INVENTORY MANAGEMENT SOFTWARE

Automatic stock management from the office and any job site

Every field service business needs reliable inventory management software. It’s not just a time-saver for you — it’s also key to keeping your customers satisfied.

Imagine you’re one of your customers: you’ve got something that needs fixing, you’ve arranged for a service technician to come and make the repairs. You’ve set aside time in your busy day—only to be told the technician doesn’t have the parts and will need to come back another day. Now your repairs are still undone, and you’ll need to take more time out for a follow-up visit.

You’d be pretty frustrated, wouldn’t you? And chances are, next time something breaks, you’d look for a different repair company.

As an FSM provider, you’re well aware that your customers’ time is just as valuable as yours. You don’t want your technicians making repeat visits any more than your customers want to schedule multiple appointments for the same job.

When it’s time to order parts, you want to be sure your cart includes everything you need — and only what you need. Submitting orders prematurely wastes time and drives up delivery fees.

Optsy’s fully integrated FSM software makes it easy to ensure you have all the necessary parts, exactly when you need them.

Stock management

From the office, monitor inventory levels in real time across all your locations. Custom reports analyze upcoming jobs and recent usage to forecast exactly what parts you’ll need—and in what quantities. This helps you avoid overstocking and the costly rush of last-minute orders with extra delivery fees.

Technicians play a critical role, too. With Optsy’s mobile app, they can update parts used directly from their phone or tablet—right at the job site. This real-time update keeps your stock data accurate, ensuring your inventory reflects actual usage without delays or errors.

Why you’ll love Optsy’s inventory management software

Mobile access

Your field technicians have instant access to your inventory database from their mobile devices, allowing them to find and update parts quickly and keep jobs moving forward without interruption.

Stock alerts

With our complete system, you’ll never run out of a part again. Receive alerts when stock runs low (based on your custom thresholds), so you can place orders before supplies run out. Plus, detailed reports help you forecast stock needs accurately, minimizing last-minute orders and reducing delivery fees.

Audit trail

Track exactly who used which parts for each job. Inventory usage is linked to jobs, so you can automatically include parts fees when generating invoices.

Automatic inventory adjustment

Stock levels update automatically as parts are delivered and after each job is completed. No more confusion over part availability or unnecessary repeat visits due to missing items.

Purchasing control

Easily assign which staff members are authorized to place stock orders. If all authorized staff are unavailable, you can quickly update permissions to grant temporary access to others.

Purchase requisition management

Create, process, and track purchase requests to control spending and ensure every order is properly authorized.

Optsy’s inventory management is part of a broader suite of tools designed to streamline your entire field service operation—from scheduling and dispatching to invoicing and real-time communication. The result? Fewer errors, faster service, and happier customers.

If you want to avoid embarrassing delays, reduce manual paperwork, and forecast your stock needs with confidence, Optsy makes it quick and easy. Empower your technicians with mobile updates and give your office full visibility—boosting your operational efficiency and customer satisfaction at the same time.

Schedule a no-obligation, free demo to see for yourself how Optsy can help you optimize and grow your business.