Field Service Management Solutions

From quoting to invoicing to taking payments, scheduling to routing to dispatching, tracking time to managing business finances, and managing inventory to maintenance, our field service management solution has everything you need to smoothly run your business — on autopilot!

So much goes into effectively management a field service business. You need to do all the normal business admin like accounting, tax, inventory management and customer management, and of course you need to be able to take payments and pay staff. As a service-based business, you also have to issue estimates and invoices, efficiently schedule services and keep your tools in good working order. You probably also use consumables in your work, so you’ll have inventory to manage, and if you offer SLAs (service-level agreements) you’ll need to manage long-term contracts. Plus, you’ll be paying your staff based on the hours they work, so you need some form of employee time tracking facility. To cap it all off, because you deliver services in the field, you also have the super difficult task of efficiently scheduling off-site work and then dispatching staff to those jobs. And every bit of admin needs to be able to be completed from the office as well as on the go.

Field Service Management Software with All the Functionality You Need

Take a minute to see how businesses in your industry are using Optsy’s field services software to save money by consolidating multiple subscriptions, save time by automating manual processes and provide a better experience for their customers and staff by giving them what they need faster and more efficiently.

Frequently Asked Questions (FAQ)

Yes. Optsy offers onboarding, ongoing support, and personalized assistance to ensure your team is fully equipped to use the system efficiently.

Yes. One of Optsy strengths is its high level of customization — allowing you to tailor features and workflows to your specific industry needs.

Yes, the platform includes customizable reporting tools to track KPIs like job performance, technician productivity, revenue, and customer satisfaction.

Optsy includes built-in CRM capabilities, giving you a centralized view of customer history, service records, billing, and communications.

Yes. Optsy lets you create, assign, and track work orders through their full lifecycle, helping your team stay organized and on schedule.

Optsy offers intelligent scheduling with drag-and-drop calendars, real-time updates, recurring appointments, and automated dispatching to optimize field operations.

Absolutely. Optsy provides inventory management tools that allow you to monitor parts usage, manage stock levels, and assign materials to specific jobs or vehicles.

Yes, Optsy includes a mobile application that gives technicians access to schedules, work orders, customer info, and real-time updates from the field.

Small and mid-sized field service companies — including HVAC, plumbing, electrical, and IT businesses — can streamline operations and improve productivity with Optsy’s FSM tools.

Optsy FSM software is an all-in-one solution that helps service businesses manage scheduling, dispatch, customer management, inventory, mobile access, and more — from a single platform.

So, if you want to grow your business, Optsy’s software is an all-in-one suite of tools that’ll save you time, reduce errors, increase your productivity, improve staff and customer satisfaction, and save you money.

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