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Opserly Documentation

Step-by-step guides for every module — from your first login to invoicing, field jobs, workflows, and reporting.

Complete a job and invoice

Technician check-out triggers ready-to-bill status.

Completed jobs convert to customer invoices in one click — no purchase order required unless your customer mandates one.

  1. 1

    Technician completes job

    On My Job Schedule, the tech marks Start, then Complete with optional notes and parts used.

  2. 2

    Coordinator reviews

    Open the job record and verify status is Complete.

  3. 3

    Convert to invoice

    Use Convert to invoice — labor and catalog line items populate the AR invoice automatically.

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