Work Order Management

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

A good work order system can make or break the day to day running of your business. Get it right and things move quickly and effectively, with staff getting the job done right first time. Get it wrong and everything becomes clunky and cumbersome, you get upset with your staff, and your customers get angry with your business and start looking for a new FSM provider. Good work order management software will ensure you get it right.

Luckily for you, our service order software is legendary.

Optsy’s Work Order Management Software takes all of the guess work out of organizing your team’s daily schedule and then invoicing for their time. Our system integrates with all other components of the Optsy suite to sync in everything from customer records to technician resources. You’ll save time on admin tasks and generate more revenue, not to mention the fact that your customers are likely to be so impressed, you’ll be getting referrals in no time at all.

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

It tracks all job types

From breakages or small-scale repairs right through to large projects and everything in between, each job is tracked in Optsy’s database. Customer records are automatically updated and any changes synced across to the next work order.

Integrated estimates

Need to give a customer an idea of what that repair will cost? No problem! Estimates can quickly and easily be uploaded into the work order and emailed through to the customer straight away.

SLAs, warranties, and contract work

Make sure all your contract work is kept up to date at all times. Whether it be for routine maintenance, repairs or work that’s outside the scope of an original SLA, you can link all work orders into our SLA management system and make sure you’re invoicing your regular clients correctly. Likewise, all warranty and ad hoc work will be transferred from the work order, to the customer file, so no mistakes can be made about what work was done, when it was done, and why.

Real-time proposals and job costing

Each time you meet with a new client, you want to be as on the ball and as professional as you can possibly be. Rather than have them wait for you to get back to the office to run quotes and proposal data, do it on the spot! Update any work order data as you go and produce project proposals and job costings straight away. These can be emailed to the customer and will also save against their file so you can move on to the next job without worrying about all the paperwork you’ll have to log at the end of the day.

We know you’re a well organized, professional FSM provider, but all businesses need good systems in place to thrive. If you’re finding it increasingly difficult to keep on top of your work orders, Optsy Work Order Management Software is like a magic assistant that automates and streamlines everything, so you always have the right information you need, when you need it, and you can easily keep your clients happy (and even impressed with you).