Substitute Teacher Scheduling Software for Relief Staffing Agencies
Run a more efficient substitute teacher and relief staffing business with better teacher scheduling, faster school communication, less admin work, and stronger cash flow from first enquiry to final invoice.
OctopusPro helps substitute teacher and relief staffing providers manage the complete substitute teacher and relief staffing workflow in one place. Whether you run a school staffing provider, commercial school staffing provider, teacher replacement service, school staffing agency, or last-minute education staffing operation, you can use OctopusPro to schedule teacher bookings, manage teacher availability and staffing capacity, store school and teacher booking records, manage teaching resources and service add-ons, assign mobile relief teachers, give substitute teachers live assignment details, automate customer communication, capture assignment checklists and proof of attendance, assignment, and completion, collect signatures, attach photos, send invoices, collect payments, and track every teacher booking from first enquiry to final payment. It is ideal for primary school bookings, secondary school bookings, multi-campus staffing requests, teacher replacement requests, teacher replacement services and relief staffing support, multi-campus school staffing, multi-campus teacher bookings, same-day teacher cover, regional teacher relief bookings, and urgent private, public, and commercial education staffing requests.
Drive Revenue and Profitability with Better Substitute Teacher Booking Management
Substitute Teacher Scheduling and Rota Management
Keep your substitute teachers fully utilised, reduce scheduling chaos, and run teacher bookings and mobile teacher assignments from one organised calendar. Stay organised and improve education staffing operation efficiency by managing multiple substitute teacher relief staff’ schedules and teacher bookings from one calendar. Coordinate teacher bookings, school staffing visits, and follow-up appointments while keeping customers informed and your team fully prepared.
Scheduling and Dispatch Board for Teacher Bookings and Relief Staff
Use OctopusPro’s scheduling and dispatch board to manage teacher booking appointments, teacher bookings, unassigned work, and substitute teacher (substitute teachers) workloads from one live calendar. Drag and drop teacher bookings, scan teacher bookings in list view, match work to the right staff / substitute teacher, and keep the day running without juggling spreadsheets, whiteboards, or disconnected calendars. See Calendar – Scheduling & Dispatch, Calendar List View, and Find Availability.
Daily, Weekly, and Monthly Teacher Staffing 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 teacher bookings by day, week, or month. This makes it easier to manage workload, monitor teacher and staff capacity, avoid scheduling conflicts, and keep your operation running on time.

Flexible Calendar Setup for Your Relief Staffing Workflow
Schedule work more efficiently, improve visibility, and organise teacher bookings around the way your business operates. OctopusPro’s flexible calendar setup adapts to education teacher bookings, school staffing visits, commercial teacher bookings, and staff rosters, with calendar filters, live availability, school service areas, and assignment rules that help you manage work clearly and effectively.
Google and Outlook Calendar Integrations
Reduce double teacher booking, save admin time, and keep your office team and relief teachers 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 Teacher Cover Request Is Handled Quickly and Efficiently
Reduce delays, improve response times, and route every teacher cover request to the right substitute teacher more efficiently with structured teacher booking assignment and dispatch workflows. OctopusPro helps your office, education staffing operation, and relief teachers 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 flow more smoothly through the workflow.

Let Substitute Teachers Accept or Decline Booking Requests
Reduce response delays, give substitute teachers more flexibility, and keep teacher bookings progressing without losing control over dispatch. With OctopusPro’s accept and decline teacher cover request workflows, fieldworker teacher booking request management tools, and settings to allow relief teachers to accept or decline teacher cover requests, substitute teachers can review new assignments, accept suitable work, decline teacher bookings that do not fit their availability or education staffing service area, provide decline reasons, and suggest alternative times when enabled. Your office team can notify relief teachers by push, SMS, or email and quickly reassign declined work so teacher bookings keep progressing smoothly from dispatch to completion.

