HVAC Software
Automate the tasks behind seasonal tune-ups, emergency calls and recurring maintenance agreements.
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Field service management software
Field service management, made easy
Scheduling, dispatch, work orders, technicians, inventory, billing and reporting in one system, so the office and the field are never working from different information.
Built for small and mid-sized service businesses since 2001.
4.5M+Jobs created annually
5,800+Customers
32,000+Active users
97.3%Customer satisfaction
Start here
Where would you like to begin?
Most people arrive wanting one of three things.
See what it does
Fifteen connected modules, from dispatch and work orders through to service agreements, inventory and reporting.
Explore featuresFind your trade
HVAC, plumbing, electrical, roofing, refrigeration, alarm and security, and more. Same platform, configured for the work.
Browse industriesWatch it run
Twenty minutes with someone who knows the software, working through your own job types rather than a canned script.
Book a demoHow it works
How a job moves through Optsy
Three steps, one record. Nothing is re-entered between them.
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Raise the work order
Create or update the customer profile and job details so everything the crew needs is current and in one record before the work is scheduled.
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Dispatch and remind
Build the team's schedule on one screen by dragging jobs into place. Technicians see their own day, and reminders go out without anyone chasing.
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Track and report
Follow work order status as it changes and pull reports on jobs, equipment and inventory to see the whole picture rather than one slice of it.
Inside the platform
Built around how service work actually runs
Works with the tools you already use
- QuickBooks integration keeps accounting accurate and makes tax preparation simpler. Technicians spend less time on paperwork and the office produces cleaner financials.
- Cloud or self-hosted. Work from anywhere, or keep the data environment entirely under your own control. Both are supported properly rather than one being an afterthought.
- A familiar interface. The Microsoft-style layout means office staff and technicians navigate it without a steep learning curve.
Service contracts you can actually configure
- Proposals priced automatically from the contract terms, so technicians can quote on site without guesswork and the numbers still come out right.
- Advanced billing plans let you split a bill between parties and tailor terms per client while protecting your margin.
- Special rates, clearly bounded. Set how many hours qualify and where the regular rate resumes. That boundary is visible to everyone, which is what prevents billing arguments later.
Everything a technician needs, on the phone in their pocket
- Detailed job records. Site location, before-and-after photos and notes captured as the work happens, not remembered later at the office.
- Agreements and signatures created and collected in the app, so the paperwork closes at the same time as the job.
- On-site card payment through integrated processing powered by Fidelity, which shortens the gap between finishing work and being paid for it. iOS and Android.
Everything included
Fifteen modules, one connected system
Create and update real-time schedules, handle accounting, generate custom reports and manage service contracts from a single system, so office and field teams can focus on the customer.
From the field
What service businesses say about Optsy
Industries
Field service software for your trade
Same platform, tuned to the way each trade actually works.
Plumbing Software
Dispatch faster on emergencies with customer history, past fixes and parts on hand in one view.
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Electrical Contractor Software
Track task stages, material usage, compliance logs and technician time across every job size.
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Alarm Security Software
Manage recurring inspections, monitoring contracts and equipment across every protected site.
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Refrigeration Software
Stay ahead of breakdowns with equipment history, predictable maintenance and clean compliance records.
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Roofing Software
Organise staging, material coordination and seasonal agreements around weather you can't control.
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Landscaping Software
Manage recurring services, multiple properties and seasonal crews without losing track of any of them.
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Pool Service Software
Route scheduling, recurring billing and on-site payment for businesses built on repeat visits.
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Handyman Software
Job scheduling, fast quoting and on-site payments for work that changes shape every day.
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Computer Service Software
Ticket tracking, hardware inventory and recurring maintenance plans in one support workflow.
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The complete solution for field service automation, built to make a difference to your business
See it working against your own job types before you decide anything.
Our mission
A partner in the business, not a vendor you hear from at renewal
- We create opportunities that lead to success. Everything we build is aimed at helping you manage a team and serve customers more efficiently, which means practical and flexible before clever.
- Training is complimentary for new customers. Onboarding, custom setup and troubleshooting are handled by our own technicians, so the system is properly optimised rather than left at defaults.
- Support does not stop at go-live. With dedicated help and regular updates you always have access to the latest tools and improvements.
Questions
Frequently asked questions
Job management software for small and mid-sized service businesses. It supports field service teams in HVAC, plumbing, electrical, IT and other trades, with real-time scheduling, dispatching and job tracking.
Either. Run it in the cloud so teams can reach the system from anywhere, or host it yourself and keep the data environment under your own control.
Yes. Invoices, payments and customer records sync across, which removes the duplicate manual entry and the errors that come with it.
Optsy is customisable at the level of fields, workflows and reports, so it adapts to your processes rather than the other way round. Configuration is part of onboarding, not an extra project.
It is built for people who are not especially technical. Technicians see their own schedule, record job details and photos, submit PO requests, capture signatures and take card payments on site.
Extensive reporting, deep customisation, a genuinely capable service agreement tool, and support from a team that develops the product in-house rather than routing you through a call centre.
Yes. Report on technicians, jobs, revenue and response times, and export any of it for use elsewhere in the business.
Onboarding, training sessions and ongoing support by phone and email are all part of working with us, and they are handled by our own team.
Pricing depends on company size, number of users and what you need the system to do. Book a demo and we will quote against your actual requirements rather than a package you have to grow into.
From the blog
Optimising your field operations
How much do electricians make?
Average salary, hourly rates and state comparisons. What the numbers look like across the trade and what moves them.
Integrating inventory management into your field service business
Stock shortages stop jobs. How tying inventory into the wider workflow keeps parts where the work is.
Augmented reality for field service technicians
Where AR actually helps electrical service work: remote diagnostics, troubleshooting and guided repair.
See Optsy in action
Schedule a no-obligation free demo
Share your details and talk to the Optsy team about how your operation could run on one platform.
Or call 201-490-4309, Monday to Thursday, 9am to 5pm.