Invoice, projects, and approvals in one place.
Quotes to SOWs to projects, expenses and timesheets against budget, approvals on rails, and invoices the moment work is signed off — for any growing services business.
14-day free trial · No credit card required · Cancel anytime
Operate your services business smartly
From the first quote to the final payment, Opserly unifies invoicing, vendor payments, timesheets, and field service delivery into one connected platform.
Professional Invoicing
Create branded invoices in seconds. Send via email, accept credit cards, and track every payment automatically.
Customer Portal
A branded, org-scoped portal per organization — customers pay invoices, pay deposits, track orders and jobs, and approve quotes themselves.
Configure, Price & Quote
Walk customers through product configuration with live pricing, then convert straight into a Quote, SOW, Service Contract, or Job.
Warranty Claims Workflow
Register warranties on installed products and route claims through the same configurable, multi-step approval workflow as the rest of the platform.
Vendor Management
Onboard vendors, collect W-9s, manage contracts, and pay vendors by ACH via Plaid — or let vendors self-onboard their own bank account with a single emailed link.
Timesheet Approvals
Multi-level approval workflows that route to the right manager. Automatically convert approved timesheets to invoices.
Quotes & SOWs
Send professional quotes out for e-signature, then convert approved quotes straight into a job or a Statement of Work — no re-keying.
Inventory Management
Track warehouse stock with full history, order from vendors, and get ahead of restocking before your team runs out in the field.
Workflow Automation
Set up once and let the system handle it. Automated reminders, escalations, and status updates save hours every week.
Job Scheduling & Dispatch
Schedule jobs on a drag-and-drop calendar, dispatch technicians, capture completion signatures, and invoice the moment work is done.
Recurring Service Contracts
Convert an approved quote into a cadence-based service contract — visits and invoices generate automatically on schedule, with technician fallback when the preferred tech is unavailable.
Technician Mobile App
New job assignments land in your technicians' pockets as instant push notifications — schedules, check-in, and job details in a native mobile app, with access controlled per organization.
Native integrations for how you get paid, get signed, and stay in sync
Pre-built integrations for bank feeds, payments, e-signatures, accounting, and field notifications — choose the providers you already use, without a separate subscription or export step.
Plaid
Pre-built Plaid integration includes Attach Transactions so you can match bank activity to invoices and bills. Bring your own Plaid account and we can enable ACH transfers from the app — including vendor bank linking via Hosted Link.
Stripe
Customers pay invoices — and job deposits — via a secure Stripe payment link. Bring your own Stripe account or use the platform default to start accepting card and ACH payments immediately.
DocuSign & Adobe Sign
Pre-built e-signature integrations are ready to use. Choose DocuSign or Adobe Sign for your organization — quotes and contracts go out with full tracking, and signed quotes convert straight into a job, project, or Statement of Work.
QuickBooks Online
Connect QuickBooks Online and sync accounting data natively — customers, vendors, chart of accounts, and financial records stay aligned without CSV exports or duplicate entry.
SMS (AWS SNS)
Automated texts keep field-service customers and technicians notified — appointment confirmations, deposit pay links, job status / progress links, dispatch updates, and reminders, all from the same job record.
Mobile & browser
Every integration works from the same responsive app — technicians in the field, coordinators on a tablet, and finance at a desk share one login, one data model, and one audit trail.
Built to flex with how you run your business
The same platform underneath, configured to fit — and open to use from anywhere.
Modular by design
Turn on only the modules your business needs — core operations, banking, catalog, field jobs, payments, or quotes & SOWs — and pay for exactly that.
Security built in
Role-based access down to the field level, encrypted document storage, audit trails on every major record, and secure API connections to Plaid, Stripe, DocuSign or Adobe Sign, and QuickBooks.
Encrypted document management
Every customer, vendor, project, job, and invoice document lives in one encrypted, access-controlled library — with templates and DocuSign or Adobe Sign built in, not bolted on.
DialogHub on every record
Mention teammates, tag people, reply in threads, and get alerts — collaboration stays on the customer, job, or invoice instead of scattered across email.
Plans that scale with you
Start on a free trial or Basic, move to Pro for higher limits and lite WMS, and go Enterprise when you need unlimited usage — no re-platforming required.
Mobile-first field service
Technicians run jobs from phone or tablet. Customers pay deposits and track live progress from secure email links. Coordinators schedule from a tablet and finance reconciles from a desk — same app, every role.
Open access, anywhere
Runs entirely in the browser — no installs, no special hardware. Use it from any device, anywhere you do business.
Lite WMS & B2B commerce
Wholesale catalog, dealer portal on Payload CMS, backorder ETAs, and pick/pack/ship — a lite warehouse and order layer for distributors who are not ready for a 3PL-grade WMS.
Simple, transparent pricing
Start free for 14 days. No credit card required.
Basic
Core invoicing, projects, and approvals to get your business running.
