Welding Scheduling Software for Welders & Boilermakers

Welding Scheduling Software for Welders, Boilermakers, and Fabrication Contractors

Run a more efficient welding and boilermaker business with better crew coordination, faster customer communication, less admin work, and stronger cash flow from first enquiry to final payment.

OctopusPro helps welding, boilermaker, and metal fabrication businesses manage the complete service workflow in one place. Whether you run a fabrication workshop, a mobile welding business, an onsite repair team, or a hybrid operation, you can use OctopusPro to schedule welding jobs, fabrication projects, site inspections, maintenance work, and urgent repair requests; manage welder and boilermaker availability; store customer property, site, equipment, asset, and repair records; manage materials and service-related add-ons; dispatch mobile crews; give fieldworkers live job details; automate customer communication; capture forms and checklists; collect signatures; attach photos; send invoices; collect payments; and track every job from the first enquiry to final payment. It is ideal for mobile welding, onsite welding repairs, boilermaker work, structural steel jobs, machinery repair welding, pipe welding, stainless steel and aluminium fabrication, industrial maintenance, plant shutdown support, handrails, gates, platforms, agricultural repairs, marine welding, and last-minute residential and commercial welding service requests.

Drive Revenue and Profitability with Better Job Management

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

Welder and Boilermaker Scheduling and Rota Management

Keep your fieldworkers fully utilised, reduce scheduling chaos, and run fabrication workshop, site, and mobile welding jobs from one organised calendar. Stay organised and improve fabrication workflow efficiency by managing multiple fieldworkers’ schedules and repair bookings from one calendar. Coordinate fabrication jobs, mobile visits, and follow-up appointments while keeping customers informed and your team fully prepared.

Scheduling and Dispatch Board for Workshop, Site, and Mobile Welding Jobs

Use OctopusPro’s scheduling and dispatch board to manage fabrication workshop appointments, mobile jobs, unassigned work, and welder and boilermaker workloads from one live calendar. Drag and drop bookings, scan jobs in list view, match work to the right welder or boilermaker, 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 welders and boilermakers 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 business operates. OctopusPro’s flexible calendar setup adapts to fabrication workshop jobs, onsite welding visits, plant maintenance jobs, shutdown support, and fieldworker 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 Service Request Is Handled Quickly and Efficiently

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

Let Fieldworkers Accept or Decline Job Requests

Reduce response delays, give fieldworkers 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, fieldworkers can review new assignments, accept suitable work, decline jobs that do not fit their availability or service area, 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 jobs keep progressing smoothly from dispatch to completion.

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   • Manage bookings, work orders, and welder and boilermaker schedules from one system
   • Handle workshop fabrication, onsite welding repairs, mobile welding jobs, and industrial maintenance more efficiently
   • Reduce admin time for office staff, estimators, welders, boilermakers, and fieldworkers
   • Improve productivity, customer experience, and profitability

Automatically Match the Right Welder, Boilermaker, or Crew to Each Job

Improve first-visit completion rates, strengthen service quality, and assign jobs more accurately from the start. OctopusPro helps you match each booking to the right fieldworker 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 both capability and real service coverage, including specialist work such as site assessments, onsite welding repairs, plant maintenance, or mobile welding support.

Skills-Based Scheduling and Service Matching

Make specialist skills easier to deploy, improve job accuracy, and define more clearly which fieldworkers can perform which types of work. With skills-based job assignment by fieldworker services and eligibility, configure fieldworker profiles around the services they offer and the work they are approved to handle. This helps you assign bookings based on service type, specialisation, and internal requirements, and can be extended with profile data and custom fields to record things like qualifications, brands handled, equipment, or other service-specific criteria.

Real-Time Technician Availability

Real-Time Welder and Fieldworker 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 fieldworker availability, OctopusPro checks each fieldworker’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 fieldworker 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 fieldworkers 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 Welding, Boilermaker, and Fabrication Job Management

OctopusPro is built for auto welding and fabrication businesses, fabrication workshops, fabrication workshops, and mobile welders that need better visibility, faster scheduling, stronger documentation, and a smoother customer journey. Whether you operate from a fixed fabrication workshop, offer mobile repairs, or run a hybrid model, OctopusPro helps you manage the full service workflow in one connected platform instead of spreadsheets, paper job cards, and disconnected apps. Manage bookings, work orders, estimates, welder scheduling and assignment, customer records, asset and equipment history, communication, billing, invoicing, payments, and follow-up more efficiently, while supporting services such as scheduled maintenance, site assessments, structural steel and metalwork repairs, onsite welding repairs, machinery and equipment repair work, fabrication and metalwork services, plant and equipment maintenance, onsite assistance, inspections, and repeat servicing.

Asset, Site, and Equipment Profiles for Structured Service Intake

Collect the right asset, equipment, and site details upfront so your team can quote faster, diagnose more accurately, and deliver more consistent repeat project and maintenance work. OctopusPro stores structured asset and equipment profiles with details such as registration, VIN, make, model, year, service history, warranty notes, and custom fields, helping your team identify assets and equipment faster and manage servicing more efficiently. See Customer Properties (Dependents, Assets & Locations) and Custom Fields.

