"*" indicates required fields
Optsy’s field service operations simplify and manage your business workflow, allowing both office and field teams to focus on what matters most: the customer. With our solution, you can easily create and update real-time schedules, handle accounting tasks, generate custom reports, handle comprehensive service contracts, and more—all from a single, feature-rich platform.
Create or update customer profiles and manage job details to ensure all information is current and accurate.
Easily create your team’s schedules and reminders on one screen using a drag-and-drop process, and they’ll see their customized work schedule for the day.
Monitor the status of work orders and view a range of reports on jobs, equipment, inventory, and more to get a clear picture of everything.
I used to have to go into the office every morning 40 miles from my house. Now I just start work right from my house since my schedule is in the app! I love that I put my inventory right into my work orders! Love this app!
The best software out there from scheduling the job till ordering the part following up the PO’s etc just the best
This a one of a kind software with amazing features. I would recommend checking out the reporting as it’s extremely customizable. The customer service is outstanding.
How did they pack so many powerful tools into such a nice looking app? I’m very pleased to have this app on the play store now.
We use this software to run a small home services business with around 15 employees and 2 users.
It helps keep our business organized. This software does everything we need it to – scheduling, invoicing, routing, keeping track of labor and parts – I rated the ease of use a little low since it did take a while to get up to speed.
The support staff has always been super knowledgeable and helpful.
I love how user friendly this software is. It took me less than a day to be good at navigating around in the software.
Get the job done, one ticket at a time!
Easy to schedule appointments, collect customer information, and invoicing was a breeze for this software.
Very Good Support.
Optsy has been incredible. Their team and solutions are amazing. I would highly recommend at least speaking to them to see if it is the best fit for you also. Easy and Integrates well with any existing software in place, like QuickBooks, etc.
All-encompassing Field Service software. Great to manage both techs and customers seamlessly.
Very thorough and in-depth. Can use it as a basic scheduling system, or you can really dig deep and use it to run your entire company. Highly recommend.
Optsy’s Management Solutions work hand in hand with the tools you’ve been using, helping your company stay efficient without requiring a steep learning curve. FSMS offers seamless integrations with QuickBooks, enabling efficient accounting and simplifying tax preparation through enhanced collaboration. Your field technicians will save time on paperwork and, in coordination with the office staff, produce more accurate financials, with systems that communicate at the snap of your fingers. This streamlined setup helps your team work smarter with fewer manual steps.
Choose between cloud and self-hosted options, giving you the flexibility to manage your updates and data your way. Whether you prefer having complete control over data on-site or want to access everything from anywhere, Optsy has a setup to match your needs. Cloud hosting makes it easy to work on the go, while self-hosting puts you in charge of your data environment. No matter your preference, you can count on reliable, secure performance.
Our interface offers a variety of options with a familiar Microsoft-style template design. This layout makes navigation intuitive and straightforward for office staff and technicians alike. Optsy FSM technology is designed for small businesses, offering something new to enhance every company. Whether you’re in the office or out in the field, you’ll experience smooth operations every step of the way.
Optsy’s fully customizable field service contract feature gives your team greater control and flexibility. Technicians can input proposals directly into the system, with rates automatically calculated based on the contract terms and conditions. This reduces guesswork and allows proposals to be prepared more quickly and professionally. Contracts are simple to update and adjust based on job requirements and client expectations.
Advanced billing plans give you full control over costs by allowing you to split the bill between your company and another entity, helping support business growth. You can tailor billing terms to match each client’s needs while maintaining your company’s profitability. Specify the number of hours eligible for a special rate in the service contract, and clearly indicate when the regular rate will apply. This structure makes it easy to manage contract terms and prevents billing confusion.
The application enables evaluation of special rate estimates in the agreement to identify profitability and uncover opportunities for rate adjustments. You can quickly determine which services are cost-effective and where enhancements can be made. Service contracts are built to support the processes and capabilities required for both commercial and residential projects. This flexibility makes them a powerful and practical tool for any field service business.
