Everything you need to operate your services business smartly
Opserly brings Construction Hub, B2B commerce, a lite WMS/OMS, invoicing, a branded customer portal, CPQ, field service, and approvals into one platform — so your back office runs itself instead of running you.
The latest additions to the platform
Customer Portal — a branded storefront for every organization
Give every organization its own branded, org-scoped customer portal — catalog browsing, cart and checkout, order and quote tracking, invoices, service contracts, and approvals, all under a custom subdomain.
Start free trial →Configure, Price & Quote (CPQ)
Walk customers through product configuration, see live pricing as options change, then convert the configuration straight into a Quote, SOW, Service Contract, or Job — no re-keying line items.
Start free trial →Warranty Registration & Claims Workflow
Every installed product can carry a warranty term tied to its install date. When something fails, file a claim linked to the original job, technician, and invoice — routed through the same configurable, multi-step approval workflow as the rest of the platform.
Start free trial →Job-Level Asset & Equipment Tracking
Track every unit you install — serial number, site address, install date, and warranty window — automatically linked back to the job, order, invoice, or quote that created it. A full equipment history per client site, always up to date.
Learn more →Construction Hub — job costing on every project
Enable Construction Hub on a project to track contract value, retainage, cost codes, committed vs actual, RFIs, daily logs, subcontracts, equipment, and punch list — without a separate construction ERP.
See Construction Hub →Digital Commerce — portal storefront on Payload CMS
Let wholesale customers and consumers browse your catalog, configure products, check out, and track orders from a branded portal. Storefront content is powered by open-source Payload CMS — you own the content model.
Explore Digital Commerce →Lite WMS & OMS — inventory, pick/pack, backorder ETA
A lite warehouse and order-management layer: multi-warehouse stock, pick waves, packing, rate shopping, labels, and promise dates so customers see ETAs when an item is on backorder.
See lite WMS →Use it anywhere — browser or mobile, no installs required
Opserly runs in the browser on desktop, tablet, and phone. Field technicians manage jobs from the mobile experience, finance reconciles AP/AR from a laptop, and coordinators schedule from anywhere — one app, every role.
Approvals that route themselves
Configure multi-level approval flows for quotes, contracts, purchase orders, and expenses — with full history, escalations, and no spreadsheet chase. Watch how Workflow Automation keeps work moving without the inbox ping-pong.
- Visual routing with up to three approval levels
- Field-based triggers tied to the record that needs sign-off
- Full audit history on every completed workflow
- Works across quotes, SOWs, POs, expenses, and more
Every capability, organized the way you'll actually use it
Core operations
The foundation every plan includes — customers, vendors, projects, resources, and invoicing.
Customers & vendors
Full records with contacts, payment terms, documents, comments, and audit history — searchable, filterable, and exportable.
Projects & assignments
Billable and non-billable budgets, purchase order links, invoice cadence, and resource assignments with rate validation.
Resources & users
Employees and contractors with role-based access, forced password resets, and account lockout protection.
Invoices (AR & AP)
Generate from timesheets, expenses, catalog items, or free-form lines. PDF generation, email delivery, payments, and refunds.
Customer self-service
Give every customer their own branded portal to pay, track, and approve — without picking up the phone.
Customer portal
A branded, org-scoped portal per organization — orders, quotes, invoices, jobs, and service contracts in one place.
In-portal invoice & deposit payment
Customers pay open invoices and job deposits online from their dashboard — no calling in a card number.
Configure, Price & Quote (CPQ)
Walk customers through product configuration with live pricing, then convert straight into a Quote, SOW, Service Contract, or Job.
Portal & email approvals
Quotes, SOWs, and service contracts awaiting sign-off show under My Approvals in the portal — or approve straight from a passcode-protected email link, no login required.
Financial operations
Close the loop between your bank feed, your books, and how you allocate spend.
QuickBooks Online (QBO)
Connect your QuickBooks Online company and keep accounting in sync — chart of accounts, customers, vendors, and financial data flow through a native integration, not a CSV export.
Plaid Attach Transactions
Pre-built Plaid integration lets you attach and match bank transactions to invoices and bills. Bring your own Plaid account and we can enable ACH transfers from the app — including vendor bank linking.
Accounts receivable
Manual or card payments, partial payments, receipts, and refund processing.
Accounts payable
Pay vendors manually, by matching bank transactions to bills, or by ACH when your organization is enabled with a bring-your-own Plaid account.
Bank transaction matching
Match bank credits to customer invoices and debits to vendor bills directly via Attach Transactions.
Cost centers
Tag expenses, projects, jobs, and AP lines to cost centers for departmental or location-level reporting and budget control.
Purchase orders
Auto-numbered POs with budget tracking, vendor order PDFs, and invoice association — linked to projects and cost centers.
Documents & templates
Every file in one secure place — templates, generated PDFs, and signed contracts.
Document management
Upload and attach documents to customers, vendors, projects, jobs, and invoices. Files are encrypted at rest and access-controlled by role — we take document security seriously.
