OctopusPro
by OctopusPro
White-labeled customer booking portal with geo-pricing zones, social login, and real-time technician tracking for HVAC contractors.
Highlights
Capabilities
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 6.0
Features 7.6
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
94 features confirmed across
15categories· Showing confirmed capabilities only
Invoicing & Payments19features
InvoicingInvoicingPayment ProcessingElectronic PaymentsAutomated Payment ApprovalsAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsBulk Contractor Payment File Generation (ABA, NACHA, SEPA)Customizable Credit NotesDeposit And Milestone PaymentsDigital Receipt Generation
Show 11 more
Online Account Management for Payments and StatementsStripe Connect Split Payments for Contractor PayoutsWithhold Payment Controls for Contractor PayoutsApple 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 & Customization13features
Data ExportData exportCustom FieldsCustomizable FieldsCustom TemplatesCustomizable TemplatesData ImportData Import/ExportDocument ManagementFile StorageScheduling, Dispatch, And Project Management IntegrationMulti-Language SupportMulti-language supportMulti-LocationMulti-location support
Show 5 more
Approval ManagementRefund approval workflowThird-Party IntegrationSync customers & contacts between OctopusPro and accounting fileRole-Based Access ControlCustomizable User PermissionsCustom BrandingCustomizationAudit TrailCommunication Logs (email, SMS, calls) & audit trail
Scheduling & Dispatch11features
Work OrdersWork Order ManagementDispatchingDispatch ManagementSchedulingMaintenance SchedulingOnline BookingOnline BookingProject ManagementTask ManagementReal Time Job Tracking with Maps and PhotosAutomated Booking TriggersEstimated Time of Arrival (ETA) Generation
Show 3 more
Job Management and BillingReal Time Job Status Updates and NotificationsRecurring Job Scheduling
CRM & Sales11features
CRMCustomer relationship management (CRM)Lead ManagementJob managementMarketing ToolsMarketing AutomationContact Information SynchronizationCustomer Loyalty ProgramClient Discounts and PromotionsContract ManagementContract & Agreement ManagementAdvanced Audience SegmentationCentralized Contact Database
Show 3 more
Ratings And ReviewsContact Record CreationPartner Management
Customer Communication7features
Client PortalCustomer portalNotificationsPush NotificationsEmail IntegrationEmail IntegrationSMS MessagingSMS MessagingCentralized Multi-Channel CommunicationCustomer Service PortalChat and Email Support
Technician Management7features
ChecklistsChecklistsStaff Attendance Tracking with Selfie, Timestamp, and Geo LocationAgent ScorecardsFieldworker Ratings & ReviewsReal Time Performance FeedbackTip ManagementTime TrackingTime Tracking and ManagementCommission TrackingWorker commissions and pay splits calculation
Accounting Integration7features
Accounting IntegrationAccounting IntegrationAutomatic Mapping of QBO and Xero Clients with Grow and PaymentsAccounts PayableContractor invoice submission via appAccounts ReceivableOverdue invoice reminders and accounts receivable trackingAutomated GL CodingOne-Click QuickBooks SyncW-9 and 1099 Management
Mobile & Field Tools6features
Offline ModeOffline FunctionalityDigital SignaturesElectronic SignatureMobile Refund RequestsField Note and Attachment ManagementMobile Worker Access from One DeviceTechnician Mobile App
Fleet & GPS Management3features
GPS TrackingLocation TrackingGeofencingGeofencingGIS RoutingRoute Planning & Optimization
Equipment & Asset Management3features
Equipment TrackingEquipment TrackingAsset ManagementAsset & Equipment ManagementAlertsComplaint and Issue Tracking
Estimating & Quoting2features
Quoting & EstimatesEstimatingAdjustable Pricing Factors
Reporting & Analytics2features
ReportingAdvanced reportsAnalyticsReal-Time Data
Inventory Management1feature
Inventory ManagementInventory Control / Stock Management
Compliance & Safety1feature
Incident Tracking
AI & Automation1feature
Automation RulesWorkflow Automations
Integrations 11 across 4 categories
Marketing 4
Apple App Store
Facebook Facebook
Google Reviews
Mailchimp
Mailchimp
Payment Processing 3
PayPal Native
Square Native
Stripe Native
Accounting 2
QuickBooks Online Native
Xero Native
Productivity 2
Google Maps
Microsoft 365
Pricing
- Model
- Subscription
- Starting at
- Contact for pricing
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