OctopusPro Demo - Contractor Field Service Management Software

OctopusPro Field Service Management (FSM) software enables businesses to manage all aspects of their field service and site based operations.

This demo shows all key aspects of the solution including main dashboard, lead management of inquiries, scheduling bookings, allocating fieldworkers, managing and paying fieldworkers and their calendars, notifications and sms using the administrator role and the mobile app (iOS and Android), managing customers, taking payment at the customer’s premises or from the office, invoicing, logging feedback and complaints, job star satisfaction ratings, repeat bookings, GPS tracking, free and warranty based services delivery, customisation of forms and checklists, and integration with third party finance and marketing applications.

For further information a free trial version is available or email Support.
VIDEO TIMING AND CONTENT TABLE
0:00 Overview
1:15 Dashboard
2:00 Dashboard - Top Metric Bar
2:15 Support, Help and User Guides for Desktop and App
3:05 Notifications, SMS and Discussions
3:30 Google GSuite Integration for Calendar and Email
4:00 Discussion Board
4:40 Upcoming Jobs
5:15 SMS Messaging
9:24 Inquiries & Customer Web Widget
9:55 Inquiries - Adding Photos
10:19 Inquiries - Email & Notifications
11:15 Inquiries - Allocating Fieldworker With Nearest Booking Feature
13:26 Inquiry Conversion to a Booking
15:17 Booking Overview
17:21 Creating a New Inquiry, Estimate or Booking
21:17 Invoices
21:46 Payment Methods
23:03 Repeat Bookings
24:25 Booking Star Ratings
26:26 Fieldworkers
38:46 General Profile Calendar
40:00 Notifications, SMS, Discussions - Settings
41:37 Customers
43:33 Customer Properties
45:07 Feedback & Complaints
45:53 “Free Services” Provided Under Contract, Warranty or Insurance
46:51 Creating Custom Forms and Checklists
49:25 Integration with Third Party Applications - Quickbooks, Xero, GSuite, Mailchimp, Payments
50:24 Customer Portal & Branded Mobile Apps

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Manage leads, jobs, contractors, schedules, invoices and payments on your smartphone, tablet, or computer with Octopuspro.

Take control over your growing team, wherever they are! Octopuspro is used across all mobile field service industries including cleaning, gardening, mowing, locksmiths, pool care, plumbing, antennas, dog washing, baby sitting, personal training, car detailing, removals, skip bins, private tutoring, security, painting, tiling, heating & cooling, solar system installations, pest control, or whatever it may be that your business offers as a service to it’s clients. Octopuspro is also ideal for real estate agents & builders to manage contractors.

Create an App for the Service Industry
Allow your customers to make and manage their own bookings, connect with your staff and track their arrival time, pay their invoices and manage disputes, and more.

Lead Management
Capture online leads and improve your conversion rates using Octopuspro's advanced lead filtering, qualification, distribution, nurturing, automation and reporting tools.

Fleet & Workforce Management
Keep your mobile workforce informed with easy access to their bookings and invoices using the App.

Booking & Scheduling
Manage bookings and appointments for your mobile workforce, and allow your customers to book online through your website or App. Integrate your account with Gmail and Google calendar.

Invoicing & Quoting
Create quotes and invoices in an instance and manage them with ease. Manage and receive online payments, automate your invoicing and quote reminders, and much more.

Built-In CRM & Complaint Management
Manage your customer lists, history, ratings and complaints. Import & export your lists and improve your relationships with the help of Octopuspro's advanced search and communication features.

Live Reporting
Log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your business summary, including advanced sales, payment, customer and contractor reports.

Integrated Accounting
Octopuspro integrates with popular accounting packages like Xero & Quickbooks.

Learn more about Octopuspro Field Service Management Software
http://www.octopuspro.com

Octopuspro is used by professionals across all industries such as:
Mobile Mechanic
Security Door Installation
Solar Panel Installation
Digging Services
Security & Protective Services
Commercial Painting Services
Swimming & Sports Catching
Property Conveyancing
Book Keeping & Accounts
Personal Training & Fitness
Carpentry & Handywork
Skip Bins & Rubbish Removal
Car Washing & Auto Detailing
Asbestos Removal
Pool Cleaning & Maintenance
Tile Cleaning
Tiling & Grout Repair Service
Window Washing
Plumbing & House Fitting
Lawn Mowing & Garden Care
Building Maintenance
Dog Walking Service Management
Termite & Pest Control
Antenna Installation
Catering & Food Delivery
Carpet Cleaning & Home Care
Babysitting & Child Care
Tutoring & Private Lessons
Emergency & Mobile Locksmith