Document templates
Rich-text templates with merge fields for invoices, POs, quotes, and customer-facing PDFs — generate branded output from any record in one click.
DocuSign & Adobe Sign
Pre-built e-signature integrations are ready to use. Choose DocuSign or Adobe Sign for your organization — send quotes and contracts with full tracking, and convert signed quotes into jobs, projects, or Statements of Work.
Workforce & projects
Time, expenses, and approvals — without the spreadsheet shuffle.
Timesheets
Weekly entry, project validation, billable vs. non-billable rows, and hours caps per assignment.
Timesheet approval
Manager sign-off with overdue highlighting; approved time feeds invoicing and budgets automatically.
Expense reports
Line items with attachments, mileage, billable flags, and manager or workflow approval.
Export timesheets & expense reports
Filter by resource, project, client, vendor, or date range and download a branded PDF or Excel export with running totals — ready for payroll or client billing.
Field service & jobs
Dispatch, notify, track, collect deposits, and invoice onsite work — from the office or the field.
Job deposits & secure pay links
Require a deposit on any job, email or text a passcode-protected Stripe pay link, and record confirmation with transaction ID and card last four. Paid deposits apply automatically when you invoice.
Customer progress tracking
Share a secure, passcode-protected status link so customers check live completion percent, status history, and technician notes themselves from email — no app login required.
Live Dispatch tracking
See technicians on a live map with location pings, travel plans, and dispatch suggestions — coordinators know who's en route, on site, and overdue for an update without calling every tech.
QuickBooks Online (QBO)
Connect QuickBooks Online and sync field revenue, job invoices, vendor bills, and chart-of-accounts data — completed jobs flow into accounting without CSV exports.
SMS notifications
Keep customers and technicians in the loop with automated SMS — appointment confirmations, deposit pay links, progress status links, dispatch updates, and reminders via AWS SNS. No separate texting app required.
Native mobile app
Technicians run their day from the Opserly mobile app — new assignments arrive as instant push notifications, with schedules, check in/out, Live Dispatch location sharing, notes, and on-site invoicing in their pocket. Access is controlled per organization.
Public booking
Let customers request appointments online with real-time technician availability, service windows, and automatic job creation when a request is accepted.
Jobs
Customer linkage, estimates, deposits, priority, scheduling, technician assignment, and status workflow from quote to invoice.
Job scheduling
Drag-and-drop coordinator calendar with technician filters, dispatch suggestions, and an unassigned job pool.
Project check-in
Optional check-in/check-out that auto-fills timesheet hours for assigned technicians.
Warranty registration & claims
Every installed product can carry a warranty tied to its install date. When something fails, file a claim linked to the original job, technician, and invoice — routed through the same configurable approval workflow as the rest of the platform.
Job-level asset & equipment tracking
Every unit you install is tracked by serial number, site address, install date, and warranty window — linked back to the job, order, invoice, or quote that created it.
Catalog & quotes
Price it, quote it, get it signed, and bill it.
Product & service catalog
Categories, SKUs, tax codes, and discount eligibility for physical, service, and warranty items.
Quotes & e-signature
Draft, approve internally, and send for DocuSign or Adobe Sign — then convert straight into a Job, Project, or SOW.
Statements of work
Build from a template or upload your own, with signature tracking back to the originating quote.
Recurring service contracts
Convert an approved quote into a cadence-based service contract — internal approval and customer signature gate activation, then visits and invoices generate automatically on schedule, with technician fallback when the preferred tech is unavailable.
Margin reporting
Bill-rate vs. pay-rate visibility into project and engagement profitability.
Inventory & procurement
Know what you have, where it is, and when to reorder.
Warehouse stock
Multi-warehouse levels with near-threshold alerts and running totals.
Procurement
Restock requests, approval workflow, vendor bill creation, and email templates.
Technician inventory
Allocate and transfer stock to trucks, with coordinator approval on requests.
Usage tracking
Products consumed on invoices automatically decrement truck and warehouse counts.
Construction Hub
Job costing on the project — not a second construction ERP.
Construction Hub
Enable the hub on a project for Overview, Setup, Budget, Tasks, Daily logs, RFIs, Subs, Equipment, Punch, and Schedule.
Cost codes & phases
CSI-lite job cost codes with phase × cost-code budget lines — labor, material, sub, and equipment roll up separately.
Committed vs actual vs forecast
POs and subcontracts commit; approved time, expenses, and equipment hours actualize; forecast GP stays on Overview.
SOW → project seed
Executed statements of work create the project with contract value, milestone phases, and a seeded budget line.
RFIs, daily logs & punch
Field coordination stays on the project record, with overdue RFIs flagged on the hub Overview.
Digital Commerce, lite WMS & OMS
B2B wholesale and B2C storefront — a lite warehouse and order layer, not a 3PL suite.
Portal storefront (B2B & B2C)
Dealers and shoppers browse the catalog, configure products, check out, and track orders from a branded, org-scoped portal.
Open-source Payload CMS
Storefront merchandising and pages run on Payload CMS — you own the content model; Opserly runs catalog, cart, and orders.
