Field Service Management Made Easy. Optsy’s software empowers your business operations.
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.
System Features Overview
Feedback From Field Service Management Customers
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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.
Fully Customizable Field Service Contract
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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.
Field service management system for every industry
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.
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.
Achievements
Frequently Asked Questions (FAQ)
Optsy Blog – Optimizing Your Field Operations
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