Audyense
OctopusPro
Sales & CRM · octopuspro.com
Overview
OctopusPro is a cloud-based service management platform for mobile and field service businesses, combining lead capture, quoting, bookings, dispatch, a fieldworker mobile app, invoicing, payments and customer CRM in one system. It serves trades, home services, cleaning, wellness and other mobile-service businesses running single or multi-branch operations. The platform emphasizes automation of scheduling, reminders, invoicing and customer communication to reduce administrative overhead.
The problem OctopusPro solves
Field service businesses juggling bookings, dispatch, invoicing and customer communication across spreadsheets or disconnected tools face scheduling errors, missed follow-ups and slow payment collection. OctopusPro addresses this by centralizing job assignment, a fieldworker mobile app, automated reminders/invoicing, and multiple payment gateways in one platform, though buyers should budget time for onboarding given the reported learning curve.
Decision context
Use these points to test whether the product fits your operation, not just whether it has a long feature list.
- Published starting price: $36 per month (Starter plan, 1 admin + 1 fieldworker seat). Confirm user, usage, and feature limits for the plan you would actually buy.
- Deployment: cloud. Check security, data-residency, and access requirements for every team that will use it.
- Verified integrations include Xero, QuickBooks Online, Stripe, PayPal (Braintree), Square, Checkout.com. Validate sync direction and plan limits for the connections that matter.
- A last-checked date is not recorded; confirm current details directly with the vendor.
How to evaluate OctopusPro
A listing helps create a shortlist; a trial with the team’s real workflow decides whether the tool fits. Use this reading with the structured facts and confirm changes with the vendor.
Workflow fit
The record describes it as a fit for Mobile and field service businesses (trades, cleaning, pest control, wellness, mobile mechanics) needing scheduling, dispatch and CRM in one tool, Growing service teams that need to manage multiple branches, fieldworkers and contractors from a central system, Businesses wanting automated customer-facing communication (reminders, quotes, invoices) plus online payment collection. Check that this context matches the volume, roles, and processes your team needs it to support.
Pilot questions
- Can OctopusPro complete the critical workflow without manual work outside the product?
- Do the recorded connections (Xero, QuickBooks Online, Stripe, PayPal (Braintree)) support the sync direction, permissions, and volume we need?
- What user, usage, storage, support, or security limits appear after the headline starting price?
Evidence and freshness
This record does not have a recorded check date. Confirm pricing, features, security, and support directly before buying.
Best for
- Mobile and field service businesses (trades, cleaning, pest control, wellness, mobile mechanics) needing scheduling, dispatch and CRM in one tool
- Growing service teams that need to manage multiple branches, fieldworkers and contractors from a central system
- Businesses wanting automated customer-facing communication (reminders, quotes, invoices) plus online payment collection
Not a fit if
- Office-based B2B sales teams with no field/dispatch component looking for a pure sales-pipeline CRM
- Very small solo operators who may find the breadth of features and monthly seat costs more than they need
Why it’s listed
- Combines CRM, scheduling/dispatch, invoicing and payments in a single cloud platform for field service businesses
- Long-operating vendor (founded 2009) with a real paying customer base and independent reviews on Capterra and G2
- Strong automation of quote follow-up, booking reminders, invoicing and customer communication
Pricing
Starter
$36 per month, 1 admin + 1 fieldworker seatFor owner-operators; no per-booking usage fees.
- 1 admin + 1 fieldworker seat
- No per-booking usage fees
- Shared Google Maps API key included
- Core scheduling, invoicing and CRM tools
Established
$60 per admin seat/month, plus $6/mo per fieldworker seatMost popular plan for growing teams with unlimited users and no booking usage fees.
- Unlimited users
- $6/month per additional fieldworker seat
- No booking-volume usage fees
- Shared Google Maps API key included
Unlimited Users
$99 per month flat platform fee, plus usage feesFor large crews and contractor networks; usage-based fees apply on top of the flat platform fee.
- Unlimited admin and fieldworker seats
- Usage fee of $1 per booked job or 2% of invoiced revenue
- Requires own Google Maps API key
- Built for large crews and contractor networks
Features
Integrations
Pros & cons
Pros
- Automates job assignment, invoicing, reminders and quote follow-up, saving admin time
- Combines CRM, field dispatch, and payments into a single connected platform
- Responsive, well-regarded customer support per multiple reviewers
- Fieldworker mobile app lets techs manage jobs, forms, signatures and payments from the field
- Flexible payment gateway support (Stripe, Square, PayPal/Braintree, Checkout.com, Authorize.Net, and more)
Cons
- Interface has a learning curve for new users due to the breadth of features
- Some users want more native third-party integrations beyond the current set
- At least one detailed negative review cites billing/subscription errors
- Mobile interface could be more approachable for less tech-savvy field staff
What we found
Reviewers on Capterra and G2 consistently praise the automation of job assignment, invoicing and reminders and the all-in-one CRM plus dispatch workflow, while some note a learning curve with the interface and want more third-party integrations.
Ratings and review counts come from public review platforms. We link to the original source and keep the underlying review text out of this profile.
User reviews
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