Software Shaped Around How You Work
Dispatch and Scheduling Built for Field Service
Optsy’s scheduling software platform enables field service companies to plan their teams effectively, ensuring a steady, well-coordinated schedule that maximizes revenue and profitability while saving time and reducing daily costs.
On top of that, the scheduling software component provides handy updates to your customers so they’re notified of an approximate service time, and the fully integrated dispatching software component gives them an update once their technician is on the way.
The dispatching software also tells your technician the best way to get to the job, factoring in current location and traffic. And if a staff member ever gets into trouble (for example they’re in a car accident), the integrated GPS data will tell you where they are so you can send help and dispatch another technician to the job if needed.
What's Included in Optsy's Dispatch and Scheduling Software
Every part of Optsy that your team touches can be shaped around your business. These are the customizations teams use most, and if you need something you don’t see here, ask. Custom requests are how half of these became standard.
Dynamic Schedule Boards
Easily manage tasks and schedule their details with easy-to-use features and automation tools that consider availability, skills, parts, location, and urgency. This ensures the right technician gets the right job at the right time. It saves time, reduces mistakes, and keeps everything running smoothly. Additionally, teams stay updated in real-time, enhancing customer communication and workflow.
Technician Dispatch
Send instant updates to both your team and clients so everyone stays informed. Clients receive accurate arrival times automatically, eliminating the need for phone calls. This saves time and keeps field techs and customers happy with clear communication. Your team also stays updated, making scheduling and job management easier.
Drag and Drop Functionality
Quickly schedule and reschedule jobs without manually re-entering information. Simply click, drag, and move jobs to the preferred time slot and technician. The software can also handle planning and coordination of work orders. This feature is especially useful for last-minute changes, cancelations, or reassignments, ensuring a smooth workflow with minimal administrative activity.
Optimized Technician Routing
Ensure that your technicians always know where they need to be and the most efficient way to get there. By planning jobs based on location, you can reduce travel time and fuel costs. This helps your team work more efficiently and complete more jobs in a day. Better optimization means more jobs, higher revenue, and better service for your customers.
How Dispatch & Scheduling Works With Every Feature in Optsy
A schedule is only as good as the information behind it. Optsy pulls parts, contracts, customer history, and technician availability into the same view, then sends everything back out to the systems your office runs on.
Map Routing & Technician Routing
With routing integrated into scheduling, the system plots the most efficient path for your technician’s day, minimizing drive time and maximizing job hours. If weather hits, an emergency call comes in, or parts are delayed, you can quickly re-route the technician and update the schedule from the office, so disruptions don’t derail the day.
Inventory & Part Availability
Schedule jobs with confidence by knowing the parts and materials are available. When you assign a job, the system cross-checks your inventory and flags any missing items. The technician arrives ready, your job gets completed, and costly return trips are eliminated.
Service Agreements & Recurring Visits
Maintenance plans and service contracts and are baked into scheduling. Recurring visits are scheduled automatically, technicians are assigned based on the contract terms and equipment history, and your field team never misses a customer obligation.
Mobile Field Service App
Techs see their schedule in the mobile app, get notifications for upcoming jobs, view job details and customer information, mark status changes, capture photos and signatures, and sync back instantly. The office stays informed, and the field staff stay focused.
Task & Employee Management
Each job isn’t just an assignment; it’s a set of tasks (inspect, install, test, invoice). You assign tasks tied to the schedule, track completion, monitor technician performance, and ensure every part of every job is managed, from start to finish.
Reporting & QuickBooks Integration
All data from scheduling, travel time, job completion, and parts used flows into reporting dashboards and QuickBooks. You get visibility into job profitability, technician productivity, and revenue per vehicle, and you can make smarter decisions about schedules and staffing.
Work Order Management
Every scheduled job becomes a work order with the details your technician needs before arriving. Job notes, parts, and completion records stay attached to the schedule, so the office sees status without calling the field.
Customer Records & History
Dispatchers see the full customer record while scheduling, including past jobs, equipment installed, and account notes. Assigning the right technician gets easier when you can see who worked that property last.
How Dispatch & Scheduling Helps Each Industry
Every trade dispatches differently. Emergency calls, seasonal rushes, multi-day projects, and recurring maintenance all put different demands on a schedule. Here’s how Optsy handles each.
HVAC Software
Dispatching HVAC calls means balancing emergencies, seasonal tune-ups, and installations. With Optsy, you can schedule the right technician for the right job, optimize routes to reduce drive time between jobs, and ensure filter changes and maintenance visits don’t slip through the cracks.
Plumbing Software
Leaks and hot water failures can’t wait. Optsy lets you reassign nearby plumbers to urgent calls, manage multiple trades, rotate techs for efficiency, and keep your calendar full while the mobile app keeps every technician up to date on each job status.
Electrical Contractor Software
For large electrical jobs, inspections, maintenance contracts, and installations need intelligent dispatching. Optsy helps balance commercial and residential calls, manage multi-day projects, assign teams based on qualifications, and track technician availability for maximum efficiency.
Refrigeration Software
Time-sensitive refrigeration failures demand a quick response. With Optsy you prioritize urgent calls, schedule preventive maintenance in low-demand windows, optimize technician travel across job sites, and keep food-service clients running without disruption.
Roofing Software
Weather delays, materials staging, and remote job sites make roofing scheduling complex. Optsy routes crews based on location, job size, and weather patterns, automatically reassigns tasks when conditions change, and keeps your calendar productive despite outside factors.
Alarm & Security Software
Alarm & security system setups, testing visits, and urgent service calls require tight scheduling. Optsy assigns the correct technician, routes based on equipment and urgency, sends customer notifications for arrival windows, and ensures your team responds quickly and professionally.
Computer & IT Service Software
When you receive Computer IT service calls, they often combine on-site visits and remote support. Optsy schedules technicians by location and specialization, optimizes routes to maximize time on site, and allows seamless transition between jobs with updates and invoices synced instantly.
Handyman Software
Job lengths vary wildly in general repair, from a 30-minute fix to a full-day project. Optsy’s handyman software lets you block time realistically, group nearby jobs into efficient routes, and slot in same-day calls without blowing up the rest of the schedule.
Pool Service Software
Route-based service lives or dies on the schedule. Pool service software from Optsy organizes recurring stops by route and day, keeps seasonal frequency changes straight, and reassigns a route quickly when a technician calls out.
Landscaping Software
Crews, not individuals, drive the schedule in landscaping software. Optsy assigns whole crews to routes and properties, shifts the calendar when weather cancels a day, and handles seasonal work like cleanups and snow removal on their own boards.
