OctopusPro's video: OctopusPro Demo - Contractor Field Service Management Software

OctopusPro Field Service Management (FSM) software enables businesses to manage all aspects of their field service and site based operations. This demo shows all key aspects of the solution including main dashboard, lead management of inquiries, scheduling bookings, allocating fieldworkers, managing and paying fieldworkers and their calendars, notifications and sms using the administrator role and the mobile app (iOS and Android), managing customers, taking payment at the customer’s premises or from the office, invoicing, logging feedback and complaints, job star satisfaction ratings, repeat bookings, GPS tracking, free and warranty based services delivery, customisation of forms and checklists, and integration with third party finance and marketing applications. For further information a free trial version is available or email Support. VIDEO TIMING AND CONTENT TABLE 0:00 Overview 1:15 Dashboard 2:00 Dashboard - Top Metric Bar 2:15 Support, Help and User Guides for Desktop and App 3:05 Notifications, SMS and Discussions 3:30 Google GSuite Integration for Calendar and Email 4:00 Discussion Board 4:40 Upcoming Jobs 5:15 SMS Messaging 9:24 Inquiries & Customer Web Widget 9:55 Inquiries - Adding Photos 10:19 Inquiries - Email & Notifications 11:15 Inquiries - Allocating Fieldworker With Nearest Booking Feature 13:26 Inquiry Conversion to a Booking 15:17 Booking Overview 17:21 Creating a New Inquiry, Estimate or Booking 21:17 Invoices 21:46 Payment Methods 23:03 Repeat Bookings 24:25 Booking Star Ratings 26:26 Fieldworkers 38:46 General Profile Calendar 40:00 Notifications, SMS, Discussions - Settings 41:37 Customers 43:33 Customer Properties 45:07 Feedback & Complaints 45:53 “Free Services” Provided Under Contract, Warranty or Insurance 46:51 Creating Custom Forms and Checklists 49:25 Integration with Third Party Applications - Quickbooks, Xero, GSuite, Mailchimp, Payments 50:24 Customer Portal & Branded Mobile Apps -- Manage leads, jobs, contractors, schedules, invoices and payments on your smartphone, tablet, or computer with Octopuspro. Take control over your growing team, wherever they are! Octopuspro is used across all mobile field service industries including cleaning, gardening, mowing, locksmiths, pool care, plumbing, antennas, dog washing, baby sitting, personal training, car detailing, removals, skip bins, private tutoring, security, painting, tiling, heating & cooling, solar system installations, pest control, or whatever it may be that your business offers as a service to it’s clients. Octopuspro is also ideal for real estate agents & builders to manage contractors. Create an App for the Service Industry Allow your customers to make and manage their own bookings, connect with your staff and track their arrival time, pay their invoices and manage disputes, and more. Lead Management Capture online leads and improve your conversion rates using Octopuspro's advanced lead filtering, qualification, distribution, nurturing, automation and reporting tools. Fleet & Workforce Management Keep your mobile workforce informed with easy access to their bookings and invoices using the App. Booking & Scheduling Manage bookings and appointments for your mobile workforce, and allow your customers to book online through your website or App. Integrate your account with Gmail and Google calendar. Invoicing & Quoting Create quotes and invoices in an instance and manage them with ease. Manage and receive online payments, automate your invoicing and quote reminders, and much more. Built-In CRM & Complaint Management Manage your customer lists, history, ratings and complaints. Import & export your lists and improve your relationships with the help of Octopuspro's advanced search and communication features. Live Reporting Log in online anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your business summary, including advanced sales, payment, customer and contractor reports. Integrated Accounting Octopuspro integrates with popular accounting packages like Xero & Quickbooks. Learn more about Octopuspro Field Service Management Software http://www.octopuspro.com Octopuspro is used by professionals across all industries such as: - Mobile Mechanic - Security Door Installation - Solar Panel Installation - Digging Services - Security & Protective Services - Commercial Painting Services - Swimming & Sports Catching - Property Conveyancing - Book Keeping & Accounts - Personal Training & Fitness - Carpentry & Handywork - Skip Bins & Rubbish Removal - Car Washing & Auto Detailing - Asbestos Removal - Pool Cleaning & Maintenance - Tile Cleaning - Tiling & Grout Repair Service - Window Washing - Plumbing & House Fitting - Lawn Mowing & Garden Care - Building Maintenance - Dog Walking Service Management - Termite & Pest Control - Antenna Installation - Catering & Food Delivery - Carpet Cleaning & Home Care - Babysitting & Child Care - Tutoring & Private Lessons - Emergency & Mobile Locksmith