Electrician Scheduling Software

Electrician Scheduling Software for Electrical Contractors and Service Businesses

Run a more efficient electrical service business with better electrician coordination, faster customer communication, less admin work, and stronger cash flow from first inquiry to final payment.

OctopusPro helps electricians, electrical contractors, and electrical service businesses manage the complete service workflow in one place. Whether you run a residential electrical business, a commercial electrical contracting team, an emergency electrical service, a solar and EV charger installation operation, a data cabling business, or a multi-technician field service company, you can use OctopusPro to schedule electrical jobs, manage technician availability, store customer sites and service history, manage electrical parts, materials, and components, dispatch mobile electricians, give technicians live job details, automate customer communication, capture inspections and compliance checklists, collect signatures, attach photos, send invoices, collect payments, and track every job from first inquiry to final payment. It is ideal for electrical repairs, fault finding, switchboard upgrades, lighting installation, smoke alarm maintenance, safety checks, EV charger installations, solar electrical work, data cabling, CCTV and access control, test and tag services, strata maintenance, facilities maintenance, and 24/7 emergency electrical call-outs.

Drive Revenue and Profitability with Better Electrical Job Management

Increase revenue, improve electrician utilisation, and run a more profitable electrical service business with better control over jobs from inquiry to completion. OctopusPro helps you convert more leads into booked electrical work, move quotes through approval faster, improve scheduling efficiency, and reduce administrative waste as your business grows.

Electrician Scheduling and Rota Management

Keep your electricians fully utilised, reduce scheduling chaos, and manage residential, commercial, emergency, and on-site electrical jobs from one organised calendar. Stay organised and improve electrical technician scheduling by managing multiple electricians’ schedules and electrical service bookings from one calendar. Coordinate service calls, maintenance visits, installation work, inspections, and follow-up appointments while keeping customers informed and your team fully prepared.

Scheduling and Dispatch Board for Electrical Jobs

Use OctopusPro’s electrical dispatch software to manage service appointments, emergency call-outs, unassigned work, and electrician workloads from one live calendar. Drag and drop bookings, scan jobs in list view, match work to the right electrician / electrical technician, and keep the day moving without juggling spreadsheets, whiteboards, or disconnected calendars. See Calendar – Scheduling & Dispatch, Calendar List View, and Find Availability.

Daily, Weekly, and Monthly Calendar Views

Daily, Weekly, and Monthly Calendar 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 jobs by day, week, or month. This makes it easier to manage workload, monitor electrician and technician capacity, avoid scheduling conflicts, and keep your operation running on time.

Flexible Calendar Setup for Your Workflow

Flexible Calendar Setup for Your Workflow

Schedule work more efficiently, improve visibility, and organise bookings around the way your electrical business operates. OctopusPro’s flexible calendar setup adapts to emergency electrical jobs, planned maintenance, commercial projects, residential service calls, inspection work, installation visits, and electrician rosters, with calendar filters, live availability, 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 fieldworkers 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 Electrical Service Request Is Handled Quickly and Efficiently

Reduce delays, improve response times, and route every electrical service request to the right electrician more efficiently with structured job assignment and dispatch workflows. OctopusPro helps your office, dispatch, and mobile electrical teams 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 electrical jobs move more smoothly through the workflow.

Let Electricians Accept or Decline Job Requests

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

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   • Manage bookings, work orders, and technician schedules from one system
   • Handle emergency call-outs, electrical repairs, installations, and maintenance more efficiently
   • Reduce admin time for office staff, dispatchers, electricians, and technicians
   • Improve productivity, customer experience, and profitability

Automatically Match the Right Electrician to Each Job

Improve first-time fix rates, strengthen service quality, and assign electrical jobs more accurately from the start. OctopusPro helps you match each booking to the right electrician using a combination of skills, services offered, and eligibility, together with real-time availability, working hours, leave, time blocks, synced calendars, and map-based service areas to make smarter scheduling and dispatch decisions. This is especially useful when jobs need to be assigned based on capability, licence requirements, service coverage, and availability, including specialist work such as fault finding, switchboard upgrades, emergency electrical call-outs, EV charger installations, solar electrical work, data cabling, smoke alarm testing, or commercial maintenance.