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• Manage teacher bookings, booking records, teacher schedules, and teacher assignments from one system
• Handle residential teacher bookings, commercial school staffing requests, teacher replacement requests, and last-minute teacher cover more efficiently
• Reduce admin time for office staff, staffing coordinators, dispatchers, and relief staff
• Improve productivity, school experience, teacher utilisation, and profitability
Automatically Match the Right Substitute Teacher to Each School Booking
Improve first-time fix rates, strengthen service quality, and assign teacher bookings more accurately from the start. OctopusPro helps you match each teacher booking to the right substitute teacher using a combination of skills, education staffing services offered, and eligibility, together with real-time availability, working hours, leave, time blocks, synced calendars, and map-based school service areas to make smarter scheduling and dispatch decisions. This is especially useful when teacher bookings need to be assigned based on both capability and real service coverage, including specialist work such as school staffing assessments, school staffing and teacher replacement teacher bookings, or commercial school staffing.

Teacher-Based Scheduling and School Staffing Service Matching
Make staff capabilities easier to deploy, improve teacher booking accuracy, and define more clearly which substitute teachers can perform which types of work. With skills-based teacher booking assignment by substitute teacher services and eligibility, configure substitute teacher profiles around the services they offer and the work they are approved to handle. This helps you assign teacher bookings based on booking type, booking type, school requirements, and staff capability, and internal requirements, and can be extended with profile data and custom fields to record things like booking types, staff sizes, teaching resources options, access requirements, or other service-specific criteria.
Real-Time Substitute Teacher Availability
Avoid double teacher bookings, schedule with greater confidence, and give your office team a clearer view of who is genuinely available for new work. With real-time staff availability, OctopusPro checks each substitute teacher’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 substitute teacher is available, helping you make better dispatch decisions, reduce scheduling conflicts, and keep the day running more smoothly.
Map-Based School Service Areas and Coverage Control
Prevent out-of-area teacher bookings, reduce wasted assignment travel, and assign teacher bookings based on real service coverage. With map-based fieldworker school service areas and coverage rules, OctopusPro lets you define precise territories, multiple service regions, and overlapping coverage where needed. This helps you match teacher bookings to the right substitute teachers based on actual coverage, apply a default assignment travel radius when required, and avoid teacher bookings outside the areas you support.

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Optimise Your Substitute Teacher & Relief Staffing Agency Management
School Profiles and Structured Staffing Intake
Collect the right teacher booking details upfront so your team can teacher staffing quote faster, diagnose more accurately, and deliver more consistent repeat service. OctopusPro stores structured school profiles with details such as registration, VIN, make, model, year, school booking history, warranty notes, and custom fields, helping your team identify teacher bookings faster and manage staffing more efficiently. See School Locations, School Sites, and Classroom Sites (Dependents, Assets & Locations) and Custom Fields.
School Booking History and Customer Record Management
Diagnose faster, deliver more consistent service, and build customer trust with a complete record of every teacher booking. With school booking history and record management, OctopusPro keeps previous teacher bookings, notes, attachments, invoices, and communication records in one place, helping your team track past work, support future future teacher booking recommendations, and provide a more transparent service experience.
Saved School Locations and Campus Records for Repeat Customers
Speed up repeat teacher bookings and reduce school location errors with Saved School and Classroom Locations for multi-site customers and commercial and repeat customer accounts and required customer-property selection during online teacher booking. OctopusPro lets you store multiple school sites, depots, school locations, teacher booking records, classrooms, campuses, and other customer-linked records in the customer profile, then require the customer to choose the correct location, teacher booking, or property before submitting a teacher booking. This is ideal for commercial school staffing clients, commercial clients, and repeat customers who book work across multiple sites.

Digital Teacher Assignment Checklists, Booking Sheets, Attendance Records, and Proof of Completion
Standardise school staffing assessments, reduce missed steps, and maintain a more professional, accountable service process with digital forms and checklists. OctopusPro helps substitute teacher and relief staffing providers run digital teacher booking school staffing assessments, teacher assignment sheets, assignment reports, compliance checks, school staffing assessments, warranty workflows, and teacher booking completion records in one structured workflow. Capture customised checklists, required photos, before-and-after images, teacher assignment notes, customer approvals, signatures, and proof of attendance, assignment, and completion in a consistent format that can be completed online or offline. This helps your education staffing operation improve accountability, reduce mistakes, keep a clear audit trail, and stay consistent and audit-ready across teacher booking checks and internal process records, teacher booking approvals, and customer sign-off. See Forms & Checklists Overview, Using Forms & Checklists, and Digital Signatures.
Unified Substitute Teacher Booking and Work Order Management
Reduce admin, improve team coordination, and keep teacher bookings progressing more efficiently with one connected teacher booking record system. OctopusPro brings together school staffing enquiries, quotes, teacher bookings, booking records, teacher schedules, invoices, and payments in one place, so your team can manage each flow more smoothly from intake to completion.
Custom Booking Statuses for Your Teacher Staffing Workflow
Give your team clearer workflow control, better visibility, and stronger automation across every teacher booking. With custom teacher booking statuses for relief workflows, OctopusPro lets you create stages such as Awaiting Approval, Awaiting Teaching Resources, Teacher booking Assessment Complete, Ready for School, On Hold, or Follow-Up Required, so each teacher booking can be tracked and managed in a way that fits your process.

