excavation crews, helping dispatchers identify who is closest right now for faster job assignment and real-time dispatch decisions.

Deliver a more personal excavation service experience, respond faster, and build stronger long-term customer relationships by keeping every customer, job, site, and communication record in one place.
Customer CRM and Excavation Communication Management
OctopusPro’s built-in CRM tools bring together customer details, service addresses, job records, quotes, excavation bookings, invoices, complaints, and a complete communication history in one organised system. You can also manage customer profile custom fields, labels, internal notes, properties or assets linked to the customer, account statements, and billing details from one profile, while giving customers a secure self-service space through customer portal profile management to keep their details up to date. This helps your team respond faster, personalise service more easily, and maintain a clearer customer record across the full relationship lifecycle.

Automated Excavation Reminders and Confirmations
Reduce no-shows, protect operator time, reduce cancellations, and keep customers and operators better informed without extra manual follow-up. With automated email, SMS, and app reminders and confirmations, OctopusPro can send reminders before scheduled appointments and confirmations with the necessary excavation booking information for upcoming, booked, rescheduled, changed, or cancelled jobs. You can also customise your reminder and confirmation messages to match your workflow and branding, helping keep every appointment on track and everyone informed every step of the way.
Automate Customer and Staff Communication
Save hours of admin, reply faster, keep your office staff and operators aligned, and present a more professional and consistent image at every stage of the job. With email and SMS automations for customer updates, reminders, and internal staff communication, plus canned responses and reusable message templates, you can send status updates, on-the-way notifications, rescheduling alerts, quotes, invoices, payment reminders, follow-ups, internal prompts to staff, and consistent replies to common excavation enquiries, excavation booking questions, updates, approvals, and follow-ups without rewriting the same messages every time.
Two-Way Customer and Operator Communication
Keep everyone aligned, make communication easier to track, and reduce delays caused by scattered messages. With two-way excavation booking communication and direct messaging with operators through OctopusPro, your team can contact customers, contact excavation crews, send updates, request approvals, answer questions, and keep chat, SMS, calls, and communication history linked to the relevant job record instead of scattered across personal devices.

WhatsApp Integration
Reach customers and excavation crews faster, reduce communication delays, and manage WhatsApp messaging from one central system with WhatsApp Business integration through Meta. OctopusPro lets you use approved Meta templates for confirmations, reminders, status updates, follow-ups, first-contact auto-responses, and targeted bulk WhatsApp campaigns to mailing lists. It also helps you track template status, message service location, read rates, failures, and overall account activity, giving your team better visibility and control over day-to-day service communication and outreach.

Digital phone system, missed-call workflows, and call logging
Deliver a more professional calling experience, keep every call linked to the right customer record, and manage phone communication more efficiently from one system. OctopusPro lets your team handle business calls, SMS, voicemails, call routing, and call logs in one connected workflow, with in-app calling, branch-based number routing, missed-call workflows, and communication history tied to the right records. This helps your team stay organised and responsive without relying on personal mobiles. See the Digital Phone System guide.


Unified Notifications Hub Across Web and Mobile
Help your team respond faster, stay organised, and keep time-critical communication from being missed with one central notifications hub across web and mobile. OctopusPro brings calls, voicemails, SMS, discussions, leads, and operational updates into a notifications centre for web and excavation crews, supported by a live dashboard with excavation enquiries, SMS, and discussion widgets. This gives office staff and dispatchers a clear view of what needs attention next, helping them react faster to new leads, missed calls, internal updates, and urgent service communication.
Share Photos, Documents, and Job Notes with Operators
Give operators the context they need before they start, reduce back-and-forth, and help jobs get completed more accurately with better field collaboration and documentation. With excavation booking attachments, OctopusPro lets your team attach estimates, photos, site assessment images, instructions, invoices, and other job-related files, while also allowing operators to upload before-and-after photos and other field images as the work progresses. This keeps office staff and operators aligned, improves communication, and creates clearer proof of attendance, service, and completion throughout the job.


Secure Cloud Storage for Photos, Documents, and Job Records
Keep critical job information secure, accessible, and easy to find throughout the full service lifecycle. OctopusPro securely stores your business data in the cloud, giving your team reliable long-term access to the records, attachments, and documentation connected to each job. Whether your staff are in the excavation operation, on-site, or working remotely, they can quickly find the information they need to excavation quote, schedule, diagnose, job, invoice, and follow up with confidence. This helps maintain continuity across every stage of the service process without relying on paper files or scattered storage systems.
Get Paid Faster and Keep Cash Flow Under Control
Shorten the time between completing work and collecting payment while keeping invoicing and payment records easier to manage. OctopusPro helps excavation businesses manage invoicing, payments, deposits, and refunds more efficiently. Generate invoices quickly, collect payments through supported gateways, track balances, automate reminders, and maintain clear financial records for every excavation job. This reduces admin work and creates a smoother payment experience for both customers and staff.

