SOFTWARE SOLUTIONS
Invoicing software and credit card processing for small businesses
Faster payments for you, good customer service, and easier accounting for your team.
Your technician has just finished a job, and before they’ve even left the site, they’ve sent the invoice. Or better yet, they’ve taken payment on the spot. The Optsy field service mobile app makes this a reality, with built-in invoicing and credit card processing designed specifically for small businesses.
The accounts receivable feature ensures your business gets paid faster, reduces the time spent deciphering messy handwriting and helps your team deliver professional, face-to-face service every time.
Simplify your billing with fully customized and integrated invoicing software.
If you’re tired of entering the same client information into different programs — and your customers are tired of being asked the same questions — Optsy can help. Our invoicing software, built into our all-in-one field service management platform, seamlessly integrates your customer’s details from the initial quote to the final invoice.
Using the Optsy mobile app, your technicians can send invoices straight from the field as soon as the job is complete. And with automated payment reminders, your business can enjoy improved cash flow without requiring manual follow-ups.
Streamline your payments (including credit card processing)
Optsy’s tools allow your team to record payments and update customer information on the spot instantly. Credit card processing is included with Optsy Payments, powered by Fidelity for seamless, secure, and professional transactions.
No more switching between apps or systems — just simple, fast, and reliable payment processing that your customers will appreciate and your accountants will love.
Actually, enjoy… accounting?
Okay, maybe not enjoy — but when invoicing, payments, and billing are centralized in one system, tax time doesn’t have to be stressful.
Generate tax reports easily, monitor your cash flow in real time, and identify your most valuable customers at a glance. Optsy’s accounts receivable features integrate seamlessly with QuickBooks, allowing for automated accounting tailored to small businesses. Use our report templates, customize your own, or contact us for help—we’ll even assist with setup.
Optsy’s invoicing software and credit card processing tools allow you to:
Take payments on the go
You can improve your cash flow and customer experience by accepting payments immediately after the job.
Process credit cards
Say confidently, “That’s fine; we take credit cards!” Powered by Fidelity, Optsy Payments offers secure, fast, and reliable credit card processing built for small businesses.
Generate invoices from your phone
Let your techs create and send invoices on-site, saving time and paperwork. Spend less time invoicing and more time growing your business.
View payments and billing history
Know at a glance who has paid and who hasn’t. This will help you stay organized, avoid duplicate paperwork, and effortlessly track your cash flow.
Send automated payment reminders
No more awkward payment-chasing calls. Let Optsy send polite, automated reminders to your customers and improve your collection rates.
Integrate with QuickBooks
Easily connect to QuickBooks — a trusted leader in small business accounting. Generate detailed reports, track profits, and prepare for tax time without the hassle.
If you’re using multiple tools to take payments, send invoices, manage taxes, and monitor cash flow, it’s time to simplify. Optsy’s all-in-one platform combines everything in one powerful, easy-to-use system designed for field service businesses like yours.
