Electrical Contractor Software

Focus on your customers seeking electrical services while our electrician service software empowers your business to brighten clients’ premises and maintain strong, lasting connections.

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Field Service Management Software facilitates electricians in running businesses efficiently.

Optsy’s electrical software provides powerful tools to keep your company growing, directly and indirectly. This field service software also prevents minor challenges from turning into larger issues, helping electricians easily manage tasks, schedules, and customer interactions and allowing them to concentrate on achieving business success without unnecessary interruptions.

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Electrical Contractor Software

Shape the Future of Your Electrical Contracting Business

Optsy’s Electrical Contractor Software helps your business reach new goals and achieve lasting success by making your workflow more efficient. With this improved organization, you can take on more electrical jobs and expand into new regions, all with a field service solution designed to elevate your business.

  • Quickly and easily create estimates for electrical jobs.
  • Schedule and dispatch jobs with smooth and reliable performance.
  • Access your customers’ information and history on the go as needed.
  • Operate electrical service contracts to maximize your business power.
  • Get paid on-site with our integrated credit card processing system.
  • Access detailed reports for all data within the software.
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Software management solutions app

Maximize your electrical company’s potential with a practical field management CRM.

With a simple solution, you can let your business run smoothly without unnecessary headaches. Delegate tasks to your electrical scheduling software, from creating estimates and work orders to scheduling, dispatching, sending invoices, signing business agreements, tracking inventory, and even knowing the location of your equipment.

  • Optimize your business in real time, connecting your field team and office staff to reduce delays and interruptions.
  • Track your inventory, including what’s in stock, on order, what you paid for, and their selling prices.
  • Monitor equipment locations at job sites, warehouses, and shops.
  • Stay updated on when employees start and end their day through their login updates.
  • Process and sign agreements with our simple yet sophisticated functionality, including estimates and invoice generators, all within the inventory and field management system.
  • Your customers can log in to the CRM client portal to request field service quickly and efficiently.
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Software management solutions app
Electrical Contractor Software

Scheduling and dispatching for your electrical business operations.

Experience the impact of a field service CRM that keeps your business on track, helping everyone stay focused on their electrical work.

  • Update and create job projects within minutes of posting on the schedule board, with a notification sent to the technician.
  • Track and update a job project based on its urgency or if the job is close to a nearby technician.
  • See a task completed earlier than expected in real-time, allowing additional work assigned to the electrician.
  • Monitor and evaluate each electrician’s skills based on the time taken to complete a job and the accuracy of the job estimate.
  • Enhance the customer experience based on notes about the completion of a job.
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Electrical Software On Mobile App

Those days of carrying a laptop around the job site are over. All you need is a phone or tablet with a Wi-Fi connection to log into the Optsy mobile app. This gives the electrician full access to everything needed to do the job properly, as well as upcoming jobs with detailed information about each one.

  • 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.
  • The Optsy mobile app is fully operational on both iOS and Android devices.
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Electrical Contractor Software
Electrical Contractor Software
Electrical Contractor Software

Comprehensive Reporting for Smarter Business Insights

Stay connected with your business by running reports on virtually any part of the software and gaining valuable insights.

  • View detailed work order data, including problems, profits, losses, labor activity, etc.
  • See new and upcoming charges based on agreements set with a customer.
  • Know what inventory you have in stock, on order, pending approval, and the worth of the parts you hold.
  • Get customizable reports on nearly every aspect of your business, including employee activities and revenue generation by each employee, but not limited to these.
  • Get detailed accounting reports with QuickBooks integration.
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Onboarding and Customer Client Software Support

Optsy goes beyond just offering a service management software; we’re dedicated to supporting our customers every step of the way. From onboarding to ongoing assistance, our team is available via phone and email whenever needed.

  • We are here to guide you through the onboarding process to avoid any downtime.
  • Once you’re up and running, we’re always here in the background to assist you.
  • 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.
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Electrical Contractor Software
Electrical Contractor Software
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Manage your entire electrical operation with one all-in-one field service software solution and increase productivity by up to 40%.

