One platform for invoicing, projects, and approvals
Send a quote out for e-signature — or walk the client through Configure, Price & Quote for line-by-line pricing — convert the signed quote straight into a Statement of Work and then a project, track expenses and time against its budget, route approvals automatically, and invoice clients the moment work is signed off. Clients pay and approve themselves from a branded customer portal — no industry-specific setup required.
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Approval Flow
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.
Everything business services businesses need
Base
Accounts payable
Process and pay vendor bills, with support for ACH payments via Plaid.
Announcements
Broadcast announcements to all users, specific roles, or departments.
App configuration
Fine-tune system-wide application settings and defaults.
Manage app emails
Manage app emails — available as an organization plan feature in Opserly.
Audit log
View a complete, tamper-evident history of changes made across the organization.
Cost centers
Tag expenses, projects, and jobs to cost centers for departmental or location-level reporting.
Customer locations
Customer locations — available as an organization plan feature in Opserly.
Customers
Manage your customer/client directory, contacts, and billing information.
Custom objects (Object Builder)
Custom objects (Object Builder) — available as an organization plan feature in Opserly.
Dashboards
Build custom reporting dashboards tailored to your team's key metrics.
Document templates
Build reusable templates for contracts, SOWs, and other documents your team sends out.
DocuSign
Send contracts and documents out for legally binding e-signature via DocuSign.
Email templates
Customize the emails your customers and vendors receive for invoices, reminders, and notifications.
Expenses
Submit and approve billable or reimbursable expense reports tied to projects.
Export data
Export data — available as an organization plan feature in Opserly.
Imports
Imports — available as an organization plan feature in Opserly.
Invoices
Create, send, and track customer invoices from projects, jobs, or timesheets.
Native mobile app access
Technicians and staff use the Opserly native mobile app for schedules, check-in/out, and job details. Access is controlled per organization.
Opsi AI assistant
Opsi AI assistant — available as an organization plan feature in Opserly.
Organization
Manage your organization profile, branding, and account-level configuration.
Projects
Create and manage client projects, including budgets and team assignments.
Purchase orders
Purchase orders — available as an organization plan feature in Opserly.
Refund history
Issue full or partial refunds against paid invoices and track refund history.
Resources
Track contractor resources, their vendor affiliation, and billing rates.
Roles
Create custom roles with fine-grained permissions for every user in your organization.
Scheduled automations
Scheduled automations — available as an organization plan feature in Opserly.
Tax report
Tax report — available as an organization plan feature in Opserly.
Timesheet approval
Route submitted timesheets through a manager approval step before invoicing.
Timesheets
Log billable hours against projects for staff and contractor resources.
Users
Invite and manage staff and contractor user accounts within your organization.
Vendor invoice email mailbox (AP inbox)
Vendor invoice email mailbox (AP inbox) — available as an organization plan feature in Opserly.
Vendors
Onboard and manage vendors, their contacts, payment terms, and banking details.
Widgets
Add configurable widgets to dashboards for at-a-glance business metrics.
Work in progress report
Work in progress report — available as an organization plan feature in Opserly.
Workflow advanced actions
Workflow advanced actions — available as an organization plan feature in Opserly.
Workflow branching
Workflow branching — available as an organization plan feature in Opserly.
Workflow bypass
Allow authorized users to bypass a workflow approval step when necessary, with an audit trail.
Workflow parallel approval
Workflow parallel approval — available as an organization plan feature in Opserly.
Workflows
Build automated, multi-step approval workflows triggered by record changes.
Workflow tasks
Assign and track individual approval or action tasks within a workflow.
Plaid integration
ACH transfer
ACH transfer — available as an organization plan feature in Opserly.
Plaid integration (organization bank)
Securely link vendor and company bank accounts via Plaid for ACH payments.
Field job module
External Job Request
External Job Request — available as an organization plan feature in Opserly.
Manage app SMS
Manage app SMS — available as an organization plan feature in Opserly.
Job categories
Job categories — available as an organization plan feature in Opserly.
Jobs
Create and manage onsite service jobs from scheduling through completion and invoicing.
Job schedule
Drag-and-drop calendar for dispatching field technicians to scheduled jobs.
Job site inventory
Job site inventory — available as an organization plan feature in Opserly.
Job types
Job types — available as an organization plan feature in Opserly.
Live tracking dispatcher
See technician locations on a live map with travel plans and dispatch suggestions for same-day reassignments.
My job schedule
Personal view for field technicians to see their own assigned jobs for the day or week.
SMS CloudWatch usage logs
SMS CloudWatch usage logs — available as an organization plan feature in Opserly.
SMS notifications
Instant job assignment alerts and customer status texts tied to the job record — push to the mobile app and SMS when configured.
Technician inventory
Technician inventory — available as an organization plan feature in Opserly.
Stripe invoice payment
Bring your own Stripe account
Bring your own Stripe account — available as an organization plan feature in Opserly.
Stripe invoice payment
Let customers pay invoices online via credit card or ACH through Stripe.
Contractor
Discounts
Apply approved discounts to invoice line items with a built-in approval trail.
Order directly from warehouse threshold view
Order directly from warehouse threshold view — available as an organization plan feature in Opserly.
Inventory procurement (restock & vendor orders)
Inventory procurement (restock & vendor orders) — available as an organization plan feature in Opserly.
Inventory (warehouse stock & history)
Inventory (warehouse stock & history) — available as an organization plan feature in Opserly.
Invoice service types
Define custom service types to categorize invoice line items.
Catalog
Maintain a reusable catalog of products and services to add to invoices and jobs.
Product categories
Organize your product catalog into categories for easier browsing and reporting.
Products
Define individual products and services with pricing, SKUs, and tax codes.
Project check-in / check-out
Allow field staff to check in and out of project sites for time and location tracking.
Project tracking status
Monitor project status, budget, and progress across active engagements.
Promotions & coupons
Promotions & coupons — available as an organization plan feature in Opserly.
Shipping methods
Shipping methods — available as an organization plan feature in Opserly.
Tax configuration
Configure tax rates and apply them automatically to invoice line items.
Quotes
Orders
Orders — available as an organization plan feature in Opserly.
Quotes
Send professional quotes for e-signature, then convert approved quotes into a job or a Statement of Work.
Convert quotes to Orders
Convert quotes to Orders — available as an organization plan feature in Opserly.
Offering briefs
One-pagers for this edition — open in the browser or download as PDF.
Common questions about Business Services
Do I need a separate AP tool for vendor payments?
No — Accounts Payable and Plaid Attach Transactions are built in so you can match bank activity to bills. Bring your own Plaid account and we can enable ACH transfers from the app alongside your customer invoicing.
Can I track project budgets against actual spend?
Yes — expenses and time post against the project budget in real time, with margin reporting once invoicing and AP data are both in the system.
Does this work if I don’t fit a specific industry?
That’s exactly the point of this edition — no industry-specific setup, just invoicing, projects, expenses, and approvals for any client-billing business.
Can I export expense reports for reimbursement or accounting?
Yes — filter expense report lines by project, client, vendor, or date and export a branded PDF or Excel file with subtotals, ready to hand to accounting.
Other Opserly products
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