Quickly and easily enter data and update records in the office and at any job site
Your team is always on the go, so why shouldn’t your software be able to keep up?
Imagine being able to send a quote to a customer almost as soon as you hang up the office phone, then having your staff instantly issue an accurate invoice (with all the items from the approved quote as well as any additional time actually spent on the job) the moment they finish a job at a client’s site. How much time would that save you? How much faster would you get paid? How often would that prevent you losing money due to incorrect invoices?
With Optsy’s mobile field service app, that dream becomes an everyday reality.
At Optsy, we understand that keeping your staff up to date and fully connected is not only helpful, it’s integral to the smooth running of your business in this modern age. It makes your team look professional by allowing for fast communication and scheduling, and it cuts down on your administrative workload. No more weekends spent trying to gather all your tech’s notes for the week and finalising invoices. No more breakdowns in communication. No more embarrassing stock shortages or asset losses.
Why you’ll love Optsy’s mobile field service software
Compatibility with iOS and Android
No need to spend a tonne of money upgrading devices, as long as you and your techs have some form of iOS or Android device, you can easily integrate our field service app into your daily business routine.
Work order execution, scheduling, record time/material
No more double handling of information. Every part of Optsy’s app for field service businesses is fully integrated so all your scheduling, tracking, inventory, equipment and more is available at your fingertips (and those of your staff) 24/7.
Access to data
Everything you enter in the office is available to your staff when they’re on a job site, so no more phoning through vital information (which means no more risk of data entry errors or wasting time waiting for someone to pick up the phone).
Keep your team up to date with real-time syncing of data, location tracking and inventory, allowing for smooth and easy transitions between jobs and the most efficient transfer of information.
Offline work capability
No cell signal? No problem. Just download the data you need before you leave and then anything you enter while offline will automatically sync once you’re back in range.
What to take payments on-site at the end of a job? Our field services app also includes a payments module, powered by Fidelity, so you can skip the invoice and have your staff take payments on the spot right from their mobile device.
If you’re sick of spending your weekends issuing invoices and reconciling differences in customer data, Optsy’s mobile field service app automates your admin workflows, so staff can instantly issue accurate invoices and update data with just a few taps on their iOS or android device, right from your customer’s job site. Customers demand professional providers who have the technology they need to get the job done. So, start working smarter not harder with Optsy’s fully integrated mobile app.