- Accounts payable
- External Job Request
- Bring your own Stripe account
- Discounts
- Orders
- Announcements
Base
- Accounts payable
- Announcements
- App configuration
- Manage app emails
- Audit log
- Cost centers
- Customer locations
- Customers
- Custom objects (Object Builder)
- Dashboards
- Document templates
- DocuSign
- Email templates
- Expenses
- Export data
- Imports
- Invoices
- Native mobile app access
- Opsi AI assistant
- Organization
- Projects
- Purchase orders
- Refund history
- Resources
- Roles
- Scheduled automations
- Tax report
- Timesheet approval
- Timesheets
- Users
- Vendor invoice email mailbox (AP inbox)
- Vendors
- Widgets
- Work in progress report
- Workflow advanced actions
- Workflow branching
- Workflow bypass
- Workflow parallel approval
- Workflows
- Workflow tasks
Field job module
- External Job Request
- Manage app SMS
- Job categories
- Jobs
- Job schedule
- Job site inventory
- Job types
- Live tracking dispatcher
- My job schedule
- SMS CloudWatch usage logs
- SMS notifications
- Technician inventory
Stripe invoice payment
- Bring your own Stripe account
- Stripe invoice payment
Contractor
- Discounts
- Order directly from warehouse threshold view
- Inventory procurement (restock & vendor orders)
- Inventory (warehouse stock & history)
- Invoice service types
- Catalog
- Product categories
- Products
- Project check-in / check-out
- Project tracking status
- Promotions & coupons
- Shipping methods
- Tax configuration
Quotes
- Orders
- Quotes
- Convert quotes to Orders
Pro
Everything in Basic, plus banking, e-signature, and higher usage limits.
Everything in Basic, plus:
- ACH transfer
- Plaid integration (organization bank)
Base
- Accounts payable
- Announcements
- App configuration
- Manage app emails
- Audit log
- Cost centers
- Customer locations
- Customers
- Custom objects (Object Builder)
- Dashboards
- Document templates
- DocuSign
- Email templates
- Expenses
- Export data
- Imports
- Invoices
- Native mobile app access
- Opsi AI assistant
- Organization
- Projects
- Purchase orders
- Refund history
- Resources
- Roles
- Scheduled automations
- Tax report
- Timesheet approval
- Timesheets
- Users
- Vendor invoice email mailbox (AP inbox)
- Vendors
- Widgets
- Work in progress report
- Workflow advanced actions
- Workflow branching
- Workflow bypass
- Workflow parallel approval
- Workflows
- Workflow tasks
Plaid integration
- ACH transfer
- Plaid integration (organization bank)
Field job module
- External Job Request
- Manage app SMS
- Job categories
- Jobs
- Job schedule
- Job site inventory
- Job types
- Live tracking dispatcher
- My job schedule
- SMS CloudWatch usage logs
- SMS notifications
- Technician inventory
Stripe invoice payment
- Bring your own Stripe account
- Stripe invoice payment
Contractor
- Discounts
- Order directly from warehouse threshold view
- Inventory procurement (restock & vendor orders)
- Inventory (warehouse stock & history)
- Invoice service types
- Catalog
- Product categories
- Products
- Project check-in / check-out
- Project tracking status
- Promotions & coupons
- Shipping methods
- Tax configuration
Quotes
- Orders
- Quotes
- Convert quotes to Orders
Enterprise
Unlimited usage, every module enabled, and dedicated support.
- Accounts payable
- ACH transfer
- External Job Request
- Bring your own Stripe account
- Discounts
- Orders
Base
- Accounts payable
- Announcements
- App configuration
- Manage app emails
- Audit log
- Cost centers
- Customer locations
- Customers
- Custom objects (Object Builder)
- Dashboards
- Document templates
- DocuSign
- Email templates
- Expenses
- Export data
- Imports
- Invoices
- Native mobile app access
- Opsi AI assistant
- Organization
- Projects
- Purchase orders
- Refund history
- Resources
- Roles
- Scheduled automations
- Tax report
- Timesheet approval
- Timesheets
- Users
- Vendor invoice email mailbox (AP inbox)
- Vendors
- Widgets
- Work in progress report
- Workflow advanced actions
- Workflow branching
- Workflow bypass
- Workflow parallel approval
- Workflows
- Workflow tasks
Plaid integration
- ACH transfer
- Plaid integration (organization bank)
Field job module
- External Job Request
- Manage app SMS
- Job categories
- Jobs
- Job schedule
- Job site inventory
- Job types
- Live tracking dispatcher
- My job schedule
- SMS CloudWatch usage logs
- SMS notifications
- Technician inventory
Stripe invoice payment
- Bring your own Stripe account
- Stripe invoice payment
Contractor
- Discounts
- Order directly from warehouse threshold view
- Inventory procurement (restock & vendor orders)
- Inventory (warehouse stock & history)
- Invoice service types
- Catalog
- Product categories
- Products
- Project check-in / check-out
- Project tracking status
- Promotions & coupons
- Shipping methods
- Tax configuration
Quotes
- Orders
- Quotes
- Convert quotes to Orders
From the Opserly team
Ready to operate your services business smartly?
Start your free 14-day trial today. Full access, no credit card required. Cancel anytime.
14-day free trial · No credit card · Cancel anytime