Saved Cards, Card on File, and Flexible Deposit Terms
Reduce payment friction, make it easier for customers to approve work, and support more flexible excavation booking and payment workflows. With service payment terms for deposits, card-on-file, and pay-later excavation bookings and saved payment methods in the customer portal, OctopusPro lets you collect deposits, securely store cards for later charging, and help returning customers pay faster without re-entering their details. This is especially useful for site assessments, approval-based jobs, emergency call-outs, recurring maintenance, and balance-after-service workflows.
Card-present, mobile, and online payments in one workflow
Get paid faster, reduce admin, and give customers more ways to pay with one connected payment workflow. OctopusPro supports online deposits and secure payment methods, mobile payment collection, card-present payments at the excavation operation, and secure payment links sent with quotes and invoices. It integrates with multiple payment gateways, including Stripe, PayPal, Authorize.Net, Square, Checkout.com, eWAY, WePay, and Tap, so you can collect deposits, balances, and on-site payments more efficiently while keeping quoting, invoicing, and payment collection connected in one system.
Ad-Hoc Services and On-Site Charge Adjustments
Capture extra labour, excavation supplies, and one-off charges immediately so changing job scope does not lead to missed revenue. With custom services and non-catalog line items added from the fieldworker app, operators can record unexpected labour, job assessment time, emergency excavation supplies, fluids, and other additional job items directly in quotes, excavation bookings, and invoices from the field.

Integrate with industry-leading payment gateways

In-App Invoicing and Payment Collection for Mobile Excavation Jobs
Close out jobs faster, invoice sooner, get paid closer to job completion, and make payment collection easier while the operator is still on-site. With instant invoicing and in-app invoicing and payment collection, OctopusPro lets operators create invoices and take payment as soon as the job is completed, helping reduce delays, improve transparency, shorten the gap between finishing the job and collecting payment, and keep cash flow excavation.
Invoice Labels, Tracking, and Audit Trail
Stay organised, resolve disputes faster, and give your team clearer visibility over invoice progress with invoice labels and tags plus a detailed invoice history log and audit trail. Categorise invoices by workflow stage, track key actions such as sent, edited, paid, or voided, and quickly review what changed, when it changed, and who made the update. This makes it easier to manage finance workflows, investigate billing questions, and keep invoice records clearer and more accountable as your operation grows.
Digital Signature Capture
Approve work faster, reduce paperwork, and create a more reliable sign-off process with digital signature capture. Collect customer approval and sign-off for quotes, excavation bookings, and invoices electronically, whether the customer signs through any browser on their own phone or device using a secure link, or signs on-site through the fieldworker app when the operator is with them. This helps you confirm approvals faster, capture proof of service more professionally, and maintain a clearer digital record without paper forms.
Automated Payment Reminders
Improve collections, protect cash flow, reduce overdue invoices, and save your team time with automated payment reminders. Automatically send unpaid and overdue invoice follow-ups by email, SMS, and WhatsApp. It also works well with customer billing cycles for consolidated invoicing and custom invoice due dates and billing terms, making it easier to align reminders with agreed payment schedules, recurring billing arrangements, and customer-specific billing dates so you can get paid faster and manage accounts more consistently.

Branded Invoice PDFs and Payment Advice
Look more professional, reduce confusion, and help customers pay faster with clear branded invoice documents. With custom invoice PDF templates, branding, and payment advice, you can add your logo, choose logo alignment, customise the layout, and style your invoices with your preferred font family, font size, font color, and border color to better match your brand. You can also add custom header and footer content, include clear payment instructions, terms, warranty notes, or legal disclaimers, and apply different branding for different trading names, helping make invoices easier to understand, more consistent, and more professional to send.
Payment Tracking, Due Dates, and Terms
Improve cash flow control, set clearer payment expectations, and make balances, deposits, refunds, and due dates easier to manage. OctopusPro gives staff and customers clear visibility of payments, receipts, deposits, and refunds, including paid amounts, outstanding balances, and payment history, while allowing you to apply invoice due dates and payment terms such as pay on completion, excavation booking start, Net terms, or fixed billing dates at invoice, customer, service, or company level. This makes it easier to support trade accounts, part-payments, and deposit-based jobs, track overdue invoices more accurately, and align reminders and collections with agreed payment schedules.
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Efficiently Manage Large Excavation Contracts and Repeat Site Works
Handle higher job volume more efficiently, deliver more consistent service, and keep commercial excavation and contract work organised from one connected system. OctopusPro helps businesses serving commercial portfolios, trade accounts, logistics operators, government jobs, and corporate clients manage multiple jobs, repeated jobs, and long-term service contracts in one place. With job history tracking, automated communication, and centralized scheduling, it becomes easier to coordinate ongoing work, maintain service quality, and manage contract customers more effectively as your business grows.

