Opserly Documentation
Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.
Pick a topic below or use the sidebar to browse every guide. Content is managed in the CMS and updated as new modules ship.
Getting started
Sign in, navigate the app, and understand how Opserly is organized.
2 articles →Customers & vendors
Manage client and supplier records, contacts, and payment terms.
2 articles →Projects & resources
Track engagements, assign people, and manage budgets.
2 articles →Invoicing & receivables
Create customer invoices, send PDFs, and record payments.
2 articles →Accounts payable & banking
Pay vendors, match bank transactions, and manage ACH.
2 articles →Timesheets & expenses
Capture billable hours and reimbursable expenses with approvals.
3 articles →Jobs & field service
Schedule onsite work, dispatch technicians, and invoice completed jobs.
3 articles →Quotes & SOWs
Send signable quotes and convert approved work into jobs or projects.
2 articles →Workflows & approvals
Multi-level approval routing for quotes, expenses, AP, and more.
2 articles →Inventory
Warehouse stock, truck inventory, and procurement for field operations.
2 articles →Configuration & admin
Roles, templates, tax codes, and organization settings.
2 articles →Reporting & exports
Dashboards, margin reports, and data exports.
2 articles →