Audience

Field service management software for small businesses

About Optsy

Save time, money and your sanity with easy-to-use tools that take the hassle out of everyday FSM tasks in the office and on the go, so you generate more revenue with less effort. Optsy’s customizable field service management software streamlines your business’s workflow. With it, your office and field staff can create and update schedules in real time, perform accounting-related tasks, and create custom reports according to your business’s specific requirements — all within one program. Cloud and self-hosted options, so you can manage your data the way you want. Free onboarding assistance from an Optsy expert, so your new software gets set up correctly and is fully optimized for your business, right from the beginning.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Optsy
Founded: 2015
United States
www.optsy.com

Videos and Screen Captures

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Product Details

Platforms Supported
Windows
iPhone
iPad
Android
Training
Documentation
Live Online
Support
Phone Support
Online

Optsy Frequently Asked Questions

Q: What kinds of users and organization types does Optsy work with?
Q: What languages does Optsy support in their product?
Q: What kind of support options does Optsy offer?
Q: Does Optsy have a mobile app?
Q: What type of training does Optsy provide?

Optsy Product Features

Cleaning Services

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

For Builders
For Electricians
For HVAC
For Plumbers
For Roofers
For Field Service Businesses
Quoting
Scheduling
Job Tracking
Invoicing
Reporting
Dispatch Management
Payments
Customer Database
Contract Management
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management