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About

We equip organizations with the mindsets and tools to learn faster, make better and faster decisions, and eliminate communication barriers, all in service of business results. We’ll be your partners in implementing the CrossLead framework - a proven methodology for driving business agility at all levels. We offer certification programs for individuals, teams and organizations. Attend one of our open-enrollment courses, or partner with us to develop a custom program for your group. Do these tools look familiar? Many of the management practices commonly used today were developed over a hundred years ago with the goal of maximizing efficiency. These tools, along with the command-and-control management methods touted by Frederick Winslow Taylor, remain widely influential in many of today’s organizations.

About

Save time, money and your sanity with easy-to-use tools that take the hassle out of everyday FSM tasks in the office and on the go, so you generate more revenue with less effort. Optsy’s customizable field service management software streamlines your business’s workflow. With it, your office and field staff can create and update schedules in real time, perform accounting-related tasks, and create custom reports according to your business’s specific requirements — all within one program. Cloud and self-hosted options, so you can manage your data the way you want. Free onboarding assistance from an Optsy expert, so your new software gets set up correctly and is fully optimized for your business, right from the beginning.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations in need of a solution to learn faster, make better and faster decisions

Audience

Field service management software for small businesses

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CrossLead
United States
www.crosslead.com

Company Information

Optsy
Founded: 2015
United States
www.optsy.com

Alternatives

Alternatives

Field Force Tracker

Field Force Tracker

Rapidsoft Systems
WorkOrder TS

WorkOrder TS

WorkOrderTS.com
RouteWarrior

RouteWarrior

DesertMicro
Fastrax

Fastrax

Ergos Software

Categories

Categories

Work Order Features

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Work Order Features

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Cleaning Services Features

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

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC Features

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

IT Service Features

Contract Management
Incident Management
IT Asset Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Maintenance Management Features

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch Features

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

Integrations

No info available.

Integrations

No info available.
Claim CrossLead and update features and information
Claim CrossLead and update features and information
Claim Optsy and update features and information
Claim Optsy and update features and information