The Field Service Mobile App is built to make your job easier, from start to finish. Record detailed information within the app, including site location, before-and-after photos, and other relevant data, to generate comprehensive reports. Having this level of detail ensures clear communication between technicians and office staff and helps build trust with your customers. Everything you need is available right on your mobile device.
Contractors can use the app to update a full range of maintenance and job-related information, including PO requests and notes. You don’t have to wait until you’re back at the office; everything can be entered in real time. Service providers can create agreements, send invoices, and collect signatures—all within the app, to gain valuable insights and enhance the customer experience. It’s built for speed, accuracy, and convenience.
You can also get on-site payment with a credit card processing system powered by Fidelity, helping you get paid faster and more securely. Access the fully operational Optsy mobile app on both iOS and Android devices, giving your team flexibility and mobility. The mobile app puts powerful tools directly in the hands of your technicians. It helps keep jobs on track and customers satisfied—no matter where you are.
Our mission is to create opportunities that lead to success and ensure 100% customer satisfaction, so you feel confident in every aspect of our field service software and mobile app. We’re committed to helping your business grow by delivering software that is powerful, easy to use, and designed to solve real-world challenges. Everything we build is centered on helping you manage your team and serve your customers more efficiently. Our platform is developed with the needs of field service companies in mind, and is practical, flexible, and performance-driven.
We offer complimentary, high-quality training for new customers and are always here to support all our clients. Our goal is to empower your team from day one, so you can use Optsy to its full potential. Whether it’s onboarding, custom setup, or troubleshooting, our technicians ensure the software service undergoes complete optimization to boost your business’s power and keep it running smoothly. We’re here when you need us, every step of the way.
We empower users with the tools and resources they need to succeed, perform proper repairs and installations, schedule inspections, and utilize our in-depth reporting features, ensuring you get the most out of your experience. With dedicated support and regular updates, you’ll always have access to the latest tools and improvements. We’re not just a software company—we’re a committed partner in your success. Your satisfaction and growth are always our top priority.
Optsy is job management software designed to support small- to mid-sized service-based workforce. Our skills and expertise help field service teams succeed in HVAC, plumbing, electrical, IT, and other trades. With real-time scheduling, dispatching, job tracking, and other essential tools, Optsy boosts operational efficiency and overall business performance.
Optsy offers flexible deployment products. You can run them on dashboards or in the cloud, enabling your tech teams to access the system from anywhere and facilitating seamless job management and metrics across all locations.
Yes, Optsy fully integrates with QuickBooks, allowing your organization to sync invoices, payments, and customer records without the need for redundant manual entry and ensuring that no duplicate information is copied over.
Optsy offers high-level customization and functionality, with continuous improvement in areas that help companies succeed, including GPS tracking that eases workflows.
We designed our apps to help people who aren’t tech-savvy complete their tasks with ease and avoid unexpected challenges.
Our approach differs from competitors through exclusive features, including extensive reporting, advanced customization, a powerful agreement tool, and exceptional customer support.
Yes, you can create detailed performance reports on technicians, jobs, revenue, and service response times. This helps you accurately budget for repair issues and leads, all of which are exportable for business communication purposes.
Our customer relationship management team provides dedicated onboarding, training sessions, and ongoing support via phone and email communications, helping you maximize the platform’s features.
Pricing is tailored to meet the specific needs of each company, including its size, number of users, and requirements. For quotes and availability, please get in touch with our customer service team directly to schedule a personalized demo.
Let’s schedule a one-on-one demo to explore how we can enhance and expand your business toolkit.
"*" indicates required fields
Average Salary, Hourly Rates & State Comparisons (2025) Electricians are the backbone of the trade that keeps the United States running — powering homes, businesses, cities, and critical infrastructure. In this profession, the combination of technical skills, formal certification, and...
For businesses in the field service industry, efficient inventory management is crucial to maintaining smooth operations. By integrating inventory management control into your overall business strategy, you can streamline your workflow and minimize disruptions caused by stock shortagesFor businesses in...
The electrical service industry constantly looks for ways to make field service technicians more efficient and effective. One exciting technology that can help is augmented reality (AR). AR can improve several areas of electrical field service, including remote diagnostics, troubleshooting,...