Free Demo
Optsy
HVAC Scheduling Software Los Angeles County

Field Service Management Made Easy. Optsy’s software empowers your business operations.

Optsy Field Service Management Software

Field Service Tools Built to Enhance Progress and Maximize Results

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.

Account Management
A/R MANAGEMENT
Customization
CRM
Dispatching & Scheduling
Technician Management
Equipment Tracking
Inventory Management
Mapping & Routing
Mobile App
Quickbook Integration
Reporting
Service Agreements
Task Management
Work Order Management

System Features Overview

project management software

Create a Work Order

Create or update customer profiles and manage job details to ensure all information is current and accurate.

work order management

Dispatch & Send Reminders

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.

field service software reports

Track Status & All Reports

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.

Feedback From Field Service Management Customers

Al T.

Al T.

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!
Rebecca C.

Rebecca C.

The best software out there from scheduling the job till ordering the part following up the PO’s etc just the best
Jacob R.

Jacob R.

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.
Jennifer D.

Jennifer D.

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.
Mark S.

Mark S.

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. 
Kim R.

Kim R.

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.
Gary G.

Gary G.

Get the job done, one ticket at a time! Easy to schedule appointments, collect customer information, and invoicing was a breeze for this software.
Matthew S.

Matthew S.

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.
Nate A.

Nate A.

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.
Schedule wiring installations with efficient dispatching systems managed by skilled technicians to enhance productivity.

Optsy’s Management Solutions works hand in hand with the tools you’ve been using…

  • FSMS offers seamless integrations with QuickBooks, enabling efficient accounting and simplifying tax preparation through enhanced collaboration.
  • Cloud and self-hosted options, letting you manage your updates and data your way.
  • An interface offering a variety of options with a familiar Microsoft-style template design.
  • Optsy FSM technology is designed for small businesses, offering something new to enhance every company
  • Our technicians ensure the software service undergoes complete optimization to boost your business’s power and keep it running smoothly.
View Order Management
Schedule wiring installations with efficient dispatching systems managed by skilled technicians to enhance productivity.
Home new
Home new

Fully Customizable Field Service Contract

  • The service contract feature enables technicians to input proposals, with rates automatically calculated based on the contract terms and conditions.
  •  ⁠Advanced billing plans give you control over costs by allowing you to split the bill between your company and another entity.
  • ⁠Specify the number of hours eligible for a special rate in the service contract, and indicate when the regular rate will apply.
  • The application enables evaluation of special rate estimates in the agreement to identify profitability and opportunities for rate adjustments.
  • Service contracts that support the processes and capabilities required for both commercial and residential projects.
View Service Agreements

Field service management system for every industry

HVAC
Refrigeration
Alarm Security
Plumbing
Computer Service
Electrical
Roofing
Locksmith
HVAC Mobile app with customer management features for technicians

Field Service Mobile App

  • Record detailed information within the app, including site location, before-and-after photos, and other relevant data, to generate comprehensive reports.
  • Contractors can use the app to update a full range of maintenance and job-related information, including PO requests and notes.
  • Service providers can create agreements, send invoices, and collect signatures—all within the app, to gain valuable insights and enhance the customer experience.
  • Get on-site payment with a credit card processing system powered by Fidelity.
  • Access the fully operational Optsy mobile app on both iOS and Android devices.
View Mobile Field Service
HVAC Mobile app with customer management features for technicians

The ultimate solution for field services automation, designed to make a difference to your business.

Field service software support

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 dedicated to supporting your growth every step of the way.

We offer complimentary, high-quality training for new customers and are always here to support all our clients. We believe in empowering users with the tools and resources they need to succeed—performing proper repairs and installations or using our in-depth reporting features—so you can get the most out of your experience.

Schedule a Free Demo

Achievements

0M+
Jobs Created Annually
0+
Customers
0+
Active Users
0%
CSAT Score

Frequently Asked Questions (FAQ)

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.

Advance your business future ahead

Let’s schedule a one-on-one demo to explore how we can enhance and expand your business toolkit.

    First Name *

    Last Name *

    Email *

    Phone Number *

    Optsy Blog – Optimizing Your Field Operations

    • ultimate hvac toolkit

    Essential Tools for HVAC Technicians: The Ultimate HVAC Tools

    May 12th, 2025|

    Essential Tools for HVAC Technicians: The Ultimate HVAC Tools Every HVAC technician needs the right HVAC Tools perform installations, repairs and maintenance efficiently and safely. This HVAC tools will guide you through the best [...]

    Optsy

    1 International Boulevard
    Mahwah, NJ 07495
    Tel: 201-490-4309
    Fax: 201-490-4536

    General Sales+Product Info
    sales@optsy.com | Tel: 201-490-4309

    Technical Support
    support@optsy.com | Tel:     201-490-4309

    DOWNLOAD THE MOBILE APP

    download on app store
    get it on google play

    © COPYRIGHT . 2025 OPTSY. ALL RIGHTS RESERVED

    Go to Top