Pricing

Take control with Octopus Pro

Included Seats Included Seats Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
Usage-based Fees

Usage-based Fees OctopusPro relies on Google Maps services to …
• Turn customer addresses into GPS co-ordinates (Geocoding)
• Auto-complete addresses in booking forms (Places Autocomplete)
• Draw live maps, show field-worker locations and ETA updates (Maps JS API + Distance Matrix)
• Calculate travel time & mileage fees or free-radius surcharges (Distance Matrix API)
• Optimise multi-stop routes for crews (Route Optimization API) Starter & Established plans use OctopusPro’s shared key, so you don’t need to do anything.
Unlimited Users plan requires your own Google Maps API key because high-volume calls exceed shared limits.
Google now gives every key a free usage allowance per API (replacing the old $200 monthly credit) and automatic volume discounts once you grow. Copy these lines into the tooltip pop-up; they explain what the key unlocks, who needs one, and how Google bills, using the same terminology Google and other FSM vendors use.
Google Maps API
Why do I need a Google Maps API key? OctopusPro relies on Google Maps services to …
• Turn customer addresses into GPS co-ordinates (Geocoding)
• Auto-complete addresses in booking forms (Places Autocomplete)
• Draw live maps, show field-worker locations and ETA updates (Maps JS API + Distance Matrix)
• Calculate travel time & mileage fees or free-radius surcharges (Distance Matrix API)
• Optimise multi-stop routes for crews (Route Optimization API) Starter & Established plans use OctopusPro’s shared key, so you don’t need to do anything.
Unlimited Users plan requires your own Google Maps API key because high-volume calls exceed shared limits.
Google gives every key a free usage allowance per API and automatic volume discounts once you grow.
Branded Mobile App Add-on Branded Mobile App Add-on We can publish a fully branded version of the OctopusPro mobile app under your company name on the App Store and/or Google Play. The same app can be used by your customers, fieldworkers and admins—with your logo, colours, app icon and store listing. • Available with any plan • One-time build fee: US$2,500 per platform (iOS = $2,500, Android = $2,500) • No extra OctopusPro charges beyond your normal subscription • Apple/Google developer/store fees are paid directly to them, if applicable
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Asset & Equipment Management Easily track customer equipment, assets, properties, and service history. Record details such as model numbers, installation dates, warranty information, and past maintenance, enabling proactive scheduling and superior customer support.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Social Media Integration & Booking Connect your Customer Portal directly to your Facebook page. Enable quick registration and login using Facebook and Google accounts, making it faster and easier for customers to engage. Increase your reach, capture more leads, and provide a convenient booking experience directly through social platforms.
Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Google Reviews/Analytics & Meta Pixel integrations Google Reviews/Analytics & Meta Pixel integrations (plus Mailchimp, Facebook, etc.) Drop your GA4 Measurement ID and Meta Pixel code into the portal to track visits, leads, bookings, and payments—fueling smarter ad targeting, retargeting, and lookalike audiences. Surface Google Reviews on your portal for social proof, sync mailing lists with Mailchimp, and connect your Facebook page/Messenger for inquiries—all without custom code tweaks.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Fieldworker Payroll & Commission Management In addition to time tracking, OctopusPro includes tools to manage payments to field staff. Admins can set pay rates per service and track fieldworker earnings or commissions for jobs​. This internal “fieldworker payroll management” helps calculate contractor and fieldworker payouts (beyond just recording timecards).
Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Customer Billing Cycles Customer Billing Cycles & Subscriptions + Merge/lock multiple invoices Set billing cycles (weekly, monthly, etc.) to automatically consolidate a customer’s invoices into one payable bill. Merge related invoices, then lock them to freeze totals and prevent accidental edits; unlock only when you need to adjust or re-sync. Perfect for retainers, recurring services, or corporate accounts that want one statement per period.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.
Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Lead Capture Form Integration Incorporating OctopusPro's inquiry widget / lead capture form into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Lead funnel analytics & inquiry automations Lead funnel analytics & inquiry automations See exactly where inquiries drop off and which sources convert. Enable funnel analytics in Lead Management, then trigger automatic acknowledgements, follow‑ups, quote reminders or document/photo requests via email, SMS, WhatsApp or in‑app alerts. Clone or build rules, set precise schedules (daily/weekly/specific dates) and tweak as you go—every run is logged for review.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Route Planning & Optimization OctopusPro supports mapping and route optimization via integration with Google Maps. This allows address autocompletion, live mapping, and optimized routing for fieldworkers​. Efficient route planning ensures minimal travel time between jobs, a feature not explicitly listed in the original features list.
Proximity-Based Scheduling OctopusPro helps schedulers assign jobs efficiently with features like the “Nearby Bookings Locator.” This tool finds bookings near a given job for smarter scheduling (clustering jobs by location)​. Such proximity scheduling enhances dispatch efficiency by reducing travel distances between jobs.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.
Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.
Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.
Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.
Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google / Outlook Calendar Integration Sync appointments and schedules with Google & Outlook Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control / Stock Management
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.
Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.
Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.
Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.
Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.
Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.
Workflow Automations Workflow Automations (email, SMS, WhatsApp & in-app) – schedule reminders, follow-ups & status updates Create unlimited time- or event-based automations to handle routine communications and tasks. Activate/deactivate defaults or build your own to send emails, SMS, WhatsApp or push notifications to customers, sub-customers, bill payers, fieldworkers or admins. Control frequency (daily/weekly/monthly/specific times), edit templates, run jobs on demand and audit everything in the Automations Log. Examples include quote/inquiry follow-ups, deposit and invoice reminders, next-service prompts, and fieldworker compliance nudges.
Open REST API & Webhooks Open REST API & Webhooks (Zapier/Make ready) – connect OctopusPro to any app Hook OctopusPro into your tech stack with our open REST API and outbound webhooks. Generate API keys and add ‘Developer Integrations’ from Settings › Company Settings › Integrations (API). Push or pull data for bookings, customers, invoices, payments and more, then trigger Zaps/Make scenarios or Power Automate flows on any event (quote sent, payment received, job status change, etc.). Build custom dashboards, sync sheets/CRMs, or fire Slack alerts—no vendor lock‑in.
Dashboards, Live Reports & Activity Logs Dashboards, Live Reports & Activity Logs Real‑time dashboards track bookings, technicians, payments and activity at a glance. Generate, filter and export live reports in seconds. Need proof of who did what? Activity Logs record every user login, booking change, invoice action and automation event—searchable, exportable and audit‑ready for ISO/client compliance.
Communication Logs (email, SMS, calls) & audit trail Communication Logs (email, SMS, calls) & audit trail OctopusPro auto‑logs every outbound email, SMS and platform call—complete with timestamps, outcomes, recordings/attachments—and links them to the right customer or fieldworker. Dedicated logs for each channel plus the User Activity Log (logins, edits, sends) give you a defensible audit trail for disputes and compliance.
24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.

