Pilot access for plumbers using Octo numbers

The AI phone number
that runs your calls.

Buy the Octo number and unlock call summaries, jobs, schedule follow-up, customer history, parts recommendations, truck inventory, and Squire fulfillment.

Pilot pricing is set during onboarding based on the phone number, account setup, and fulfillment access you need.

What Octo doesListens to callsDrafts job ticketsSmart schedulingTracks parts & toolsSquire reorder
Housecall Pro

Housecall Pro

FreshBooks

FreshBooks

Calendly

Calendly

Jobber

Jobber

CompanyCam

CompanyCam

Thryv

Thryv

Kickserv

Kickserv

Service Fusion

Service Fusion

The problem

The job's in the call. The money walks when you miss it.

Most plumbing operations are run from memory and a notebook. Octo captures the call, picks the slot, and tracks the parts — so you stop losing money to admin you didn't notice.

74%of calls go unanswered

62% of callers won't leave a voicemail. 85% never call back. Every missed call is a job that walked.

$0of customer details captured

You hang up and the only record is what you scribbled on a napkin. Address half-right, issue half-remembered, no notes for the tech.

8-10 hrswasted scheduling each week

Drive time, calendar Tetris, last-minute reroutes. The right slot is obvious in hindsight — Octo picks it up front.

30-60 minlost per supply-house run

Show up missing a 50¢ fitting, lose an hour. Plumbers don't have a parts manager — Octo tracks what's on your truck so you know before you leave.

What Octo does

Everything you need to focus on what you do.

Take the call. Schedule the job. Track the truck. Keep the customer. With or without the rest of your stack — Octo has you covered either way.

Every call → a complete job ticket

Octo joins your service-line calls silently. While you talk, it captures the issue, address, and parts you'll need. No napkin notes, no “what was that address again?”

  • Auto-transcribed customer calls
  • Drafts the ticket while you talk
  • Searchable history of every call
  • Customer details captured automatically
Live call · Mike's phone
YOU: “And what's the address?”
CUSTOMER: “4420 Belmont.”
Octo writes the address.
YOU: “Sounds like a 50-gallon water heater.”
CUSTOMER: “Yeah, electric.”
Octo notes the part you'll need.
Ticket on your phone. You haven't hung up yet.

The right slot, picked for you

Octo picks when to run each job — based on your existing route, drive time, and how long similar jobs have taken you. Confirm or reschedule with one tap.

  • Smart slot suggestions per job
  • Drive-time aware routing
  • Learns your pace job-by-job

Inventory that tracks itself

Octo logs the parts and tools used on every job. When stock runs low, it tells you — and you reorder from wherever you already buy.

  • Inventory tracked job-by-job
  • Low-stock alerts before a job
  • Replacement-timing on big tools

The parts you need, on your truck tomorrow

Squire · Included

Squire is the buying group behind Octo. We pool what plumbers buy every day and drop it on your truck — at better-than-counter pricing. Included with your Octo subscription. Use it when you want, or buy from wherever you already buy.

Where we win

Convenience. One tap to reorder, no PO numbers, no supply-house counter line, no juggling vendors. The parts show up — that's the whole job.

Competitive Pricing

We benchmark against the supply houses you already use, so the parts plumbers actually buy stay priced where they should be.

Serving Our Customers

Real humans who know plumbing. Wrong part, missed delivery, weird invoice — we handle it. Fast.

Highest Possible Quality

Trade-grade SKUs, sourced from the brands and distributors you already trust. No knockoffs, no surprises.

Want the full story on how the buying group works?

See how Squire works

CRM — covered either way

No extra cost

Have a CRM?

Keep it. Octo pushes call notes, job tickets, and customer details straight into Jobber, ServiceTitan, Housecall Pro, and others.

No CRM?

Use ours — a simple, plumbing-built CRM. Every customer, call, and job, searchable from your phone. Included in the $29.

Two-party consent states: Octo plays a 3-second disclosure on calls in FL, CA, WA, and 9 other states — handled automatically. You don't have to remember.

How it works

Set it up once. Octo runs in the background.

Take calls like you always do, run your day. Octo runs in the background — no bots, no new app to answer calls in.

01

Connect your phone

Two-minute setup, one time. Works with any number you already use — cell, Google Voice, RingCentral, OpenPhone, your existing business line.

02

Take calls like you always do

Octo listens in the background. No bots on the line, nothing for the customer to notice, no new app to answer calls in. You take the call like normal.

03

The ticket's ready before you hang up

Issue, address, parts needed, scheduled to fit your week — Octo drafts it while you talk. One-tap to confirm. After the job, Octo logs the parts you used.

Request pilot access

We set up the Octo number and confirm pricing before billing starts.

Pricing

Start with an Octo number. Add the tools you need.

We are onboarding pilot plumbers directly. Pricing depends on the phone number setup, account size, and whether you want Squire fulfillment access from day one.

Why we're doing this

The first pilots are our founding plumbers — the ones backing us before everyone else does. Your feedback shapes what Octo becomes, and your name stays on the founding-member list for as long as you're here.

Pilot plumbers · Direct onboarding

Phone number + Octo access + optional Squire fulfillment

Applyfor pilot pricing

Josh will set up the account, assign the Octo number, and confirm pricing before billing starts.

AI on every service call
Smart slot scheduling
Inventory tracking job-by-job
Built-in CRM (or push to Jobber/ServiceTitan/HCP)
Job history & customer list
Squire reorder access (optional)
Pilot pricing set during onboarding
Bank-grade encryption
Email + text support
Cancel anytime
Request pilot access

No public checkout required. We configure the phone number and account first.

1

Octo number

0

Contracts

Squire

Optional fulfillment

FAQ

Common questions

Octo listens in the background while you talk to the customer — no bots on the line, nothing for the customer to notice. While you talk, it transcribes the call and drafts the job ticket: customer's issue, address, what they want, what you'll likely need to bring. After you hang up, the draft is on your phone, ready to confirm or edit.
Two-minute setup, one time. Works with any number you already use — cell, Google Voice, RingCentral, OpenPhone, your existing business line. We give you setup instructions for whatever you're on.
Recordings are stored encrypted and only accessible to you. You can delete any call from your account at any time. We never sell or share recordings, and we never use your customer calls to train models. Call audio is automatically purged after 30 days; the structured transcript and ticket data are kept until you delete them.
Pilot pricing is handled directly during onboarding. Josh sets up the Octo phone number, confirms the tools you need, and sends the right billing link before the account goes live.
No. Squire reorder is optional. Use Octo's inventory tracking on its own — buy from wherever you already buy. Squire is there when you want it: group pricing on parts and tools, direct-to-truck delivery. The more plumbers in the network, the better the prices get. See how Squire works →
Either way works. If you've got Jobber, ServiceTitan, Housecall Pro, or anything else, Octo can support your existing workflow. If you don't have anything yet, Octo gives you customer history, calls, jobs, schedule follow-up, and parts workflows on your phone.
No long-term contract for pilot accounts. Setup and billing are confirmed before your Octo number goes live.
AES-256 encryption for sensitive data. Secure HTTP-only cookies, CSRF protection, all traffic over TLS. Calls are processed in isolated infrastructure; transcripts and tickets are stored on Azure PostgreSQL with automated backups. We never see or store your phone or QuickBooks credentials.

Get an Octo number for your plumbing business

We are onboarding pilot plumbers directly. We configure the number, connect the call workflow, and turn on the parts and Squire tools you need.

Pricing is confirmed during onboarding before billing starts.

Pilot onboarding · Octo number setup · optional Squire fulfillment

Your data stays yours. We never sell it, never share it with third parties.