Skills-Based Scheduling and Service Matching

Make specialist electrical skills easier to deploy, improve job accuracy, and define more clearly which electricians can perform each type of work. With skills-based job assignment by technician services and eligibility, configure electrician profiles around the services they offer and the work they are approved to handle. This helps you assign bookings based on service type, specialisation, licence class, location, and internal requirements, and can be extended with profile data and custom fields to record qualifications, certifications, equipment, access requirements, or other service-specific criteria.

Real-Time Technician Availability

Real-Time Technician 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 technician availability, OctopusPro checks each technician’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 technician is available, helping you make better dispatch decisions, reduce scheduling conflicts, and keep the day running more smoothly.

Map-Based Service Areas and Coverage Control

Prevent out-of-area bookings, reduce wasted travel, and assign jobs based on real service coverage. With map-based fieldworker 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 technicians based on actual coverage, apply a default travel radius when required, and avoid bookings outside the areas you support.

Fieldworker availability finder

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Optimise Your Electrical Service Business Management

OctopusPro is built for electricians, electrical contractors, and electrical service companies that need better visibility, faster scheduling, stronger documentation, and a smoother customer journey. Whether you handle residential service calls, commercial maintenance, emergency electrical call-outs, industrial work, strata jobs, EV charger installations, data cabling, switchboard upgrades, lighting projects, or recurring compliance inspections, OctopusPro helps you manage the full electrical service workflow in one connected platform instead of spreadsheets, paper job sheets, and disconnected apps. Manage bookings, work orders, estimates, electrician scheduling and assignment, customer records, site history, communication, billing, invoicing, payments, and follow-up more efficiently across every type of electrical job.

Vehicle Profiles and Structured Service Intake

Site, Asset, and Electrical System Profiles

Collect the right site, asset, and electrical system details upfront so your team can quote faster, troubleshoot more accurately, and deliver more consistent repeat service. OctopusPro stores structured customer properties with details such as site address, access notes, switchboard information, electrical assets, equipment, service history, compliance notes, warranty details, and custom fields, helping your team identify each location faster and manage servicing more efficiently. See Customer Properties (Dependents, Assets & Locations) and Custom Fields.

Site Service History and Electrical Record Management

Troubleshoot faster, deliver more consistent service, and build customer trust with a complete record of every site, asset, and electrical system. With site service history and electrical record management, OctopusPro keeps previous jobs, notes, attachments, invoices, compliance records, photos, and communication history in one place, helping your team track past work, support future maintenance recommendations, and provide a more transparent service experience.

Saved Service Locations and Required Site Selection for Repeat Customers

Saved Service Locations for Repeat Customers

Speed up repeat bookings and reduce address errors with Saved Service Locations for multi-site customers and property and facilities accounts and required customer-property selection during online booking. OctopusPro lets you store multiple service sites, depots, business addresses, switchboards, panels, equipment, and other customer-linked assets in the customer profile, then require the customer to choose the correct location, asset, or property before submitting a booking. This is ideal for strata managers, property managers, commercial clients, facilities teams, and repeat customers who book electrical work across multiple sites.

Saving Customer Job Sites On Profile

Digital Electrical Inspections, Job Sheets, Checklists, and Proof of Work

Standardize inspections, reduce missed steps, and maintain a more professional, accountable service process with digital forms and checklists. OctopusPro helps electrical businesses run digital electrical inspections, job sheets, SWMS, risk assessments, service reports, compliance checks, fault-finding forms, warranty workflows, and job completion records in one structured workflow. Capture customised checklists, required photos, before-and-after images, test results, service findings, customer approvals, signatures, and proof of work in a consistent format that can be completed online or offline. This helps your electrical service team improve accountability, reduce mistakes, keep a clear audit trail, and stay consistent and audit-ready across safety checks, compliance processes, installation approvals, and customer sign-off. See Forms & Checklists Overview, Using Forms & Checklists, and Digital Signatures.

