Account Management Software

Account Management Software

Customer and account management software for small field service businesses

A completely integrated approach to managing all your customer databases

Imagine all your field service staff having a quick, easy-to-use app where they can enter all their client information on the go — no more messy pieces of paper, or hastily scribbled notes to make sense of at the end of the day.

The account management feature of our FSM software offers just this — a one stop shop where you, and your team, can enter information including contact details, payment, customer communication, order and service history, reminders and any other important notes. Better still, all this data can be easily accessed and applied across all other parts of the Optsy platform, removing the need for having to repeatedly enter the same information for different tasks.

Not only does this save time, it also reduces the margin for error by allowing all team members to access the same data, whenever and wherever they need it.

Why you’ll love Optsy’s account and customer management software

CRM

Manage your entire customer and contact database in one place. This data can then be accessed in the app by your entire team — anywhere, any time.

Contact and payment information

Keep all your customer and service provider contact and payment details up to date quickly and easily, so it’s easily accessible when you need to access it and so other parts of the Optsy software can automatically use that data when needed (e.g. when automatically creating invoices).

Notes and reminders

Set notes and reminders for you and your whole team to save time and reduce the margin for error.

Customer history

Access a customer’s complete service and transaction history even when on-site, removing the need for field staff to call head office when they need to review any tricky service details.

Integration across all other aspects of Optsy software

All saved details can be used for tasks such as invoicing, so no one has to enter details multiple times and so you can automate your manual workflows.

Frequently Asked Questions (FAQ)

Yes. Optsy prioritizes data security, with robust user access controls and secure data storage to protect client information and business records.

Yes. Account information is directly connected to scheduling and work order features, so your team has context when dispatching jobs or following up with clients.

Definitely. By tracking customer behavior and service patterns, Optsy helps you identify opportunities for maintenance contracts, upgrades, or additional services.

Yes. Optsy lets you assign specific team members or technicians to customer accounts, improving accountability and building stronger client relationships.

The system supports integrated communication tracking, allowing teams to log calls, emails, and notes — ensuring seamless collaboration and follow-up.

Yes, Optsy allows you to attach service agreements or recurring contract details directly to customer profiles for easy tracking and renewal management.

Absolutely. You can view past service calls, completed jobs, quotes, invoices, and payment records — giving you full visibility into each client’s lifecycle.

Yes. Optsy supports multi-location account structures, making it easy to manage service records and billing across different branches or job sites under a single client profile.

The platform allows businesses to store and access customer profiles, contact information, job histories, and financial records in one secure, searchable location.

Optsy Account Management Software centralizes customer data, service history, billing details, and job records — enabling service businesses to manage client accounts with greater accuracy and efficiency.

Schedule a no-obligation, free demo to see for yourself how Optsy can help you optimize and grow your business.

Schedule a no-obligation, free demo to see for yourself how Optsy can help you optimize and grow your business.

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