Asset Repair, Fabrication, and Maintenance History

Assess repeat work faster, deliver more consistent service, and build customer trust with a complete record of every asset, site, or fabrication project. With asset repair and maintenance history and record management, OctopusPro keeps previous jobs, notes, attachments, invoices, and communication records 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 Worksites, Assets, and Service Locations for Repeat Customers

Speed up repeat bookings and reduce address errors with Saved Service Locations for multi-site customers and commercial and industrial accounts and required customer-property selection during online booking. OctopusPro lets you store multiple service sites, depots, business addresses, assets and 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 commercial and industrial operators, commercial clients, and repeat customers who book work across multiple sites.

Saving Customer Job Sites On Profile

Digital Site Assessments, Job Sheets, Checklists, and Proof of Work

Standardise inspections, reduce missed steps, and maintain a more professional, accountable service process with digital forms and checklists. OctopusPro helps welding and fabrication businesses run digital asset inspections, job sheets, service reports, compliance checks, site assessments, warranty workflows, and job completion records in one structured workflow. Capture customised checklists, required photos, before-and-after images, job findings, customer approvals, signatures, and proof of work in a consistent format that can be completed online or offline. This helps your fabrication workshop improve accountability, reduce mistakes, keep a clear audit trail, and stay consistent and audit-ready across safety checks, compliance processes, job 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 repair jobs moving more efficiently with one connected work order system. OctopusPro brings together enquiries, quotes, bookings, work orders, welder and boilermaker 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 Welding and Fabrication Workflows

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

Materials, Consumables, and Stock Control

Reduce delays, improve pricing accuracy, and keep profitable jobs moving with tighter control over materials, consumables, and stock. OctopusPro helps you track stock levels, organise materials, consumables, and equipment, 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

Welding, fabrication, repair, and add-on service management

Create clear service packages for metalwork repairs, fabrication services, equipment repair support, inspections, and common fabrication workshop add-ons, then link the right products, pricing rules, and service options to each job. OctopusPro helps you organise service lines and materials in a structured way so your team can quote faster, upsell more accurately, and keep fabrication workflows consistent. See Create a New Service and Products & Inventory.

Take a FREE Trial and see how OctopusPro fits the way welders, boilermakers, and fabrication teams actually work!

Quote-to-Job Estimating Workflow for Welding and Fabrication

Create professional repair 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 enquiries into paying work, respond faster, and move leads to confirmed bookings with a more organised sales workflow. With enquiry management, lead tracking, and enquiry-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 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 quote or booking. With the embedded lead capture form for your website and the Customer Portal Contact Us enquiry form, OctopusPro lets prospects submit service details, addresses, photos, and timing questions when they are not ready to book yet. Each submission automatically creates an enquiry your team can qualify, follow up, and convert into a quote or booking without re-entering details. This is especially valuable for site assessments, complex repairs, industrial maintenance enquiries, and other “quote first” 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 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 Inquiry Notifications and Full Inquiry Review Workflow

New Enquiry Notifications and Full Enquiry Review Workflow

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

Inquiry Discussions, Internal Notes, and Customer Updates

Enquiry 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 enquiry discussions, internal notes, and visibility controls and email, SMS, and calling directly from enquiries, OctopusPro lets your team collaborate internally, attach files, share customer-visible updates when needed, and maintain a complete communication trail linked to the enquiry 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 welding and boilermaker businesses manage last-minute requests more carefully, give customers clearer booking options, and make sure your team has enough time to prepare materials, assign the right fieldworker, and travel to the site.

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 service reminders. OctopusPro helps you send recurring and follow-up reminders for services such as maintenance checks, inspections, scheduled maintenance checks, plant and equipment maintenance, and preventive maintenance, 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 repeat maintenance scheduling. OctopusPro lets you create repeat and recurring bookings for services such as follow-up servicing, plant and equipment maintenance, inspections, scheduled maintenance checks, and preventative repair work, 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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Multi-Address Bookings

Worksite Locations and Multi-Address Bookings

Reduce confusion, price travel more accurately, and handle complex onsite and multi-location call-outs with greater control. OctopusPro supports multi-address bookings for site visits, material collection, delivery, and multi-stop jobs, making it easier to manage breakdowns, depot visits, equipment collection, site visits, and multi-location service workflows, 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 fieldworkers reach the exact service point faster for onsite and hard-to-find call-outs. 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 onsite assistance and hard-to-find service sites.

Dispatch Welders Faster with Real-Time Fieldworker Tracking

Improve response times, reduce unnecessary travel, and make faster dispatch decisions with real-time fieldworker tracking. OctopusPro helps your team view active fieldworkers 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 fieldworker location tracking software guide.

