Manage Customers, Bookings, Fieldworkers and Payments from One Connected Platform
OctopusPro helps service businesses capture bookings, schedule jobs, manage customers, coordinate staff, automate communications, process payments and track performance without relying on disconnected tools or manual admin.
Start exploring OctopusPro and see how it can simplify bookings, scheduling, payments and fieldworker management.
Live availability
Automated emails & SMS
Payments & accounting
Fieldworker apps
Turn Enquiries into Bookings, Then Manage Every Step Through Completion
Bookings can be captured as booking requests or instant bookings, with or without online payments. Your team can also check resource availability while speaking with customers by phone, then create or update bookings from the office. Depending on how your business operates, you can accept instant bookings online or collect booking requests first, then follow up with customer screening, approval and payment emails before confirming the job.
Capture the booking
Accept booking requests, instant bookings, phone bookings and online customer bookings from your website, customer app or email links.
Check availability
Use live calendars to find suitable times, match fieldworker availability and reduce scheduling conflicts before confirming the job.
Confirm and communicate
Send professional template emails or SMS messages, automate customer communications and keep everyone updated.
Manage the job
Track statuses, customer details, attachments, staff check-in, fieldworker updates, payments and invoices from one system.
Report and improve
Use reporting, analysis, conversion tracking, export/import tools and business data to improve operations and marketing.
Let Customers Book Online While Your Team Stays in Control
Capture booking requests, accept instant bookings, manage approvals, send confirmations, take payments and keep every customer interaction organised from one platform.
One System for Your Office Team, Fieldworkers and Customers
The strongest booking experience is not just a calendar. It connects the people involved in every job so each step is easier to manage, easier to track and easier to complete.
For Admin and Office Teams
Manage customer records, booking requests, calendars, approvals, invoices, payments, communication logs, reports and staff coordination from one central workspace.
- Less double handling between bookings, customers and payments
- Faster scheduling with clearer availability
- Better visibility over booking status and follow-up actions
For Fieldworkers and Site Staff
Give fieldworkers mobile access to job details, schedules and updates, with online and offline app support for teams working on the road or at customer sites.
- Access booking details from the field
- Check in and check out from jobs
- Stay connected even when internet access is limited
For Customers
Let customers book, view, manage and pay for services online through customer-facing apps, secure email links and customised website booking flows.
- More self-service with fewer phone calls
- Clearer confirmations, reminders and updates
- Simple online access to booking actions and payments
Give Every User the Right Tools at the Right Step
OctopusPro helps your team reduce admin, gives fieldworkers clearer job information and gives customers easier ways to book, manage and pay online.
Everything Your Booking Team Needs in One Place
OctopusPro brings customer management, scheduling, communication, payment collection, accounting, reporting and fieldworker coordination into one connected workflow.
Core Features Included
Bookings & Customers
- Manage bookings seamlessly
- Manage requests, bookings and cancellations
- Capture customer details, due payments and received payments
- Track booking statuses including Request, Pending, Confirmed and Rejected
- Allow customers to view, create and manage bookings online using customer-facing apps, customised websites and secure email links
Operations & Automation
- Automate customer communications
- Send professional template emails or SMS messages
- Manage fieldworker and staff check-in and check-out
- Link terms and conditions, product documents and booking-related attachments
- Use apps in both online and offline mode
Designed to Support the Full Booking Lifecycle
Instead of managing bookings, customers, staff, payments and reports in separate systems, OctopusPro keeps the whole workflow connected.
