Close Jobs & Get Paid
Directly On Site
Stop losing hours every week chasing paper sign-offs and late invoices. OctopusCRM turns your mobile phone into an instant job completion terminal—capture legally binding customer signatures, issue instant invoices, and take payments before you step off the job.
Why Trade Pros Switch to OctopusCRM
Traditional admin eats away your evenings and weekend hours. Here is how OctopusCRM changes the game.
Paper Job Sheets & Chasing Money
- • Messy paper forms lost or damaged in vans.
- • Hours spent creating manual invoices at home after long workdays.
- • Clients delaying payment for weeks due to unconfirmed verbal quotes.
- • Zero proof of sign-off if a customer disputes completed work.
Instant Mobile Sign-off & Billing
- ✓ Present digital job summaries directly on your smartphone.
- ✓ Capture customer e-signatures on touchscreen in seconds.
- ✓ Automatically generate & email professional PDF receipts instantly.
- ✓ Collect deposit or full payments on the spot with integrated Stripe.
Get Paid in 3 Simple Steps
Pull Up Job Details
Select customer details, add line items for parts and labor, and present the final breakdown on your phone screen.
Capture E-Signature
Hand your device to the client to capture their legal e-signature. Timestamped and locked to prevent disputes.
Auto-Invoice & Pay
OctopusCRM automatically dispatches a branded PDF invoice and payment link straight to the client's inbox or SMS.
Trusted Across Every Trade Industry
Simple, Transparent Pricing
Choose direct trade worker plans or agency reseller white-label packages.
For sole traders and independent contractors managing on-site quotes, job sheets, and e-signatures.
- ✓ On-Site Job Management & Quoting
- ✓ Touchscreen Customer E-Signatures
- ✓ GPS & Timestamp Audit Logs
- ✓ Mobile Browser & Tablet Optimised
Built for busy trade pros who want on-site card payment terminals and automated invoice chasers.
- ✓ Everything in Solo Trade, plus:
- ✓ On-Site Card Payments (Stripe, Apple/Google Pay)
- ✓ SMS & Email Payment Link Dispatch
- ✓ Automated Late Payment Reminders (Chasers)
For growing trade crews and field contractors managing multiple technicians and central office admin.
- ✓ Everything in Pro Trade, plus:
- ✓ Includes Up to 10 Field Tech Licenses
- ✓ Job Dispatching & Calendar Scheduling
- ✓ 1-Click Accounting Sync (Xero, QuickBooks)
- ✓ Multi-Van Fleet Revenue Dashboard
Frequently Asked Questions
Have questions before starting? We have answers.
Do my clients need to install an app to sign?
No! Your clients simply sign directly on your screen or click a secure link sent to their phone via email or SMS.
Are e-signatures captured on site legally binding?
Yes, all e-signatures captured through OctopusCRM include timestamps, IP logging, and client sign-off audit records that comply with electronic signature regulations.
Can I use OctopusCRM on my iPhone or Android device?
Yes, the TradeMate Portal is fully responsive and optimized for mobile browsers across all mobile phones, tablets, and desktop computers.
How long does setup take?
Under 2 minutes. Sign up, enter your business name and logo, and you are ready to issue your first on-site sign-off immediately.
Ready to Reclaim Your Evenings?
Join hundreds of trade professionals closing jobs faster and getting paid on site today.
Start Free 14-Day Trial Now