Unified Work Order Management

Reduce admin, improve team coordination, and keep electrical jobs moving more efficiently with one connected electrical work order software system. OctopusPro brings together inquiries, quotes, bookings, work orders, electrician schedules, invoices, and payments in one place, so your team can manage each job more smoothly from intake to completion.

Custom Booking Statuses for Your Repair Workflow

Custom Booking Statuses for Your Workflow

Give your team clearer workflow control, better visibility, and stronger automation across every electrical job. With custom booking statuses for electrical workflows, OctopusPro lets you create stages such as Awaiting Approval, Materials Required, Fault Found, Inspection Complete, Awaiting Access, Ready to Invoice, On Hold, or Follow-Up Required, so each electrical job can be tracked and managed in a way that fits your process.

Electrical Parts, Materials, and Stock Control

Reduce delays, improve pricing accuracy, and keep profitable electrical jobs moving with tighter control over parts, materials, and stock. OctopusPro helps you track stock levels, organise cables, breakers, switches, outlets, lights, smoke alarms, EV chargers, fittings, and other components, and add products directly to quotes, 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.

Service Packages, Add-Ons, and Product-Linked Job Management

Lighting, switchboard, smoke alarm, EV charger, and add-on service management

Create clear service packages for lighting upgrades, switchboard upgrades, safety switch installation, smoke alarm testing, EV charger installation, data cabling, test and tag, inspections, and common electrical add-ons, then link the right products, pricing rules, and service options to each job. OctopusPro helps you organise service lines, materials, and components in a structured way so your team can quote faster, upsell more accurately, and keep electrical workflows consistent. See Create a New Service and Products & Inventory.

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Electrical Quote-to-Job Estimating Workflow

Create professional electrical estimates faster, improve 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 Quote & Estimate Management, View & Manage Quotes, Accept or Decline Quotes, and Custom Fields.

Follow-Ups & Reminder Automation

Follow-Ups & Reminder Automation

Improve quote conversion, reduce missed opportunities, and keep your pipeline moving 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 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 a quote is accepted, declined, cancelled, deleted, or converted into a booking. Communication logs also give your team clear visibility into what has been sent and what still needs action. See the Quote Follow-Up Reminder Automation guide.

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Improve Lead Conversion and Job Booking Rates

Turn more inquiries into paying work, respond faster, and move leads to confirmed bookings with a more organised sales workflow. With inquiry management, lead tracking, and inquiry-to-booking conversion, OctopusPro helps your team review new opportunities sooner, send quotes promptly, and keep every lead moving efficiently from first contact to confirmed job.

Website Inquiry Widget and Customer Portal Contact Us Lead Funnel

Website Inquiry 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 quote or booking. With the embedded lead capture form for your website and the Customer Portal Contact Us inquiry form, OctopusPro lets prospects submit service details, addresses, photos, access notes, and timing questions when they are not ready to book yet. Each submission automatically creates an inquiry your team can qualify, follow up, and convert into a quote or booking without re-entering details. This is especially valuable for fault finding, switchboard upgrades, EV charger installations, commercial fit-outs, data cabling, strata maintenance, and other quote-first electrical jobs.

Automated Lead Recovery and 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 bookings and missed opportunities using automated inquiry 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 Inquiry Notifications and Full Inquiry Review Workflow

New Inquiry Notifications and Full Inquiry Review Workflow

Help your office team respond sooner, qualify leads faster, and make sure promising jobs do not sit unattended. With web and mobile inquiry notifications in OctopusPro’s notifications centre and a full inquiry 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 inquiry is submitted. This helps you respond faster, stay organised, and convert more electrical enquiries into quotes and confirmed jobs.

Inquiry Discussions, Internal Notes, and Customer Updates

Inquiry 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 inquiry discussions, internal notes, and visibility controls and email, SMS, and calling directly from inquiries, OctopusPro lets your team collaborate internally, attach files, share customer-visible updates when needed, and maintain a complete communication trail linked to the inquiry instead of scattered across inboxes, text messages, and personal notes.