Teaching Resources, Staff Documents, and Equipment Control
Reduce delays, improve pricing accuracy, and keep profitable staffing bookings with tighter control over teaching resources and stock. OctopusPro helps you track teaching resources, staff documents, equipment, and other service-related items, and add products or add-on services directly to quotes, teacher bookings, and invoices, so each booking is priced more accurately and less likely to be delayed by missing information. See the Products & Inventory guide.

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Teacher staffing services, resources, documents, and add-on service management
Create clear education staffing service packages for teaching resources, staff support services, extra staff or staffing support, school staffing assessments, and common education staffing service add-ons, then link the right products, pricing rules, and service options to each teacher booking. OctopusPro helps you organise education staffing service lines and supporting records in a structured way so your team can quote faster, upsell more accurately, and keep relief workflows consistent. See Create a New Service and Products & Inventory.
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Teacher Staffing Quote-to-Booking Workflow
Create professional education staffing estimates faster, improve teacher staffing 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 Teacher Staffing Quote & Estimate Management, View & Manage Quotes, Accept or Decline Quotes, and Custom Fields.


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

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Improve School Enquiry Conversion and Teacher Booking Rates
Turn more school staffing enquiries into paying work, respond faster, and leads to confirmed teacher bookings with a more organised sales workflow. With school staffing enquiry management, lead tracking, and school staffing enquiry-to-teacher booking conversion, OctopusPro helps your team review new opportunities sooner, send quotes promptly, and keep every lead progressing efficiently from first contact to confirmed teacher booking.
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 teacher staffing quote or teacher booking. With the embedded lead capture form for your website and the Customer Portal Contact Us school staffing enquiry form, OctopusPro lets prospects submit service details, school locations, photos, and timing questions when they are not ready to book yet. Each submission automatically creates an school staffing enquiry your team can qualify, follow up, and convert into a teacher staffing quote or teacher booking without re-entering details. This is especially valuable for school staffing assessments, complex teacher bookings, commercial school staffing enquiries, and other “teacher staffing quote first” teacher bookings.
Automated Lead Recovery and Teacher 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 teacher bookings and missed opportunities using automated school staffing 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 School Staffing Enquiry Review Workflow
Help your office team respond sooner, qualify leads faster, and make sure promising teacher bookings do not sit unattended. With web and mobile school staffing enquiry notifications in OctopusPro’s notifications centre and a full school staffing enquiry details view for lead qualification, follow-up, and conversion, your team can review service details, school locations, photos, communication history, follow-up reminders, lead source data, and conversion options from one screen as soon as a new school staffing enquiry is submitted. This helps you respond faster, stay organised, and convert more school staffing enquiries into quotes and confirmed teacher bookings.
Enquiry Discussions, Internal Notes, and Customer Updates
Keep every pre-teacher booking conversation in context, help your team collaborate more effectively, and follow up with greater confidence. With threaded school staffing enquiry discussions, internal notes, and visibility controls and email, SMS, and calling directly from school staffing enquiries, OctopusPro lets your team collaborate internally, attach files, share customer-visible updates when needed, and maintain a complete communication trail linked to the school staffing enquiry instead of scattered across inboxes, text messages, and personal notes.

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Integrate your website and start accepting substitute teacher bookings online
Turn your website into a 24/7 booking channel that generates more school staffing enquiries, quote requests, and substitute teacher bookings without adding extra admin
- Let customers request quotes and submit teacher booking requests for your substitute teacher and relief staffing services online.
- Let customers choose exact teacher 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 teacher bookings so your team has enough time to prepare, dispatch, and assignment 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 catalogue.
- Use the portal as a standalone teacher 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 teacher booking conversions.
- Add customer login and signup access so customers can manage their teacher 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 substitute teacher and relief staffing providers manage urgent classroom cover, give schools clearer booking options, and make sure your team has enough time to assign the right staff and confirm each booking.

