Creating an Account with OctopusPro (Admin Sign-Up & First-Time Setup)
Creating your OctopusPro account is the first step to setting up your business for scheduling, dispatching, job tracking, customer management (CRM), quotes, invoicing, payments, and team collaboration.
How it works: Your company account starts with an Admin user (usually the business owner, operations manager, or office admin). Once your email is verified, you can complete setup, then invite additional admin/office users and add fieldworkers (employees, subcontractors, technicians, crews).
Jump to: Overview | Create your account | Verify your email | Complete onboarding | Invite your team | Use the mobile apps | Get help | Troubleshooting | Next setup steps | FAQs
Overview: How account setup works
- Create an Admin account (the main login used to configure your company settings).
- Verify your email to activate the account.
- Complete onboarding (company info, services, service areas, and key workflow settings).
- Invite your team (office users + fieldworkers) and assign roles/permissions.
Step 1: Create your admin account (Free Trial)
Sign up using the OctopusPro free trial sign-up page:
https://admin.octopuspro.com/signup
What you’ll enter during sign-up:
- Company name (you can refine branding/trading details later)
- Email address (use an inbox you can access right away—verification is required)
- Password (must meet minimum security requirements)
- Country (used for regional defaults and formatting)
After submitting the form, OctopusPro creates your account and sends a verification email.
Step 2: Verify your email (Account activation)
Open the verification email from OctopusPro and click the activation link. Once verified, sign in here:
https://admin.octopuspro.com/login
If you don’t receive the verification email:
- Check your spam/junk folder.
- Search your inbox for “OctopusPro” or “activation”.
- If you use a corporate email server, ask your IT/admin to allow emails from OctopusPro.
Step 3: Complete the onboarding checklist (Initial configuration)
After logging in, you’ll be guided through onboarding to set up the essentials. Typical setup includes:
- Company profile (business details and branding basics)
- Service delivery setup (mobile/on-site, storefront/in-shop, or remote/virtual services)
- Service areas (suburbs/regions/coverage zones)
- Services catalogue (services, pricing, duration, options)
- Users and fieldworkers (invite office users and add fieldworkers)
- Test workflow (create a sample inquiry/quote/booking to confirm everything is configured correctly)
Tip: You don’t need everything perfect on day one—most settings can be updated anytime later.
Step 4: Invite your team (Admin users & fieldworkers)
Once your account is active, you can onboard your team:
- Admin/office users (dispatchers, schedulers, customer support, managers, accountants, sales staff, etc.)
- Fieldworkers (employees, subcontractors, technicians, crews, or mobile staff who complete jobs)
Related user guide links:
- User & Role Management – Adding, Inviting & Importing Users
- Role-Based Access Control & Permissions
- Add, Invite, or Import Fieldworkers
- Recruit & Onboard Fieldworkers Online (Fieldworker Sign-up)
Best practice: Give each user only the permissions they need (least-privilege access). This improves security and reduces mistakes.
Step 5: Use OctopusPro on the go (Mobile apps)
After completing initial setup in the web app, download the mobile app for daily operations:
- Admin/office users can monitor schedules, customers, bookings, and communications.
- Fieldworkers can view jobs, navigate, update statuses, upload photos, capture signatures, and take payments (based on your settings/permissions).
Login help: OctopusPro App Login & Access (Admins & Fieldworkers)
Need help setting up? (Support options)
If you’d like guided help, you can book a free onboarding session with the OctopusPro Customer Success Team:
Free Onboarding Session (Schedule a call)
You can also contact support anytime:
- Online form: Contact Us
Troubleshooting common sign-up issues
“An account with this email already exists”
- Log in here: https://admin.octopuspro.com/login
- Reset your password here: https://admin.octopuspro.com/forget/password
Didn’t receive the verification email
- Check spam/junk folders and any mail filtering rules.
- If needed, contact support from the same email address used to sign up.
Human verification / CAPTCHA failed
- Disable ad/script blockers temporarily and try again.
- Try a different browser or an incognito/private window.
- Switch networks (e.g., mobile hotspot) if your network blocks verification services.
Need to use the same email for multiple users?
- For security and audit history, each user should ideally have a unique email.
- If you must allow shared emails, see: Allow using the same email address for multiple users
Next setup steps (Recommended)
After your account is created, these guides help you configure the most common foundational settings:
- Select a Subscription Plan
- Configure Booking Location Types (on-site, storefront, remote)
- Job Assignment & Dispatch Methods
- Enable Group Booking & Classes (if applicable)
- Configure Remote Service Options
- Universal Search & Advanced Filters
- Notifications, Discussions & Alerts
- Unassigned Tasks Manager (Primary Service Provider)
FAQs
Can I change company details after sign-up?
Yes. You can update business details, branding, services, and operational settings at any time from your Settings.
Do I need to create the account on desktop?
It’s recommended to complete initial setup on a computer for faster configuration, then use the mobile app for day-to-day operations.
Who should be the first admin user?
Typically the business owner, operations manager, or an admin who will configure services, workforce, and system settings.
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