Elevate your operations and increase profitability with Optsy’s all-in-one Electrical Software. Seamlessly manage jobs, scheduling, invoicing, and enhance customer communication, so you can focus on growing your business and delivering exceptional electrical services.
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Optsy’s electrical software provides powerful tools to help your company grow, both directly and indirectly. It supports your daily operations and helps prevent minor challenges from becoming bigger problems. Electricians can easily manage tasks, book schedules, and handle customer interactions. This makes it easier to achieve business success, scale operations, boost profits, and strengthen connectivity.
Manage your electrical business smoothly with reduced admin work and shorter hours.
Control and collaborate on job progress easily within the software, ensuring smooth team coordination.
Customize and understand your reported finances exactly as you want, with complete visibility and clarity.
We offer products and features within our software to maximize growth.
With every tool at your fingertips, you’ll connect with customers more easily and keep communication flowing smoothly.
Optsy’s onboarding and support ensure 100% satisfaction, getting you up and running quickly.
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Optsy’s Electrical Contractor Software helps you reach new goals and run your business more efficiently, with proven results backed by customer success stories and industry research
Take complete control of your workflow with Optsy’s project management software, designed to simplify every step of the job. Delegate tasks with ease using a clear scheduling system that helps ensure all circuits, wiring, and voltage requirements meet code and pass inspection. With everything organized in one place, your team stays efficient, focused, and on schedule.
Real-time communication between field technicians and office staff helps minimize delays and keeps every project moving forward. You can monitor inventory levels, track selling prices, and know exactly where your equipment is—whether it’s on a job site, in a warehouse, or at the shop.
Daily operations become seamless with built-in time tracking, quick invoicing, instant estimates, and digital agreement signing. Clients can even request service through the client portal at their preferred time, making the process faster, more convenient, and completely hassle-free.
Advance your business strategy with job management software that transforms how you schedule and dispatch work. This powerful platform enhances efficiency for your entire team by simplifying how jobs are created, assigned, and updated, all from a single, user-friendly calendar view. Whether you’re coordinating a small crew or a large team, you’ll save time and reduce scheduling errors with tools designed for real-world field service demands.
Create and update jobs within minutes using a simple drag-and-drop feature directly on the schedule board. Track service calls and appointments based on urgency and automatically send real-time notifications to technicians in the field. If a task wraps up ahead of schedule, you can immediately assign another work order, helping your team stay productive and responsive throughout the day.
Gain deeper insights into employee performance by monitoring job completion times and reviewing detailed notes for each task. This enables you to assess each electrician’s strengths, refine dispatching decisions, and ensure that the right technician is assigned to the right job. At the same time, detailed records of work performed help enhance the customer experience with clear communication and greater transparency.
In today’s fast-paced, AI-driven world, all you need is a mobile device with a Wi-Fi connection to manage your business from anywhere. Optsy’s mobile app provides technicians with full access to essential tools that simplify administrative tasks, manage materials, and resolve complex job details on the spot. It puts everything they need to stay organized and efficient right in their pocket.
The app enables electricians to create detailed job reports, including photos taken before and after the work is completed. They can update a wide range of information, such as purchase order requests, job-specific notes, and progress updates. These real-time features keep everyone informed, whether they’re in the field or back at the office.
With just a few taps, users can create agreements, send invoices, and collect both pre- and post-work signatures. Payments are easy with on-site credit card processing powered by Fidelity, allowing technicians to close out jobs instantly. Best of all, the Optsy mobile app works seamlessly on both iOS and Android devices, giving your team the flexibility and reliability they need wherever they go.
Gain expert insights with powerful reporting tools designed to provide a clear view of your business performance. Our diverse reporting options let you create precise and engaging presentations using customized documents and charts. These tools simplify data entry, reduce errors, and save valuable time throughout your entire workflow.
Access detailed work orders that include labor activity, customer information, and other valuable resources. Stay informed about new and upcoming charges associated with agreements within each customer’s profile, ensuring billing transparency and organization. The inventory management feature helps you track product quantities, whether in stock, on order, or pending approval, as well as the value of each part you hold.
