Field Service Management Made Easy. Optsy’s software empowers your business operations.

Optsy Field Service Management Software

Field Service Management Software that Refines Your Workflow For Advanced Results

Optsy’s field service crm simplifies and manages your business workflow, allowing both office and field teams to focus on what matters most: the customer. With our solution, you can easily create and update real-time schedules, handle accounting tasks, generate custom reports, handle comprehensive service contracts, and more—all from a single, feature-rich platform.

Account Management
A/R MANAGEMENT
Customization
CRM
Dispatching & Scheduling
Technician Management
Equipment Tracking
Inventory Management
Mapping & Routing
Mobile App
Quickbook Integration
Reporting
Service Agreements
Task Management
Work Order Management

Feedback From Field Service Management Customers

Jennifer D.

Jennifer D.

How did they pack so many powerful tools into such a nice looking app? I'm very pleased to have this app on the play store now.
Mark S.

Mark S.

We use this software to run a small home services business with around 15 employees and 2 users. It helps keep our business organized. This software does everything we need it to - scheduling, invoicing, routing, keeping track of labor and parts - I rated the ease of use a little low since it did take a while to get up to speed. 
Kim R.

Kim R.

The support staff has always been super knowledgeable and helpful. I love how user friendly this software is. It took me less than a day to be good at navigating around in the software.
Gary G.

Gary G.

Get the job done, one ticket at a time! Easy to schedule appointments, collect customer information, and invoicing was a breeze for this software.
Matthew S.

Matthew S.

Very Good Support. Optsy has been incredible. Their team and solutions are amazing. I would highly recommend at least speaking to them to see if it is the best fit for you also. Easy and Integrates well with any existing software in place, like QuickBooks, etc.
Nate A.

Nate A.

All-encompassing Field Service software. Great to manage both techs and customers seamlessly. Very thorough and in-depth. Can use it as a basic scheduling system, or you can really dig deep and use it to run your entire company. Highly recommend.

System Features Overview

work order management software

Create a Work Order

Create or update customer profiles and manage job details to ensure all information is current and accurate.

service dispatch software

Dispatch & Send Reminders

Easily create your team’s schedules and reminders on one screen using a drag-and-drop process, and they’ll see their customized work schedule for the day.

field service software reports

Track Status & All Reports

Monitor the status of work orders and view a range of reports on jobs, equipment, inventory, and more to get a clear picture of everything.

Field service management system for every industry

HVAC
Refrigeration
Alarm Security
Plumbing
Computer Service
Electrical
Roofing
Locksmith
Schedule wiring installations with efficient dispatching systems managed by skilled technicians to enhance productivity.

Optsy’s Management Solutions works hand in hand with the tools you’ve been using…

  • QuickBooks integration for smooth accounting and easy tax preparation.
  • Cloud and self-hosted options, letting you manage your data your way.
  • An interface that offers a variety of options with a familiar design.
  • Optsy software service is designed for small businesses, offering something new to enhance every company.
  • Our technicians ensure the software is set up properly, allowing you to continue running your business as usual.
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Schedule wiring installations with efficient dispatching systems managed by skilled technicians to enhance productivity.
Home new
Home new

Fully Customizable Field Service Contract

  • ⁠The Optsys service contract within the software lets the technician input information and calculate price rates based on the contract.
  •  ⁠Advanced billing allows costs to be shared between your company and another entity, splitting the bill accordingly.
  • ⁠ ⁠Specify the number of hours eligible for a special rate in the service contract and when the regular rate will apply.
  • ⁠ ⁠You can evaluate if the special rates within the agreement were cost-effective, identifying profits and areas for rate adjustments.
  • ⁠Service contracts for both commercial and residential customers.
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HVAC Mobile app with customer management features for technicians

Field Service Mobile App

  • Create detailed reports within the app and include photos of the site before and after the job.
  • ⁠The contractor app can update a full variety of information about a job, including PO requests and job-related notes.⁠
  • ⁠Create customizable agreements, send invoices, and collect both pre- and post-work signatures, all within the app.
  • ⁠Get paid on-site with a credit card processing system powered by Fidelity.
  • The Optsy mobile app is fully operational on both iOS and Android devices.
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HVAC Mobile app with customer management features for technicians
Field service software support

Our mission is to deliver an exceptional experience, providing comprehensive support to ensure you feel confident in every aspect of our field service software and mobile app.

We offer complimentary training for new customers and are always available to assist all clients. We believe in empowering our users with the tools and resources to flourish, including our in-depth reporting features, so you can fully enjoy the experience.

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The ultimate solution for field services automation, designed to make a difference to your business.

Achievements

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Jobs Created Annually
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Customers
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Active Users
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CSAT Score

Advance your business future ahead

Let’s schedule a one-on-one demo to explore how we can enhance and expand your business toolkit.