Powerful Electrical Contractor Software For Your Business
Elevate your operations and increase profitability with Optsy’s all-in-one Electrical Software. Seamlessly manage jobs, scheduling, invoicing, and customer communication, so you can focus more on growing your business and delivering exceptional electrical services.
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 easily manage tasks, book schedules, customer interactions, and making it easier to achieve business success and scale operations for higher profits and stronger connectivity.

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 Software
Take complete control of your workflow with Optsy’s project management software, designed to simplify every step of the job. Delegate tasks with ease using a clear scheduling system that helps ensure all circuits, wiring, and voltage requirements meet code and pass inspection. With everything organized in one place, your team stays efficient, focused, and on schedule.
Real-time communication between field technicians and office staff helps minimize delays and keeps every project moving forward. You can monitor inventory levels, track selling prices, and know exactly where your equipment is—whether it’s on a job site, in a warehouse, or at the shop.
Daily operations become seamless with built-in time tracking, quick invoicing, instant estimates, and digital agreement signing. Clients can even request service through the client portal at their preferred time, making the process faster, more convenient, and completely hassle-free.


Scheduling & Dispatching for Business Optimization
Advance your business strategy with job management software that transforms how you schedule and dispatch work. This powerful platform enhances efficiency for your entire team by simplifying how jobs are created, assigned, and updated, all from a single, user-friendly calendar view. Whether you’re coordinating a small crew or a large team, you’ll save time and reduce scheduling errors with tools designed for real-world field service demands.
Create and update jobs within minutes using a simple drag-and-drop feature directly on the schedule board. Track service calls and appointments based on urgency and automatically send real-time notifications to technicians in the field. If a task wraps up ahead of schedule, you can immediately assign another work order, helping your team stay productive and responsive throughout the day.
Gain deeper insights into employee performance by monitoring job completion times and reviewing detailed notes for each task. This enables you to assess each electrician’s strengths, refine dispatching decisions, and ensure that the right technician is assigned to the right job. At the same time, detailed records of work performed help enhance the customer experience with clear communication and greater transparency.
Components of Optsy’s Mobile App
In today’s fast-paced, AI-driven world, all you need is a mobile device with a Wi-Fi connection to manage your business from anywhere. Optsy’s mobile app provides technicians with full access to essential tools that simplify administrative tasks, manage materials, and resolve complex job details on the spot. It puts everything they need to stay organized and efficient right in their pocket.
The app enables electricians to create detailed job reports, including photos taken before and after the work is completed. They can update a wide range of information, such as purchase order requests, job-specific notes, and progress updates. These real-time features keep everyone informed, whether they’re in the field or back at the office.
With just a few taps, users can create agreements, send invoices, and collect both pre- and post-work signatures. Payments are easy with on-site credit card processing powered by Fidelity, allowing technicians to close out jobs instantly. Best of all, the Optsy mobile app works seamlessly on both iOS and Android devices, giving your team the flexibility and reliability they need wherever they go.



Reporting and Analytics for Smarter Insights
Gain expert insights with powerful reporting tools designed to provide a clear view of your business performance. Our diverse reporting options let you create precise and engaging presentations using customized documents and charts. These tools simplify data entry, reduce errors, and save valuable time throughout your entire workflow.
Access detailed work orders that include labor activity, customer information, and other valuable resources. Stay informed about new and upcoming charges associated with agreements within each customer’s profile, ensuring billing transparency and organization. The inventory management feature helps you track product quantities, whether in stock, on order, or pending approval, as well as the value of each part you hold.
Receive customizable reports covering nearly every aspect of your business, from employee activities to key performance metrics. You can also generate detailed expense and accounting reports, including budgeting and daily profits, with seamless QuickBooks integration. These insights empower you to make more informed, data-driven decisions that fuel your company’s growth.
Onboarding and Customer Client Software Support
Optsy is more than just a service management software provider—we are dedicated partners committed to supporting you at every stage of your journey. From the moment you begin onboarding through your daily operations, our team is here to ensure a seamless transition and lasting success. We understand the importance of minimizing downtime, so we personally guide you through the onboarding process with clear instructions, valuable resources, and hands-on assistance tailored specifically to your business needs.
Once you’re fully set up and running, our commitment to support continues. Whether you have questions, face challenges, or require follow-ups, our knowledgeable support team is always just a click or phone call away. We proactively monitor your needs and remain available in the background to quickly resolve any issues, allowing you to focus on growing your business without interruptions or delays.
Our customer support team is available Monday through Thursday, from 9 AM to 5 PM, to assist you as promptly as possible. You can reach us conveniently by phone at 201-490-4309 or via email at info@optsy.com. We pride ourselves on delivering responsive, friendly, and comprehensive support designed to make your experience with Optsy smooth, worry-free, and successful.



Power Up Your Electrical Business: Why Choose Optsy?
Optsy presents itself as a comprehensive solution designed to optimize every facet of your electrical contractor business, transforming how you manage your daily operations, from the office to the field.
Optsy’s software is designed to centralize and automate your operations, allowing you to save administrative time and focus on growth. The platform seamlessly integrates work order management, technician availability, inventory, and customer records in one place.
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Efficiency and Automation: Drastically reduce time on administrative tasks. Automate invoicing, expense tracking, and payroll, eliminating double data entry and speeding up payments.
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Comprehensive Project Management: From the initial estimate to job completion, everything is recorded. Manage work orders, contracts, warranties, and Service Level Agreements (SLAs) with ease. It also ensures compliance with electrical codes and regulations.
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Financial Optimization: Generate real-time quotes and estimates. Track detailed job costs and get accurate financial reports, such as profit and loss or job profitability.
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Connectivity and Mobility: Connect your teams in the office and in the field. The mobile app is robust and user-friendly, allowing field technicians to manage tasks, process payments, take pictures, and update job statuses in real-time.
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Flexibility and Support: The platform is fully customizable to fit your company’s unique workflows. It also has a strong support team and integrates efficiently with other tools like QuickBooks.
Contract Agreements with Flexibility
These software solutions enable you to enhance your operations, positioning you as a leader in your industry. You can confidently partner with other professionals on specific job sites, knowing your business goals will be met and billing handled accurately without impacting your cash flow. This flexibility allows you to manage complex projects efficiently while maintaining strong collaborations.
The software simplifies office tasks by automatically calculating pricing and service rates within agreements for billing purposes. Advanced billing features allow you to share invoices between your company and other entities, such as splitting costs with an HVAC company, making financial management more streamlined. You can customize agreements or select from pre-built templates, with contract costs automatically populated and special rates applied when needed.
As your agreements progress, you gain access to detailed reports that help assess profitability and identify areas for improvement. This insight enables you to make informed decisions, optimize your contracts, and maintain a financially stable business. Overall, the software supports innovative contract management tailored to your unique needs.

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
Field Service Automation Software’s Impact and Efficiency Across Additional Industries
Blogs for Electrical Contractor Software
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