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OctopusPro

Name: OctopusPro
Rating: 4.5 (2 reviews)

By OctopusPro

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Highlights : About OctopusPro

Streamline Your Business

OctopusPro is a professional cloud based mobile service management software with all the features and tools you need to grow your business, it offers unlimited users and 24/7 support, not to mention the security and reliability you’d expect from being in the cloud.

Superior workforce management

Let your field workers go completely mobile, allow them to accept, reject and discuss bookings on the go, get live updates, invoice customers, collect payments, and improve communication between your office, mobile workforce, and customers.

Give your staff and customers a branded app

Give your business that professional look by getting your own app under your own business name, so your customers can book online, pay online, as well as manage their booking and communications with your office and mobile workforce.

Access anywhere and anytime

Staff to customer GPS Tracking

Keep your office and customers connected to your mobile workforce and their locations at all times, so you can make sure everyone makes it on time to their appointments, with the minimal amount of handling and waiting time for both your staff and customers.

About OctopusPro

OctopusPro is a cloud-based field service management solution that enables users to manage mobile workforces and track inquiries, quotes, bookings, invoices, payments and customer interactions. OctopusPro provides users scheduling capabilities that allow them to manage bookings and appointments, accept or reject services and reschedule or cancel earlier bookings. Users are also provided with functionalities to manage leads, complaints and quality assurance activities. OctopusPro allows users to create invoices, email them to the clients and accept payments online through their website, mobile app or credit cards. Users can also sync their financials with Xero or Quickbooks for integrated accounting, payroll and reporting. The solution supports multi-currency invoicing, features built-in invoice templates and provides payment tracking and recurring billing to the users. Services are offered on a monthly subscription basis that includes support via phone, email, livechat and other online resources.

Specifications

Business Size

Startup

Deployments

Cloud

Language Support

English

Platforms

Product Details

Features

Technician management

Field worker management

Automated emails

Payment collection

Mobile access

Unlimited bookings

Customer facing app

Lead scoring & qualification

GPS fleet monitoring

Smart invoice lists

Staff check-in / check-out

Smart invoice lists

Multi-property management

Accounting integration

Accounting management

Automatic notifications

Automated reminders

Integrated calendars

Calendar sync with Google

Communication management

Contractor database

Conversion tracking

Built-in CRM

Customizable reporting

Employee management

Estimates

Financial reporting

GPS directions

Service history tracking

Invoice management

Offline mode

Quote management

Quality management

Real time availability

Live updates

Recurring billing

Search functionality

Booking status tracking

Invoice templates

Automated time sheets

Fleet tracking

Discount management

Automated scheduling

Duplicate detection

Data import/export

Automated daily or weekly email reports

Mobile workforce location tracking

Electronic signature

Approval process

Benefits

Mobile App

A native mobile app for iOS and Android allows customers to manage their own bookings on the go.

Built-in CRM

Manage customer lists, history, ratings and complaints from a built-in CRM system.

Reports

Generate sales, payment, customer and contractor reports to gain actionable insight into business performance.

Integration

Integration with Xero and QuickBooks allows users to manage accounting data simply and accurately.

Quotes and Invoices

Create and manage quotes and invoices with multi-currency invoicing, invoice templates and payment tracking features.

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