Benefits
Job Scheduling & Dispatching
Real-time job scheduling based on skills, location, & availability
GPS Tracking & Route Optimization
Real-time technician location tracking, route optimisation for efficient job delivery
Mobile App for Field Technicians
Access to job details, maps, checklists, and documents with an ability to capture photos, notes, and signatures on-site
Quoting, Invoicing & Payments
Generate quotes & invoices on-site, accept digital payments. Simplified Tax calculations & integration with popular accounting softwares
Digital Forms & Checklists
Customisable inspection, safety & compliance forms backed by predefined workflows and logic-based checklists. Audit trails and digital sign-offs
Work Order Management
Centralised system for creating, assigning, and tracking jobs, recurring job support & SLA enforcement, work order history and attachments
Customer Communication & Self-Service
Automated SMS/email notifications for booking, arrival, or delays, Customer portals for job requests, tracking, and document access, Real-time ETA and technician profiles
Inventory & Asset Management
Track parts, tools, serialised stock & equipment in real-time, Link inventory to specific jobs or technicians, Automated low-stock alerts and supplier integration
Turn chaos into clarity with Octozy.
CRM, AMS, CMS, eCommerce, ERP and Mobile offerings- Deliver support across the platform for users and customers alike.
- Manage contacts, preferences, orders, accounts, payments, and support cases
- Track business KPIs and Productivity.
- Create custom dashboards and reports
Maintain an up-to-date directory of all stakeholders, manage contact information at your fingertips, sign contracts, assign jobs, schedule proximity-based on-field jobs allocation, and facilitate critical alerts.
Create contacts segmentation using tags, facilitate skill matching, and tag-based search to find the information across your database on the fly.
Send automated and ad hoc notifications to customers and staff with timely information. Drive onsite sales, service, and time-based billing, with a seamless accounts receivable module to complete the process flow.
Manage jobs, schedules, allocation, and order of fulfillment. Drive resource value based on route optimisation for the jobs allocated.