Scheduling Manager

Scheduling Manager

Thoughtful Systems
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About

OctopusPro is a powerful field service management software designed to streamline scheduling, booking, invoicing, and workforce management for mobile and home service businesses. Whether you operate in cleaning, landscaping, pest control, healthcare, or automotive services, OctopusPro automates operations, improves efficiency, and enhances customer satisfaction. With online booking, real-time tracking, automated notifications, and secure payment processing, OctopusPro simplifies business management, reducing admin workload and increasing revenue. Its customizable features make it perfect for businesses of all sizes. Join thousands of service professionals who trust OctopusPro to optimize workflows, enhance client experience, and grow their businesses.

About

Scheduling Manager Gemini is a multi-functional software management tool for field service businesses. It incorporates robust CRM features, as well as Job Scheduling, Employee Scheduling, Accounts Receivable, Payroll, Mapping, SMS and Caller ID to help a wide range of service businesses improve their efficiency and customer service capabilities. Scheduling Manager Gemini interfaces with several off-the-shelf business accounting and payroll solutions including QuickBooks, ADP, Sage, Xero, MYOB, Infusionsoft, Paychex and Act!. The software is available as either a desktop or web-based application and can be tailored to meet the specific needs of each customer. Industries serviced include residential and commercial cleaning, carpet cleaning, fire extinguisher maintenance, janitorial, home health care, HVAC, pest control and many others. It interfaces with SM-Mobile, our mobile app (runs on Android or Apple).

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Companies of all sizes seeking a solution to manage their mobile workforce

Audience

Field service businesses -- Cleaning, pest control, HVAC maintenance, carpet cleaning, window cleaning, residential cleaning (maid service), liquid waste, air duct maintenance, etc.

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per month
Free Version Not Supported
Free Trial Supported

Pricing

$795.00/one-time
Additional fees for multi user and for advanced features.
Monthly payments also supported
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • OctopusPro helps us manage maintenance and service requests across multiple food facilities. Scheduling and job tracking ensure equipment issues are handled quickly.
  • OctopusPro helps our software team coordinate service requests, technician assignments, and follow-ups in one place. The system supports structured workflows, which is important when managing multiple clients.
  • OctopusPro does a great job combining scheduling, CRM, and invoicing in one platform. Job assignments and technician tracking are easy to manage, and automated reminders help reduce missed appointments
  • What I like most about OctopusPro is how comprehensive it is. The scheduling and dispatching features make it easy to assign jobs and track technicians in real time. The built-in CRM keeps customer data, job history, and communication well organized, which improves follow-ups and customer service. I also appreciate the automation features for invoices, reminders, and notifications, as they save a lot of time.
  • OctopusPro's service has been a great compliant service with our company's needs, and it has set the pace for effective field service management.

Cons

  • Nothing visible to dislike about OctopusPro. The system is quite perfect.
  • There isn't much I have noticed during the onboarding and after process of Octopuspro, seems perfect to me.
  • The Interface can feel complex at first due to the number of features
  • The interface can feel a bit overwhelming at first due to the number of features available. There is a learning curve, especially for new users who are not familiar with field service software. Some advanced customization options could also be more intuitive, but this improves once you spend time with the system.
  • We visibly don't have aything that we dislike about OctopusPro.

Pros & Cons from Real Users

Pros

  • We have used Scheduling Manager Gemini software from Thoughtful Systems for over 12 years now, for our residential cleaning business Before we started using Thoughtful’ s software, we relied on some paper and pen methods, also spreadsheets and data on customers in QuickBooks. When we first implemented Scheduling Manager Gemini software, we were pleased that the software could import all our customer information from QuickBooks. Since that time, we have maintained the link between Thoughtful Systems and QuickBooks, so all invoices and payments we create in Scheduling Manager Gemini are exported seamlessly to QuickBooks. Also, any new customers we enter into Gemini are transferred. From time to time, we have asked Thoughtful Systems for modifications to certain parts of the software, and they have been great at implementing what we want at reasonable rates. We have found the support staff to be helpful in promptly attending to any questions or issues that have occurred with the software. We like also that Thoughtful Systems adds new features from time to time -- their mobile app is great. Also, the text messaging features, which let us send reminders to all customers via text message each day.
  • It makes job scheduling much more manageable -- a huge improvement over what we used to do more than 12 years ago, before we started using Scheduling Manager. Invoicing is made easy too. We can keep track of all info for our customers easily.

