- Industries
- Trades, construction
A sample day
Trades, construction
From signed quote to invoice, from job site to call-out, the business follows its crews in the field and at the office.
A day with Octyo
The moments Octyo helps, from opening to closing time.
- Projects & tasks
Checking in on the job
The site manager opens the villa project: tasks by trade, milestones and budget used so far. He assigns the window fitting to a crew leader, due Thursday.
- Field service
An urgent call-out
A customer reports a leak. An urgent work order is created and dropped into a technician’s day; the customer gets an email when the technician sets off, with the estimated arrival time.
- Field service
Report signed on site
The technician records the parts fitted, takes photos and gets the report signed on his phone. The report goes to the customer, the parts leave the stock and a draft invoice is prepared.
- Fleet & equipment
Van deadlines
Fleet flags a van’s inspection and insurance renewal coming up this month. The garage visit is scheduled, and its cost will be added to the vehicle’s.
- Invoicing
The signed quote becomes an invoice
The kitchen customer accepts the quote online, signs it and pays the deposit. The deposit invoice is issued; at the end of the job, the balance will be invoiced with the deposit deducted.
- Timesheets
Today’s hours
Each tradesperson splits their hours between jobs from their phone. Once approved by the site manager, they feed into the time spent and the cost of each project.
- Purchasing
Materials for tomorrow
The site manager sends the builders’ merchant the purchase order for materials, as a PDF by email. The supplier confirms the delivery date online.
The industry pack
The first time you open Octyo, it suggests this industry’s pack, which you can find later in Studio. It prepares the following, and you adjust it your way.
- Categories: labour by the hour, materials by the m², equipment rental by the day, travel, waste
- CRM stages from first contact to site survey, costing and quote sent
- A Trade field on project tasks: structural work, electrical, plumbing, finishes…
- Site survey and Quote appointment services, plus an opening line for quotes
- A reminder of required mentions: decennial insurance in France and overseas, RBQ licence in Quebec
The apps for this industry
Highlighted in your Octyo when you choose this industry. The others stay one click away.
Other industries
- Restaurant, barFrom the lunch rush to the evening close, the dining room, the kitchen and the team work from the same tools.See the day
- Bakery, pastry shopFrom the bakehouse to the counter, sales, stock and the team are tracked in one place from the early hours.See the day
- Retail shopIn store and online: one stock, one loyalty card and one customer list.See the day
- Online storeFrom paid order to delivered parcel, each step passes from one app to the next with no retyping.See the day
- Business servicesFrom the first meeting to invoicing the time spent, the engagement runs without switching tools.See the day
- Beauty, hairdressingOnline bookings, checkout, products and the team schedule: the salon runs on a single tool.See the day
- Health, wellnessSessions, classes and memberships are booked, paid for and invoiced in one place.See the day
- Animal careOwner appointments, clinic stock and counter sales are managed together.See the day
- Hotels, lodgingFrom the morning handover to a seminar enquiry, the team and group stays are managed in one place.See the day
- Transport, deliveryRoutes, vehicles, proof of delivery and driver hours are tracked from the depot to the invoice.See the day
- Non-profit, clubMemberships, dues, events and volunteers: the board and the volunteers work in one place.See the day
Your day, with Octyo.
The first time you open it, Octyo asks about your industry and highlights its apps. You start with one app, for free.
