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

10 Reviews
  • 4 / 5
    Overall
  • 3.5 / 5
    Ease of Use
  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • 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
  • Contact Database
  • Contract Management
  • Dispatching
  • Electronic Signature
  • Inventory Management
  • Mobile Access
  • Payment Collection in the Field
  • Quotes/Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Time Clock
  • 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!


Capterra-loader

works well

May 25, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: The work environment is great, The no-cost customer service is one of the best features. Optsy optimizes work place and job efficiency to maximize profit,

Cons: customer service response is quite too late sometimes, A lot of time-consuming which can lead to late in delivering work

The support staff has always been super knowledgeable and helpful.

May 17, 2018
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I love how user friendly this software is. It took me less than a day to be good at navigating around in the software.

Cons: It takes several clicks to print some things. For example, when I create a PO, I have to approve the PO before I can print it. Sometimes I don't want it to ask me that question.

Good support is needed because it frequently crashes

May 17, 2018
4/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Pros: Support handles all the setup and maintenance, very quick when you need help. They are friendly and willing.

Cons: Services freeze frequently, and the services depend on one another, so when one freezes you don't get an alert until the app stops responding, then it requires manually restarting the services (which look like they are running) in specific order and the so behind working again. I find I need internal and external monitors to catch the faults app I can get it running again.

Overall: Lots of billable hours from the standpoint of supporting it. That is about the only benefit I drove, otherwise it is a poor solution.

over all pretty good

May 14, 2018
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: I'lI like it for the options to be able to do thing. They are helpful 95% of the time.
Most of the time they respond quickly.
Their executives are always happy and always willing to help.

Cons: The update use to be more often. We have an issue that they can't fix.
There is times on technical questions that we don't get a very quick responds.

Pretty easy for the most part, there are some functions that are hidden a little.

May 10, 2018
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: ease of scheduling/ able to handle both computer and mobile. It's nice to be able to customize the schedule board.

Cons: certain functions are hidden and have to really search for it such as when you have to right click for hidden drop down menus. A new user may not know about these functions.

Overall: Keeping records of what was done at each customer's job site.

We use this software to run a small home services business with around 15 employees and 2 users

Feb 05, 2018
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This software does everything we need it to - scheduling, invoicing, routing, keeping track of labor and parts - I rated the ease of use a little low since it did take a while to get up to speed. But once you learn it, there's nothing it can't do. I've seen a couple reviews complaining about search, but all screens have a 'data view' which allows it to be exported to Excel, and from there a search can be done.

Cons: Not cloud based.

Overall: It helps keep our business organized.

Capterra-loader

Limited features and limited support make Optsy more like obsolete.

Dec 06, 2017
3/5
Overall
3 / 5
Ease of Use
1 / 5
Features & Functionality
1 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: File structure of the database is good and allows for detailed customer info. Menus are easy to use and can be customized.

Cons: SQL configuration will slow down the software overtime, making the use of the software with multiple users painfully slow. Not an all in one software and does not sync well with other software. Not a software for 2017 because it has moble and conectivity issues so a lot of features are not usable.

Overall: First real move towards paperless operations.

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
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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
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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!