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Group and Merge Invoices
Reduce billing admin, improve invoice clarity, and present customers and commercial, construction, landscaping, and repeat customer accounts with a more professional view of charges using grouped and merged invoices. This is especially useful for trade accounts, recurring maintenance programs, and businesses excavation multiple jobs for the same client, helping you keep billing accurate and easier to manage as your operation grows.
Optimise Billing Cycles for Trade Accounts and Commercial Excavation Clients
Reduce billing admin, simplify reconciliation, and manage high-volume commercial invoicing more efficiently with flexible billing cycle management. OctopusPro helps you group multiple completed jobs into scheduled invoices for trade accounts, commercial excavation clients, and other commercial customers, making recurring billing clearer, more organised, and easier to control.

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Configured for Your Excavation Workflow
Run your business more efficiently with a system that fits your workflow instead of forcing you into a generic setup. OctopusPro supports mobile, excavation operation, and hybrid service service location workflows, so you can manage the way you work today and adapt more easily as your business grows.
Multi-location excavation operation and branch management
Keep growing without losing control by managing multiple branches, mobile service zones, and hybrid operations in one system. OctopusPro helps you assign services and operators by location, control which branch handles each excavation booking, filter schedules by area, and keep reporting, payments, and operations organised as your business expands. See Multi-Location POS, Excavation Booking Location Types, and Fieldworker Excavation Service Areas.
Distance-Based Travel Fees and Geo-Pricing Zones
Protect margin on mobile work and charge more accurately for travel, distance, and excavation service area pricing. With distance-based travel fees for mobile excavation call-outs and geo-pricing zones for field excavation service areas, OctopusPro can automatically apply free travel thresholds, per-kilometre or per-mile charges, and different pricing by suburb, postcode, or service zone, so the right travel fee is added without manual calculation.



Team Jobs with Lead Operators and Assistants
Complete larger jobs more efficiently, define team roles more clearly, and keep accountability and payroll organised when multiple operators are needed on-site. OctopusPro lets you assign multiple excavation crews to one excavation booking and manage subworkers and crew accounts for lead operators and assistants for bigger jobs, site and service location work, commercial excavation, and specialist support.
Real-Time Operator Activity Log
Improve accountability, resolve disputes faster, and give managers clearer visibility with a real-time activity log and audit trail. OctopusPro records operator actions, status changes, and job updates as they happen, making performance easier to monitor and issues easier to investigate.
Operator Time Tracking, Attendance, and Timesheets
Track labour more accurately, improve payroll confidence, and get clearer visibility into operator productivity. OctopusPro records attendance, check-in and check-out activity, travel, job progress, and working hours in real time, helping you reduce reliance on manual timesheets and improve accountability, payroll accuracy, and reporting. See Fieldworker Check-In / Check-Out Tracking and Excavation Crews, Sub-workers & Payroll.

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Operator Payroll and Commission Management
Improve payroll accuracy, reduce admin, and manage operator commissions and mixed pay models with more confidence. OctopusPro helps you calculate earnings, commissions, and payouts more reliably for employee operators, subcontractors, and mixed pay structures, helping reduce manual work and payroll disputes. See Fieldworker Payroll Management & Reconciliation.

Try OctopusPro FREE and streamline your excavation service workflow with software tailored to excavation operations and mobile excavation teams!
Reduce Complaints and Deliver a Better Customer Experience
Resolve issues faster, protect your reputation, improve customer satisfaction, and give customers more confidence with a clearer, more reliable complaint handling process. OctopusPro helps you manage complaints and service issues, handle payment issues and service questions, keep customers updated, track progress, and maintain complete customer communication records with a full history of actions taken. With issue and complaint management for service businesses, your team gets clearer workflows, better visibility, and stronger accountability so problems are handled properly, resolved faster, and nothing slips through the cracks.

