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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.

About

Grow your home service business with ServiceTitan, the leading all-in-one software for residential HVAC, plumbing, electrical, and other home service businesses. ServiceTitan enables businesses to generate more leads and close more sales by offering a full range of tools in one platform. This includes call booking, customer experience, dispatching, marketing, and integrated financing.

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Field service management software for small businesses

Audience

Residential and commercial HVAC, plumbing, and electrical, garage door, pool service and other service companies.

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

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

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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Optsy
Founded: 2015
United States
www.optsy.com

Company Information

ServiceTitan
Founded: 2012
United States
www.servicetitan.com/field-service-management-software

Alternatives

Field Force Tracker

Field Force Tracker

Rapidsoft Systems

Alternatives

Fastrax

Fastrax

Ergos Software

Categories

Cleaning Services Supported
HVAC Supported
IT Service Supported
Plumbing Supported
Service Dispatch Supported
Work Order Supported

Categories

Appliance Repair Supported
Carpet Cleaning Supported
Garage Door Supported
Home Services Supported
HVAC Supported
HVAC Estimating Supported
Plumbing Supported
Pool Service Supported
Scheduling Supported
Service Dispatch Supported
Work Order Supported

Field Service Management Features

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

HVAC Features

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

Plumbing Features

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

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Work Order Features

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

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Mobile Access Supported
Payroll Management Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Work Order Management Supported

IT Service Features

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

Maintenance Management Features

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

Field Service Management Features

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

HVAC Features

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

Plumbing Features

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

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Work Order Features

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

Carpet Cleaning Features

Billing & Invoicing Supported
Customer Management Supported
Dispatch Management Supported
Equipment Tracking Supported
Mobile Access Supported
Online Booking Supported
Scheduling Supported
Work Order Management Supported

Garage Door Features

Billing & Invoicing Supported
Contract Management Supported
Customer Management Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Management Supported
Job Costing Supported
Scheduling Supported
Warranty Tracking Supported

HVAC Estimating Features

Billing & Invoicing Supported
Commercial/Industrial Not Supported
Cost Database Supported
Data Import / Export Supported
Equipment Maintenance Not Supported
Financing Management Supported
Labor Rates Supported
Quotes/Proposals Supported
Scheduling Supported
Takeoff Supported

Plumbing Estimating Features

Change Orders Supported
Commercial / Industrial Not Supported
Cost Database Supported
Data Import / Export Supported
Fitting Management Not Supported
For General Contractor Not Supported
Overhead Costs Estimating Supported
Prebuilt Assembly Not Supported
Quotes / Proposals Supported
Takeoff Supported

Pool Service Features

Billing & Invoicing Supported
Chemical Readings Not Supported
Customer Management Supported
Mobile Access Not Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Work Order Management Supported

Scheduling Features

Alerts/Notifications Supported
Appointment Scheduling Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Not Supported
Employee Scheduling Supported
Facility Scheduling Not Supported
Group Scheduling Not Supported
Interview Scheduling Not Supported
Meeting Room Booking Not Supported
Multi-Location Supported
Online Scheduling Supported
Payment Processing Supported
Real-time Scheduling Supported
Reservations Supported
Resource Scheduling Supported
Room Booking Management Supported

Integrations

Blitzz Not Supported
Broadly Not Supported
COZYROC SSIS+ Suite Not Supported
ClearPathGPS Not Supported
DualEntry Not Supported
Integry Not Supported
Levitate Not Supported
Miter Not Supported
Nexa Not Supported
OutreachGenius Not Supported
Probook Not Supported
RealWork Not Supported
ReferPro Not Supported
Sage Intacct Not Supported
Sameday Not Supported
SkyRingAI Not Supported
Stuut Not Supported
TechTrack Not Supported
Vestige Not Supported
XAPP AI Not Supported

Integrations

Blitzz Supported
Broadly Supported
COZYROC SSIS+ Suite Supported
ClearPathGPS Supported
DualEntry Supported
Integry Supported
Levitate Supported
Miter Supported
Nexa Supported
OutreachGenius Supported
Probook Supported
RealWork Supported
ReferPro Supported
Sage Intacct Supported
Sameday Supported
SkyRingAI Supported
Stuut Supported
TechTrack Supported
Vestige Supported
XAPP AI Supported
Claim Optsy and update features and information
Claim Optsy and update features and information
Claim ServiceTitan and update features and information
Claim ServiceTitan and update features and information