Easy to use, covers every aspect of our business from lead management to quote and booking to invoice and payment management.
Capterra
This is a very easy-to-use platform, easy to train and implement.
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
Need to be able to edit the booking windows.
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
Sensitive content was the best thing that SERA has. She is the best and made a very difficult transition much better.
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
I disliked that the job summary from previous work down prior to Sera was not available.
GetApp
Easy to use, covers every aspect of our business from lead management to quote and booking to invoice and payment management.
Software Advice
It is so easy to use and easy to navigate. I love NOT having to map and consolidate jobs, that Sera does it for you!
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
I do not like that info didn't carry over from old system, so we are still using the old system and working out of both is not ideal and more time consuming.
Software Advice
offer a free trial and also many premium plans who fix for small and big teams as well, the starting price is very ship, so you do not need to pay a big amount of many per month for 1 to 5 users, octopuspro also counts with an integrated payment system, very easy to set up
G2
Support staff is great. System is easy to use. Accessible from the desktop to tablets to cell phones. Zapier triggers are great - need more.
G2
The process of setup takes a little more longer, there are so many advanced features and that is why it takes so much time to configure it, about the calendar we are very satisfied about it, but we could be better is they could add a drag and drop function to it
G2
There is no published roadmap. We don't know if we should invest in developing external (or connected) functionality or not. It would help to have a report writer to develop custom reports.
G2
