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Resources

Help and user documentation

Manuals, the desktop support app and API reference, so your team can get productive in Optsy without waiting on anyone.

Downloads

Everything you need to get started

The user manual walks through features, functions and tools from the basics up to the advanced techniques most people never find on their own.

PDF · Technician manual

Optsy technician user manual

The full guide to the platform: features, functions and tools, written for the people using it day to day rather than for the people who bought it.

Download PDF
Application

Desktop support app

Lets our support team connect to your machine and work through an issue with you rather than describing the fix over the phone.

Get the app
Developer reference

API documentation

For connecting Optsy to the other systems you run. Covers endpoints, authentication and the data you can move in both directions.

View API docs
Getting started

Optimise your workflow with Optsy

Learning new software can be a daunting task. We have tried to make Optsy easier than most to get started with, and to make the powerful parts findable rather than buried.

A familiar layout

Adapting to a new system is a real cost, which is why Optsy follows a layout reminiscent of software your team already uses. Straight out of the box people navigate it with confidence, without a steep learning curve or the frustration that usually comes with a switchover.

Comprehensive resources

To build a solid grasp of what the platform can do, spend some time with the Optsy user manual. It walks through the features, functions and tools available, from basic operations to the advanced techniques that make the difference once you are past week one.

Where to go next

Other ways to get help

Talk to support

Live support Monday morning through Friday evening, Eastern time. Call (201) 490-4309 ext. 3 or email support@optsy.com.

Book a walkthrough

New to Optsy, or bringing new staff on? A member of the demo team will take you through the parts you actually need.

Read the blog

Practical writing on running a field service business, from inventory and receivables through to what technology is worth adopting.

See Optsy in action

Schedule a no-obligation free demo

Share your details and talk to the Optsy team about getting your operation onto one platform.

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Or call 201-490-4309, Monday to Thursday, 9am to 5pm.