One platform for invoicing, projects, and approvals
Send a quote out for e-signature, 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 — no industry-specific setup required.
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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.
Everything business services businesses need
Core
Customer Management
Manage your customer/client directory, contacts, and billing information.
Vendor Management
Onboard and manage vendors, their contacts, payment terms, and banking details.
User Management
Invite and manage staff and contractor user accounts within your organization.
Admin
Roles & Permissions
Create custom roles with fine-grained permissions for every user in your organization.
Organization Settings
Manage your organization profile, branding, and account-level configuration.
App Configuration
Fine-tune system-wide application settings and defaults.
Announcements
Broadcast announcements to all users, specific roles, or departments.
Audit Log
View a complete, tamper-evident history of changes made across the organization.
Billing
Invoicing
Create, send, and track customer invoices from projects, jobs, or timesheets.
Invoice Service Types
Define custom service types to categorize invoice line items.
Discounts
Apply approved discounts to invoice line items with a built-in approval trail.
Refunds
Issue full or partial refunds against paid invoices and track refund history.
Stripe Invoice Payments
Let customers pay invoices online via credit card or ACH through Stripe.
Plaid Bank Linking
Securely link vendor and company bank accounts via Plaid for ACH payments.
Finance
Tax Codes
Configure tax rates and apply them automatically to invoice line items.
Cost Centers
Tag expenses, projects, and jobs to cost centers for departmental or location-level reporting.
Expense Reports
Submit and approve billable or reimbursable expense reports tied to projects.
Accounts Payable
Process and pay vendor bills, with support for ACH payments via Plaid.
Documents
Document Templates
Build reusable templates for contracts, SOWs, and other documents your team sends out.
Email Templates
Customize the emails your customers and vendors receive for invoices, reminders, and notifications.
DocuSign E-Signatures
Send contracts and documents out for legally binding e-signature via DocuSign.
Reporting
Dashboards
Build custom reporting dashboards tailored to your team's key metrics.
Dashboard Widgets
Add configurable widgets to dashboards for at-a-glance business metrics.
Catalog
Product Catalog
Maintain a reusable catalog of products and services to add to invoices and jobs.
Products
Define individual products and services with pricing, SKUs, and tax codes.
Product Categories
Organize your product catalog into categories for easier browsing and reporting.
Workforce
Projects
Create and manage client projects, including budgets and team assignments.
Project Tracking
Monitor project status, budget, and progress across active engagements.
Project Check-In
Allow field staff to check in and out of project sites for time and location tracking.
Contractor Resources
Track contractor resources, their vendor affiliation, and billing rates.
Automation
Workflows
Build automated, multi-step approval workflows triggered by record changes.
Workflow Tasks
Assign and track individual approval or action tasks within a workflow.
Workflow Bypass
Allow authorized users to bypass a workflow approval step when necessary, with an audit trail.
Native App
Native Mobile App
Technicians and staff use the Opserly native mobile app for schedules, check-in/out, and job details. Access is controlled per organization.
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
Ready to run your business services business on Opserly?
Start your free 14-day trial today. Full access, no credit card required. Cancel anytime.