Cons

  • The only regret I have is that we didn’t start using this software sooner!
  • I couldn't say I don't like something particular about Thoughtful Systems' software.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

OctopusPro
Founded: 2011
Australia
www.octopuspro.com

Company Information

Thoughtful Systems
Founded: 2000
United States
thoughtfulsystems.com

Alternatives

Alternatives

Helios

Helios

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fieldd

fieldd

Fieldd Software

Categories

Auto Detailing Supported
Carpet Cleaning Supported
Field Sales Supported
Home Services Supported
Limo Supported
Locksmith Supported
Snow Removal Supported

Categories

Carpet Cleaning Supported
Cleaning Services Supported
HVAC Supported
Janitorial Supported
Pest Control Supported
Plumbing Supported
Waste Management Supported

Carpet Cleaning Features

Billing & Invoicing Supported
Customer Management Supported
Dispatch Management Supported
Equipment Tracking Supported
Mobile Access Supported
Online Booking Supported
Scheduling Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

Field Sales Features

Activity Tracking Supported
Channel Management Not Supported
Collaboration Tools Not Supported
Controlled Access Supported
CRM Supported
Dashboard Management Supported
Expense Management Supported
Fast Estimates Supported
Inventory Management Supported
Invoices Supported
Lead / Opportunity Management Supported
Online Payments Supported
Order Management Supported
Quoting Supported
Reporting / Analytics Supported
Route Optimization Supported
Territory Management Not Supported
Time Tracker Supported
Visit Scheduling Supported
Workflow Management Supported

Limo Features

Accounting / Payroll Supported
Customer Management Supported
Dispatching / Navigation Supported
Driver Management Not Supported
Job Dashboard Supported
Pricing Management Supported
Reservation Management Supported

Locksmith Features

Billing & Invoicing Supported
CRM Supported
Dispatch Management Supported
GPS Tracking Supported
Inventory Management Not Supported
Mobile Access Supported
Payment Processing Supported
Scheduling Supported
Work Order Management Not Supported

Carpet Cleaning Features

Billing & Invoicing Supported
Customer Management Supported
Dispatch Management Supported
Equipment Tracking Supported
Mobile Access Supported
Online Booking Supported
Scheduling Supported
Work Order Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Work Order Management Supported

HVAC Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Janitorial Features

Bid Management Supported
Billing & Invoicing Supported
Client Management Supported
Employee Scheduling Supported
Inventory Management Supported
Mobile Access Supported
Payroll Management Supported
Quality Control Supported
Surveys & Feedback Supported
Time Tracking Supported
Work Order Management Supported

Pest Control Features

Billing & Invoicing Supported
Customer Service History Supported
Dispatch Management Supported
Fleet Management Supported
Inventory Control Supported
Mobile Access Supported
Pest Activity Tracking Supported
Pesticide Usage Tracking Supported
Property Layouts Supported
Quotes / Estimates Supported
Scheduling Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Waste Management Features

Billing & Invoicing Supported
Customer Accounts Supported
Customer Database Supported
Equipment Tracking Supported
Inventory Management Supported
Routing Supported
Scheduling Supported
Waste Disposal Supported
Work Order Management Supported

Integrations

QuickBooks Online Supported
Xero Supported
2Checkout Supported
Apple Pay Supported
Checkout.com Supported
Eway Supported
Google Calendar Supported
Google Maps Supported
Google Wallet Supported
MYOB AccountRight Not Supported
Mailchimp Supported
Microsoft Outlook Not Supported
PayPal Supported
QuickBooks Enterprise Not Supported
Sage 100 Contractor Not Supported
Samsung Pay Supported
Stripe Supported
Twilio Supported
WePay Supported

Integrations

QuickBooks Online Supported
Xero Supported
2Checkout Not Supported
Apple Pay Not Supported
Checkout.com Not Supported
Eway Not Supported
Google Calendar Not Supported
Google Maps Not Supported
Google Wallet Not Supported
MYOB AccountRight Supported
Mailchimp Not Supported
Microsoft Outlook Supported
PayPal Not Supported
QuickBooks Enterprise Supported
Sage 100 Contractor Supported
Samsung Pay Not Supported
Stripe Not Supported
Twilio Not Supported
WePay Not Supported
Claim OctopusPro and update features and information
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