Business Details
25 Years
experience
Field Service Management Software Solutions
Optsy provides custom field service management software solutions designed to streamline operations for small to mid-sized service-based businesses. Founded in 2001, we have over two decades of experience developing intuitive, scalable platforms that integrate seamlessly with tools like QuickBooks. Our solutions empower HVAC, plumbing, electrical, and IT companies to manage scheduling, dispatching, inventory, and reporting from a single interface.With flexible deployment options (cloud or self-hosted) and a Microsoft-style intuitive design, we prioritize user experience while delivering advanced features like GPS tracking, customizable service contracts, and real-time analytics. Our dedicated support team offers personalized onboarding and ongoing training to ensure clients maximize operational efficiency and profitability.
Services
Field Service Management
QuickBooks Integration
Mobile Work Order
Service Contract Customization
Reporting Analytics
Dispatch Scheduling
Inventory Tracking
GPS Routing
Details
- Year established: 2001
Highlights and features
- We offer 20+ years of experience in field service software development.
- Our platform integrates seamlessly with QuickBooks for efficient accounting.
- We provide flexible cloud or self-hosted deployment options.
- Our mobile app enables real-time job tracking and invoicing.
- We deliver personalized onboarding and dedicated customer support.
What people say
Love the app
User-friendly
Outstanding support
Saves time
Customizable reports
Services
Field Service Management
Our field service management software centralizes scheduling, dispatching, and job tracking for HVAC, plumbing, and electrical businesses. Technicians access real-time updates via mobile apps while office staff monitor workflows through dynamic dashboards. The platform reduces administrative tasks by automating route optimization and service agreement management.
QuickBooks Integration
Seamless QuickBooks integration automates invoicing, payment tracking, and financial reporting. This eliminates manual data entry by synchronizing job costs, labor hours, and inventory usage directly with accounting records for accurate tax preparation and financial analysis.
Mobile Work Order
The mobile app enables technicians to create work orders, capture signatures, and process payments onsite. Real-time GPS tracking updates dispatchers on technician locations while offline functionality ensures uninterrupted access to critical job data in remote areas.
Service Contract Customization
Customizable service contracts allow businesses to define billing terms, special rates, and maintenance schedules. Automated calculations ensure accurate invoicing while version control tracks changes to agreements for compliance and client transparency.
Reporting Analytics
Real-time analytics track technician productivity, job profitability, and inventory turnover. Customizable dashboards generate reports on service response times and revenue trends while exportable data supports strategic decision-making and client communications.
Questions
What is Optsy and who is it designed for?
Optsy is field service management software for small to mid-sized HVAC, plumbing, electrical, and IT businesses. It streamlines scheduling, dispatching, and job tracking.
Is Optsy cloud-based or on-premise?
Optsy offers both cloud and self-hosted deployment options for flexible data management and remote access.
Does Optsy integrate with QuickBooks?
Yes, Optsy fully integrates with QuickBooks for automated invoicing, payment tracking, and financial reporting.
How does the mobile app benefit field technicians?
The mobile app allows technicians to manage work orders, capture signatures, process payments, and access job details in real time from any location.
Can I customize service contracts?
Yes, Optsy's service contract tool lets businesses define billing terms, track special rates, and manage maintenance schedules with automated calculations.
What reporting features are available?
Optsy provides customizable reports on technician performance, job profitability, inventory turnover, and service response times with exportable data formats.
Videos
Reviews (4)
Service Calls
Dec 21, 2020
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The best software out there from scheduling the job till ordering the part following up the POs etc just the best
Naftali Balter
Aug 15, 2020
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Best software for field service. You run your business great with just this one software. No need for several application .
Matthew Parenti
Jan 24, 2020
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Optsy is awesome. They have managed to make their software all inclusive. It integrates well with everything, like quickbooks. They are always improving without effecting any of the things that you love about their software. I really believe Optsy would help any business.
T. Parker
Jan 01, 2020
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Having worked with the folks at Optsy for a little while now, they have always been gracious and helpful when I had questions about their services or whenever I had questions about a project. They are obviously dedicated to providing thoughtful solutions to any problem and treat everyone with respect. Their attention to detail and commitment to their product is apparent to anyone that has had the pleasure of working with them.
