Field Service Management Made Easy. Optsy’s software empowers your business operations.
Field Service Management Software that Refines Your Workflow For Advanced Results
Optsy’s field service crm simplifies and manages 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.
Feedback From Field Service Management Customers
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System Features Overview
Field service management system for every industry
Optsy’s Management Solutions works hand in hand with the tools you’ve been using…
- QuickBooks integration for smooth accounting and easy tax preparation.
- Cloud and self-hosted options, letting you manage your data your way.
- An interface that offers a variety of options with a familiar design.
- Optsy software service is designed for small businesses, offering something new to enhance every company.
- Our technicians ensure the software is set up properly, allowing you to continue running your business as usual.
Fully Customizable Field Service Contract
- The Optsys service contract within the software lets the technician input information and calculate price rates based on the contract.
- Advanced billing allows costs to be shared between your company and another entity, splitting the bill accordingly.
- Specify the number of hours eligible for a special rate in the service contract and when the regular rate will apply.
- You can evaluate if the special rates within the agreement were cost-effective, identifying profits and areas for rate adjustments.
- Service contracts for both commercial and residential customers.
Field Service Mobile App
- Create detailed reports within the app and include photos of the site before and after the job.
- The contractor app can update a full variety of information about a job, including PO requests and job-related notes.
- Create customizable agreements, send invoices, and collect both pre- and post-work signatures, all within the app.
- Get paid on-site with a credit card processing system powered by Fidelity.
- The Optsy mobile app is fully operational on both iOS and Android devices.
Our mission is to deliver an exceptional experience and ensure customer satisfaction so you feel confident in every aspect of our field service software and mobile app. We’re committed to supporting your growth.
We provide complimentary, high-quality training for new customers and are always available to assist all clients. We believe in empowering our users with the tools and resources they need to thrive, including our in-depth reporting features so that you can make the most of your experience.
Achievements
Frequently Asked Questions
Advance your business future ahead
Let’s schedule a one-on-one demo to explore how we can enhance and expand your business toolkit.
