MOBILE FIELD SERVICE APP
Quickly and easily enter data and update records in the office and at any job site
Stay connected and work smarter from anywhere
Your team is always on the move. Optsy’s Mobile Field Service App makes sure your operations move just as fast. Whether you’re creating quotes, updating work orders, or collecting payments, every task can be done on-site, in real time, on any iOS or Android device.
Instead of waiting to update records back at the office, your staff can send a quote to a customer as soon as they hang up the phone and issue a precise invoice the moment the job is complete. No more double entry, no more delays, and no more revenue lost to inaccurate billing.
Everything You Need—Right in the Field
The Optsy app puts the full power of your field service management system in the palm of your hand. Work orders, scheduling, inventory levels, and equipment details are all accessible instantly. Any updates made in the office are visible to technicians in the field, eliminating the need for calls back and forth and reducing errors.
Real-time syncing keeps everyone aligned, from dispatch to technicians to accounting. And if a job site has no cell service, technicians can keep working offline—data automatically syncs once they’re back in range.
Built for the Way You Work
Optsy’s Mobile Field Service App is compatible with both iOS and Android devices, so you can deploy it without expensive hardware upgrades. Technicians can record time and materials as they work, ensuring that every part, labor hour, and task is tracked correctly.
The app also supports secure on-site payments powered by Fidelity. Customers can pay on the spot, and invoices are updated instantly, speeding up cash flow and cutting down on office paperwork.
A Seamless Extension of Your Business
Because the app is fully integrated with Optsy’s complete field service management platform, every action taken in the field connects directly to scheduling, dispatching, inventory, invoicing, and reporting. This means no manual re-entry, fewer mistakes, and a smoother experience for customers and staff alike.
Work Smarter, Serve Better
With Optsy’s Mobile Field Service App, your team always has the information and tools they need—wherever they are. That means faster communication, accurate invoices, and fewer weekend hours spent reconciling notes or fixing data errors.
Equip your technicians with a professional, fully integrated app that keeps your whole business in sync and focused on what matters most: serving customers and growing your company.
Complete Field Tools at Your Fingertips
The Optsy app gives every technician everything they need to perform at their best:
Customer Records & History
Technicians have instant mobile access to complete customer profiles, service agreements, equipment details, and full service history, including past work orders, maintenance notes, and warranty terms. They can review records before arriving, update information on-site, and have every change sync automatically to the office so dispatch, accounting, and management always have the latest data without extra calls or manual entry.
Work Orders & Real-Time Job Updates
Technicians can create and manage work orders directly in the mobile app, add photos and notes, and update job status to “in-progress,” “paused,” or “done” as work happens. All changes sync instantly with scheduling, accounting, and reporting, giving dispatchers a live view of progress so they can reassign tasks, keep customers informed, and ensure every job stays on track from start to finish.
Invoicing, Estimates & Payments
From the field, technicians can build accurate estimates using the integrated pricebook, present them for digital approval, and convert them to invoices immediately after the work is complete. Secure credit-card processing built into the app lets customers pay on the spot, while every charge—labor, materials, and any changes made on site—flows straight to accounting for seamless reconciliation and faster cash flow.
Service Agreement Management
All service contract details live inside the app.
Technicians can view the specific terms of each agreement—scheduled maintenance dates, included services, and special pricing—right from their mobile device.
As work is performed, hours and materials are logged to the correct agreement, and invoices are generated with the contract’s terms automatically applied.
Renewals, warranty work, and special billing rules are updated on the spot, ensuring agreements stay accurate and profitable.
Photos, Checklists & Notes
With their mobile device, technicians can take photos, complete inspection or safety checklists, and add job notes or change orders without leaving the site.
Everything is automatically time-stamped and stored in the work order, creating a complete and accurate record for customers and internal quality control.
Time & Materials Tracking
Technicians log labor hours and materials as they work—no paper sheets or later data entry.
These updates feed directly into payroll, job costing, and inventory management, guaranteeing accurate labor charges and real-time material counts.
Inventory Integration
The mobile app connects directly to Optsy’s inventory system.
Technicians can check stock levels, reserve parts, or trigger purchase orders in real time.
As parts are used, inventory is automatically updated so the next job isn’t delayed and reordering happens without manual intervention.
Equipment visibility and location tracking
Every piece of equipment covered by a service agreement is visible on the technician’s device.
They can view exact location, service history, and warranty details, and update records while servicing equipment.
This ensures precise maintenance actions, correct part selection, and complete documentation for future visits.
How It Works for Your Industry
No matter your trade, Optsy’s Mobile Field Service App gives technicians the tools and information they need the moment they step on site. Everything including customer history, equipment details, job updates, and payments, is right at their fingertips. Here are some examples…
HVAC
Heating and cooling jobs often involve complex equipment and seasonal maintenance. With Optsy’s app, technicians can see full equipment histories, service notes, and warranty details before they arrive. They can record refrigerant usage, adjust seasonal schedules, order parts on the spot, and issue invoices or process credit card payments as soon as the job is complete. Every update flows instantly to the office, keeping records accurate and customers satisfied.
Plumbing
Plumbers can capture photos of repairs, update parts usage, and create precise invoices without leaving the property. If an emergency call comes in, dispatchers can send the nearest technician immediately, and the app updates job status in real time. This means faster response times, fewer errors, and seamless communication from first call to final payment.
Electrical
Electrical work often requires detailed documentation and quick changes to scope. Technicians can review wiring schematics, record safety checks, and add notes while on site. If a customer requests an upgrade or additional work, the app updates the work order and billing automatically so every part and labor hour is captured and invoiced correctly.
Refrigeration
Refrigeration service demands strict temperature control and thorough records. Technicians can log equipment readings, document maintenance, and create reports directly in the field. Any part replacements or warranty updates sync to the system instantly, ensuring compliance and minimizing downtime for customers who rely on temperature-sensitive equipment.
Roofing
Roofing teams can upload before-and-after photos, confirm material quantities, and generate final invoices right from the rooftop. All details, materials, labor, and photos flow directly into scheduling, inventory, and accounting, so jobs are fully documented and invoiced before the crew even climbs down.
Alarm and Security Services
Security professionals can run system checks, record testing results, and update firmware logs in real time. When the job is finished, they can capture customer signatures and process secure mobile payments immediately. If additional work is needed, new work orders are created in the app on the spot, keeping customers and office staff in sync.