Maximize lead conversion and improve your lead generation process with OctopusPro's comprehensive lead management solution. Effortlessly capture leads and automate key workflows, including contact acknowledgment, follow-up notifications, document and photo requests, and more. Manage contact attempts and receive valuable insights through reporting and increase your website's lead capture with the integration of a customizable inquiry widget.

Generate custom quotes and invoices, and automate your billing process. Convert quotes to invoices, automate reminders and recurring billing, merge and combine invoices, monitor due dates, view customer statements, process online payments and refunds, and more. Your customers can review, accept, or decline quotes, self-schedule appointments, sign and approve invoices, and pay holding deposits.

Manage bookings and appointments for your mobile workforce, and allow your customers to book online through your website or App. Ease the booking process with real-time scheduling and management. Offer clients online booking & payment options, including packages, add-ons, products, & gift vouchers. Manage group & repeat bookings and subscriptions with support for multiple addresses and adjustable capacity. Empower field workers with booking creation permissions. Manage waiting lists, monitor booking status and timeline, utilize custom forms & checklists for accuracy and consistency, and enhance visibility with informed decision making.

Effortlessly find the ideal fieldworker for each job with powerful scheduling tools. Limit availability through a predetermined travel radius, allowing you to choose from a pool of workers who match your desired services, custom fields, and booking location. Quickly locate nearby fieldworkers for emergency or last-minute bookings, reducing travel time and improving efficiency. Easily view fieldworker availability, send job requests, and assign fieldworkers to appointments directly while scheduling jobs with just a few clicks. Enhance your scheduling process, make informed decisions, and respond quickly to requests.

Opt for manual supervision or switch on the automatic job assignment system for seamless scheduling and dispatching. Automatically send job requests to matching fieldworkers and assign the best suitable workers that accept. Ensure appropriate job distribution through flexible job requests, allowing fieldworkers to accept or decline selected services and appointments within the booking. Fieldworkers can suggest alternative availability when declining job requests, improving automation while giving customers control over accepted suggested alternative times. Both admin users and customers can monitor job assignment and acceptance and confirmation status.

Enhance the accessibility of job-related information for your workforce to keep them informed and up-to-date. Facilitate communication and coordination for better efficiency and increased productivity. Utilize GPS tracking to monitor the locations of field workers, monitor their arrival and departure times, and track attendance and work hours accurately. Enable sub-workers of field workers to access the app and manage them efficiently. Grant customized access permissions to your fieldworkers to ensure appropriate utilization of the system.

Say goodbye to scheduling conflicts and easily manage the availability and working hours of your fieldworkers. Personalize your calendar with labels and filters, and integrate with your Google Calendar to automatically sync bookings and events between calendars, giving you real-time visibility into your fieldworkers' private schedules. Simplify coordination of field operations with the ability for staff to view fieldworkers' private Google Calendars and for fieldworkers to view their appointments and blocked time slots.

Provide seamless payment options by integrating with popular payment gateways and importing payment data from your bank or other third-party sources that don't have direct OctopusPro integration. Enable your fieldworkers to accept payments right from the job site using the app. Encourage your customers to add gratuity tips when making payments, with various options including email invoices with payment links and online payments through your website or app. Keep your customers' preferred payment methods safe and secure through your integrated payment gateway, and allow them to update their cards through your customer portal for added convenience.

Enjoy peace of mind knowing your invoicing and payment processes are under control with automated invoice management and follow up features. Ensure timely payment by effortlessly sending reminders and confirmations to your customers and fieldworkers through SMS and email. Manage open and overdue invoices and send targeted messages to the appropriate parties, providing added flexibility and control.

Simplify payment management for a large workforce and promote transparency in payment information. Automate the calculation of worker earnings and commissions based on predefined criteria, which can be tailored to each fieldworker, service, and job, to ensure accurate and efficient payment processing. Give your workforce real-time access to payment information and summaries and keep them informed and up-to-date.

Ensure continuous communication with both field workers and customers by keeping everyone informed and up-to-date on all updates and discussions. Retain a complete record of all communication history for future reference. Streamline communication through the app, enabling field workers to directly communicate with both customers and staff, and giving customers the choice to respond either through the booking page or SMS. Foster a unified and efficient communication system for all parties involved.

Stay informed and connected with 24/7 access to live reports on your PC, tablet, or phone. Monitor the pulse of your business with real-time insights, including comprehensive sales, payment, customer, and fieldworker reports. Make informed decisions with immediate access to the data you need to succeed.

Connect with accounting software like Xero or Quickbooks. This real-time syncing of financial data streamlines invoicing, reduces manual data entry and improves accuracy. Easily manage cash flow, reconcile accounts, and make informed decisions about the financial health of your business, with the ability to access financial information from anywhere at any time.

Collect valuable feedback, ratings, and reviews from customers to drive continuous service improvement. Share this feedback with your fieldworkers and promote your positive reputation by displaying customer reviews during the booking process. Integrate with Google Reviews and Yelp to streamline the feedback collection process.

Maximize productivity with OctopusPro's integration with industry-leading VOIP providers, such as Twilio. Make and receive calls, send and receive SMS, and record voice conversations, all through app or desktop browser. Monitor and manage communications with ease, ensuring seamless coordination and improved productivity.

Automate sending reminders and confirmations to your customers and fieldworkers via email and SMS. Save valuable time and resources while ensuring that important alerts and reminders like job reminders, notifications for expired documents such as licenses, insurance, and follow-up reminders, are sent promptly.

Save time and effortlessly migrate data to and from your business account with a simple Import/Export feature. Transfer data seamlessly between your account and external sources without the hassle of manual data entry. Save time with this convenient tool that allows you to import/export customers, users, customer properties, payments, services, custom fields, products, and more.

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. Employ GPS tracking to monitor the locations of fieldworkers, track their arrival and departure times, and accurately log attendance and work hours.