Starter

For owner-operators

$36.25 per month
Or $348 per year (save 20%)
Included Seats Included Seats Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
Includes 1 Admin + 1 Fieldworker
Usage-based Fees

Usage-based Fees OctopusPro relies on Google Maps services to …
• Turn customer addresses into GPS co-ordinates (Geocoding)
• Auto-complete addresses in booking forms (Places Autocomplete)
• Draw live maps, show field-worker locations and ETA updates (Maps JS API + Distance Matrix)
• Calculate travel time & mileage fees or free-radius surcharges (Distance Matrix API)
• Optimise multi-stop routes for crews (Route Optimization API) Starter & Established plans use OctopusPro’s shared key, so you don’t need to do anything.
Unlimited Users plan requires your own Google Maps API key because high-volume calls exceed shared limits.
Google now gives every key a free usage allowance per API (replacing the old $200 monthly credit) and automatic volume discounts once you grow. Copy these lines into the tooltip pop-up; they explain what the key unlocks, who needs one, and how Google bills, using the same terminology Google and other FSM vendors use.
None – all bookings included in seat price
Google Maps API
Why do I need a Google Maps API key? OctopusPro relies on Google Maps services to …
• Turn customer addresses into GPS co-ordinates (Geocoding)
• Auto-complete addresses in booking forms (Places Autocomplete)
• Draw live maps, show field-worker locations and ETA updates (Maps JS API + Distance Matrix)
• Calculate travel time & mileage fees or free-radius surcharges (Distance Matrix API)
• Optimise multi-stop routes for crews (Route Optimization API) Starter & Established plans use OctopusPro’s shared key, so you don’t need to do anything.
Unlimited Users plan requires your own Google Maps API key because high-volume calls exceed shared limits.
Google gives every key a free usage allowance per API and automatic volume discounts once you grow.
Included under OctopusPro key

Branded Mobile App Add-on Branded Mobile App Add-on We can publish a fully branded version of the OctopusPro mobile app under your company name on the App Store and/or Google Play. The same app can be used by your customers, fieldworkers and admins—with your logo, colours, app icon and store listing. • Available with any plan • One-time build fee: US$2,500 per platform (iOS = $2,500, Android = $2,500) • No extra OctopusPro charges beyond your normal subscription • Apple/Google developer/store fees are paid directly to them, if applicable
Available as an Add-on
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Asset & Equipment Management Easily track customer equipment, assets, properties, and service history. Record details such as model numbers, installation dates, warranty information, and past maintenance, enabling proactive scheduling and superior customer support.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Social Media Integration & Booking Connect your Customer Portal directly to your Facebook page. Enable quick registration and login using Facebook and Google accounts, making it faster and easier for customers to engage. Increase your reach, capture more leads, and provide a convenient booking experience directly through social platforms.
Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Google Reviews/Analytics & Meta Pixel integrations Google Reviews/Analytics & Meta Pixel integrations (plus Mailchimp, Facebook, etc.) Drop your GA4 Measurement ID and Meta Pixel code into the portal to track visits, leads, bookings, and payments—fueling smarter ad targeting, retargeting, and lookalike audiences. Surface Google Reviews on your portal for social proof, sync mailing lists with Mailchimp, and connect your Facebook page/Messenger for inquiries—all without custom code tweaks.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Fieldworker Payroll & Commission Management In addition to time tracking, OctopusPro includes tools to manage payments to field staff. Admins can set pay rates per service and track fieldworker earnings or commissions for jobs​. This internal “fieldworker payroll management” helps calculate contractor and fieldworker payouts (beyond just recording timecards).

Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Customer Billing Cycles Customer Billing Cycles & Subscriptions + Merge/lock multiple invoices Set billing cycles (weekly, monthly, etc.) to automatically consolidate a customer’s invoices into one payable bill. Merge related invoices, then lock them to freeze totals and prevent accidental edits; unlock only when you need to adjust or re-sync. Perfect for retainers, recurring services, or corporate accounts that want one statement per period.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.

Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Lead Capture Form Integration Incorporating OctopusPro's inquiry widget / lead capture form into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Lead funnel analytics & inquiry automations Lead funnel analytics & inquiry automations See exactly where inquiries drop off and which sources convert. Enable funnel analytics in Lead Management, then trigger automatic acknowledgements, follow‑ups, quote reminders or document/photo requests via email, SMS, WhatsApp or in‑app alerts. Clone or build rules, set precise schedules (daily/weekly/specific dates) and tweak as you go—every run is logged for review.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Route Planning & Optimization OctopusPro supports mapping and route optimization via integration with Google Maps. This allows address autocompletion, live mapping, and optimized routing for fieldworkers​. Efficient route planning ensures minimal travel time between jobs, a feature not explicitly listed in the original features list.
Proximity-Based Scheduling OctopusPro helps schedulers assign jobs efficiently with features like the “Nearby Bookings Locator.” This tool finds bookings near a given job for smarter scheduling (clustering jobs by location)​. Such proximity scheduling enhances dispatch efficiency by reducing travel distances between jobs.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.

Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.

Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.

Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.

Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google / Outlook Calendar Integration Sync appointments and schedules with Google & Outlook Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control / Stock Management
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.

Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.

Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.

Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.

Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.
Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.

Workflow Automations Workflow Automations (email, SMS, WhatsApp & in-app) – schedule reminders, follow-ups & status updates Create unlimited time- or event-based automations to handle routine communications and tasks. Activate/deactivate defaults or build your own to send emails, SMS, WhatsApp or push notifications to customers, sub-customers, bill payers, fieldworkers or admins. Control frequency (daily/weekly/monthly/specific times), edit templates, run jobs on demand and audit everything in the Automations Log. Examples include quote/inquiry follow-ups, deposit and invoice reminders, next-service prompts, and fieldworker compliance nudges.

Open REST API & Webhooks Open REST API & Webhooks (Zapier/Make ready) – connect OctopusPro to any app Hook OctopusPro into your tech stack with our open REST API and outbound webhooks. Generate API keys and add ‘Developer Integrations’ from Settings › Company Settings › Integrations (API). Push or pull data for bookings, customers, invoices, payments and more, then trigger Zaps/Make scenarios or Power Automate flows on any event (quote sent, payment received, job status change, etc.). Build custom dashboards, sync sheets/CRMs, or fire Slack alerts—no vendor lock‑in.

Dashboards, Live Reports & Activity Logs Dashboards, Live Reports & Activity Logs Real‑time dashboards track bookings, technicians, payments and activity at a glance. Generate, filter and export live reports in seconds. Need proof of who did what? Activity Logs record every user login, booking change, invoice action and automation event—searchable, exportable and audit‑ready for ISO/client compliance.
Communication Logs (email, SMS, calls) & audit trail Communication Logs (email, SMS, calls) & audit trail OctopusPro auto‑logs every outbound email, SMS and platform call—complete with timestamps, outcomes, recordings/attachments—and links them to the right customer or fieldworker. Dedicated logs for each channel plus the User Activity Log (logins, edits, sends) give you a defensible audit trail for disputes and compliance.
24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.

Most popular


Established

For growing teams

Monthly billing
• $60 USD per admin seat / month
• $6 USD per fieldworker seat / month
Annual billing
• $600 USD per admin / year (-17%)
• $60 USD per fieldworker / year (-17%)
Included Seats Included Seats Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
Unlimited users
Usage-based Fees

Usage-based Fees OctopusPro relies on Google Maps services to …
• Turn customer addresses into GPS co-ordinates (Geocoding)
• Auto-complete addresses in booking forms (Places Autocomplete)
• Draw live maps, show field-worker locations and ETA updates (Maps JS API + Distance Matrix)
• Calculate travel time & mileage fees or free-radius surcharges (Distance Matrix API)
• Optimise multi-stop routes for crews (Route Optimization API) Starter & Established plans use OctopusPro’s shared key, so you don’t need to do anything.
Unlimited Users plan requires your own Google Maps API key because high-volume calls exceed shared limits.
Google now gives every key a free usage allowance per API (replacing the old $200 monthly credit) and automatic volume discounts once you grow. Copy these lines into the tooltip pop-up; they explain what the key unlocks, who needs one, and how Google bills, using the same terminology Google and other FSM vendors use.
None – booking volume covered by seat pricing
Google Maps API
Why do I need a Google Maps API key? OctopusPro relies on Google Maps services to …
• Turn customer addresses into GPS co-ordinates (Geocoding)
• Auto-complete addresses in booking forms (Places Autocomplete)
• Draw live maps, show field-worker locations and ETA updates (Maps JS API + Distance Matrix)
• Calculate travel time & mileage fees or free-radius surcharges (Distance Matrix API)
• Optimise multi-stop routes for crews (Route Optimization API) Starter & Established plans use OctopusPro’s shared key, so you don’t need to do anything.
Unlimited Users plan requires your own Google Maps API key because high-volume calls exceed shared limits.
Google gives every key a free usage allowance per API and automatic volume discounts once you grow.
Included under OctopusPro key

Branded Mobile App Add-on Branded Mobile App Add-on We can publish a fully branded version of the OctopusPro mobile app under your company name on the App Store and/or Google Play. The same app can be used by your customers, fieldworkers and admins—with your logo, colours, app icon and store listing. • Available with any plan • One-time build fee: US$2,500 per platform (iOS = $2,500, Android = $2,500) • No extra OctopusPro charges beyond your normal subscription • Apple/Google developer/store fees are paid directly to them, if applicable
Available as an Add-on
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Asset & Equipment Management Easily track customer equipment, assets, properties, and service history. Record details such as model numbers, installation dates, warranty information, and past maintenance, enabling proactive scheduling and superior customer support.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Social Media Integration & Booking Connect your Customer Portal directly to your Facebook page. Enable quick registration and login using Facebook and Google accounts, making it faster and easier for customers to engage. Increase your reach, capture more leads, and provide a convenient booking experience directly through social platforms.
Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Google Reviews/Analytics & Meta Pixel integrations Google Reviews/Analytics & Meta Pixel integrations (plus Mailchimp, Facebook, etc.) Drop your GA4 Measurement ID and Meta Pixel code into the portal to track visits, leads, bookings, and payments—fueling smarter ad targeting, retargeting, and lookalike audiences. Surface Google Reviews on your portal for social proof, sync mailing lists with Mailchimp, and connect your Facebook page/Messenger for inquiries—all without custom code tweaks.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Fieldworker Payroll & Commission Management In addition to time tracking, OctopusPro includes tools to manage payments to field staff. Admins can set pay rates per service and track fieldworker earnings or commissions for jobs​. This internal “fieldworker payroll management” helps calculate contractor and fieldworker payouts (beyond just recording timecards).

Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Customer Billing Cycles Customer Billing Cycles & Subscriptions + Merge/lock multiple invoices Set billing cycles (weekly, monthly, etc.) to automatically consolidate a customer’s invoices into one payable bill. Merge related invoices, then lock them to freeze totals and prevent accidental edits; unlock only when you need to adjust or re-sync. Perfect for retainers, recurring services, or corporate accounts that want one statement per period.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.
Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Lead Capture Form Integration Incorporating OctopusPro's inquiry widget / lead capture form into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Lead funnel analytics & inquiry automations Lead funnel analytics & inquiry automations See exactly where inquiries drop off and which sources convert. Enable funnel analytics in Lead Management, then trigger automatic acknowledgements, follow‑ups, quote reminders or document/photo requests via email, SMS, WhatsApp or in‑app alerts. Clone or build rules, set precise schedules (daily/weekly/specific dates) and tweak as you go—every run is logged for review.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Route Planning & Optimization OctopusPro supports mapping and route optimization via integration with Google Maps. This allows address autocompletion, live mapping, and optimized routing for fieldworkers​. Efficient route planning ensures minimal travel time between jobs, a feature not explicitly listed in the original features list.
Proximity-Based Scheduling OctopusPro helps schedulers assign jobs efficiently with features like the “Nearby Bookings Locator.” This tool finds bookings near a given job for smarter scheduling (clustering jobs by location)​. Such proximity scheduling enhances dispatch efficiency by reducing travel distances between jobs.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.
Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.
Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.
Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.
Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google / Outlook Calendar Integration Sync appointments and schedules with Google & Outlook Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control / Stock Management
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.
Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.
Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.
Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.
Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.
Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.
Workflow Automations Workflow Automations (email, SMS, WhatsApp & in-app) – schedule reminders, follow-ups & status updates Create unlimited time- or event-based automations to handle routine communications and tasks. Activate/deactivate defaults or build your own to send emails, SMS, WhatsApp or push notifications to customers, sub-customers, bill payers, fieldworkers or admins. Control frequency (daily/weekly/monthly/specific times), edit templates, run jobs on demand and audit everything in the Automations Log. Examples include quote/inquiry follow-ups, deposit and invoice reminders, next-service prompts, and fieldworker compliance nudges.
Open REST API & Webhooks Open REST API & Webhooks (Zapier/Make ready) – connect OctopusPro to any app Hook OctopusPro into your tech stack with our open REST API and outbound webhooks. Generate API keys and add ‘Developer Integrations’ from Settings › Company Settings › Integrations (API). Push or pull data for bookings, customers, invoices, payments and more, then trigger Zaps/Make scenarios or Power Automate flows on any event (quote sent, payment received, job status change, etc.). Build custom dashboards, sync sheets/CRMs, or fire Slack alerts—no vendor lock‑in.
Dashboards, Live Reports & Activity Logs Dashboards, Live Reports & Activity Logs Real‑time dashboards track bookings, technicians, payments and activity at a glance. Generate, filter and export live reports in seconds. Need proof of who did what? Activity Logs record every user login, booking change, invoice action and automation event—searchable, exportable and audit‑ready for ISO/client compliance.
Communication Logs (email, SMS, calls) & audit trail Communication Logs (email, SMS, calls) & audit trail OctopusPro auto‑logs every outbound email, SMS and platform call—complete with timestamps, outcomes, recordings/attachments—and links them to the right customer or fieldworker. Dedicated logs for each channel plus the User Activity Log (logins, edits, sends) give you a defensible audit trail for disputes and compliance.
24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.

Unlimited Users

Large crews & contractor networks

Monthly billing
$99 USD platform fee / month

Annual billing
$999 USD platform fee / year (-16%)
Included Seats Included Seats Easily manage and organize team members, roles, and permissions within your account, including administrative users and fieldworkers.
Unlimited users
Usage-based Fees