Receive customizable reports covering nearly every aspect of your business, from employee activities to key performance metrics. You can also generate detailed expense and accounting reports, including budgeting and daily profits, with seamless QuickBooks integration. These insights empower you to make more informed, data-driven decisions that fuel your company’s growth.
Optsy is more than just a service management software provider—we are dedicated partners committed to supporting you at every stage of your journey. From the moment you begin onboarding through your daily operations, our team is here to ensure a seamless transition and lasting success. We understand the importance of minimizing downtime, so we personally guide you through the onboarding process with clear instructions, valuable resources, and hands-on assistance tailored specifically to your business needs.
Once you’re fully set up and running, our commitment to support continues. Whether you have questions, face challenges, or require follow-ups, our knowledgeable support team is always just a click or phone call away. We proactively monitor your needs and remain available in the background to quickly resolve any issues, allowing you to focus on growing your business without interruptions or delays.
Our customer support team is available Monday through Thursday, from 9 AM to 5 PM, to assist you as promptly as possible. You can reach us conveniently by phone at 201-490-4309 or via email at info@optsy.com. We pride ourselves on delivering responsive, friendly, and comprehensive support designed to make your experience with Optsy smooth, worry-free, and successful.
Optsy presents itself as a comprehensive solution designed to optimize every facet of your electrical contractor business, transforming how you manage your daily operations, from the office to the field.
Optsy’s software is designed to centralize and automate your operations, allowing you to save administrative time and focus on growth. The platform seamlessly integrates work order management, technician availability, inventory, and customer records in one place.
These software solutions enable you to enhance your operations, positioning you as a leader in your industry. You can confidently partner with other professionals on specific job sites, knowing your business goals will be met and billing handled accurately without impacting your cash flow. This flexibility allows you to manage complex projects efficiently while maintaining strong collaborations.
The software simplifies office tasks by automatically calculating pricing and service rates within agreements for billing purposes. Advanced billing features allow you to share invoices between your company and other entities, such as splitting costs with an HVAC company, making financial management more streamlined. You can customize agreements or select from pre-built templates, with contract costs automatically populated and special rates applied when needed.
As your agreements progress, you gain access to detailed reports that help assess profitability and identify areas for improvement. This insight enables you to make informed decisions, optimize your contracts, and maintain a financially stable business. Overall, the software supports innovative contract management tailored to your unique needs.
It helps your company run smoothly while keeping you updated on job statuses, whether they’re in progress or completed. Tasks like scheduling, dispatching, invoicing, and inventory tracking become easier to manage. With the ability to generate proposals and use customizable reporting tools, you can oversee operations more efficiently, all with features unique to this field service software solution.
With accounting software solutions, your contractors no longer rely on paper estimates, handwritten notes, or scattered reminders. Instead, they focus on wiring electrical panels, installing circuit breakers, and managing other on-site equipment, while the software seamlessly shares updates with your office team. You can then filter reports easily to identify clients in need of commercial or residential maintenance.
Working together, your team can ensure that all wiring and installations are completed accurately, in compliance with regulations, and with efficiency. Plus, you can keep customers informed about new technologies by sending personalized emails based on past job data and technician notes.
These targeted communications can also highlight the design and rollout of new systems, giving clients a clear view of upcoming project blueprints and ensuring that every detail meets safety standards and team expectations.
This proactive approach not only enhances workflow but also fosters customer loyalty and informs smarter business decisions through actionable insights.
This software supports and enhances your company’s growth and reputation by offering a wide range of features that aid in troubleshooting, expansion, and smart decision-making—especially when considering additional financing. Its customizable reporting tools, enriched by customer reviews, user feedback, and industry articles, stand out as a valuable feature. These tools provide actionable insights that help you:
These are just a few examples; there are many other ways this software can help grow your business and unlock new opportunities for success.
Additionally, if you frequently use Microsoft-based templates or Google Sheets, you’ll find this software easy to adapt to. For businesses using accounting platforms, the reporting features offer even more value, helping you stay organized and financially informed.
