We’re ready to assist you at every aspect of your company. How would you score each department right now?
At Octet, we help home service businesses run smarter and grow healthier by making the most of their systems and processes. We believe in being practical and real in our expectations. Not just tell, but show, others how to build from the inside out so one day they can do everything they learned without us.
Our Services Improve
The services we offer are fundamental to each aspect of your company.
Bring clarity and consistency to your business operations with customized SOP development. Our team works with you to document, structure, and standardize processes that fit your company’s unique workflows. From job intake to project completion, we create clear, step-by-step guides that empower your staff to perform with confidence and efficiency.
Transform the way your business operates by implementing smart data capture and analysis systems. We help you set up reliable methods to track the metrics that matter — from customer interactions to job performance and financial indicators. Our tailored approach ensures that the information flows seamlessly into dashboards and reports your team can actually use.
Elevate your sales performance with a streamlined, virtual-first approach designed for today’s market. We help you design and implement a sales process that moves prospects smoothly from first contact to closed deal — whether through phone, video calls, or digital platforms. Our expert guidance covers scripting, CRM integration, follow-up systems, and proposal delivery, ensuring your team has the tools and confidence to sell effectively online.
Streamline your operations and save time with our workflow optimization service. We'll fine-tune your Housecall Pro settings, create custom fields, and set up automation rules to eliminate repetitive tasks. From job scheduling to invoicing and follow-ups, we'll ensure your team leverages Housecall Pro's full potential to boost productivity and enhance customer service. Our optimization includes setting up dispatch boards, custom job types, and automated customer communications.
Take the guesswork out of pricing with a structured approach built around customized pricebooks. We work with you to develop clear, transparent pricing that reflects your true costs, desired margins, and market position. Our team sets up digital pricebooks that make it easy for your staff to quote consistently, reduce errors, and build trust with customers. We also integrate billing systems that align with your CRM or field service platform, ensuring every invoice is accurate and professional.
Build credibility and attract customers with a professional digital footprint tailored to your business. We help you establish and maintain an online presence that works across platforms — from your website and Google Business Profile to social media and review sites.
Empower your staff with comprehensive Housecall Pro training tailored to your business needs. Our expert-led sessions cover everything from basic navigation to advanced features, ensuring your team can confidently use the platform to its full capacity. We offer both initial training and ongoing support options, including regular check-ins, troubleshooting assistance, and guidance on new features, keeping your team up-to-date and maximizing your Housecall Pro investment.
Gain valuable insights to drive growth with our custom reporting and business intelligence service. We'll create tailored dashboards and reports in Housecall Pro that highlight your key performance indicators. Our analysis pinpoints areas for improvement, tracks progress over time, and provides actionable insights on technician performance, service profitability, and customer trends. We'll also set up automated reports to keep you informed without any extra effort.
Transform your business operations with our expert Housecall Pro setup service. We handle the entire implementation process, from initial account configuration to data migration and integration with your existing tools. Our team ensures a smooth transition, customizing Housecall Pro to fit your unique business needs and workflows, minimizing downtime and maximizing efficiency from day one.
Streamline your operations and save time with our workflow optimization service. We'll fine-tune your Housecall Pro settings, create custom fields, and set up automation rules to eliminate repetitive tasks. From job scheduling to invoicing and follow-ups, we'll ensure your team leverages Housecall Pro's full potential to boost productivity and enhance customer service. Our optimization includes setting up dispatch boards, custom job types, and automated customer communications.
Boost your profitability with our comprehensive pricebook and pricing strategy service. We'll structure your Housecall Pro pricebook for maximum efficiency, implementing tiered pricing, service bundles, and dynamic pricing strategies. Our data-driven approach analyzes your costs, market trends, and profit margins to create a pricing strategy that enhances your competitiveness and bottom line. We'll also set up the Flat Rate Pricing tool and configure material markups to ensure consistent profitability across all jobs.
Enhance your customer relationships and boost repeat business with our marketing and customer management optimization. We'll set up and fine-tune Housecall Pro's customer communication tools, including automated follow-ups, review requests, and targeted email campaigns. Our team will also optimize your customer database, set up tagging systems for effective segmentation, and implement strategies to increase customer retention and referrals, all within the Housecall Pro platform.
At Octet, we keep things simple and practical. We believe the best ideas come from thinking differently when there are constraints. Not just throwing a bunch of money at the goal and hoping it does what you want it to.
Transparency is at the root of everything we do at Octet, and that includes our work process. Here’s how we deliver results, step by step.
With a brief survey, we get to know your business tech infrastructure and how it will work for your future.
Now that we have a plan we need to execute, that means we need to get people up to speed or find someone that can get you where you need to be in the future.
Your business will grow, and we will be with you throughout.
At Octet, we work towards the goals you set on your scorecard. Sometimes we are growing a capability and sometimes we are in “wait and see” mode. Either way, we are here for you if things go bad or you need a quick pivot.
Just like a maintenance agreement. Designed for ongoing support or projects.
Just like a new construction project - you pay for what you want.
At Octet, we understand that every business has unique challenges and goals. Our pricing structure reflects this understanding, offering a range of packages designed to provide the right level of support for your specific situation.
Too many business owners waste money learning the hard way. Trial-and-error isn’t a growth strategy — it’s a tax on your time and resources. Octet helps you replace costly mistakes with insights that accelerate progress.
When staff performance dips, it’s usually not about effort — it’s about unclear processes. Without standard operating procedures, even good people struggle. Octet creates tailored SOPs that empower your team to perform consistently and confidently.
Businesses relying on gut feelings often bleed money without realizing it. Guesswork is expensive, but structured data tells you exactly where to focus. Octet builds systems that capture and translate data into clear, actionable decisions.
Disorganized customer data means missed opportunities and frustrated staff. A CRM that’s too complicated or poorly set up is no better than sticky notes. Octet configures and trains your team on a CRM that truly supports growth.
Even the best service can stall if the sales process is unclear or inconsistent. Prospects slip away when follow-ups lag or proposals lack structure. Octet designs a virtual sales process that keeps deals moving and revenue flowing.
Nothing erodes customer confidence faster than inconsistent quotes. When pricing isn’t clear, customers feel misled — and deals die. Octet builds pricebooks and billing systems that create transparency, consistency, and trust.
Hoping things work out isn’t a strategy. Without systems, your growth will always hit the ceiling of your personal bandwidth. Octet equips you with the processes, tools, and insights to scale with confidence.