Usage-based Fees OctopusPro relies on Google Maps services to …
• Turn customer addresses into GPS co-ordinates (Geocoding)
• Auto-complete addresses in booking forms (Places Autocomplete)
• Draw live maps, show field-worker locations and ETA updates (Maps JS API + Distance Matrix)
• Calculate travel time & mileage fees or free-radius surcharges (Distance Matrix API)
• Optimise multi-stop routes for crews (Route Optimization API) Starter & Established plans use OctopusPro’s shared key, so you don’t need to do anything.
Unlimited Users plan requires your own Google Maps API key because high-volume calls exceed shared limits.
Google now gives every key a free usage allowance per API (replacing the old $200 monthly credit) and automatic volume discounts once you grow. Copy these lines into the tooltip pop-up; they explain what the key unlocks, who needs one, and how Google bills, using the same terminology Google and other FSM vendors use.
• Option A: $1 per booked job (flat fee).
• Option B: 2% of monthly invoiced revenue (commission).
Google Maps API
Why do I need a Google Maps API key? OctopusPro relies on Google Maps services to …
• Turn customer addresses into GPS co-ordinates (Geocoding)
• Auto-complete addresses in booking forms (Places Autocomplete)
• Draw live maps, show field-worker locations and ETA updates (Maps JS API + Distance Matrix)
• Calculate travel time & mileage fees or free-radius surcharges (Distance Matrix API)
• Optimise multi-stop routes for crews (Route Optimization API) Starter & Established plans use OctopusPro’s shared key, so you don’t need to do anything.
Unlimited Users plan requires your own Google Maps API key because high-volume calls exceed shared limits.
Google gives every key a free usage allowance per API and automatic volume discounts once you grow.
Requires your own Google Maps API key
Branded Mobile App Add-on Branded Mobile App Add-on We can publish a fully branded version of the OctopusPro mobile app under your company name on the App Store and/or Google Play. The same app can be used by your customers, fieldworkers and admins—with your logo, colours, app icon and store listing. • Available with any plan • One-time build fee: US$2,500 per platform (iOS = $2,500, Android = $2,500) • No extra OctopusPro charges beyond your normal subscription • Apple/Google developer/store fees are paid directly to them, if applicable
Available as an Add-on
Customizable User Permissions Set up user permissions and access levels based on team member roles and responsibilities.
Universal Mobile Access Enable seamless and convenient management of your operations through a comprehensive mobile app for all users, including administrators and field workers, allowing access from any device.
Unlimited Booking Capability Schedule an unlimited number of service appointments and manage bookings with ease.
Manage Multiple Locations
Advanced Appointment Scheduling Enhance appointment scheduling and service booking management with a user-friendly interface that enables the addition of multiple services within a single booking, the scheduling of multiple appointments per service, and the assignment of different fieldworkers to individual appointments within each service.
Recurring Appointment Scheduling Automatically schedule repeat appointments for ongoing services or maintenance.
Client Booking Reminders Automatically send reminders to clients about upcoming appointments.
Fieldworker Arrival Notifications Notify clients when a fieldworker is on their way to the service location.
Fieldworker Availability and Scheduling Manage and track the availability and working hours of fieldworkers, including their service areas, radius of coverage, services provided, and time off, to optimize job assignments and ensure that the right worker is available when and where they are needed.
Built-in CRM System Manage customer relationships and interactions using a built-in CRM solution.
Comprehensive Customer Database Maintain a centralized customer database with contact information, service history, and preferences.
Dependent Management Maintain detailed records of customer dependents, such as vehicles, children, pets, or properties, ensuring tailored and efficient service delivery.
Asset & Equipment Management Easily track customer equipment, assets, properties, and service history. Record details such as model numbers, installation dates, warranty information, and past maintenance, enabling proactive scheduling and superior customer support.
Service History Tracking Keep track of past services and appointments for each client and maintain a comprehensive log of all modifications and updates to bookings, services, and appointments, allowing for easy tracking and analysis of client service history.
Customer Self-Service Portal Introducing a customer portal that enables clients to conveniently schedule appointments, review service history, handle account information, and access vital documents via our unified, branded Customer Portal on our website and social media platforms.
Social Media Integration & Booking Connect your Customer Portal directly to your Facebook page. Enable quick registration and login using Facebook and Google accounts, making it faster and easier for customers to engage. Increase your reach, capture more leads, and provide a convenient booking experience directly through social platforms.
Fieldworker App and Push Notifications Deliver personalized job requests, notifications, alerts, and updates to each fieldworker based on their individual assignments and schedule. Ensure seamless access and communication through both Android and iOS platforms.
Fieldworker Location Tracking Utilize GPS tracking to monitor fieldworkers' locations and movements in real-time, allowing for better coordination and dispatching.
Geofencing and GPS Tracking Utilize geofencing and GPS tracking to verify field workers' locations when they clock in and out, ensuring accurate timekeeping and preventing time fraud.
Fieldworker Ratings & Reviews Enable customers to rate and review the services provided by your fieldworkers. This feature fosters transparency, drives service quality improvements, and helps potential clients make informed decisions.
Google Reviews/Analytics & Meta Pixel integrations Google Reviews/Analytics & Meta Pixel integrations (plus Mailchimp, Facebook, etc.) Drop your GA4 Measurement ID and Meta Pixel code into the portal to track visits, leads, bookings, and payments—fueling smarter ad targeting, retargeting, and lookalike audiences. Surface Google Reviews on your portal for social proof, sync mailing lists with Mailchimp, and connect your Facebook page/Messenger for inquiries—all without custom code tweaks.
Time Tracking and Management Monitor and track field worker hours, breaks, and overtime for accurate payroll and project management.
Timesheet Management Track and manage field worker hours, breaks, and overtime with timesheets for accurate payroll and project management.
Fieldworker Payroll & Commission Management In addition to time tracking, OctopusPro includes tools to manage payments to field staff. Admins can set pay rates per service and track fieldworker earnings or commissions for jobs​. This internal “fieldworker payroll management” helps calculate contractor and fieldworker payouts (beyond just recording timecards).