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Electrical Contractor Software

Optsy Electrical Technician Software Frequently Asked Questions

Electrical software simplifies electricians’ daily tasks by assisting with scheduling, dispatching, invoicing, and inventory tracking. It also helps you save estimates for commercial and residential jobs, manage new and existing customers, and assist with marketing. Additionally, it enables you to stay on top of job statuses, whether in progress or completed. Optsy offers customizable reporting to help you manage your business efficiently, with features that are exclusive to Optsy’s field service software solution.

With electrical software, you can stop relying on paper estimates, notes, and reminders. Focus on electrical panels, circuit breakers, and other equipment at the job site—while the software processes and shares information with your office team. You can easily filter reports to identify clients needing commercial or residential maintenance. Plus, inform customers about new technologies by sending tailored emails based on past job data and notes.

Yes, this software can support the growth of your electrical company. It offers many features that can help expand your business. Based on feedback from other users, the customized reporting provides valuable insights, enabling you to:
1. Target marketing more effectively.
2. Upsell services to existing customers.
3. Proactively reach out to customers needing electrical services.
4. Streamline operations, allowing you to take on more jobs and increase revenue.

These are just a few examples, but there are many other ways the software can help your business grow and optimize opportunities for even greater success.

There are a few key factors to consider when determining which electrical software is right for you:

  1. Identify the problems you’re looking to solve – Understanding your specific needs and challenges will help you choose the software that addresses them directly.
  2. Customer support – Ensure the software provider offers excellent customer service for a smooth setup process.
  3. Ease of use – The software should be intuitive, allowing you to get started quickly with minimal downtime.

We check all these boxes and more. We offer exceptional customer service to guide you through setup, easy-to-use software that feels familiar, and powerful reporting tools to help solve any issues you may encounter. With Optsy, you can rest assured that everything will run smoothly.

Optsy’s tools include both billing and estimating features. For billing, staff can issue invoices, track payment history, and accept credit card payments through Optsy Payments, powered by Fidelity. You can create customized reports, and if you use QuickBooks, it integrates easily to sync invoices with customer profiles, work orders, and quotes, providing a clear view of payments and overdue invoices.
For estimating, the software enables you to create detailed estimates for customers quickly. Approved estimates can be directly converted into work orders or invoices, making the process seamless from start to finish.

Yes, our electrical software systems integrate with Intuit QuickBooks. You can create customized reports from the data and smoothly connect our software to your existing QuickBooks account. It allows invoices to be automatically linked to the relevant customer profiles, work orders, and quotes, making it easy to see who has paid and whether there are any overdue invoices. Additionally, Optsy will automatically sync the timesheets with QuickBooks. Most importantly, you can rest assured that no information will ever be duplicated or imported incorrectly.

For electricians who aren’t comfortable with technology, this software is right for them. It is designed with a familiar yet updated and modernized interface that resembles an Excel or Google Sheets layout. Optsy makes it easy for anyone to use, with no complaints about complexity. Our software focuses on simplicity, ensuring a smooth daily experience for electricians and allowing them to focus on electrical work instead of worrying about using technology. At the same time, electricians who are comfortable with technology will also find it straightforward to use.

Our electrician software includes a mobile app for Android and Apple devices. The app offers real-time syncing and includes all the features of the desktop version so that you can manage your work seamlessly from anywhere. You can even take mobile payments through Fidelity Processing. Fully integrated, giving you everything you need right at your fingertips for smooth, efficient operations.

The cost of electrical contractor software varies based on a company’s specific needs. At Optsy, we work with electrical companies to provide a field service software solution that benefits their operations. We focus on delivering an economical option tailored to support each business’s efficiency and growth.

Feedback From Field Service Management Customers

The ultimate solution for field services automation, designed to make a difference to your electrical business.

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Advance your business future ahead

Let’s schedule a one-on-one demo to explore how we can enhance and expand your business toolkit.

Thank you for contacting Optsy. We will reach out soon to schedule the free demo.
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