Octexo for Field Service

From first call to paid invoice, with every technician in sync.

When your team works on site, the office needs to know who is where, which jobs are done and what still needs invoicing. Octexo FieldOps connects leads, technicians and billing in one dashboard.

Book a free demo See the solution

One family of products, one connected platform

OctexoOC 360 OctexoOC Finance OctexoOC Lead OctexoOC Legal OctexoOC Inventory OctexoOC Travel OctexoOC Campus OctexoOC Retail

The challenge

We know what slows
field service down.

Leads lost to missed calls

Enquiries end up on sticky notes and never get a quote.

Dispatch by phone

Technicians call in to ask where to go next.

Status is a mystery

Nobody knows if a job is finished until someone calls back.

Late invoicing

Work done this week is billed next week, or forgotten.

The Octexo solution

Your stack for
Field Service & Installers.

OC Lead

Inquiries, technician assignment, invoicing and payment tracking.

Lead Management
Client Management
Customer Portal

OC Finance

Payments, expenses and financial reports.

Chart of Accounts
Expenses
Cash in Hand

OC Inventory

Track parts and materials with purchases and low stock alerts.

Product Catalogue
Stock Levels
Purchases

A day with Octexo

What a normal day
starts to look like.

8:00

Jobs assigned

Each technician sees their day in one view.

10:30

New lead booked

An enquiry becomes a scheduled job in minutes.

13:00

Status from site

The technician marks the job complete.

13:05

Invoice sent

The finished job becomes an invoice instantly.

What changes

Less chasing.
More running the business.

Lead follow-upEvery enquiry tracked

DispatchSeconds, not phone calls

Job statusLive from site

InvoicingSame day

Questions

Good questions.
Straight answers.

Yes. They see assigned jobs and update status from the field.

Yes. Leads become quotes, quotes become jobs, jobs become invoices.

Most teams are live within days. We help import your data, set up users and roles, and train your team.

Yes. Fields, stages, roles and workflows can be tailored to how your business already works.

It depends on your team size and the products you need. Book a demo for a clear quote.

Every product uses modern authentication, encrypted connections, role-based access and activity logs.

Book a demo

See Octexo for Field Service & Installers
with your own data.

Tell us a little about your business and we will walk you through how Octexo for Field Service & Installers fits the way you already work. No pressure, no hard sell.

01You tell us about your business and what slows you down.
02We get back to you to understand your workflow.
03You see a tailored walkthrough and decide at your own pace.

Other industries

Explore more
solutions.

All solutions

Small & Growing Businesses

One connected system for sales, operations and finance as you grow.

Law Firms & Legal Teams

Hearings, audit files, matters and firm activity, organised.

Print Shops & Signage

Quotes, job tickets and a live production board for printers.

Ecommerce & Shopify Brands

Connect your Shopify store to your CRM, stock and books.

Retail & Distribution

Inventory, orders, suppliers and customers across locations.

Manufacturing

Orders, materials, suppliers and production visibility.

Healthcare & Clinics

Patient records, appointments and billing, connected.

Education & Training

Admissions, fees, staff and communication in one place.

All products

From first call to paid invoice, with every technician in sync.