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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

Intuitive solutions earning powerful results to help commercial service businesses dominate their competition. From large enterprises to small & medium-sized businesses, our 3 solutions help our clients unite their troops to save time and sell more. Our 3 (à-la-carte) solutions include; 1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. 2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. 3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.

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 Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

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

Audience

Commercial Service businesses

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support 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

$17
Tier-based pricing, depending on the number of users.
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

  • Simplicity. Support. And the ability to get my whole team involved. Wingmate is the CRM of choice for Service-driven companies.

Cons

  • None. There is nothing terrible about this solution. Great product, great people.

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

OctopusPro
Founded: 2011
Australia
www.octopuspro.com

Company Information

Wingmate
Founded: 2016
Canada
wingmateapp.com

Alternatives

Alternatives

Helios

Helios

Kale Logistics Solutions
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

Construction CRM Supported
CRM Supported
Field Sales Supported
Lead Generation Supported
Lead Management 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

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

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

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

Field Sales Features

Activity Tracking Supported
Channel Management Supported
Collaboration Tools 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 Supported
Time Tracker Supported
Visit Scheduling Supported
Workflow 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

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Supported

Integrations

2Checkout Supported
Apple Pay Supported
Checkout.com Supported
Eway Supported
Google Calendar Supported
Google Maps Supported
Google Wallet Supported
Mailchimp Supported
PayPal Supported
QuickBooks Online Supported
Samsung Pay Supported
Stripe Supported
Twilio Supported
WePay Supported
Xero Supported
Zapier Not Supported

Integrations

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
Mailchimp Not Supported
PayPal Not Supported
QuickBooks Online Not Supported
Samsung Pay Not Supported
Stripe Not Supported
Twilio Not Supported
WePay Not Supported
Xero Not Supported
Zapier Supported
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