Who Uses This Software?

We provide customized field service solutions for small to medium-sized businesses, from industries such as HVAC to IT and telecommunications.


Average Ratings

3 Reviews
  • 3.5 / 5
    Overall
  • 3 / 5
    Ease of Use
  • 3.5 / 5
    Customer Service

Product Details

  • Deployment
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Business Hours

Vendor Details

  • Optsy
  • www.optsy.com
  • Founded 2015
  • United States

About Optsy

Offers field service solutions for managing routine service calls, service agreements, advanced project management and more.


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Optsy Features

  • Billing & Invoicing
  • Call Center Management
  • Contract Management
  • Customer Database
  • Dispatch Management
  • Electronic Signature
  • Inventory Control
  • Job Management
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Maintenance Scheduling
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Contract Management
  • Incident Management
  • IT Asset Management
  • Knowledge Management
  • Release Management
  • Self Service Portal
  • Service Catalog
  • Service Reporting
  • Ticket Management
  • Billing & Invoicing
  • Client Management
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Mobile Access
  • Payroll Management
  • Quotes / Estimates
  • Recurring Appointments
  • Routing
  • Scheduling
  • Service History Tracking
  • Work Order Management
  • Asset Tracking
  • Billing & Invoicing
  • Calibration Management
  • Dispatch Management
  • Inventory Control
  • Key & Lock Management
  • Mobile Access
  • Planning Calendar
  • Preventive Maintenance
  • Purchasing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Billing & Invoicing
  • Call Center Management
  • Contract Management
  • Customer Database
  • Inventory Control
  • Job Management
  • Job Tracking
  • Mobile Access
  • Routing
  • Scheduling
  • Self Service Portal
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Contract Management
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Preventive Maintenance
  • Quotes / Estimates
  • Recurring Appointments
  • Routing
  • Scheduling
  • Task Management

Optsy Reviews Recently Reviewed!

Has Potential but really works best with small companies who do not have a large customer base.

Jun 07, 2017
3/5
Overall
2 / 5
Ease of Use
1 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
Likely
Extremely
Likely

Pros: Fairly easy to create new customers, edit their info, and assign jobs. Pulling previous Invoices and Work Orders works well. Integration between processed parts, inventory, and PO's is well done.

Cons: Customizing almost anything that prints out is a nightmare. Templates are ver finicky and don't work well at all. CRM does not have a search feature, which is a very big downfall when you have large clients that you need to retain sizable notes/information on. The search functions across the board for this software, leave a lot to be desired.
Trying to do more than one thing at a time can cause issues as well. Program is very linear and doesn't like adjusting more than 1 thing at a time on quotes or orders. You always need to make a change to an item change, then close and re-open the same order to make another change. Can be very time consuming.

Overall: Optsy allows us to schedule and organize our technicians while they are out in the field.

Not worth it

May 25, 2017
2/5
Overall
2 / 5
Ease of Use
2 / 5
Features & Functionality
3 / 5
Customer Support
1 / 5
Value for Money
Likelihood to Recommend: 2.0/10 Not
Likely
Extremely
Likely

Pros: It tracks scheduling and parts used really well. Able to to setup all my technicians with their own warehouse.

Cons: Difficult to create custom reports, no search feature in the CRM, No easy follow up to service calls created. Invoicing is tedious and needs multiple steps to complete.

Overall: It handles our day to day schedule, tracks our parts and inventory.

All encompassing Field Service software. Great to manage both techs and customers seamlessly.

May 20, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Very thorough and in depth. Can use it as a basic scheduling system or you can really dig deep and use it to run your entire company. Highly recommend.

Vendor Response

by Optsy on June 17, 2016

Thank you for your review!