Optsy vs. Solve CRM Comparison


Optsy	Solve CRM Norada	+	+
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		Related Products Connecteam Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price. 10,601 Ratings Visit Website WEX Field Service Management WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly. 67 Ratings Visit Website CompanyCam CompanyCam is a photo-based solution created for contractors, by contractors. Take unlimited photos—which are location and time-stamped, sent to the cloud, and stored securely. Every photo is organized by project and instantly available to your team, allowing you to see what’s going on anytime, anywhere. Annotate photos with drawings, arrows, comments, tags, and voice notes, and create project timelines, photo galleries, reports, and transformation photos through the app. Sharing photos with customers and insurance adjusters has never been easier, and keeping your entire process organized has never been simpler. If you ever need to share photos with partners or clients, the app boasts two incredibly useful features: (1) galleries, where you share a collection of photos, and (2) reports, where you share a series of photos and notes. You don't have to download, rename, or email the photos—you simply select and send. 5,585 Ratings Visit Website STACK Bid Faster, Win More, and Build Smarter with STACK Takeoff & Estimate and STACK Build & Operate. From office to field, STACK speeds up your processes so you can stay competitive and eliminate uncertainty. Save time with STACK's powerful, time-saving AI features. Accelerated by AI. Driven by You. Features: - Fast, Accurate Takeoffs Powered by AI and Your Expertise - Regional Cost Data & Detailed Estimates - Streamlined Workflows & Document Control Create a free account or schedule a demo today! 1,484 Ratings Visit Website Resco Field Service+ Resco Field Service+ is a mobile-first solution designed to extend the capabilities of Microsoft Dynamics 365, Salesforce, and the Power Platform with powerful mobile workflows and full offline functionality. Built for industries like utilities, energy, manufacturing, and construction, it enables technicians to manage work orders, perform inspections, track assets, and handle preventive maintenance seamlessly. With offline-first architecture and secure data synchronization, teams can capture and access critical information in remote areas or environments with limited connectivity. The drag-and-drop form designer, GPS routing, barcode scanning, and scheduling tools allow you to customize workflows to meet the unique needs of your field operations. Managers gain real-time visibility into job status, resource allocation, and performance metrics, making it easier to schedule tasks, dispatch teams, and generate detailed reports. 4 Ratings Visit Website TRACTIAN Tractian is the Industrial Copilot for maintenance and reliability, providing a cutting-edge platform designed to prevent unplanned downtime, boost operational efficiency, and enhance maintenance capacity. Trusted by global brands such as Bosch, Kraft Heinz, Carrier, Hyundai, Johnson Controls, and P&G, Tractian combines condition monitoring, energy efficiency, and a CMMS into a comprehensive, mobile-first solution. With Tractian, you can: Monitor real-time vibration, temperature, runtime, and RPM across critical assets Get real-time alerts and detailed diagnostics to address potential issues before they lead to failures Digitize workflows for streamlined work order management, planning & scheduling, and materials management Optimize energy consumption for improved sustainability and cost savings 138 Ratings Visit Website Maintainly Maintainly is a refreshingly simple cloud-based CMMS built for maintenance teams who need to get things done — not spend hours learning complex software. Teams use Maintainly to create, assign, and manage both reactive and preventive work orders, with full support for photos, meter readings, downtime tracking, file uploads, and audit trails. Preventive maintenance schedules run automatically based on time or meter thresholds, so nothing gets missed. Assets are organized into flexible hierarchies, tracked geographically for movable equipment, and accessed instantly by scanning QR codes in the field. Every maintenance event is logged to a full history per asset. Technicians stay on top of tasks through native iOS and Android apps — supporting on-site work order updates, task comments, time logging, and push notifications. Requesters can submit work orders without needing a user account. 73 Ratings Visit Website Redlist Redlist is a reliability centered maintenance platform that extends traditional CMMS to track at the individual lubrication point, capturing execution data your ERP was never built to collect. Available on web, iOS, and Android with full offline capability, Redlist replaces paper lube routes, eliminates pencil-whipping, and connects oil analysis data to technicians in the field. Lubrication Management Point-level route execution with the right lubricant, amount, and frequency per ICML standards. CMMS and Asset Management Component-level asset hierarchies, work orders, PM templates, and inventory. Integrates with SAP, Oracle EAM, JDE, and Maximo. Operator Basic Care Guided inspections and daily tasks that capture institutional knowledge before it retires. AI Agents Nine agents for FMEA, RCM, oil analysis, vibration & lubrication optimization. Serving mining, oil and gas, chemical processing, food and beverage, packaging, and manufacturing. Deployed under 100 days. 64 Ratings Visit Website Pocomos Many of our customers have eliminated 8+ hours per day in redundant office work and saved thousands of dollars per month in fuel because of the automations you can leverage with Pocomos and our routing tools. Effortlessly keep track of your one-time and recurring jobs with our job pool and drag-and-drop scheduling tools. See your schedule, complete jobs, sign up new customers, and track chemicals from the convenience of your mobile device. Automate service notifications, follow-up messages, collection notices, review requests, and many other daily tasks to simplify running your business. Post payments, resend emails, upload and send attachments, two-way text, and much more from a powerful customer account. Use our Recruiting, Street-Level Lead Tracking, Area Management, Video Training, and Leaderboards to manage your Door-to-Door efforts. 