Field Service Management Software for Trades & Service Businesses
Manage enquiries, quotes, work orders, schedules, dispatch, crews, site records, materials, invoices, payments and reporting from one connected platform built for work in the field.
Capture quote requests and online bookings, assign the right tradie or crew, manage travel and service areas, track field progress, collect photos and signatures, add products and materials, send invoices, take payments and monitor performance without relying on paper job sheets and disconnected systems.
Find the right field service software for your trade or service business
Select the industry that best matches your core services to explore job scheduling, quoting, dispatch, field documentation, payment and growth workflows relevant to your team.
Locksmith Business Software
Schedule emergency and planned locksmith jobs, dispatch mobile technicians, track keys and access notes, send invoices and keep customers updated.
Lighting Installation Software
Coordinate lighting installation, replacement, repair and inspection jobs with technician schedules, quote approvals, site notes and customer communication.
Welding & Boilermaker Software
Manage workshop, site and mobile welding jobs, crews, fabrication quotes, materials, photos, checklists and staged billing in one workflow.
Painting Business Software
Run site inspections, painting quotes, painter and crew schedules, colour and property notes, progress updates, invoices and repeat maintenance.
Electrician Job Management Software
Manage electrical call-outs, inspections, installations, quotes, technician availability, job documentation, materials and invoices from one system.
Carpentry & Handyman Software
Coordinate carpentry, repair and handyman jobs, site visits, quotes, multi-skill assignment, materials, photos and customer approvals.
Flooring Job Management Software
Schedule measurements, installations and repairs, manage crews, surface and material details, quotes, checklists, progress photos and payments.
Property Maintenance Software
Manage reactive repairs, planned maintenance, multi-site customers, recurring work orders, technicians, assets, invoices and service history.
Door Installation & Repair Software
Coordinate door measurements, installations, repairs, technicians, product options, site records, approvals and invoicing from enquiry to completion.
Waterproofing Job Management Software
Manage inspections, leak investigations, quotes, multi-visit waterproofing work, photos, forms, material usage, warranties and staged payments.
Tiling & Grout Repair Software
Schedule site visits, measurements, tiling and grout repair jobs, crews, materials, photos, quote variations and customer sign-off.
Solar Installation Software
Coordinate solar inspections, installations, crews, equipment and site details, forms, photos, quote approvals, progress and payments.
Skip Bin Hire Software
Manage bin sizes, delivery and collection schedules, drivers, service locations, availability, recurring customers, payments and fleet activity.
Excavation Job Management Software
Schedule site assessments, excavation and digging work, operators, equipment, locations, safety forms, photos, quotes and invoicing.
Appliance Repair Software
Manage diagnostics, technician schedules, appliance and asset records, parts, warranties, photos, job status, invoices and repeat repairs.
Roofing Business Software
Coordinate roof inspections, estimates, crews, site photos, safety forms, materials, multi-stage work, progress invoices and follow-up visits.
Asbestos Removal Software
Manage enquiries, inspections, authorised crews, service areas, compliance forms, site evidence, signatures, invoices and audit-ready records.
Security Guard Scheduling Software
Manage guard rosters, patrol and protective service jobs, locations, attendance, timesheets, incident records, customer communication and billing.
Plumbing Business Software
Manage emergency call-outs, plumbing installations, quotes, plumber dispatch, travel, parts, photos, checklists, invoices and recurring service.
Stone Restoration Software
Schedule inspections, polishing, sealing and repair work, manage technicians, stone and site notes, photos, products, quotes and invoices.
Pest Control Software
Manage inspections, treatment schedules, technician service areas, chemicals and products, forms, recurring visits, reminders, reports and payments.
Run every job from first enquiry to final payment
OctopusPro connects lead capture, quoting, work orders, scheduling, dispatch, crew coordination, field updates, site documentation, materials, invoicing, payments and reporting in one operational workflow.
Capture every opportunity
Receive enquiries, quote requests, online bookings, phone jobs, repeat work and referrals without losing details.
Quote and approve work faster
Create professional quotes with labour, products, taxes, discounts, attachments, expiry dates and follow-up reminders.
Coordinate dispatch and crews
Match jobs to tradies, subcontractors and crews using services, availability, working hours and coverage.
Track field progress
Use job statuses, on-the-way updates, check-in and check-out, GPS-supported workflows and live communication.
Capture proof of work
Keep site notes, forms, checklists, photos, documents, signatures and material usage attached to the job.
Protect cash flow and visibility
Manage deposits, staged invoices, balances, refunds, accounting integration, reports and audit history.
Turn every service request into a clear, professional next step
Capture the scope, location, photos, preferred timing and service details your team needs. Let suitable services book directly, or keep complex work quote-first until pricing, site conditions and approvals are confirmed.
Capture job enquiries, quote requests, photos and service details before work is scheduled.