Real Time Fieldworker Location Tracking Summary

ETA Updates and Geofenced Job Progress

Improve punctuality, reduce “where is my fieldworker?” 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 fieldworker travel, arrival, and departure more accurately and keep scheduled mobile jobs running on time.

Live Technician Tracking for Customers

Live Welder and Fieldworker Tracking for Customers

Set clearer arrival expectations, improve customer confidence, and reduce unnecessary calls to your office with live fieldworker tracking for customers. OctopusPro lets customers follow their assigned fieldworker 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 fieldworker taps On the Way and fieldworker permissions that control what mobile staff can view in the app, OctopusPro helps prevent premature access to customer sites and sensitive locations and supports stronger privacy controls based on fieldworker travel status.

Nearby Bookings and Proximity-Based Dispatch

Nearby Bookings and Proximity-Based Welding Dispatch

Reduce travel time, improve response times, and fit more profitable 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 fieldworker, and cluster work more efficiently across fabrication jobs, onsite welding repairs, 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 Fieldworker 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 CRM tools bring together customer details, service addresses, asset and equipment 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 Welding Appointment Reminders and Confirmations

Reduce no-shows, protect fieldworker time, reduce cancellations, and keep customers and fieldworkers 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 fieldworkers 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 enquiries, booking questions, updates, approvals, and follow-ups without rewriting the same messages every time.

Two-Way Customer and Technician Communication

Two-Way Customer and Fieldworker 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 fieldworkers 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 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 Job Notes with Fieldworkers

Give fieldworkers 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 fieldworkers to upload before-and-after photos and other field images as the work progresses. This keeps office staff and fieldworkers 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 Job 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 fabrication workshop, on-site, or working remotely, they can quickly find the information they need to quote, schedule, scope, complete, 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 welding and boilermaker 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 site assessments, approval-based repairs, 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 fabrication workshop, 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 Welding Services and On-Site Charge Adjustments

Capture extra labour, materials, consumables, equipment, 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, fieldworkers can record unexpected labour, assessment time, urgent consumables, gas, hardware, call-out charges, and other additional welding or fabrication items directly in quotes, bookings, and invoices from the field.

Integrate with industry-leading payment gateways

In-App Invoicing and Payment Collection for Mobile Jobs

Close out mobile jobs faster, invoice sooner, get paid closer to job completion, and make payment collection easier while the fieldworker is still on-site. With instant invoicing and in-app invoicing and payment collection, OctopusPro lets fieldworkers create invoices and take payment as soon as the job is completed, helping reduce delays, improve transparency, shorten the gap between finishing the work 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 fieldworker 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 Fleet Maintenance and Large Service Contracts

Handle higher job volume more efficiently, deliver more consistent service, and keep plant, equipment, and contract work organised from one connected system. OctopusPro helps businesses serving trade accounts, manufacturers, logistics operators, government assets and equipment, and corporate clients manage multiple assets and equipment, 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 commercial and industrial accounts with a more professional view of charges using grouped and merged invoices. This is especially useful for trade accounts, recurring maintenance programs, and businesses servicing multiple assets and equipment for the same client, helping you keep billing accurate and easier to manage as your operation grows.

Optimise Billing Cycles for Trade Accounts and Fleet 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, trade and industrial clients, 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 Welding and Boilermaker Workflow

Run your business more efficiently with a system that fits your workflow instead of forcing you into a generic setup. OctopusPro supports mobile, fabrication workshop, and hybrid service delivery 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 workshop, yard, 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 fieldworkers 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 work and charge more accurately for travel, distance, and service area pricing. With distance-based travel fees for mobile welder 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 Welders, Boilermakers, and Assistants

Complete larger jobs more efficiently, define team roles more clearly, and keep accountability and payroll organised when multiple fieldworkers are needed on-site. OctopusPro lets you assign multiple fieldworkers to one booking and manage subworkers and crew accounts for lead fieldworkers and assistants for larger fabrication projects, onsite work, plant maintenance, and specialist welding support.

Real-Time Technician Activity Log

Real-Time Fieldworker Activity Log

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

Fieldworker time tracking, attendance, and timesheets

Track labour more accurately, improve payroll confidence, and get clearer visibility into fieldworker 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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Fieldworker Payroll and Commission Management

Improve payroll accuracy, reduce admin, and manage fieldworker commissions and mixed pay models with more confidence. OctopusPro helps you calculate earnings, commissions, and payouts more reliably for employee fieldworkers, 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 inspections, safety checks, and plant and equipment 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 welding and fabrication businesses sync customers, invoices, payments, and service items between their operational and financial systems, so fabrication workshop, mobile welding, 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, enquiries, 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, fieldworkers, 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 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 fieldworker tasks from anywhere, whether they are in the fabrication workshop, on the road, or on-site. 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 fieldworkers productive from the fabrication workshop, 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 Welding and Fabrication 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 fabrication workshop, scaling a mobile welder team, or managing a mature fabrication or field service 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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