Easy to use, covers every aspect of our business from lead management to quote and booking to invoice and payment management.
Capterra
Their team has been very collaborative and supportive during a challenging rollout process. The product itself offers a seamless cloud experience while providing a level of data visibility that our organization could have only dreamed of under prior ERPs.
Capterra
It was a little difficult to set up due to all the advanced features however we understand why, also sometimes it takes a few seconds to save bookings.
Capterra
Very little to report on the con side. Like all rollouts we have experienced so hiccups - but these are almost exclusively from our users not following the new process set for them during the rollout.
Capterra
OctopusPro makes it extremely easy to manage our staff, customers, bookings, invoicing, payments, sales campaigns and a whole lot more. Our entire team are very impressed. OctopusPro really has too many features to mention in this review. A few features to mention: - Technician AND customer facing app - Very helpful dashboard - Jobs status notification to clients - Ability for field workers to manage a job end to end (job check in, arrived onsite, work completed, accept payment), etc. - Very responsive Customer Service
GetApp
The ability to group items together for purposes of review...WO's, projects, etc. Helps to get an overall picture.
GetApp
It was a little difficult to set up due to all the advanced features however we understand why, also sometimes it takes a few seconds to save bookings.
GetApp
Some of the titles are interchangeable within different forms which makes it a little bit more challenging to define specific titles...Customer/account are used interchangeably in different forms, but what customer means in one form does not mean the same in the other form. The platform is very open so there is lots of room for things to be reopened and changed. This makes it hard to lock down a point in time.
GetApp
Easy to use, covers every aspect of our business from lead management to quote and booking to invoice and payment management.
Software Advice
For me, the ability to download data is most important. I like the transparency of the system. We are able to see what is going on. The ease of processing paperwork with views and dashboards. FieldBoss allows us to improve our processes.
Software Advice
It was a little difficult to set up due to all the advanced features however we understand why, also sometimes it takes a few seconds to save bookings.
Software Advice
Would like to see more ability to build reports in FieldBoss instead of downloading into excel. Reports that have no short learning curve. The most difficult thing about FieldBoss is the learning curve. For someone who does not have their process well defined it can be complicated. The most difficult part of the integration is the data migration. You need to actually have data to migrate.
Software Advice
