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 easily manage tasks, schedules, and customer interactions, 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
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 job management software.
- Update and create jobs within minutes of posting on the schedule board using a simple drag-and-drop feature directly on the calendar.
- Track and update service calls and appointments based on urgency and send notifications to technicians.
- If a task is completed earlier than expected, an additional work order 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
You’ll gain access to expert insights when running reports, especially with our diverse reporting options.
Create precise and engaging data presentations using documents and charts tailored to your needs. Our tools simplify data entry, reducing errors and saving time across your workflow.
- 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, support is just a click away—we’re always here in the background when you need us.
- Our support team is available Monday through Thursday from 9 AM to 5 PM.
- You can reach us by email or at our number: 201-490-4309. Our email is info@optsy.com.
Contract Agreements with Flexibility
These software features give you the ability to run your operations at a higher level, positioning you as a leader in your industry. Now, you can partner 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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Field Service Automation Software’s Impact and Efficiency Across Additional Industries
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Let’s schedule a one-on-one demo to explore how we can enhance and expand your business toolkit.