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Integrate your website and start accepting bookings online

Turn your website into a 24/7 booking channel that generates more enquiries and bookings without adding extra admin

OctopusPro helps electrical businesses prevent last-minute scheduling pressure, give customers clearer booking options, and make sure your team has enough time to prepare, assign the right electrician, gather materials, and travel to the job.

Customer Online Booking and Self Service

Self-Service Online Booking Through Your Website

Make booking easier for customers, reduce admin, and manage scheduling, dispatch, and job progress from one connected system. With online 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 booking site.

Online Booking and Job Management

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 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 Service Reminder Notifications

Automated Service Reminder Notifications

Bring customers back at the right time, improve retention, and generate more repeat revenue with automated electrical service reminders. OctopusPro helps you send recurring and follow-up reminders for smoke alarm testing, safety checks, test and tag, switchboard inspections, preventative maintenance, commercial servicing, strata maintenance, and recurring compliance work, making rebooking easier and helping you stay top of mind. See Automate Recurring Service Reminders for Customers.

Recurring and Repeat Maintenance Bookings

Recurring and Repeat Maintenance Bookings

Lock in future work, reduce rebooking admin, and create more predictable recurring revenue with electrical maintenance scheduling. OctopusPro lets you create repeat and recurring bookings for services such as smoke alarm maintenance, safety checks, test and tag, compliance inspections, facilities maintenance, strata work, and preventative electrical maintenance, while also letting you offer recurring service booking online for customers.

Voucher Codes, Promotions, and Seasonal Service Campaigns

Create more demand, win new customers, and bring existing customers back with targeted offers and seasonal campaigns. OctopusPro helps you drive more 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 bookings.

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Accurate Location and Multi Stop Booking Management

Multi-Address Bookings

Emergency Call-Out Locations and Multi-Address Bookings

Reduce confusion, price travel more accurately, and handle complex emergency, after-hours, and multi-location electrical call-outs with greater control. OctopusPro supports multi-address bookings for multi-site, multi-stop, and staged service jobs, making it easier to manage urgent faults, property access points, commercial sites, strata buildings, facilities maintenance, and other non-standard service jobs. 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 GPS Coordinates, Shared Pin Links, and Google Maps URLs

Exact GPS Coordinates, Shared Pin Links, and Google Maps URLs

Improve location accuracy, speed up dispatch, reduce location errors, and help electricians reach the exact service point faster for emergency call-outs, construction sites, plant rooms, switchboards, and hard-to-find locations. With Google Maps URL and shared pin capture during booking and mobile booking location tools for precise on-site service locations, your team can paste a customer’s dropped pin or Google Maps share link into the booking location prompt, confirm the exact service point on the map, and use precise GPS pin locations for emergency electrical work, after-hours call-outs, multi-site maintenance, and hard-to-find service locations.

Dispatch Faster with Real-Time Electrical Fieldworker Tracking

Improve response times, reduce unnecessary travel, and make faster dispatch decisions with real-time electrical fieldworker tracking. OctopusPro helps your team view active electricians on a live map, identify the closest available worker for urgent bookings, and schedule work more efficiently based on real-time location. See how it works in our real-time field worker location tracking software guide.

Real Time Fieldworker Location Tracking Summary

ETA Updates and Geofenced Job Progress

Improve punctuality, reduce “where is my electrician?” 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 electrician travel, arrival, and departure more accurately and keep scheduled on-site electrical jobs running on time.

Live Technician Tracking for Customers

Live Technician Tracking for Customers

Set clearer arrival expectations, improve customer confidence, and reduce unnecessary calls to your office with live electrician tracking for customers. OctopusPro lets customers follow their assigned electrician while they are on the way, helping create a more transparent service experience and making arrival times easier to understand.

Fieldworker Address Privacy Until On the Way

Fieldworker Address Privacy Until 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 electrician 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 technician travel status.