- Embed branded lead capture and booking forms on your website
- Collect job type, location, access, urgency, dimensions, photos and files
- Choose direct booking, manual approval or quote-first workflows by service
- Create detailed quotes with labour, products, taxes, discounts and notes
- Set quote expiry dates, follow-up reminders and approval requirements
- Convert accepted quotes into work orders without re-entering information
- Request deposits or payment before confirming suitable jobs
- Keep enquiry, quote, booking, invoice and communication history connected
Coordinate office teams, tradies, technicians, crews, subcontractors and sub-workers from one live schedule.
Send the right tradie, technician or crew to every job
Manage calendars, working hours, leave, job requests, service eligibility, service areas and multiple-worker jobs while giving field teams the mobile tools they need to accept work and update progress.
- Daily, weekly, monthly, list and map-based scheduling views
- Fieldworker working hours, leave, breaks and unavailable periods
- Skills and service-based assignment for specialist trade work
- Map-based service areas, travel radius and regional coverage control
- Manual assignment, automated broadcast and accept-or-decline requests
- Multiple tradies, subcontractors and sub-workers on the same job
- Google and Outlook calendar integration
- Commission, hourly, fixed and mixed pay workflows
Build job workflows around the way your trade business actually prices and delivers work
Create structured services for inspections, call-outs, installations, repairs, maintenance, project stages and follow-up visits. Use custom questions and pricing logic to capture the right information before dispatch.
Structure services, quote items, pricing, products, discounts and approval rules.
- Service categories, descriptions, durations and booking rules
- Call-outs, inspections, installations, repairs and multi-visit jobs
- Custom fields for site type, dimensions, faults, access and equipment
- Dependent questions that appear only after a relevant selection
- Fixed, hourly, unit, range and quote-based pricing workflows
- Products, parts, materials and consumables on quotes and invoices
- Discounts, taxes, voucher codes and customer-specific pricing
- Distance-based travel charges, free radius and mileage rules
Standardise inspections, job sheets, safety checks, photos, signatures and proof of completion.
Give field teams the job information they need and keep every site record connected
Store customer, property, site, asset and equipment details with the relevant work order. Capture structured forms, notes, photos, documents and signatures before, during and after the job.
Customer, site and asset profiles
Keep addresses, properties, equipment, service history, warranty notes and recurring operational details connected.
Digital job sheets and checklists
Run inspections, pre-starts, safety checks, completion reports and quality-control workflows online or offline.
Photos, documents and signatures
Attach before-and-after images, plans, specifications, certificates, customer approvals and proof of work.
Job status and audit history
Track on-the-way, arrival, start, finish, notes, communication and changes across the full work-order lifecycle.
Create trade forms, checklists and job records
Protect cash flow from deposit through to final invoice and follow-up service
Use payment rules that fit call-outs, fixed-price work, projects, maintenance contracts and multi-stage jobs. Automate the communication that keeps approvals, attendance and payment collection moving.
Configure deposits, payment terms, invoices, balances, refunds and accounting workflows.
- Deposits, full payment, card-on-file and pre-authorisation
- Progress, milestone, partial and final invoice workflows
- Payment terms, due dates, balances and automated reminders
- On-site invoicing and payment collection from the field
- Refund tracking and linked payment history
- Recurring maintenance, repeat jobs and service reminders
- Grouped and consolidated billing for multi-site customers
- Xero and QuickBooks accounting integration
Staged and milestone billing
Collect deposits and progressive payments for longer jobs while keeping every payment linked to the correct work.
Recurring and contracted services
Schedule repeat maintenance, inspections and service reminders while maintaining site and asset history.
See jobs, quotes, revenue, field activity and service performance in real time
Use live reports and audit trails to understand lead conversion, booked versus completed work, payment status, fieldworker workload, timesheets, service demand, communication and operational trends.
Job and revenue visibility
Review enquiries, quote conversion, active jobs, completed work, payments, outstanding balances and revenue trends.
Crew workload and field activity
Monitor schedules, assigned work, timesheets, travel, job progress, productivity and earnings-related records.
Communication and audit proof
Trace email, SMS, call, automation, discussion and booking activity when resolving questions or complaints.
How job management works in OctopusPro
Keep each customer request moving through one structured process instead of re-entering information across separate quoting, scheduling, field, payment and reporting tools.
Capture the request
Receive a lead, online booking, phone call, referral, repeat-service request or office-created job.
Collect job details
Add the service, site, customer, asset, photos, access notes, urgency, scope and required documents.
Quote and approve
Create the estimate, add labour and materials, send it for approval and collect a deposit where required.
Schedule and dispatch
Assign suitable tradies or crews using services, availability, working hours, location and service-area rules.
Complete and document
Track travel, arrival, progress, forms, photos, materials, notes, signatures and job completion.
