🤖 Octavio, AI-Assisted
Automate Your Business,
More Bookings, More Cash
Simplify the process for you and your customers. Octavio helps with quoting, scheduling, invoicing, and getting paid—all in one place.
Client Management
Provide your clients with a personalized experience by maintaining records of all their projects, thus building stronger and more meaningful relationships.
- Make your clients feel truly valued.
- Keep project history organized and accessible.
- Make your home professional business more efficient and keep your clients happier
Book Appointments Fast
Your time is valuable! Let Octavio auto-respond to your leads and book appointments for you.
- Octavio can answer questions about your team's schedule and availability
- Octavio will automatically send appointment reminders to your clients on your behalf
- Octavio can learn to answer questions about the services your team offers
Dispatching Calendar
Streamline your scheduling process with a single, robust tool. Our user-friendly calendar will display all the open time slots and accessible technical staff members suitable for your specific appointment type.
- Effortlessly Manage and Dispatch with Octavio Mobile
- Keep track of completed, current and upcoming appointments
- Customize addresses and easily dispatch your staff to jobs
Automatic Reminders
Save the time and hassle of sending appointment reminders. Let Octavio keep clients up-to-date with their bookings instead.
- One centralized dashboard
- Track the status of current & upcoming appointments
- Customize addresses and Dispatch Techs easily
What Industry do you work in?
Fear no more. We support all trades.
House Cleaning Services
Lawn Services
Plumbing Services
Handyman Services
HVAC Services
Other Contractor Services
Receive Payments
Octavio makes getting paid easy and safe. Now your business can accept payments online.
- Collect deposits at the time of booking and process client payments online or in-person
- Track the status of current & upcoming payments
- Secure Payments: Safely collect payments via an invoice link
Tech Staff (your team)
Manage your team more efficiently by optimizing scheduling, seamlessly linking staff availability and services. No more juggling schedules in your head, giving you more time to focus on what truly matters—growing your business.
- Customize your teams weekly schedules to fit your unique needs making tech management a breeze
- Effortlessly assign services to your staff and dispatch techs easily
Invoices
Full-service invoicing software that simplifies your payment processes and speeds up your cash flow
- Octavio automatically generates fully detailed customer invoices in seconds
- Stop chasing payments. Allow Octavio to follow-up and remind customers to pay off any outstanding invoices by automatically sending customized emails or text messages.
- Remove the chances of miscommunication and time delays by ensuring your customers receive all invoices digitally over email or text
Inventory
Keep all your inventory in one place. An easy way to manage your product quantities and ensure your teams are adequately stocked for upcoming projects
- Search and add your services and products
- Add images, prices, costs and more
- Keep track of your sales data
