Electrical Contractor Software
Focus on your customers seeking electrical services while our software empowers your business to brighten clients’ premises and maintain strong, lasting connections.
Deliver Electricity To Businesses Efficiently
Optsy’s electrical software provides powerful tools to help your company grow, both directly and indirectly. It assists with its daily operations, preventing minor challenges from turning into more significant issues. Electricians can now easily manage tasks, schedules, and customer interactions, enabling them to achieve business success and scale their operations to higher profits.
Shape the Future of Your Business
Optsy’s Electrical Contractor Software helps you achieve new goals, thereby improving your organization.
- Users can create estimates that align with project bidding.
- Schedule and dispatch jobs for smooth and reliable performance.
- Access customer information and history for all types of marketing.
- Obtain electrical contracts to maximize your business potential.
- Get paid on-site with our integrated credit card processing application.
- Access extensive, detailed information within the database to enhance your workflow.
Power Up with Project Management
With simple solutions, you can delegate tasks through the scheduling process, ensuring you pass inspection while making sure all circuits, wiring, and voltage requirements comply with code.
- Make real-time decisions with your field team and office staff to minimize delays and interruptions.
- Track and manage your inventory, including stock and selling prices.
- Monitor equipment locations at job sites, warehouses, and shops.
- Stay updated on the time employees start and end their day with login updates.
- Invoice, provide pricing and estimates, and sign agreements with our intuitive and powerful functionality.
- Instead of receiving customer calls, clients can request field service at their preferred times via the CRM portal.
Scheduling & Dispatching for Business Optimization
Experience the positive impact this platform will have for everyone by upgrading your business strategies with project management software.
- Update and create jobs within minutes of posting on the schedule board using a simple drag-and-drop feature.
- Track and update service calls based on urgency and send notifications to technicians.
- If a task is completed earlier than expected, additional work can be assigned to the electrician in real-time.
- Monitor and evaluate each electrician’s skills and expertise based on job completion time, along with notes and details.
- Enhance the customer experience with notes on job details and completion.
Components of Optsy’s Mobile App
In today’s AI world, all one needs is a mobile device with a Wi-Fi connection. With Optsy’s mobile app, the tech has full access to simplify administrative tasks, manage materials, and address any job-related questions, ensuring everything is in place to complete the job efficiently.
- Create a detailed report that includes photos of the site before and after the job.
- The electrician can update a full variety of information about a job, including PO requests and job-related notes.
- Create agreements, send invoices, and collect both pre- and post-work signatures.
- Get paid on-site with a credit card processing system powered by Fidelity.
- Optsy mobile app is fully operational on both iOS and Android devices.
Reporting and Analytics for Smarter Insights
When running these reports, you’ll receive expert advice, especially with the diverse reporting options available. Meet your specific needs by using documents and charts to create a precise and engaging presentation of data.
- View detailed work orders that include labor activity, customer data, and other helpful resources.
- See new and upcoming charges based on agreements within a customer’s profile.
- Know what inventory you have in stock, on order, pending approval, and the worth of the parts you hold.
- Receive customizable reports on nearly every aspect of your business, including employee activities and other key metrics.
- Obtain detailed accounting reports, including budgeting and day-to-day profit, with access to QuickBooks integration.
Onboarding and Customer Client Software Support
Optsy goes beyond just offering service management software; we’re dedicated to supporting our customers every step of the way. From onboarding to ongoing support, we are available by phone and email whenever you need us.
- We are here to guide you through the onboarding process to avoid any downtime.
- Once you’re up and running, we’re always here to assist you in the background.
- Our support team is available Monday through Thursday from 9 AM to 5 PM.
- You can reach us by phone at 201-490-4309 or by email at info@optsy.com.
Contract Agreements with Flexibility
These software features enable you to run your operations at a higher level, positioning you as a leader in your industry. Now, you can partner up with other professionals to work on a specific job site, knowing that you can meet your business goals and bill appropriately without affecting your cash flow.
- This software simplifies tasks for your office staff by automatically calculating service rates within agreements for billing.
- Advanced billing allows you to share invoices between your company and another entity, such as when splitting the bill with an HVAC company.
- You can customize the agreement or use one of the templates, and the costs within the contract will populate, with special rates applying thereafter.
- Once the agreement progresses, you can review reports to assess its profitability and determine any necessary adjustments.
Optsy Electrical Technician Software Frequently Asked Questions
Feedback and Insights from Optsy’s CRM on Customer Experience
Feedback and Insights from Optsy’s CRM on Customer Experience
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Let’s schedule a one-on-one demo to explore how we can enhance and expand your business toolkit.