Billing and Invoicing Streamline the billing and invoicing process with integrated features for efficient financial management.
Customer Billing Cycles Customer Billing Cycles & Subscriptions + Merge/lock multiple invoices Set billing cycles (weekly, monthly, etc.) to automatically consolidate a customer’s invoices into one payable bill. Merge related invoices, then lock them to freeze totals and prevent accidental edits; unlock only when you need to adjust or re-sync. Perfect for retainers, recurring services, or corporate accounts that want one statement per period.
Estimate and Quote Management Create, send, and manage estimates and quotes for prospective clients with ease.
Dynamic Pricing Automation Automatically calculate pricing based on service parameters, location, and other factors.
Secure Payment Collection Effortlessly collect payments from clients using integrated, secure payment processing options, including popular gateways such as Stripe, PayPal, and Square. OctopusPro's seamless integration ensures a smooth and secure transaction experience.
Deposit Management Enable users to request and track deposits from clients, ensuring that initial payments are collected before work begins.
Automated Invoice Generation Automatically generate and send invoices to clients upon service completion.
Client Discounts and Promotions Offer options for applying discounts, promotional codes, or special pricing to quotes and invoices based on predefined criteria or client-specific arrangements.
QuickBooks Sync / Integration Integrate with QuickBooks for streamlined financial management and accounting.
Xero Sync / Integration Connect with Xero to simplify financial management and accounting processes.
Tip Collection & Payout Management Streamline the management of tips and gratuities for fieldworkers with this comprehensive feature. Enable customers to easily add tips during payment, track fieldworker tip earnings, and distribute payouts efficiently. Ensure tax compliance and promote outstanding customer service while maintaining transparency in tip handling.
Expense Management Allow field workers to track and submit expenses directly within the platform, simplifying the reimbursement process.
Payment Integration Integrate your account with your preferred payment gateway provider, e.g., Stripe, Square, Authorize.net, WePay, eWay, PayPal, Payfast, Paytm, Tap
Lead Tracking and Management Capture, track, and convert leads into customers using an organized lead management system.
Lead Capture Form Integration Incorporating OctopusPro's inquiry widget / lead capture form into your website enhances customer engagement and streamlines inquiry management. Its user-friendly interface, customizable auto-responders, and automation features improve response times and satisfaction. Centralized platform management saves time and resources, allowing focus on other business aspects.
Lead funnel analytics & inquiry automations Lead funnel analytics & inquiry automations See exactly where inquiries drop off and which sources convert. Enable funnel analytics in Lead Management, then trigger automatic acknowledgements, follow‑ups, quote reminders or document/photo requests via email, SMS, WhatsApp or in‑app alerts. Clone or build rules, set precise schedules (daily/weekly/specific dates) and tweak as you go—every run is logged for review.
Intelligent Dispatch Management Optimize dispatching of field workers based on location, availability, and skillset.
Automated Job Management and Tracking Organize, track, and manage jobs from start to finish with real-time status updates.
Route Planning & Optimization OctopusPro supports mapping and route optimization via integration with Google Maps. This allows address autocompletion, live mapping, and optimized routing for fieldworkers​. Efficient route planning ensures minimal travel time between jobs, a feature not explicitly listed in the original features list.
Proximity-Based Scheduling OctopusPro helps schedulers assign jobs efficiently with features like the “Nearby Bookings Locator.” This tool finds bookings near a given job for smarter scheduling (clustering jobs by location)​. Such proximity scheduling enhances dispatch efficiency by reducing travel distances between jobs.
Project Coordination and Management Manage complex projects with multiple tasks and team members, ensuring timely completion.
Work Order Management Create, track, and manage work orders for efficient job completion and documentation.
Customizable Forms and Checklists Create and use customizable forms and checklists to ensure consistent service quality and documentation.
VOIP Integration Seamlessly integrate your field service management software with leading VOIP solutions like Twilio to enhance communication capabilities. Make and receive calls directly within the platform, track call history and analytics, and manage call routing and forwarding. This feature streamlines communication processes, improves customer service, and simplifies overall management.
Two-Way SMS Communication Send and receive text messages with clients and field workers for appointment reminders, updates, and other essential information, enabling efficient and interactive communication.
Click-to-Dial Functionality Enable one-click calling from within the software to easily contact clients and field workers.
Email Integration Seamlessly send emails directly from the software to clients and team members.
Customizable Communication Templates Create and manage a library of customizable email and SMS templates, as well as canned responses, tailored to your brand and specific scenarios. This feature ensures consistent messaging, enhances customer experience, and streamlines communication processes.
Automated Communication Triggers Efficiently automate the delivery of emails and SMS messages based on predefined triggers or events, such as appointment confirmations, reminders, or follow-ups. This feature saves time, reduces manual intervention, and improves overall customer communication management.
Mailing List Segmentation Create targeted mailing lists by segmenting customers based on various criteria, such as service history, location, or customer type, for more effective marketing campaigns.
Live Updates and Notifications Deliver real-time updates on job status, field worker locations, and other relevant information to all user roles, including administrators, field workers, and customers. Keep everyone informed through email, SMS, and in-app notifications, ensuring effective communication for both customers with the branded app and team members.
Fieldworker Job Notifications and Alerts Send real-time job notifications and alerts to field workers for efficient task management.
Google / Outlook Calendar Integration Sync appointments and schedules with Google & Outlook Calendar for seamless coordination.
Data Import and Export Easily import and export data for seamless integration with other systems or software.
Electronic Signature Capture electronic signatures from clients for service confirmation and documentation.
Inventory Control / Stock Management
Product Sales Management Easily manage the sale of products to customers, either independently or in conjunction with services, using your field service management software. Create and manage product catalogs, track inventory, and process orders and payments. This feature enables you to expand your offerings, boost revenue, and provide a comprehensive solution to your customers.
Gift Voucher Management Efficiently manage the creation, distribution, and redemption of gift vouchers within your field service management software. Offer customizable voucher designs and values, track voucher usage, and provide a seamless experience for customers to redeem vouchers for your services. This feature helps drive revenue, attract new customers, and enhance customer loyalty.
Contract & Agreement Management Efficiently manage contracts and agreements within your field service management software by allowing customers to sign quotes and invoices electronically. Streamline the process of creating, sending, and tracking legally binding documents, ensuring accuracy and compliance. This feature simplifies contract management, enhances customer experience, and reduces the time spent on administrative tasks.
Real-time Feedback Collection & Management Implement multiple channels for collecting customer feedback, such as surveys, emails, SMS, phone calls, or in-app messaging. Create customizable feedback forms tailored to your business requirements and the specific services provided, ensuring that relevant data is collected. Enable real-time feedback submission for customers, allowing them to share their thoughts and experiences immediately after service appointments.
Complaint and Issue Tracking Maintain a centralized system to log, track, and manage customer complaints and issues, making it easy for team members to access and monitor their progress.
Note and Attachment Management Organize and store notes and attachments related to jobs, projects, and customers.
Offline Functionality The OctopusPro fieldworker app works offline, allowing fieldworkers to access important information and update job status even without internet connectivity.
Customizable Reporting Generate custom reports to analyze business performance, identify trends, and track KPIs, helping to drive informed decision-making.
Workflow Automations Workflow Automations (email, SMS, WhatsApp & in-app) – schedule reminders, follow-ups & status updates Create unlimited time- or event-based automations to handle routine communications and tasks. Activate/deactivate defaults or build your own to send emails, SMS, WhatsApp or push notifications to customers, sub-customers, bill payers, fieldworkers or admins. Control frequency (daily/weekly/monthly/specific times), edit templates, run jobs on demand and audit everything in the Automations Log. Examples include quote/inquiry follow-ups, deposit and invoice reminders, next-service prompts, and fieldworker compliance nudges.
Open REST API & Webhooks Open REST API & Webhooks (Zapier/Make ready) – connect OctopusPro to any app Hook OctopusPro into your tech stack with our open REST API and outbound webhooks. Generate API keys and add ‘Developer Integrations’ from Settings › Company Settings › Integrations (API). Push or pull data for bookings, customers, invoices, payments and more, then trigger Zaps/Make scenarios or Power Automate flows on any event (quote sent, payment received, job status change, etc.). Build custom dashboards, sync sheets/CRMs, or fire Slack alerts—no vendor lock‑in.
Dashboards, Live Reports & Activity Logs Dashboards, Live Reports & Activity Logs Real‑time dashboards track bookings, technicians, payments and activity at a glance. Generate, filter and export live reports in seconds. Need proof of who did what? Activity Logs record every user login, booking change, invoice action and automation event—searchable, exportable and audit‑ready for ISO/client compliance.
Communication Logs (email, SMS, calls) & audit trail Communication Logs (email, SMS, calls) & audit trail OctopusPro auto‑logs every outbound email, SMS and platform call—complete with timestamps, outcomes, recordings/attachments—and links them to the right customer or fieldworker. Dedicated logs for each channel plus the User Activity Log (logins, edits, sends) give you a defensible audit trail for disputes and compliance.
24/7 Chat and Email Support OctopusPro offers round-the-clock chat and email support to assist users and address concerns.

