OctopusPro

Name: OctopusPro
Author: OctopusPro

by OctopusPro

White-labeled customer booking portal with geo-pricing zones, social login, and real-time technician tracking for HVAC contractors.

5.6 Good See breakdown →

Highlights

93 Features 11 Integrations

Capabilities

Subscription Free Trial Mobile App

Buy from OctopusPro Visit website

Media

octopuspro.com

About This Product

OctopusPro provides a fully customizable, white-labeled customer portal where clients can generate quotes, place booking requests, view service history, manage accounts, and purchase gift vouchers. Features geo-pricing zones that auto-calculate rates by service area, social login via Facebook and Google, dynamic pricing automation, and proximity-based scheduling. Integrates with Stripe, PayPal, Square, Xero, and QuickBooks. Mobile-friendly portal can be embedded on websites and social media.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app: Available
Free trial: Yes
Free tier: No
Public API: Yes
Deployment: Cloud

FSH Score Breakdown

Ease of Use

6.5

Features

6.9

Support

5.0

Value

5.5

Integrations

8.0

AI Capabilities

1.5

Customer Reviews

Features

93 features confirmed across 15categories· Showing confirmed capabilities only

Invoicing & Payments19features

InvoicingInvoicingPayment ProcessingPayment Collection in the FieldAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsAutomatic invoice creation from quotes, bookings, and completed jobsOnline Account Management for Payments and StatementsOnline invoice payments via card and supported gatewaysDeposit And Milestone PaymentsDeposits and part-payments with balance due trackingCustomizable Credit NotesRefunds, adjustments, and credit notesBulk Contractor Payment File Generation (ABA, NACHA, SEPA)Digital Receipt Generation

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Stripe Connect Split Payments for Contractor PayoutsWithhold Payment Controls for Contractor PayoutsAutomated Payment ApprovalsAutomated receipts and payment confirmations via email/SMSApple Pay IntegrationCard on FilePrice BookSync services/items list to keep pricing and line items consistentPricebook SynchronizationBilling History Tracking per CustomerDeposit Collection For Job BookingVoucher Codes and PromotionsGift Card Management

Platform & Customization12features

Approval ManagementRefund Approval WorkflowCustom API AccessREST APIData ExportData exportCustom BrandingCustomizationCustom FieldsCustomizable FieldsData ImportData Import/ExportThird-Party IntegrationThird-Party IntegrationsScheduling, Dispatch, And Project Management Integration

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Multi-Language SupportMulti-language supportMulti-LocationMulti-location supportRole-Based Access ControlTeam permissions and access controlAudit TrailCommunication Logs (email, SMS, calls) & audit trail

CRM & Sales11features

CRMCustomer relationship management (CRM)Lead ManagementJob managementMarketing ToolsEmail MarketingContact Information SynchronizationCustomer Loyalty ProgramClient Discounts and PromotionsContract ManagementContract & Agreement ManagementAdvanced Audience SegmentationCentralized Contact Database

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Ratings And ReviewsContact Record CreationPartner Management

Scheduling & Dispatch10features

Work OrdersWork Order ManagementSchedulingJob SchedulingOnline BookingBooking formsScheduling OptimizationRoute Planning & OptimizationReal Time Job Tracking with Maps and PhotosAutomated Booking TriggersEstimated Time of Arrival (ETA) GenerationJob Management and Billing

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Real Time Job Status Updates and NotificationsRecurring Job Scheduling

Customer Communication8features

Client PortalCustomer portalNotificationsPush NotificationsEmail IntegrationEmail IntegrationVoIP Phone SystemVOIP IntegrationCentralized Multi-Channel CommunicationCustomer Service PortalChat and Email SupportAuto DialerClick-to-Dial Functionality

Accounting Integration8features

Accounts ReceivableOverdue invoice reminders and accounts receivable trackingAutomatic Mapping of QBO and Xero Clients with Grow and PaymentsTwo-way sync with Xero & QuickBooks OnlineAccounting IntegrationAccounting IntegrationAccounts PayableContractor invoice submission via appAutomated GL CodingOne-Click QuickBooks SyncW-9 and 1099 ManagementAutomated PayrollFieldworker Payroll & Commission Management

Mobile & Field Tools7features

Offline ModeOffline FunctionalityDigital FormsCustomizable Forms and ChecklistsDigital SignaturesElectronic SignatureMobile Refund RequestsTechnician Mobile AppCustom branded mobile appField Note and Attachment ManagementMobile Worker Access from One Device

Technician Management7features

Commission TrackingAutomated worker commission and pay split calculationsTime TrackingTimesheet ManagementStaff Attendance Tracking with Selfie, Timestamp, and Geo LocationAgent ScorecardsFieldworker Ratings & ReviewsReal Time Performance FeedbackTip ManagementGPS Check-insGPS check-ins for automatic time logging