Alarm and security software for growing field service companies
Shape the future of your business
Optsy centralises and automates every part of an alarm and security operation, from the first estimate to the renewal notice.
Contractors can generate accurate estimates, build proposals tailored to what a client actually needs, and schedule the work without leaving the system. Recurring monitoring contracts are simple to manage, with automated billing and reliable reminders that stop revenue quietly slipping away.
You also get customer history and marketing tools to upsell new services and strengthen existing contracts. Integrated card processing means payments are handled quickly and securely, which keeps cash flow healthy. And you hold full control of equipment and inventory — alarm panels, cameras, sensors, wiring — so every job site turns up fully equipped.
Project management built for security contractors
From small repairs to large surveillance installations, the whole workflow sits in one place.
Delegate and schedule
Assign tasks and schedule work through a system that keeps you compliant with safety regulations and industry codes, without a separate tracker on the side.
Real-time communication
Technicians and the office see the same job as it changes. Fewer phone calls chasing status, fewer delays waiting on an answer.
Scheduling and dispatching
Create, update, and track jobs from one calendar view. Real-time notifications keep technicians current, and if a project finishes early another can be assigned immediately.
Technician insight
Detailed job notes and completion records show how each technician is performing, so you can put the right person on the right call rather than the nearest one.
Quoting and invoicing
Time tracking, quick invoicing, instant estimates, and digital agreement signing all run inside the same system, which takes days out of the billing cycle.
Client portal
Customers can request service through a portal of their own, giving them a fast way to reach you and giving your office one less inbox to watch.
What technicians carry with them
A mobile device and an internet connection are enough to run installations, service calls, and monitoring updates from anywhere.
Job reports with photos
Technicians build detailed reports with before-and-after photographs and update progress notes as the work happens, not hours later at the office.
Purchase orders on site
Submit purchase order requests in real time when a job turns out to need more than the van is carrying.
Signatures and payment
Capture customer signatures, send the invoice, and collect payment on site with integrated card processing before leaving the property.
Works on both platforms
The app runs on iOS and Android, so crews use the phones they already have.
Reporting that measures the work
Labour activity, customer agreements, contract renewals, and inventory all feed reports. With QuickBooks integration you can produce expense reports, monitor profit, and build budgets without re-entering anything.
Decisions backed by numbers
Every part of the operation is measurable, from technician performance through to contract profitability, which makes growth decisions less of a guess.
Onboarding and ongoing support
Optsy is a partner in the business rather than a licence you're left alone with.
From the start of onboarding our team works through setup with you, with clear guidance and hands-on help. Downtime during a switchover is expensive, so the process is built to get your crew working in the new system quickly rather than thoroughly documenting it first.
The commitment continues after go-live. Whether you have a question, need technical support, or want to adjust a workflow as the business changes, the support team is available Monday through Thursday, 9am to 5pm. Call 201-490-4309 or email info@optsy.com.
