Customization

Customizable FSM software

Field service management software, your way

Is something holding you back from switching to Optsy? Maybe you’re interested in certain features but feel the software might be too complex. Or maybe you need your software to look a certain way, and the previews you’ve seen don’t quite match your vision.

Don’t worry, Optsy is fully customizable. You’ll get exactly what you need, when you need it, and it will look and function the way you want.

What Can Be Customized?

• Dynamic schedule boards

• Custom fields

• Custom documents

• Custom reports (a very popular request)

• Entity names and branding

• User interface adjustments

• Enabling/disabling specific features

Real-World Example

One of our HVAC clients needed a multi-zone scheduling board and tailored job codes to meet compliance standards. We customized their dashboard and reporting in less than a week. As a result, their team now completes scheduling 35% faster and generates required reports with just a click.

How Customization Works

We’ve made the process smooth and stress-free:

1. Let us know what you need during onboarding or at any time later.

2. We configure the system based on your preferences.

3. You test and give feedback.

4. We refine it until it fits perfectly

No coding, no headaches. Just FSM software tailored to your business.

Why you’ll love how customizable Optsy FSM software is

Flexible

Don’t get stuck using a system that doesn’t fit your workflow. If something in the Optsy suite isn’t right for your business, just let us know—we’ll make the necessary adjustments.

Customizable software

We understand that no two field service businesses are the same. Optsy is designed to be adapted to your unique processes, team size, and goals.

We listen

We want you to get the most out of Optsy. From onboarding to ongoing support, we’re here to help. We’ll guide you through setup and make ongoing adjustments as needed.

“Optsy adjusted our workflow dashboard to match exactly how our team operates. It’s like having software built just for us.” — Michael G., Electrical Contractor