OctopusPro

OctopusPro is a cloud-based software for managing service businesses. Its features provide a comprehensive solution for managing customer relations, bookings, invoicing, payments, and fieldworkers.

Efficient Booking & Appointment Management OctopusPro enables real-time scheduling and management of appointments, making it easier to handle booking requests from clients. Clients can book and pay online for services, including packages, add-ons, products, and gift vouchers. OctopusPro also supports group bookings, classes, lessons, and subscriptions, and allows for multiple addresses.

Optimize Fieldworker Scheduling & Management OctopusPro's scheduling tools allow for effortless assignment of the right fieldworker for each job, taking into account real-time availability, travel radius, and service requirements. Emergency and last-minute bookings can be quickly assigned to the nearest fieldworker, reducing travel time and improving efficiency.

Automated Job Requests, Assignments, and Confirmation OctopusPro offers the option for automatic or manual job requests and assignments. The automatic assignment feature ensures prompt action for urgent and last-minute tasks, and the manual job request feature allows for appropriate distribution of services and appointments.

Automated Billing, Invoicing, and Quote Management OctopusPro provides a comprehensive billing solution, with the ability to generate custom quotes and invoices, automate reminders and recurring billing, merge and combine invoices, monitor due dates, process online payments and refunds, and more. Customers can review, accept, or decline quotes, sign and approve invoices, and pay holding deposits.

Automated Invoice Follow-up & Payment Collection OctopusPro helps manage invoicing and payment processes with automated follow-up features, including the ability to send reminders and confirmations to customers and field workers through SMS and email. Administrators can monitor open and overdue invoices and send targeted messages to the appropriate parties.

Payment Management & Integration OctopusPro integrates with accounting software like Xero and Quickbooks, providing real-time financial data syncing, improving accuracy, and streamlining invoicing. OctopusPro also provides a variety of payment options, including online payment, email invoices with payment links, and app payment, while securely storing and managing customers' preferred payment methods.

Built-in Calendar with Google Calendar Integration OctopusPro's built-in calendar integrates with Google Calendar, allowing for real-time syncing of bookings and events between calendars. Staff and fieldworkers can view each other's schedules, providing improved visibility into work hours and availability.