Self-Service Online Booking for Substitute Teacher Requests
Make teacher booking easier for customers, reduce admin, and manage scheduling, dispatch, and teacher booking progress from one connected system. With online teacher staffing quote, teacher booking, appointment, and school teacher booking management, OctopusPro helps your team manage bookings from anywhere while customers can request quotes and book services through your website. Customise the teacher booking experience to match your brand, present your services clearly, and use it as part of your website or as a standalone teacher booking site.
Customer Self-Service Booking Rescheduling
Reduce admin, improve convenience, and give customers more flexibility with customer self-service teacher booking rescheduling. OctopusPro lets customers reschedule appointments through the customer portal or directly from teacher booking confirmation and reminder emails, while your business keeps control with minimum notice rules for teacher 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 teacher booking without leaving your system.
Controls for Exact Times, Time Windows, and Advance Notice
Offer clearer teacher booking choices to customers while keeping tighter control over availability and scheduling. With exact teacher booking start times and customer time-window settings and minimum notice time rules for new online teacher 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 teacher 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 Teacher Booking 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 teacher availability reminders, recurring school staffing assessments, recurring education staffing services, commercial school staffing and recurring school coverage, and planned school staffing and follow-up work, making reteacher booking easier and helping you stay top of mind. See Automate Recurring Service Reminders for Customers.
Recurring and Repeat Relief Teacher Bookings
Lock in future work, reduce reteacher booking admin, and create more predictable recurring revenue with repeat relief teacher scheduling. OctopusPro lets you create repeat and recurring teacher bookings for services such as follow-up work, commercial and recurring school staffing work, school staffing assessments, recurring education staffing services, and planned relief work, while also letting you offer recurring service teacher booking online for customers.
Voucher Codes, Promotions, and Seasonal School Staffing Campaigns
Create more demand, win new customers, and bring existing customers back with targeted offers and seasonal campaigns. OctopusPro helps you drive more teacher 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 teacher bookings.
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Multi-Campus, Multi-School, and Multi-Address Teacher Bookings
Reduce confusion, price assignment travel more accurately, and handle complex multi-school, multi-campus, and multi-location staffing requests with greater control. OctopusPro supports multi-address teacher bookings for schools, campuses, classrooms, and multi-site staffing requests, making it easier to manage urgent teacher cover requests, campus-based bookings, classroom-specific assignments, multi-school schedules, and other non-standard staffing workflows. You can also use distance-based assignment travel fees to calculate assignment travel between locations and charge per km or mile where needed, helping you recover assignment travel and assignment time more fairly while keeping pricing clearer for customers.
Exact School Locations, Shared Pin Links, and Google Maps URLs
Improve location accuracy, speed up dispatch, reduce location errors, and help substitute teachers reach the exact school or classroom location faster for school, campus, classroom, and hard-to-access teacher bookings. With Google Maps URL and shared pin capture during teacher booking and mobile booking location tools for precise school and classroom locations, your team can paste a customer’s dropped pin or Google Maps share link into the school location prompt, confirm the exact school or classroom location on the map, and use precise GPS pin locations for last-minute school staffing and teacher cover requests and hard-to-find school sites.
Dispatch Faster with Real-Time Substitute Teacher and Fieldworker Tracking
Improve response times, reduce unnecessary assignment travel, and make faster dispatch decisions with real-time fieldworker tracking. OctopusPro helps your team view active relief teachers on a live map, identify the closest available staff member for urgent teacher 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 Teacher Booking Progress
Improve punctuality, reduce “where is my substitute teacher?” calls, and give dispatchers clearer teacher booking progress visibility with real-time tracking and automated updates. OctopusPro combines real-time GPS tracking and live teacher booking 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 teacher travel, arrival, and departure more accurately and keep scheduled teacher bookings running on time.
Live Substitute Teacher and Fieldworker Tracking for Customers
Set clearer arrival expectations, improve customer confidence, and reduce unnecessary calls to your office with live substitute teacher tracking for customers. OctopusPro lets customers follow their assigned substitute teacher while they are on the way, helping create a more transparent service experience and making arrival times easier to understand.
School Address Privacy Until the Teacher Is On the Way
Protect customer privacy, control when sensitive school location details are revealed, and keep visibility aligned with your dispatch workflow. With school location masking until the substitute teacher 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 teacher travel status.


