Plumbing Software: Streamline & Grow Your Field Service Business

Regardless of whether your staff have Apple or Android phones or tablets, they’ll be able to install Optsy and sync data in real time. And if they’re heading into an area without mobile reception, they’ll be able to record data in the system ‘offline’ and it’ll automatically sync once they’re back in range. So Optsy has you covered no matter how you’re set up or where you are.

Worried Jimmy’s been slacking off? Think Cho might be ready for a raise? Optsy’s fully customizable reporting tools will tell you how productive your team is whenever you need to know. Want to check your cashflow? There’s a report for that. Trying to figure out who your best customers are, so you can see if they’ll refer other customers to you? You can create a report for that too.

Basically, if you want to know something about your business, as long as you’ve put the data in the system, our alarm and security company software will be able to generate the report you need. We’ll even help you set up custom report templates, so accessing the business insights that will help you grow is super easy.

Everyone can create and assign tasks and set reminders, so no one ever drops the ball and forgets to do something. No cranky customers or lost revenue because someone on your team forgot about a job or left a tool behind, and no late payment fees because someone overlooked a bill.

Our software offers real-time inventory tracking, so your staff won’t ever turn up to a job without the parts they need to install and your customers won’t ever get grumpy that their jobs need to be rescheduled due to an unexpected lack of parts.

Our software will help you keep track of your equipment and its maintenance schedules, so you always know where everything is and when it needs a service.

When it comes to ongoing alarm and security clients and customers, a service-level agreement (SLA) is vital. For example, if you offer nightly security checks of customer premises, you’ll want an SLA that lays out the immense value you deliver while protecting your business from scope creep and unfair litigation in the event there’s ever a security incident.

With our software you can create and manage SLAs and other contracts. It’ll even automatically schedule tasks and issue invoices based on the contracts you have in place. With Optsy, you’ll spend far less time serving those valuable, ongoing customers while offering them a smoother, more reliable service. That’s a win for everyone.