All prices in USD

Pricing FAQs

Is OctopusPro available worldwide (USA, UK, Canada, Australia, New Zealand, India, Singapore, UAE, Saudi Arabia, South Africa, Germany, France, Italy, Spain, Netherlands, Ireland, Switzerland, Sweden, Norway, Denmark, Malaysia, Philippines, Indonesia, Japan, South Korea, Mexico, Brazil and more)?

Yes. OctopusPro is a 100% cloud-based field service management platform, so you can run it from any country with an internet connection. The system supports multiple currencies and tax types (USD, GBP, EUR, GST/VAT, etc.), multiple languages, and automatic time-zone handling, which lets global teams work in their local formats without extra setup.

If your country isn’t listed above, you can still sign up—there are no geographic restrictions.

What is included in the free trial?

The free trial gives you 14 days of access to all the features of the system and the field worker app. No credit card required. During or after your trial period, you can upgrade to the plan you wish to continue with.

If you missed the 14-day mark, you can still enter your credit card details, and access all data you entered during your trial.

Do I need to enter my credit card details to start the trial?

No, no credit card is needed to get started. You will have 14 days to set up your account before credit card details are required.

Do I need to select a plan before starting the trial?

No, you don’t need to select a plan yet. During the trial, you can test all features and the field worker app.

The only thing you won’t have access to is the branded customer-facing app, as this requires selecting the Corporate plan and requires setup time.

Can I upgrade my plan at any time?

Absolutely, you can manage your subscription within your account. You can upgrade at any time and it will be reflected in your invoice.

If you wish to downgrade your account, you can do this at the end of your current billing cycle, which is either monthly or annual.

Are there any commitments or penalties?

No. If you choose the monthly plan, you can cancel your subscription at any time, no penalties apply. If you choose the annual plan, you save 20% and pay for 12 months upfront.  

Do you offer 24/7 support?

Absolutely. 24/7 chat and email support is available as part of the Established and Corporate plans.

What if my team size changes?

Your team size might change over time or even frequently.

With OctopusPro, you pay for the number of users you have. If you subscribe to the monthly plan, you will be billed monthly for the number of users your account has each month.

If you subscribe to the annual plan, you pay upfront for the number of users your team has at that moment, and any added users will be added to your bill on a monthly basis.

Can I have several admin accounts?

Yes, if you select either the Established or Corporate plan, you can add an unlimited amount of admin accounts as well as field worker accounts.

What does a Fieldworker seat/account include in OctopusPro?

A Fieldworker seat gives each fieldworker/contractor their own login with all tools needed to accept, complete, and bill jobs in the field. Specifically, they can:

Access & login

  • Use the native iOS/Android app or a browser profile.
  • If someone is both an admin and a fieldworker, they can pick/switch roles at sign-in.

Job workflow tools

  • Accept or decline booking requests, then check in/out and record job details.
  • Upload photos, videos, and documents as job evidence.
  • Capture customer signatures on a touch canvas.
  • Generate invoices from quotes, take payments (and deposits/refunds where enabled).

Scheduling & availability features

  • Draw their own service area polygons or travel radius so they only receive nearby jobs.
  • Use Dynamic Real-Time Availability and, if they can’t attend, propose alternate slots via Reschedule Assist.

Location & travel billing

  • Start/stop a GPS mileage meter; distance and charges flow straight onto the invoice when that feature is enabled.

Time & payroll automation

  • GPS check-ins feed automated timesheets and payroll reports for admins.

Data capture & compliance

  • Complete any custom fields (forms, checklists, uploads, signatures) the business exposes to fieldworkers. Permissions are controlled by admins.

Everything above is included in a standard Fieldworker seat; admins can still fine-tune what each worker sees or can edit through permissions and feature flags.

I’m an owner-operator, how can I use OctopusPro to manage my business?