Nearby School Bookings and Proximity-Based Teacher Assignment
Reduce travel time, improve response times, and fit more profitable work into each day with Nearby School Bookings and proximity-based scheduling for relief teachers. OctopusPro helps dispatchers and relief teachers view teacher bookings by geographic proximity, identify the closest qualified substitute teacher, and cluster work more efficiently across school and classroom bookings, and urgent call-outs. This supports smarter school route planning and helps your team complete more teacher bookings without sacrificing service quality. In simple terms, Nearby School Bookings proximity-based scheduling helps you plan around a teacher booking by showing nearby teacher bookings, 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 relief teachers, helping dispatchers identify who is closest right now for faster teacher booking assignment and real-time dispatch decisions.

Deliver a more reliable school staffing experience, respond faster, and build stronger long-term customer relationships by keeping every school, teacher booking, campus, and communication record in one place.
School CRM and Communication Management
OctopusPro’s built-in CRM tools bring together customer details, service school locations, teacher booking records, quotes, teacher 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 Teacher Booking Reminders and Confirmations
Reduce no-shows, protect substitute teacher time, reduce cancellations, and keep customers and substitute teachers 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 teacher booking information for upcoming, booked, rescheduled, changed, or cancelled teacher bookings. 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 substitute teachers aligned, and present a more professional and consistent image at every stage of the teacher booking. 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 school staffing enquiries, teacher booking questions, updates, approvals, and follow-ups without rewriting the same messages every time.
Two-Way School and Teacher Communication
Keep everyone aligned, make communication easier to track, and reduce delays caused by scattered messages. With two-way teacher booking communication and direct messaging with substitute teachers through OctopusPro, your team can contact customers, contact relief teachers, send updates, request approvals, answer questions, and keep chat, SMS, calls, and communication history linked to the relevant teacher booking record instead of scattered across personal devices.

WhatsApp Integration
Reach customers and relief teachers 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 classroom, 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 relief teachers, supported by a live dashboard with school staffing 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 Teacher Assignment Notes with Substitute Teachers
Give substitute teachers the context they need before they start, reduce back-and-forth, and help teacher bookings get completed more accurately with better field collaboration and documentation. With teacher booking attachments, OctopusPro lets your team attach estimates, photos, school staffing assessment images, instructions, invoices, and other teacher booking-related files, while also allowing substitute teachers to upload before-and-after photos and other field images as the work progresses. This keeps office staff and substitute teachers aligned, improves communication, and creates clearer proof of attendance, assignment, and completion throughout the teacher booking.


Secure Cloud Storage for Documents, Notes, and Teacher Assignment Records
Keep critical teacher booking 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 teacher booking. Whether your staff are in the education staffing operation, on-site, or working remotely, they can quickly find the information they need to teacher staffing quote, schedule, diagnose, teacher booking, 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 substitute teacher agencies 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 teacher booking. 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 teacher booking and payment workflows. With service payment terms for deposits, card-on-file, and pay-later teacher 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 school staffing assessments, approval-based teacher bookings, emergency call-outs, recurring staffing, 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 education staffing 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, teaching resources, and one-off charges immediately so changing teacher booking scope does not lead to missed revenue. With custom services and non-catalog line items added from the fieldworker app, substitute teachers can record unexpected extra time, school staffing assessment time, emergency teaching resources, fluids, and other additional teacher booking items directly in quotes, teacher bookings, and invoices from the field.

