Manage customers and bookings

OctopusPro empowers you to manage your customers and bookings efficiently and profitably in a way that suits your business and your staff.

How does it work?

Bookings are seamlessly captured either as Booking Requests or Instant Bookings with or without online payments. Alternatively, your team can efficiently look up resource availability and assist customers by phone. Service providers can choose to either accept instant bookings online or capture booking requests with follow up payment emails subject to customer screening/approval.

Key features

Manage bookings seamlessly
Automate customer communications
Set seasonal prices and specials
Manage calendars and invoices
Manage requests, bookings & cancellation
Create more revenue with booking extras
Online payments and arrears management
Customised and automated Emails
Advanced customisable reporting
Manage bookings seamlessly
Capture customer details, due and received payments
Send professional template Emails or SMS
Manage site workers / staff check-in and check-out
Link Terms and Conditions, product documents, booking related attachments
Booking status: Request, Pending, Confirmed, Rejected
Customers can view or make and manage bookings online directly without having to contact your office, using a customer facing app, or customised website with easy access through email links.
Online Payments and Accounting
Reporting, Analysis and Conversion Tracking
Export & Import of Data
Connects and Syncs to Google calendar
Syncs with Xero and QuickBooks
Apps work in both offline and online mode
Plus much more

Access anywhere and anytime

Access and manage your booking system online with no need to update software. Mobile access to staff and customers to assist them while they are on the road, app works even in offline mode so your field workers always have access to the vital information they need for their day even where there is no internet.

Live availability

Easily manage the availability of your field workers using integrated live calendars.

Flexible & Seasonal Smart Pricing

Setting and managing prices to meet market conditions can be important to some service industries. OctopusPro has powerful yet flexible tools to enable you to manage pricing and extras to help your business adjust it’s charges to the market conditions.

Set custom seasons and their different rates
Set pricing per service or field worker
Set dynamic rules for discounting for larger jobs
Set business rules for minimum booking at a service or booking level
Create specials and apply discounts

Business benefits

Win bookings 24/7 with real time availability
Centralise information for staff efficiency
Access your system anywhere with internet and a browser
Offline access for your site workers using their app
Manage thousands of bookings effortlessly
Report to contractors, staff and site workers
Capture data for business analytics, operational optimisation and marketing
Automatically calculate the right price for bookings
Maximise your bookings and meet your workers and customers desired availability
Save time with easy updates for forward seasons each year

Growth

Manage more bookings per staff member and increase your bookings with a OctopusPro website and booking system.

Efficiency

Grow your business through optimising resource availability, yield, distribution and ancillary income with OctopusPro.

Profitability

Enjoy the benefits of happier customers and happier staff when you transform your business with a OctopusPro online booking system.

lead conversion estimate booking invoice

OctopusPro mobile workforce booking management system is an integrated online solution for service based businesses of all sizes, with connectivity and integration with leading CRMs and accounting systems.

OctopusPro is designed as the ideal management tool for all mobile or field services, from cleaning, to gardening, mowing, locksmiths, pool care, plumbing, antennas, dog washing, baby sitting, car detailing, removals, skip bins, private tutoring, security, painting, tiling, heating & cooling, solar system installations, pest control, or whatever it may be that your business offers as a service to it’s clients. OctopusPro is also ideal for real estate agents & builders to manage contractors that work on properties they manage.

Rescheduling and Cancellation