Optsy

Optsy is a field service management software designed to optimize work order processes and enhance jobsite efficiency. According to the vendor, Optsy caters to small to medium-sized businesses in various professions and industries, including field service industries, HVAC, plumbing, electrical, and appliance repair. With its features and user-friendly interface, Optsy aims to streamline work order management, dispatching, scheduling, mapping, service agreements, account management, inventory management, and reporting to improve productivity and customer satisfaction.

Key Features

Work Order Management: According to the vendor, Optsy's software allows users to create, assign, track, and manage work orders in real-time, providing a centralized platform for storing and accessing work order details.

Mobile: The vendor states that Optsy's mobile component provides technicians with complete customer data access, enabling them to view and update work orders, access customer information, and capture job-related details on-the-go. Real-time communication between technicians and the office is also facilitated.

Dispatching & Scheduling: Optsy offers an efficient technician dispatching and employee scheduling system, allowing users to assign tasks to technicians based on their availability, skills, and proximity to the jobsite. The vendor claims that a visual scheduling board enables easy drag-and-drop assignment and rescheduling of jobs, with real-time updates and notifications.

Mapping and Routing: According to the vendor, Optsy's mapping and routing software optimizes routes for technicians based on their assigned jobs, providing route assistance and rearrangement features for time optimization and efficient navigation. Routes can be visualized and adjusted on the scheduling board, taking into account factors like traffic and distance.

Service Agreements: Optsy's service level agreement management software, as claimed by the vendor, enables efficient management of customer contracts, providing easy access to all contractual terms for a particular client. The software streamlines the process of creating, updating, and tracking service level agreements and other customer contracts.

Account Management: The vendor states that Optsy's custom solution provides a centralized platform for managing customer accounts, including contact details, service history, and billing information. This facilitates efficient communication and collaboration between different teams within the organization.

Inventory Management: According to the vendor, Optsy's software includes inventory management features to track and manage equipment, parts, and supplies. Real-time visibility into inventory levels helps businesses avoid stockouts and optimize replenishment. Users can create purchase orders, track stock movements, and manage vendor relationships.

Reporting: Optsy's software allows users to generate custom reports according to their business's specific requirements, providing insights into key performance indicators (KPIs) such as job completion rates, technician productivity, and customer satisfaction. The vendor claims that data-driven decision-making is enabled, and reports can be exported in various formats for further analysis or sharing with stakeholders.