Work Order Management

Simplify job management and service order processes to keep customers happy and boost your ROI.

A competent work order system can make or break the day-to-day operations of your business. Get it right, and everything moves quickly and effectively. Your team completes jobs correctly the first time, and your customers stay satisfied.

Good work order management software ensures you get it right.

Optsy’s Work Order Management Software eliminates the guesswork from organizing your team’s schedule and invoicing for their time. It integrates seamlessly with your entire business, syncing everything from customer records to technician availability and materials. You’ll save hours on admin, generate more revenue, and impress your customers—so much so that referrals will start rolling in.

Why you’ll love Optsy’s work order management software

Tracks All Job Types

From quick repairs and breakages to long-term service projects, every job is recorded in a central database. Customer records update automatically, and any changes are reflected in related work orders.

Integrated Estimates

Need to send a quick quote? No problem. Upload the estimate into the work order, and everything populates seamlessly. You can then email it to the customer directly from the software.

SLAs, Warranties & Contract Agreements

Stay on top of your contracts and service agreements with ease. You can link work orders to SLAs and warranty records to ensure accurate billing, timely service, and complete record-keeping. Every job is logged, with full details on what was done, when, and why.

Real-time Proposals & Job Costing

Generate proposals and job quotes in real time, even while on-site. Update work order data as you go and send professional-looking documents instantly via email. Everything is saved to the customer file, so you won’t have to scramble to catch up later.

Mobile-Friendly for Field Techs

Your technicians can access work orders, update job statuses, capture signatures, and log notes—all from the field using Optsy’s mobile app. No more paperwork delays or communication breakdowns.

Worried Your Process Is Too Unique?

Don’t be. Optsy is fully customizable. Whether you have niche workflows, specific reporting requirements, or unique service protocols, we’ll tailor the software to match your operations exactly.

Why Choose Optsy for Work Order Management?

• Built for field service businesses to help grow their business.

• Syncs scheduling, estimates, invoicing, and reports, making everything run smoother than imagined.

• Works on both desktop and mobile, making it easy to insert or update customer information and view reports.

• Fully customizable to your workflow of which gives you more time to focus on your day to day business.

• Trusted by HVAC, plumbing, and electrical contractors

“Before Optsy, we were drowning in paperwork, and job details were slipping through the cracks. Now, everything is tracked in real-time, and invoicing is completed on the same day. It’s been a total game-changer.”
— Samantha L., Office Manager, All-Pro Plumbing