Booking Management
- Manage bookings seamlessly
- Manage requests, bookings and cancellations
- Support booking requests and instant bookings
- Manage booking statuses including Request, Pending, Confirmed and Rejected
- Customers can view, make and manage bookings online without contacting your office
Availability & Scheduling
- Manage calendars and invoices
- Use live calendars to manage fieldworker availability
- Connect and sync bookings with Google Calendar
- Maximise bookings while matching customer and fieldworker availability
- Access the system anywhere with internet and a browser
Customer Communication
- Automate customer communications
- Send customised and automated emails
- Send professional template emails or SMS messages
- Use email links to give customers easy access to booking actions
- Link terms and conditions, product documents and booking-related attachments
Pricing, Extras & Payments
- Set seasonal prices and specials
- Create more revenue with booking extras
- Use online payments and arrears management
- Capture due payments and received payments
- Automatically calculate the right price for bookings
Accounting & Data
- Online payments and accounting
- Sync with Xero and QuickBooks
- Export and import data
- Advanced customisable reporting
- Reporting, analysis and conversion tracking
Fieldworker Operations
- Manage fieldworker and staff check-in and check-out
- Give fieldworkers access through mobile apps
- Allow apps to work in both offline and online mode
- Report to fieldworkers, staff and site workers
- Plus much more
Replace Disconnected Tools with One Booking Management System
Bring booking requests, customer records, availability, calendars, fieldworker updates, online payments, accounting sync and reporting together in one connected workflow.
Keep Your Office, Customers and Fieldworkers Connected
Give your team the tools to access booking information, check availability, manage calendars and keep jobs moving whether they are in the office, at home or on the road.
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Access Anywhere and Anytime
Access and manage your booking system online without installing or updating software. Staff and customers can access the information they need while on the road, and fieldworkers can continue using the app in offline mode when internet access is limited.
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Live Availability
Easily manage the availability of your fieldworkers using integrated live calendars, helping your team find suitable booking times faster and reduce scheduling conflicts.
Make It Easier to Find the Right Time, Staff and Booking Slot
Give your office team live availability tools, give customers online booking access and give fieldworkers the information they need through their mobile app.
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Flexible & Seasonal Smart Pricing
Pricing often needs to change based on seasons, service demand, job size, fieldworker rates and market conditions. OctopusPro gives your business flexible pricing tools to help apply the right rates, extras, discounts and minimum charges without relying on manual calculations.
- Set custom seasons and different seasonal rates
- Set pricing per service or per fieldworker
- Set dynamic rules for discounting larger jobs
- Set business rules for minimum booking charges at a service or booking level
- Create specials and apply discounts
Run a More Efficient, Scalable and Profitable Service Business
OctopusPro helps reduce admin, improve booking conversion, centralise data, keep teams aligned and give customers a more professional booking experience.
- Win bookings 24/7 with real-time availability
- Centralise information for staff efficiency
- Access your system anywhere with internet and a browser
- Give fieldworkers offline access using their app
- Manage thousands of bookings more efficiently
- Report to fieldworkers, staff and site workers
- Capture data for business analytics, operational optimisation and marketing
- Automatically calculate the right price for bookings
- Maximise bookings while meeting worker and customer availability preferences
- Save time with simple updates for future seasons each year
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Grow Faster, Work Smarter and Improve Profitability
OctopusPro gives your business the systems needed to handle more work, improve team efficiency and deliver a better experience for customers and staff.
Growth
Manage more bookings per staff member and increase bookings using an OctopusPro website and online booking system designed for service businesses.
Efficiency
Optimise resource availability, yield, distribution and ancillary income so your team spends less time on manual coordination and more time delivering service.
Profitability
Create a smoother experience for customers and staff while improving utilisation, reducing missed opportunities and supporting a more profitable operation.
Handle More Bookings Without Losing Visibility or Control
Use OctopusPro to improve team coordination, automate customer communication, track booking performance and support growth across your service operations.
One Booking Management System for Mobile, Field and Service-Based Teams
OctopusPro mobile workforce booking management software is an integrated online solution for service-based businesses of all sizes, with connectivity and integration with leading CRM and accounting systems.
OctopusPro is designed as an ideal management tool for mobile and field services, including cleaning, gardening, mowing, locksmiths, pool care, plumbing, antennas, dog washing, babysitting, car detailing, removals, skip bins, private tutoring, security, painting, tiling, heating and cooling, solar system installations, pest control and many other service businesses. It is also suitable for real estate agents and builders who need to manage fieldworkers and contractors working across the properties they manage.
Ready to Manage Bookings, Customers and Fieldworkers from One Platform?
Use OctopusPro to streamline scheduling, customer communication, fieldworker coordination, payments, reporting and day-to-day service operations.