There are a few important things to consider when choosing the right electrical software:
Know your needs:
Begin by identifying the problems you aim to solve in your day-to-day operations. Are you dealing with scheduling delays, invoicing errors, or difficulties tracking job progress? Understanding your most common challenges will help you choose software designed to address them directly.
Customer service:
Strong customer service is essential when starting with new software. A provider that offers prompt, knowledgeable support can make the setup process much smoother and faster. Plus, having reliable customer service means that if any issues arise later, you’ll have quick access to the help you need.
Ease of use:
The software should be easy to learn, allowing your team to get up and running without delay. An intuitive layout and familiar tools reduce training time and minimize downtime. When your business management software is user-friendly, your team can focus on completing the job, rather than figuring out how to use the system.
Optsy checks all these boxes, and more.
We deliver outstanding customer service to support you throughout the setup process and beyond. Our software is designed to feel familiar, run smoothly, and provide powerful reporting tools that help you solve problems efficiently. With Optsy, your business stays organized and productive, so you can focus on delivering high-quality electrical work.
The invoicing software simplifies the entire billing and estimation process. With pre-saved forms and templates, your team can create detailed estimates quickly and accurately, minimizing errors and boosting productivity. Once a customer approves the estimate, it can be instantly converted into a work order, which can then be converted into an invoice. You can track payment history, accept credit card payments, and sync everything with QuickBooks for seamless accounting. Invoices are connected to customer profiles, quotes, and work orders, providing a clear view of payment status and overdue balances. These integrated tools ensure every estimate aligns with your budget and safety standards, keeping your workflow efficient from start to finish.
Yes, this electrical management software integrates seamlessly with Intuit QuickBooks, making your accounting process faster, easier, and more accurate. Once connected to your existing QuickBooks account, you can generate customized reports using real-time data from the field. Invoices are automatically linked to the correct customer profiles, work orders, and quotes, allowing you to track payments with ease and quickly identify any overdue balances.
The integration also includes automatic syncing of timesheets, helping you manage payroll more efficiently. You won’t have to worry about double entries; everything imports accurately and without duplication. Whether you’re managing jobs, invoicing clients, or reviewing financials, this integration helps you stay organized and confident that your accounting records are always up to date.
Optsy is built with every user in mind, especially electricians who may not feel comfortable with technology. Its interface is designed to be familiar and straightforward, resembling programs like Microsoft Excel or Google Sheets, which many people already know and trust. This familiarity helps reduce the learning curve, allowing electricians to navigate the software quickly without frustration.
The focus on simplicity means users can complete their tasks efficiently without needing to master complicated features or spend hours training. At the same time, for those who are more tech-savvy, the software offers advanced tools and familiar Microsoft design patterns, so everyone on your team can work comfortably. Ultimately, Optsy lets electricians concentrate on what they do best, delivering quality work—while the software handles the management side smoothly and intuitively.
Yes, our electrical contractor software includes a fully featured mobile app compatible with both Android and iOS devices. Designed for seamless real-time syncing, the app ensures that all your data stays up to date, whether you’re in the office or on the job site. You can manage your work effortlessly from anywhere, with access to the same powerful tools found in the desktop version.
Key features of the app include intuitive dispatch software that keeps your technicians connected and productive by delivering their tasks and updates instantly. Additionally, the app offers flexible payment options, allowing your team to process secure credit card transactions right from the field using Fidelity Processing. This means jobs can be completed and paid for on the spot, streamlining your workflow and improving cash flow.
The cost of the software depends on each company’s size, specific needs, and the features required. At Optsy, we work closely with electrical companies to understand their unique operations and challenges. This personalized approach enables us to tailor a field service software solution that perfectly fits each company’s workflow. Our focus is on delivering a cost-effective and flexible option that not only improves efficiency but also supports business growth over time. By customizing pricing based on individual company needs, we ensure you get the best value without paying for unnecessary features.
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.
Let’s schedule a one-on-one demo to explore how we can enhance and expand your business toolkit.
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