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Opserly Documentation

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

Create and schedule a job

From quote approval to calendar dispatch.

Jobs are the field-service equivalent of projects — tied to a customer site visit.

  1. 1

    Open Jobs

    Click Jobs in the navigation (Field Services orgs).

  2. 2

    New job

    Select customer, job type, priority, and estimated duration.

  3. 3

    Schedule

    Open Job Schedule — drag the job onto a technician column and time slot.

  4. 4

    Notify technician

    The assignee sees the job on My Job Schedule with check-in/check-out actions.

Complete a job and invoice →