SOFTWARE SOLUTIONS
Simplify how your small business tracks and reports on KPIs
Most small business owners don’t enjoy reporting; it’s not any different from accounting, it’s important, but time-consuming. And who wants to spend their weekend reviewing spreadsheets and figuring out numbers?
What if you could press a button and instantly get the workflow reports you need — weekly, monthly, or whenever? With Optsy, you can.
Our field service software is designed to simplify your day-to-day operations, from scheduling and dispatching to billing and reporting. As companies with their technicians do their work and maintenance, the system collects data and converts it into analytics for you in real time.
That means no more digging through paperwork, giving your field service business its full potential for growth. You’ll save time, have the info you need right when needed, and make better decisions to grow your company while remaining on budget.
Why you’ll love Optsy’s field service report software
PERFORMANCE TRACKING
Track your business’s performance by clients or through a specific employee, or break it down by a particular job or business unit location—whatever you need to determine the correct metrics to decide whether you’re meeting your profit-driving KPIs.
FLEXIBILITY AND DRILL-DOWN CAPABILITIES
Turn reporting features on and off easily for views that are as broad or narrow as you need. Drill down into specific components of your business to uncover what’s working — and what isn’t.
CUSTOM SMALL BUSINESS REPORTING
Can’t find a default report that gives you exactly the insights you’re looking for? No problem. Our customizable reporting tools allow you to build tailored reports in just a few clicks — and we’re happy to help you get set up.
REAL TIME DATE & AUTOMATION
With automated data collection and live updates, you always have the most accurate information at your fingertips — no more outdated spreadsheets or manual data entry.
EXPORT FUNCTIONALITY
Export your reports whenever you need them — whether you’re reviewing performance internally or submitting financials to your accountant.
ANYTIME, ANYWHERE ACCESS
Access reports on the go, whether you’re in the office, in the field, or working from home. Easily share insights with your team, bookkeeper, or accountant.