Invoice and follow up
Issue staged or final invoices, collect payment, resolve issues and schedule repeat or maintenance work.
Why growing trade businesses need more than a basic job calendar
Compare a calendar-only tool with a connected field service management platform.
Basic scheduling calendar
- Reserves time on one or more calendars
- Usually handles simple appointments only
- May send basic confirmation messages
- Leaves leads, quotes, forms, files, products, payments and reporting in separate tools
- Limited support for service areas, crews, subcontractors and job-status workflows
- Becomes fragmented as jobs, staff, locations and documentation needs grow
OctopusPro field service management software
- Connects enquiries, quotes, work orders, crews and customer records
- Supports call-outs, projects, recurring work and multi-visit jobs
- Uses skills, services, availability, locations and coverage for assignment
- Links forms, photos, signatures, products, reminders, invoices and payments
- Supports travel charges, staged billing, assets and multi-site customers
- Provides live reports, audit trails and operational visibility
Trade business software that adapts as your operation grows
Use the same platform whether you work independently, manage a growing crew, coordinate subcontractors or operate across multiple branches and service areas.
Owner-operators and solo tradies
Capture enquiries, send quotes, manage jobs, communicate with customers, invoice and collect payment without adding unnecessary admin.
Growing trade teams
Coordinate office staff, estimators, fieldworkers and crews with shared schedules, permissions, job records and live updates.
Contractors and subcontractor networks
Assign jobs by service, availability and coverage while maintaining clear accountability, communication and payment records.
Multi-branch and multi-site operations
Control locations, service areas, customer sites, assets, teams, calendars, billing and reports from one account.
See your office, field teams and customers working together
See how lead capture, quoting, scheduling, dispatch, field updates, job documentation, invoices and payments stay connected from first request to completed work.
Trade and field service management software FAQs
Common questions from contractors, tradies, mobile technicians, maintenance teams and growing field service businesses.
What is field service management software for trades?
Field service management software helps trade and mobile service businesses manage enquiries, quotes, work orders, scheduling, dispatch, fieldworker activity, site records, invoices, payments and reporting in one connected system.
Can customers request quotes or book jobs online?
Yes. OctopusPro supports lead capture for quote-first work and online booking for standard services. You can collect service details, preferred times, locations, photos, files, custom questions and payment where appropriate.
Can OctopusPro manage tradies, subcontractors and crews?
Yes. You can manage fieldworkers, subcontractors and sub-workers, assign services and skills, configure working hours and service areas, and place multiple workers on the same booking.
How does scheduling and dispatch work?
Your office can use calendar, list and map views, assign jobs manually, broadcast requests to eligible fieldworkers, review availability and coverage, and monitor job status updates from the field.
Can fieldworkers accept or decline jobs?
Yes. When enabled, fieldworkers can review requests, accept or decline them, provide reasons and suggest alternative times. Your office can then reassign work or use automated broadcast workflows.
Can we collect forms, photos and customer signatures?
Yes. Forms and checklists can capture inspections, safety checks, completion reports, photos, documents, notes and signatures before, during or after the job, including offline use where supported.
Can OctopusPro store customer sites, assets and equipment?
Yes. Customer Properties can hold multiple service locations, assets, equipment and other repeat-service records under the customer profile and link them to future bookings and service history.
Does OctopusPro support travel charges and service areas?
Yes. You can define fieldworker service areas, use radius or polygon coverage, and apply distance-based travel charges with free-distance and maximum-distance rules where required.
Can we manage deposits and staged payments?
Yes. OctopusPro supports deposits, payment terms, partial payments, milestone or progress invoices, balances, refunds and on-site payment collection, depending on your configured gateway and workflow.
Can products and materials be added to quotes and invoices?
Yes. Product lists can store parts, fittings, materials and consumables that can be added to quotes, bookings and invoices for clearer pricing, job documentation and stock-related workflows.
Does OctopusPro integrate with calendars and accounting systems?
OctopusPro supports Google and Outlook calendar integrations and accounting integrations including Xero and QuickBooks Online, together with payment gateways and communication tools.
Is OctopusPro suitable for multi-branch and multi-site trade businesses?
Yes. You can manage multiple branches, customer sites, fieldworker service areas, permissions, calendars, billing and reporting from one account while keeping customer and job history connected.
Set up OctopusPro for your trade or service business
Follow practical guides for lead capture, quoting, dispatch, fieldworkers, site records, payments, recurring work and reporting.
Leads, quotes & bookings
Fieldworkers, crews & dispatch
Site records, forms & products
Payments, automation & reporting
Ready to run your trade or service business from one connected platform?
Bring lead capture, quoting, scheduling, crew coordination, site records, forms, materials, field updates, invoices, payments and reporting together. Start your free trial or book a personalised demo to see how OctopusPro can fit your operation.