Nearby Bookings and Proximity-Based Dispatch

Nearby Bookings and Proximity-Based Dispatch

Reduce travel time, improve response times, and fit more profitable electrical work into each day with Nearby Bookings and proximity-based scheduling for fieldworkers. OctopusPro helps dispatchers and fieldworkers view jobs by geographic proximity, identify the closest qualified electrician, and cluster work more efficiently across residential service calls, commercial maintenance, inspections, installations, 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 Field Worker Location Tracking software shows the live location of active fieldworkers, helping dispatchers identify who is closest right now for faster job assignment and real-time dispatch decisions.

Deliver a more personal customer experience, respond faster, and build stronger long-term relationships by keeping all customer information in one place.

Customer CRM and Communication Management

OctopusPro’s built-in electrician CRM tools bring together customer details, service addresses, site records, asset records, quotes, 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.

CRM Management Features

Automated Electrical Appointment Reminders and Confirmations

Reduce no-shows, protect technician time, reduce cancellations, and keep customers and technicians 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 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

Automate Customer and Staff Communication

Save hours of admin, reply faster, keep your office staff and technicians 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 inquiries, booking questions, updates, approvals, and follow-ups without rewriting the same messages every time.

Two-Way Customer and Technician Communication

Two-Way Customer and Technician Communication

Keep everyone aligned, make communication easier to track, and reduce delays caused by scattered messages. With two-way booking communication and direct messaging with technicians through OctopusPro, your team can contact customers, contact fieldworkers, 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 fieldworkers 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 delivery, 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

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 mobile teams, supported by a live dashboard with inquiries, 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 Technicians

Give technicians 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 booking attachments, OctopusPro lets your team attach estimates, photos, inspection images, instructions, invoices, and other job-related files, while also allowing technicians to upload before-and-after photos and other field images as the work progresses. This keeps office staff and technicians aligned, improves communication, and creates clearer proof of work throughout the job.

Secure Cloud Storage for Photos, Documents, and Service Records

Secure Cloud Storage for Photos, Documents, and Service 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 office, on-site, or working remotely, they can quickly find the information they need to quote, schedule, diagnose, electrical work, 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 electrical service 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 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

Saved Cards, Card on File, and Flexible Deposit Terms

Reduce payment friction, make it easier for customers to approve work, and support more flexible booking and payment workflows. With service payment terms for deposits, card-on-file, and pay-later 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 fault finding, approval-based electrical works, emergency call-outs, recurring maintenance, and balance-after-service workflows.

Card-present, mobile, and online payments in one workflow

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 office, 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

Ad-Hoc Services and On-Site Charge Adjustments

Capture extra labour, materials, parts, 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, electricians can record unexpected labour, fault-finding time, emergency parts, materials, fittings, and other additional electrical items directly in quotes, bookings, and invoices from the field.

Integrate with industry-leading payment gateways

In-App Invoicing and Payment Collection for On-Site Electrical Jobs

Close out on-site electrical jobs faster, invoice sooner, get paid closer to job completion, and make payment collection easier while the electrician is still on-site. With instant invoicing and in-app invoicing and payment collection, OctopusPro lets electricians create invoices and take payment as soon as the work is completed, helping reduce delays, improve transparency, shorten the gap between finishing the job and collecting payment, and keep cash flow moving.

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, 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 technician 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

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 colour, and border colour 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

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, 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 Electrical Maintenance Contracts and Large Service Accounts

Handle higher job volume more efficiently, deliver more consistent service, and keep maintenance contracts and multi-site electrical work organised from one connected system. OctopusPro helps businesses serving strata managers, property managers, facilities teams, trade accounts, government sites, industrial clients, and corporate customers manage multiple locations, repeated jobs, and long-term service contracts in one place. With service history tracking, automated communication, and centralised scheduling, it becomes easier to coordinate ongoing work, maintain service quality, and manage contract customers more effectively as your business grows.

