ServMax

ServMax

IRIS 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

ServMax is a Service oriented software program, unlike other accounting oriented software programs. What does this mean? This means that ServMax doesn’t treat customers as accounts receivable and services as invoices; it lets you see your customers as customers and your services as services. It’s more like the way you do business. ServMax was originally developed in conjunction with a pest control company who wanted a software program that worked the same way as his business did. Wanting to see his customers and most everything about them on one screen was important. He didn’t want a service for a customer to slip through the cracks as it had with his previous software program. Juggling accounts for customers who had more than one service and with different frequencies was a major problem. Invoices and scheduling should be generated automatically to eliminate the human error factor. Most of all, it needs to be to be easy to use and in a way that makes sense.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

Companies searching for a solution to manage and improve their accounting processes

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$10 per month
Free Version
Free Trial

Pricing

$525 one-time payment
Free Version
Free Trial

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 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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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.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

OctopusPro
Founded: 2011
Australia
www.octopuspro.com

Company Information

IRIS Systems
www.irissystems.biz

Alternatives

Alternatives

Helios

Helios

Kale Logistics Solutions
fieldd

fieldd

Fieldd Software
Unicom

Unicom

Unicom Ventures

Categories

Categories

Field Service Management Features

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

Tradesman Job Management Features

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

Carpet Cleaning Features

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

Field Sales Features

Activity Tracking
Channel Management
Collaboration Tools
Controlled Access
CRM
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Limo Features

Accounting / Payroll
Customer Management
Dispatching / Navigation
Driver Management
Job Dashboard
Pricing Management
Reservation Management

Locksmith Features

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Field Service Management Features

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

Landscape Management Features

Billing & Invoicing
Contract Management
Customer Database
Dispatch Management
Groundskeeping
Inventory Control
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Payroll Management
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Integrations

2Checkout
Apple Pay
Checkout.com
Eway
Google Calendar
Google Maps
Google Wallet
Mailchimp
PayPal
QuickBooks Online
Samsung Pay
Stripe
Twilio
WePay
Xero

Integrations

2Checkout
Apple Pay
Checkout.com
Eway
Google Calendar
Google Maps
Google Wallet
Mailchimp
PayPal
QuickBooks Online
Samsung Pay
Stripe
Twilio
WePay
Xero
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Claim OctopusPro and update features and information
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