As an owner-operator, you can subscribe to the OctopusPro Starter Pack, which gives you both admin access and a field worker profile to log into the field worker app.

Accept jobs and communicate with your customers via the app as a worker, and manage the backend of your business using your admin account in the system.

Once you sign up, your account will automatically include a field worker ‘General [Business Name]’

Does OctopusPro provide a POS system?

Yes, OctopusPro applies POS functionalities such as payment collection, receipts via SMS and email, customer and sales data analysis, invoicing and fieldworker management.

Regarding the Unlimited Users plan – what do I pay, how are the Booking Fee or Commission calculated, and how do they show on my invoice?

1. What you always pay

  • Platform licence: $99 USD/month or $999 USD/year (covers unlimited admin + fieldworker seats, all core features, hosting & support).

2. Choose ONE usage model (applies only to Unlimited Users):

  • Booking Fee model: $1 USD per booked job. Counted when a booking is created and at least one fieldworker is assigned. Quotes, voided or deleted bookings are excluded.
  • Commission model: 2 % of the value of invoices created that month. Voided and deleted invoices are excluded; unpaid invoices still count until voided/deleted.

You can switch models anytime in Settings → Billing; the change starts next billing cycle.

3. How it appears on your invoice (example)

Unlimited Users Plan – Platform Licence            $99.00
Booked Jobs (245 x $1)                             $245.00
-- OR --
Revenue Commission (2% of $47,850 invoiced)        $957.00

4. During the 14-day trial
Platform fee and usage fees are waived (charged at $0) so you can test freely.

5. Third-party services

  • Google Maps API: On Unlimited, you use your own key. Google gives a generous free monthly quota per API; you only pay Google if you exceed it.
  • Twilio SMS/Voice: Billed directly by Twilio on their pay-as-you-go rates.

6. Caps & “unlimited”
No cap on user seats. Storage and API usage follow a fair-use policy (99 % of customers never hit it).

7. Where to review & export charges
All items appear in your OctopusPro invoice PDF/CSV and the Billing History screen for easy reconciliation with Xero/QuickBooks.

Can I switch between Booking-Fee and Commission later (Unlimited Users plan only)?

Yes—toggle the “Usage Model” selector in Settings › Billing. The new model starts on your next invoice, mirroring the flexibility Stripe gives for usage-based subscriptions.

Does the $99 platform licence on the Unlimited Users plan cover Google Maps API usage?

Short answer – No. The $99 fee is the platform licence for OctopusPro; Google bills you separately for any Maps, Routes or Places requests your own API key makes. But most customers never pay until they grow, because Google now includes a sizeable free-usage allowance and automatic volume discounts.

Why you still need your own key
Unlimited Users accounts can generate tens of thousands of geocode, distance-matrix and route-optimisation calls each month. That volume would breach the limits of OctopusPro’s shared corporate key, so Google requires you to run on a private key tied to your own Cloud Billing account (Google for Developers, Google for Developers).

How the new free tier works (March 2025 update)
Google replaced the old flat “$200 monthly credit” with per-API free buckets worth up to US $3,250 in calls every month. Example allowances:

API Free events / month Typical OctopusPro use
Routes API (new Distance Matrix) 40 000 basic route requests Travel-time & mileage fees
Geocoding 15 000 look-ups Converting service addresses to GPS
Places Autocomplete 11 000 sessions Fast address entry in booking forms

If you stay below those caps Google charges $0. When you exceed them, pricing slides down tiered bands—for instance Routes API starts at US $0.005 per event, then drops by 20 – 40 % in higher bands. That means costs scale predictably with your booking volume and can fall as you grow.

How to estimate spend

  1. Open Google’s interactive pricing calculator and enter your projected monthly request counts (Google Maps Platform).
  2. Factor in OctopusPro job volume: each booked job usually triggers one geocode, one autocomplete and one distance-matrix event.
  3. The calculator shows the bill after free allowances and volume discounts, so you’ll see “$0” when under quota.

Good to know

  • All plans get the same Google discounts; nothing extra to buy from OctopusPro.
  • You can set budget alerts in Google Cloud to avoid surprises (Google for Developers).
  • Starter and Established plans do not need a private key—your calls ride on OctopusPro’s pooled allowance, which comfortably covers typical SME usage.

So, while the $99 licence doesn’t include Google Maps fees, Google’s expanded free tier means most Unlimited Users customers run at zero or very low mapping cost until they reach serious scale—and even then, tiered pricing keeps your per-booking map spend tiny.

What is the OctopusPro Branded Mobile App, who can use it, and what does it cost?

The Branded Mobile App is a fully white-labelled version of OctopusPro published under your company name in the Apple App Store and Google Play. It puts your logo, colours and copy in front of customers, while giving your team the same powerful job-management tools on mobile. (OctopusPro Branded App)

Who uses it & what they can do

  • Customers book, confirm/cancel/reschedule, pay invoices, upload photos, receive in app push notifications, and track your fieldworker’s arrival in real time.
  • Fieldworkers accept/decline jobs, manage availability, get directions, complete checklists, capture signatures, upload media, and raise invoices/take payments on-site.
  • Office/Admin staff monitor locations and progress, auto-send emails/SMS, set specials/seasonal pricing, and pull reports—everything stays synced with the web back office.

Brand & growth benefits
You gain app-store visibility, 24/7 self-service booking, push-style promos (deals, coupons, loyalty), and tighter customer retention—exactly why OctopusPro positions the app as a sales and engagement driver.

Cost & availability

  • Available with any plan.
  • One-time build fee: US$2,500 per platform (iOS and/or Android). No ongoing OctopusPro charges beyond your normal subscription.

Process
OctopusPro handles the build, branding and store submission; you provide brand assets and approve the final listing. Updates to the core app roll out to your branded version as they’re released.

Want it? contact OctopusPro support team to get started.

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