Integrate with industry-leading payment gateways

In-App Invoicing and Payment Collection for Mobile Teacher Bookings
Close out teacher bookings faster, invoice sooner, get paid closer to teacher booking completion, and make payment collection easier while the substitute teacher is still on-site. With instant invoicing and in-app invoicing and payment collection, OctopusPro lets substitute teachers create invoices and take payment as soon as the teacher booking is completed, helping reduce delays, improve transparency, shorten the gap between finishing the teacher booking and collecting payment, and keep cash flow steady.
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, teacher 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 substitute teacher 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, teacher 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 teacher bookings, track overdue invoices more accurately, and align reminders and collections with agreed payment schedules.
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Efficiently Manage Large School Staffing Contracts and Recurring School Staffing Work
Handle higher teacher booking volume more efficiently, deliver more consistent service, and keep commercial school staffing and contract work organised from one connected system. OctopusPro helps businesses serving commercial portfolios, trade accounts, logistics operators, government teacher bookings, and corporate clients manage multiple teacher bookings, repeated teacher bookings, and long-term service contracts in one place. With school booking 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 and repeat customer accounts with a more professional view of charges using grouped and merged invoices. This is especially useful for trade accounts, recurring staffing programs, and businesses managing multiple teacher bookings 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 School Staffing 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 teacher bookings into scheduled invoices for trade accounts, commercial school staffing clients, and other commercial customers, making recurring billing clearer, more organised, and easier to control.

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Configured for Your Relief Staffing Workflow
Run your business more efficiently with a system that fits your workflow instead of forcing you into a generic setup. OctopusPro supports mobile, education staffing operation, and hybrid service classroom workflows, so you can manage the way you work today and adapt more easily as your business grows.
Multi-location education staffing 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 substitute teachers by location, control which branch handles each teacher 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 Service Coverage Zones
Protect margin on mobile work and charge more accurately for assignment travel, distance, and education staffing service area pricing. With distance-based assignment travel fees for mobile relief teacher call-outs and geo-pricing zones for field school service areas, OctopusPro can automatically apply free assignment travel thresholds, per-kilometre or per-mile charges, and different pricing by suburb, postcode, or service zone, so the right assignment travel fee is added without manual calculation.



Team Assignments with Lead Teachers, Coordinators, and Support Staff
Complete larger teacher bookings more efficiently, define team roles more clearly, and keep accountability and payroll organised when multiple substitute teachers are needed on-site. OctopusPro lets you assign multiple relief teachers to one teacher booking and manage subcontractors and staff accounts for lead substitute teachers and assistants for bigger teacher bookings, school work, commercial school staffing, and specialist support.
Real-Time Teacher Activity Log
Improve accountability, resolve disputes faster, and give managers clearer visibility with a real-time activity log and audit trail. OctopusPro records substitute teacher actions, status changes, and teacher booking updates as they happen, making performance easier to monitor and issues easier to investigate.
Substitute Teacher Time Tracking, Attendance, and Timesheets
Track labour more accurately, improve payroll confidence, and get clearer visibility into substitute teacher productivity. OctopusPro records attendance, check-in and check-out activity, assignment travel, teacher booking 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 Relief Staff, Subcontractors & Payroll.

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Teacher Payroll, Timesheet, and Commission Management
Improve payroll accuracy, reduce admin, and manage substitute teacher commissions and mixed pay models with more confidence. OctopusPro helps you calculate earnings, commissions, and payouts more reliably for employee substitute teachers, 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.

School 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 classroom. 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 school 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 teacher bookings 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 school staffing assessments, teaching resources checks, and commercial school staffing and recurring school coverage, and keep your business in front of the right audience with less manual effort.
Mailing Lists and School 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, school booking history, labels, and teacher 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
Save admin time, reduce double entry, improve accuracy, and make reconciliation easier by connecting OctopusPro with Xero and QuickBooks accounting integration. OctopusPro helps substitute teacher and relief staffing providers sync customers, invoices, payments, and service items between their operational and financial systems, so education staffing operation, mobile relief teacher, and commercial school staffing billing records stay aligned. This makes it easier to automate invoice creation from quotes, teacher bookings, and completed teacher bookings, 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, school staffing enquiries, quotes, teacher 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 teacher bookings, substitute teachers, 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.

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Offer a Branded App Experience for Your Business
Strengthen your brand, make your business look more professional and established to relief teachers, 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 substitute teachers productive from the education staffing operation, the road, or the customer site with one connected system available on iOS, Android, and the web. With fieldworker app access and mobile booking management, your team can stay connected and manage bookings 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 Substitute Teacher Agency
Implement faster, train your team more confidently, and get more value from the platform as your business grows. Whether you are launching a new education staffing operation, scaling a mobile relief teacher team, or managing a mature school staffing 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.












