Customer Feedback and Review Management
Build a stronger reputation, improve service quality, gain clearer customer insights, and add more trusted social proof with customer feedback, ratings, and reviews for service businesses. OctopusPro helps you collect internal feedback, monitor customer sentiment, and improve service service location. You can also use Google Reviews integration and automated review requests to display public Google Reviews, send customers to your Google review page, and automate review requests by email and SMS.
Automated review requests and customer reactivation marketing
Save time, re-engage past customers, and promote future services more effectively with automated follow-up and targeted outreach. OctopusPro helps you request feedback after completed jobs using Customer Feedback, Ratings & Reviews, automate follow-up workflows through Workflow Automations, and use Mailing Lists plus Mailchimp Integration to re-engage customers, market seasonal or recurring services such as site assessments, site preparation checks, and commercial earthmoving and repeat site works, and keep your business in front of the right audience with less manual effort.
Mailing Lists and Customer Marketing
Grow repeat business, improve campaign targeting, and keep your marketing organised with built-in mailing list management software for service businesses. Create customer and staff mailing lists using filters like location, job history, labels, and excavation booking status, then use them for promotions, reminders, updates, and reactivation campaigns. You can also integrate OctopusPro mailing lists with Mailchimp for email marketing, automation, and reporting, and learn how to manage campaigns more effectively in the mailing lists marketing guide.


Try OctopusPro FREE and give your excavation business software designed for excavation bookings, quotes, dispatch, invoices, and payments!
Accounting Integration with Xero and QuickBooks
Save admin time, reduce double entry, improve accuracy, and make reconciliation easier by connecting OctopusPro with Xero and QuickBooks accounting integration. OctopusPro helps excavation, digging, and earthmoving businesses sync customers, invoices, payments, and service items between their operational and financial systems, so excavation operation, mobile excavation, and commercial excavation billing records stay aligned. This makes it easier to automate invoice creation from quotes, excavation bookings, and completed jobs, track deposits and part-payments, keep overdue balances visible, issue receipts and payment confirmations, and give your bookkeeper or accountant cleaner, more up-to-date records for reporting, reconciliation, and tax time.
Open API, Webhooks & Third-Party Integrations
Reduce manual work, connect your systems more effectively, and keep data flowing smoothly across your business with API access, webhooks, and third-party integrations. OctopusPro can connect with Mailchimp, Google Maps API, Google Reviews, Facebook Page & Messenger, and external CRM, ERP, accounting, and reporting platforms. With the Open API and webhooks, you can sync customers, excavation enquiries, quotes, excavation bookings, invoices, and payments, build custom portals or apps, create dashboards in Power BI, Looker, and Tableau, and trigger real-time actions such as Slack or Teams alerts when quotes change, payments are approved, or missed calls need follow-up.
Secure, Searchable Reporting for Your Entire Operation
Make better decisions faster, track performance more accurately, and keep a reliable record of your business activity with secure, searchable reporting. With real-time reporting across excavation bookings, operators, customers, invoices, payments, sales, and operational activity, you can quickly find the data you need, monitor trends, export reports when required, and maintain clear visibility across your entire operation.

Keep Working Online or Offline
Offer a Branded App Experience for Your Business
Strengthen your brand, make your business look more professional and established to excavation crews, and give repeat customers an easier way to remember, access, and stay connected with your business. With your own branded service industry app, you can publish the OctopusPro app under your company name and business identity, helping your business appear larger, more credible, and more trustworthy. For customers, this is especially valuable if you offer repeat or recurring services, as they can access your business more easily and receive push notifications through your branded app, helping build stronger familiarity, trust, and long-term loyalty.

Available Wherever Your Team Works
Keep office staff and operators productive from the excavation operation, the road, or the customer site with one connected system available on iOS, Android, and the web. With fieldworker app access and mobile excavation job management, your team can stay connected and manage work from anywhere.
Reliable Cloud-Based Data Security
Protect sensitive business data while maintaining stronger access control, accountability, and operational control across your team. OctopusPro supports role-based user permissions and secure staff access control, helping reduce risk while ensuring the right team members can securely access the records and information they need from anywhere.
Educational Videos and User Guides
Help your team get up to speed faster and make better use of the platform with the OctopusPro User Guide, webinars, onboarding resources, and training videos and product walkthroughs. Find step-by-step setup guides, tutorials, and real workflow examples to support onboarding, daily operations, and ongoing improvement across your office and field teams.
Support and Training for Your Excavation Business
Implement faster, train your team more confidently, and get more value from the platform as your business grows. Whether you are launching a new excavation operation, scaling a mobile excavation team, or managing a mature commercial excavation operation, OctopusPro’s support and success team can help with onboarding, setup, training, and more advanced requirements so you can implement the system with confidence and get the most from the platform.












