Ad-Hoc Services and On-Site Charge Adjustments

Group and Merge Invoices

Reduce billing admin, improve invoice clarity, and present customers and property and facilities accounts with a more professional view of charges using grouped and merged invoices. This is especially useful for trade accounts, recurring maintenance programs, strata portfolios, facilities clients, and businesses servicing multiple sites for the same client, helping you keep billing accurate and easier to manage as your operation grows.

Optimise Billing Cycles for Trade Accounts and Multi-Site Electrical 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, property managers, facilities clients, strata customers, and other commercial customers, making recurring billing clearer, more organised, and easier to control.

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Configured for Your Automotive Workflow

Configured for Your Electrical Service Workflow

Run your business more efficiently with a system that fits your workflow instead of forcing you into a generic setup. OctopusPro supports mobile, office-based, emergency, and hybrid electrical service workflows, so you can manage the way you work today and adapt more easily as your business grows.

Multi-location workshop and branch management

Multi-Location Electrical Branch and Service Area Management

Keep growing without losing control by managing multiple branches, mobile service zones, emergency coverage areas, and hybrid electrical operations in one system. OctopusPro helps you assign services and electricians by location, control which branch handles each booking, filter schedules by area, and keep reporting, payments, and operations organised as your business expands. See Multi-Location POS, Booking Location Types, and Fieldworker Service Areas.

Distance-Based Travel Fees and Geo-Pricing Zones

Distance-Based Travel Fees and Geo-Pricing Zones

Protect margin on mobile electrical work and charge more accurately for travel, distance, and service area pricing. With distance-based travel fees for mobile electrician call-outs and geo-pricing zones for field 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 Mechanics and Assistants

Team Jobs with Lead Electricians and Assistants

Complete larger jobs more efficiently, define team roles more clearly, and keep accountability and payroll organised when multiple technicians are needed on-site. OctopusPro lets you assign multiple fieldworkers to one booking and manage subworkers and crew accounts for lead technicians and assistants for larger installations, switchboard upgrades, commercial projects, industrial maintenance, emergency support, and specialist electrical work.

Real-Time Technician Activity Log

Real-Time Technician Activity Log

Improve accountability, resolve disputes faster, and give managers clearer visibility with a real-time activity log and audit trail. OctopusPro records technician actions, status changes, and job updates as they happen, making performance easier to monitor and issues easier to investigate.

Electrician time tracking, attendance, and timesheets

Track labour more accurately, improve payroll confidence, and get clearer visibility into technician 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 Fieldworkers, Sub-workers & Payroll.

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Electrician Payroll and Commission Management

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

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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

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 delivery. 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

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 smoke alarm testing, safety checks, switchboard inspections, test and tag, and electrical maintenance, and keep your business in front of the right audience with less manual effort.

Mailing Lists and Customer Marketing

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, service history, labels, and 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.

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Accounting Integration with Xero and QuickBooks

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 electrical businesses sync customers, invoices, payments, and service items between their operational and financial systems, so electrical service, contractor, and maintenance billing records stay aligned. This makes it easier to automate invoice creation from quotes, 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

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, inquiries, quotes, 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 bookings, technicians, 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

Reduce delays, keep electrical jobs moving, and give your team more reliable access to the information they need, even when internet coverage is weak or temporarily unavailable. OctopusPro lets office staff and fieldworkers manage bookings, appointments, customer details, job information, and electrician tasks from anywhere, whether they are in the office, on the road, in basements, plant rooms, construction sites, or on customer premises. With offline capability, fieldworkers can continue working in the app and update job details without interruption, then sync their changes once the connection is restored. This helps maintain productivity in the field, supports uninterrupted service, and reduces the risk of delays caused by poor connectivity.

Offer a Branded App Experience for Your Business

Strengthen your brand, make your business look more professional and established to fieldworkers, 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 electricians productive from the office, the road, or the customer site with one connected system available on iOS, Android, and the web. With fieldworker app access and mobile 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 Electrical Service 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 electrical service business, scaling a team of mobile electricians, or managing a mature electrical contracting 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.

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