45 Ratings Visit Website MaintainX MaintainX is the world-leading mobile-first workflow management platform for industrial and frontline workers. We are a modern IoT-enabled cloud-based tool for maintenance, safety, and operations on equipment and facilities. MaintainX helps businesses track reactive and preventive maintenance, and control daily operations, such as safety inspections, quality inspections, and operating checklists—all with a digital audit trail. Here's what we digitize and take away from the clipboard: - Safety Procedures - Environmental Checklists - Tooling & Gauge Reporting - Maintenance Procedures - Auditing/Inspection Workflows - Training Checklists We allow plant managers to become more efficient operators by delivering real-time business insights from the field. MaintainX is designed to work with organizations of all sizes - whether you're running a small team of 2 or coordinating a massive team of thousands of folks around multiple locations. 2,619 Ratings Visit Website
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 Solve Service Management CRM. Servicing customers is tricky. We worked on that. It turned out pretty well. Renowned for service management, scheduling and sales. Simplify all record keeping, communication, scheduling and information sharing; especially when mobile. Move away from paper, spreadsheets, excessive calling, and unloved software. Automatically remind staff when to act and highlights what the priorities are. Make it drastically easier for all staff types to contribute, improve service and offer proactive support.
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 Companies that do field service including HVAC, property management, industrial equipment, and more
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 Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing $25 per user per month Free Version Not Supported Free Trial 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 Norada Founded: 2000 Canada www.solve.app/
Alternatives Field Force Tracker Rapidsoft Systems	Alternatives Connecteam
mHelpDesk	Cinderblock
Field Promax	FieldAware
Call of Service	GeoOp Geo
Fastrax Ergos Software View All	FieldVibe View All
Categories Cleaning Services Supported Field Service Management Supported HVAC Supported IT Service Supported Maintenance Management Supported Plumbing Supported Service Dispatch Supported Tradesman Job Management Supported Work Order Supported	Categories Contact Management Supported CRM Supported Field Service Management Supported HVAC Supported Task Management Supported Tradesman Job 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 Show More Features 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 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	Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Electronic Signature Not Supported Inventory Management Not Supported Mobile Access Supported Payment Collection in the Field Not 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 Not 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 Show More Features CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Not Supported Lead Scoring Not Supported Marketing Automation Integration Not Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Not Supported Task Management Supported Territory Management Not Supported Contact Management Features Activity Management Supported Appointment Management Supported Contact Database Supported Contact History Supported Contact Import/Export Supported Customer Pipeline Supported Email Marketing Supported Group Management Supported Interaction Tracking Supported Lead Management Supported Prospecting Tools Not Supported Sales Pipeline Management Supported Search / Filter Supported Segmentation Supported Shared Contacts Supported Social Media Integration Not Supported Task Management Features Collaboration Supported Create Subtasks Not Supported Gamification Supported Gantt Charts Not Supported Mobile Access Supported Percent-Complete Tracking Not Supported Progress Tracking Supported Recurring Tasks Not Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Supported Task Planning Supported Task Scheduling Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported
Integrations APIANT Not Supported ASAP Systems Not Supported Business Card Reader Not Supported Constant Contact Not Supported Cyfe Not Supported Easy Insight Not Supported Freshdesk Not Supported Gmail Not Supported Google Calendar Not Supported LeadMaster Not Supported Microsoft Azure Not Supported Quickwork Not Supported Stackreaction Not Supported SyncSmart Not Supported Workers by Delos Not Supported Wufoo Not Supported Xero Not Supported Zapier Not Supported Zendesk Not Supported Show More Integrations	Integrations APIANT Supported ASAP Systems Supported Business Card Reader Supported Constant Contact Supported Cyfe Supported Easy Insight Supported Freshdesk Supported Gmail Supported Google Calendar Supported LeadMaster Supported Microsoft Azure Supported Quickwork Supported Stackreaction Supported SyncSmart Supported Workers by Delos Supported Wufoo Supported Xero Supported Zapier Supported Zendesk Supported Show More Integrations View All 19 Integrations
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