Field Service Management Solution
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.
Few businesses are more challenging than all that!
Wouldn’t it be nice if you could find a single field service management solution that makes it quick and easy for you to each of those tasks? If you’re thinking it’s a dream, then we’re here to make that dream come true.
Optsy Field Service Management Software is the all-in-one solution designed specifically for field services businesses. When a potential customer first gets in touch, you record their details in the software and you never have to re-type those details again. When you issue an estimate for the work they need done, the software pulls that customer data and automatically fills in the prices based on the services you’ve entered into the system. When the customer accepts the quote, Optsy’s software automatically schedules the work based on the customer’s details, projected availability of tools and consumables, and the skills and availability of your staff. It even automatically looks at the location of the job and schedules the work so your staff aren’t zig-zagging all over the map.
On the day the job is scheduled, Optsy’s robust field service management solution automatically reminds the customer of their service window and reminds the staff member of all the tools and consumables they need for the day. When your staff member is ready to head out to the job site, our software tells them the quickest, easiest and safest route to the location, and sends an ETA to the customer. When the job is done, your technician marks it as complete on their phone or tablet and the software automatically issues the customer with an invoice complete with your business logo and other branding — again using the customer details already in the system — and updates your inventory. If the customer wants to pay on the spot, Optsy’s integrated payment tool will enable your staff member to take their payment there and then. Otherwise, the system will automatically remind your customer to pay on time. It’ll also automatically issue a receipt on payment no matter how or when they pay.
You can then generate completely customised reports to monitor your cashflow and staff productivity, prepare for tax time and make ordering consumables quick and easy.
If there’s an aspect of the software you don’t need, you can easily disable it. And if you want to transfer from one or more other tools, we’ll help you get setup and migrate your existing data across.
Optsy’s field services management solution will make managing your business a breeze. It can also save you money by consolidating multiple subscriptions and reducing invoicing errors, save time by automating manual processes, and provide a better experience for your customers and staff by giving them what they need faster and more efficiently.
Want more details about any aspect of our all-in-one field services management solution? Just click on the feature you’re interested in or schedule a free demo to see for yourself how our software can save you time, money and your sanity.
If you want to grow your business, Optsy’s field service management solution is an all-in-one suite of tools that’ll save you time, reduce errors, increase your productivity, improve staff satisfaction, increase customer satisfaction, and save you money.