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Description
OctopusPro is an all-in-one field service management solution that empowers mobile and home service businesses with seamless scheduling, booking, invoicing, and workforce management. Designed for industries like cleaning, landscaping, pest control, healthcare, and automotive services, OctopusPro enhances efficiency by automating operations and improving customer interactions.
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Join thousands of professionals who rely on OctopusPro to streamline their workflows, boost customer satisfaction, and scale their businesses effortlessly.
Description
We assist home service professionals in managing requests, work orders, scheduling, billing, and payments efficiently, ensuring they can enjoy their evenings and weekends. By minimizing the number of daily messages you need to send manually, you can significantly reduce the time spent on scheduling and dispatching jobs. This streamlined approach can save you over 40 hours each month previously spent on administrative tasks and collections. All your job requests can be organized and followed up on in a single platform that consolidates emails, website inquiries, phone calls, text messages, and Facebook messages into one easy-to-use message center. Our innovative job scheduling tools integrate your team calendar, job lists, and routes into a cohesive view, optimizing the planning of your workdays and job dispatching, ultimately saving you valuable time. Customers benefit from a self-service portal that provides them with 24/7 access to their message history and essential documents, including quotes, contracts, bills, and payment records. Plannit is meticulously crafted to enhance the operational efficiency of home service businesses while maintaining a strong emphasis on exceptional customer service. By adopting our solutions, home service pros can focus more on their core tasks and less on administrative burdens.
API Access
Has API
No
API Access
Has API
No
Integrations
QuickBooks Online
Yes
2Checkout
Yes
Acomba
No
Apple Pay
Yes
Checkout.com
Yes
Eway
Yes
Facebook
No
Google Calendar
Yes
Google Cloud Platform
No
Google Maps
Yes
Integrations
QuickBooks Online
Yes
2Checkout
No
Acomba
Yes
Apple Pay
No
Checkout.com
No
Eway
No
Facebook
Yes
Google Calendar
No
Google Cloud Platform
Yes
Google Maps
No
Pricing Details
$10 per month
Free Trial
Yes
Free Version
No
Pricing Details
$59 per month
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
OctopusPro
Founded
2011
Country
Australia
Website
www.octopuspro.com
Vendor Details
Company Name
Plannit
Founded
2021
Country
Canada
Website
business.plannit.io
Product Features
Carpet Cleaning
Billing & Invoicing
Yes
Customer Management
Yes
Dispatch Management
Yes
Equipment Tracking
Yes
Mobile Access
Yes
Online Booking
Yes
Scheduling
Yes
Work Order Management
Yes
Field Sales
Activity Tracking
Yes
CRM
Yes
Channel Management
No
Collaboration Tools
No
Controlled Access
Yes
Dashboard Management
Yes
Expense Management
Yes
Fast Estimates
Yes
Inventory Management
Yes
Invoices
Yes
Lead / Opportunity Management
Yes
Online Payments
Yes
Order Management
Yes
Quoting
Yes
Reporting / Analytics
Yes
Route Optimization
Yes
Territory Management
No
Time Tracker
Yes
Visit Scheduling
Yes
Workflow Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Limo
Accounting / Payroll
Yes
Customer Management
Yes
Dispatching / Navigation
Yes
Driver Management
No
Job Dashboard
Yes
Pricing Management
Yes
Reservation Management
Yes
Locksmith
Billing & Invoicing
Yes
CRM
Yes
Dispatch Management
Yes
GPS Tracking
Yes
Inventory Management
No
Mobile Access
Yes
Payment Processing
Yes
Scheduling
Yes
Work Order Management
No
Tradesman Job Management
Contract Management
Yes
Customer Database
Yes
Dispatch Management
Yes
For Builders
Yes
For Electricians
Yes
For Field Service Businesses
Yes
For HVAC
Yes
For Plumbers
Yes
For Roofers
Yes
Invoicing
Yes
Job Tracking
Yes
Payments
Yes
Quoting
Yes
Reporting
Yes
Scheduling
Yes
Time Tracking
Yes
Product Features
Cleaning Services
Billing & Invoicing
No
Client Management
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Mobile Access
No
Payroll Management
No
Quotes / Estimates
No
Recurring Appointments
No
Routing
No
Scheduling
No
Service History Tracking
No
Work Order Management
No
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Electronic Signature
No
Inventory Management
No
Mobile Access
No
Payment Collection in the Field
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
No
Time Clock
No
Work Order Management
No
Landscape Management
Billing & Invoicing
No
Contract Management
No
Customer Database
No
Dispatch Management
No
Groundskeeping
No
Inventory Control
No
Irrigation Tracking
No
Job Management
No
Landscape Design
No
Mobile Access
No
Payroll Management
No
Plant Database
No
Quotes / Estimates
No
Routing
No
Scheduling & Appointments
No
Work Order Management
No
Lawn Care
Billing & Invoicing
No
Contract Management
No
Customer Management
No
Employee Management
No
Equipment Management
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Service Dispatch
No
Pool Service
Billing & Invoicing
No
Chemical Readings
No
Customer Management
No
Mobile Access
No
Quotes / Estimates
No
Routing
No
Scheduling
No
Work Order Management
No
Roofing
Aerial Measurement
No
Billing & Invoicing
No
Checklists & Inspections
No
Commercial / Industrial
No
Dispatch Management
No
Lead Management
No
Photo Capture
No
Quotes / Estimates
No
Scheduling
No
Work Order Management
No
