How OctopusCRM Works
From Job Site to Bank Account
Designed for real-world trade environments. No complicated software, no evening paperwork—just a sleek, 4-step workflow on your smartphone.
Pull Up Job Details On Site
Create or load customer profiles in seconds directly from your phone
Select existing clients or quickly add new job details on site. Input labor hours, parts used, fixed service rates, or emergency callout fees using pre-saved pricing templates.
- ✓Pre-loaded materials and standard hourly rates
- ✓Attach site photos or equipment serial numbers
- ✓Auto-calculate totals including VAT options
Hand Phone to Client for E-Sign-Off
Capture legally binding touchscreen signatures right at the job site
Present the completed job summary to the customer on your phone or tablet screen. The client signs directly with their finger or stylus, acknowledging satisfactory completion.
- ✓Timestamped & GPS-tagged sign-off records
- ✓Instant legal waiver verification to prevent disputes
- ✓Locks job sheet parameters immediately upon sign-off
I confirm the services listed above were completed satisfactorily.
Instant PDF Invoice Dispatch
Generate and email branded invoices before walking back to your van
The moment the customer signs, OctopusCRM formats a clean, branded PDF invoice complete with your business logo, payment terms, and bank details, dispatching it via SMS or Email.
- ✓Personalised company logo and colors applied automatically
- ✓Delivered instantly to client email and mobile SMS
- ✓Download or print physical copies anytime
Collect Payment & Sync Ledger
Get paid on the spot with integrated card and contactless payments
Allow customers to pay instantly using the embedded Stripe payment link. Accept credit cards, Apple Pay, or bank transfers right at the doorstep, completely eliminating late payment chasing.
- ✓Integrated Stripe checkout with Apple Pay / Google Pay
- ✓Automatic receipt confirmation sent to client
- ✓Real-time status tracking in your TradeMate portal
Transform Your On-Site Workflow
Start taking signatures and issuing invoices from your smartphone today.
Start Free 14-Day Trial Now