Bookings and Appointments

Manage bookings, appointments and tasks for your entire team

OctopusPro empowers you to manage your fleet’s bookings, appointments and tasks efficiently and profitably in a way that suits your business, staff and customers.

How does it work?

Bookings are seamlessly captured either as Booking Requests or Instant Bookings with or without online payments. Alternatively, your staff can efficiently look up resource availability and assist customers by phone, email or SMS. Service providers can choose to either accept instant bookings online or capture booking requests with follow up payment emails subject to customer screening/approval.

Key features

  • Manage bookings seamlessly
  • Automate customer communications
  • Set seasonal prices and specials
  • Manage calendars and invoices
  • Manage requests, bookings & cancellation
  • Create more revenue with booking extras
  • Online payments and arrears management
  • Customised and automated Emails
  • Advanced customisable reporting
  • Manage bookings seamlessly
  • Create your own custom booking form to get what information you want from your clients.
  • Capture customer details,  due and received payments
  • Send professional template Emails or SMS
  • Manage site workers / staff check-in and check-out
  • Link Terms and Conditions, product documents, booking related attachments
  • Booking status: Request, Pending, Confirmed, Rejected
  • Customers can view or make and manage bookings online directly without having to contact your office, using a customer facing app, or customised website with easy access through email links.
  • Online Payments and Accounting
  • Reporting, Analysis and Conversion Tracking
  • Export & Import of Data
  • Connects and Syncs to Google calendar
  • Syncs with Xero and Quickbooks
  • Apps work in both offline and online mode
  • Time zone support for teams that work across different time zones.
  • Plus much more

Access anywhere and anytime

Access and manage your bookings online with no need to ever update any software. Provide mobile access to your field workers to assist them while they are on the road. OctopusPro field worker app can also work in offline mode, ensuring your field workers always have access to the vital information they need for their day even where there is no internet.

Time zone support

Octopuspro is specifically designed for scheduling mobile field service bookings and appointments for large teams. Octopuspro automatically handles time zone detection, conversion, and daylight saving time adjustments.

Live availability

Easily manage the availability of your field workers using integrated live calendars that can sync directly with external calendars like Google Calendar.

Flexible and seasonal smart pricing

Setting and managing prices to meet market conditions can be important to some service industries. OctopusPro provides powerful yet flexible tools to enable you to manage your pricing and extras to help your business adjust it’s charges to the market conditions. You can also setup a pricing structure that works on the post code level of the customer, so you can compete in all areas your business wishes to cover.

  • Set custom seasons and their different rates
  • Set pricing per service or field worker
  • Set dynamic rules for discounting larger jobs
  • Set business rules for minimum booking at a service or booking level
  • Create specials and apply discounts

Business benefits

  • Win bookings 24/7 with real time availability
  • Allow your customers to book online through your website or App
  • Centralise information for staff efficiency
  • Access your account anywhere through a browser or App
  • Offline access for your site workers using the App
  • Manage thousands of bookings effortlessly
  • Easily report to contractors, staff and site workers
  • Capture data for business analytics, operational optimisation and marketing
  • Automatically calculate the right price for bookings
  • Maximise your bookings potential
business

Growth

Manage more bookings per staff member & increase booking potential with our advanced booking system.

Profitability

Enjoy the benefits of happier customers and happier staff when you transform your business with a OctopusPro online booking system.

Efficiency

Grow your business through optimising resource availability, yield, distribution and ancillary income with OctopusPro.

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Octopuspro mobile workforce booking management system is an integrated online solution for service based businesses of all sizes, with connectivity and integration with leading CRMs and accounting systems.

Octopuspro is designed as the ideal management tool for all mobile or field services, from cleaning, to gardening, mowing, locksmiths, pool care, plumbing, antennas, dog washing, baby sitting, 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 that work on properties they manage.

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