OMS-lite & backorder ETAs
Orders keep warehouse allocation, holds, and promise dates so buyers see when a backordered SKU is expected — not just “processing.”
Lite WMS pick / pack / ship
Warehouse queue, pick waves, packing station, rate shopping, carrier labels, and shipping exceptions.
Multi-warehouse inventory
On-hand by warehouse, near-threshold alerts, and decrements as orders ship.
Governance & automation
Keep approvals, collaboration, and permissions under control as you grow.
DialogHub
Every major record has a DialogHub — mention teammates, tag people, reply in threads, and get alerts when someone needs your input. Collaboration stays on the record, not in email.
Object builder
Define custom objects and fields when out-of-the-box modules are not enough — give each organization the flexibility to model how they actually work.
Workflows
Visual approval routing with up to three levels, field-based triggers, and full history on completed records — see the Workflow Automation showcase video on this page.
Roles & permissions
Custom roles with per-module view/create/edit/delete control down to the field level.
Audit & comments
Who-did-what history on every major record, plus threaded comments for internal context.
Reminders & nudges
Automatic reminders for overdue timesheets, pending expense report approvals, unpaid invoices, and upcoming accounts payable due dates — so nothing slips through.
Security & compliance
We take security seriously — your operational data and documents are protected at every layer.
Encrypted document storage
Uploaded files are encrypted at rest and served only to users with permission on that record. Documents never live in shared drives or email attachments.
Role-based access control
Granular permissions per module down to individual fields — teammates see only what their role allows.
Audit trails
Tamper-evident change history on customers, vendors, invoices, jobs, and other core records.
Secure integrations
Bank feeds (Plaid Attach Transactions), payments (Stripe), e-signatures (DocuSign or Adobe Sign), and accounting (QBO) connect through vetted APIs — credentials stay server-side, never in the browser.
Reporting & insights
Operational visibility without exporting to a spreadsheet first.
Reporting module
Build dashboards, run operational reports, and share live views by user or role — job status, AR aging, timesheet hours, margin, and cost-center spend in one place.
Dashboards & widgets
Drag-and-drop dashboard builder with pre-built widgets for KPIs your team checks every morning.
Operational widgets
Pre-built views for job status, time spent, estimate vs. invoiced, and inventory levels.
Plan usage tracking
See usage against your plan limits before you hit them.
Export data
Download filtered timesheet or expense data as branded PDF or Excel — grouped and subtotaled, ready to share.
Built for how your business actually works
The same platform, tuned to the workflow of your industry.
Business Services
For any business that needs to invoice customers and manage projects, expenses, and approvals — not tied to a specific industry. If you need to bill clients and keep spend under control, this is the fit.
- Consulting & advisory firms. Send a signable quote, convert it to a SOW the moment it's approved, and track engagement budgets in real time before the invoice goes out.
- Creative & marketing agencies. Bill clients per project or retainer, with expense approvals routed to the right manager.
- Any business billing clients. Manage vendor payments and project costs side-by-side without a separate AP tool.
- Client self-service. Give every client a branded portal to pay invoices, review orders, and approve quotes or SOWs — in the portal or from a passcode-protected email link, no login required.
Field Services
For onsite and contract field-service businesses — schedule jobs, dispatch technicians, track parts, and invoice the moment work is completed.
- HVAC, electrical & plumbing. Quote jobs, collect deposits online, dispatch techs, let customers track progress themselves, and invoice when work is done — one workflow from first call to payment.
- Facilities & maintenance. Run recurring service contracts, track parts per visit, and restock warehouse and truck inventory before crews run short.
- Multi-crew operations. Coordinators schedule every technician from a shared calendar and stay on top of same-day dispatch across crews and territories.
IT Staffing & Consulting
Built for IT staffing and consulting firms placing contractors and employees on client engagements — track time, bill clients, and pay your bench without spreadsheets.
- Staffing & consulting firms. Quote the engagement, convert the signed quote into a SOW, and place contractors and employees with clear bill-rate vs. pay-rate tracking.
- Managed service providers. Bill clients monthly for ongoing support, with Plaid Attach Transactions out of the box and ACH vendor payments when you bring your own Plaid account.
- Software delivery teams. Track project budgets against timesheets and catch scope creep before it erodes margin.
- Client self-service billing. Clients pay engagement invoices and approve SOWs from a branded portal — or straight from a passcode-protected email link — without a phone call to your office.
Digital Commerce
For brands selling online to businesses or consumers — a branded storefront on open-source Payload CMS, orders with backorder ETAs, and a lite WMS for pick, pack, and ship.
- Wholesale distributors (B2B). Dealers browse allocated pricing, place replenishment orders, and see ETAs when a SKU is on backorder.
- Direct-to-consumer (B2C). Shoppers browse the catalog, check out from the branded portal, and track orders and invoices themselves.
- Manufacturers & dealer networks. One catalog, many buyer accounts — quotes and CPQ convert to orders, then lite WMS ships from your warehouse.
See it on your own data
Start a free 14-day trial — no credit card required.