Dispatch jobs, get paid faster
Send a signable quote — or configure and price it live with CPQ — collect a job deposit via a secure pay link or the customer portal, convert approved work into scheduled jobs, let customers track live progress and pay from a branded portal, register the warranty on what you install, run Live Dispatch, and invoice in a single click.
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Live Dispatch
Dispatch, communicate, and get paid
Everything coordinators and technicians need from the first dispatch to the final invoice — without switching apps.
Customer portal
A branded, org-scoped portal — customers pay invoices and deposits, track orders and jobs, and approve quotes or service contracts themselves.
Configure, Price & Quote
Walk customers through product configuration with live pricing, then convert straight into a Quote, SOW, Service Contract, or Job.
Warranty registration & claims
Every installed product can carry a warranty tied to its install date. Claims route through the same configurable, multi-step approval workflow as the rest of the platform.
Job-level asset tracking
Every unit you install is tracked by serial number, site address, and warranty window — linked back to the job, order, invoice, or quote that created it.
Job deposits via secure pay link
Require a deposit on the job, email or text a passcode-protected Stripe pay link, and record confirmation with transaction details — deposits apply when you invoice.
Customer progress tracking
Share a secure status link so customers check live job progress and notes themselves from email — fewer status calls, more transparency.
Recurring Service Contracts
Convert an approved quote into a cadence-based contract — Opserly auto-generates visits and invoices, assigning the preferred technician or falling back to the dispatch engine when they're unavailable.
Live Dispatch
See technicians on a live map with location pings, travel plans, and dispatch suggestions — know who's en route, on site, and overdue for an update.
Technician mobile app
A native mobile app for the field — new assignments land as push notifications the moment a coordinator dispatches the job, with schedules, check-in/out, and job details on the go.
QuickBooks Online sync
Connect QBO and keep field revenue, job invoices, vendor bills, and chart-of-accounts data in sync without CSV exports.
SMS & mobile
Technicians get dispatch and status texts; customers receive appointment confirmations, deposit pay links, and progress updates from the same job record.
Public online booking
Customers request service against live technician availability — accepted requests become scheduled jobs automatically.
Teams that dispatch onsite every day
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.
Everything field 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 jobs
Convert quotes to jobs — available as an organization plan feature in Opserly.
Convert quotes to Orders
Convert quotes to Orders — available as an organization plan feature in Opserly.
Common questions about Field Services
Can I collect a deposit before the job starts?
Yes — mark the job as requiring a deposit, set the amount, and send a passcode-protected pay link by email or SMS. Customers pay online via Stripe, and you get a confirmation with transaction details. Paid deposits apply when you create the invoice.
Can customers track job progress without calling us?
Yes — send a secure status link with a passcode. Customers open it from email to see live completion percent, status history, and technician notes — no login required.
Can I set up recurring service contracts?
Yes — convert an approved quote into a Service Contract with its own service cadence, billing cadence, term, and signature gating. Once active, visits and invoices generate automatically on schedule, with technician fallback via the same recommendation engine that powers Live Dispatch when the preferred tech is unavailable.
Can technicians see their own schedule?
Yes — each technician gets a personal job schedule view, plus check-in/check-out for arrival and departure tracking on every job.
Is there a mobile app for technicians?
Yes — technicians use the Opserly mobile app to see assigned jobs, check in and out, and stay in sync with dispatch. New assignments arrive as instant push notifications, and mobile access is controlled per organization, so you decide who can sign in from the app.
What is Live Dispatch?
Live Dispatch shows technician locations on a map in near real time, with travel plans and dispatch suggestions. Coordinators can see who is en route, on site, or overdue for a location ping — without calling every tech.
Does Field Services sync with QuickBooks Online?
Yes — connect QuickBooks Online to sync customers, vendors, invoices, and accounting data natively. Completed job revenue flows through without manual CSV exports.
Does this track parts and truck inventory?
Yes — warehouse stock with full history, vendor restock orders, and per-technician truck inventory are all built in, with proactive low-stock alerts.
Is a purchase order required to invoice a job?
No — a completed job converts straight into a customer invoice in one click. A PO is only needed if your customer requires one for their own budget tracking.
Can I export technician timesheets?
Yes — export approved timesheet hours by technician, project, or date range as a branded PDF or Excel file, with running totals for payroll or client billing.
Other Opserly products
Ready to run your field services business on Opserly?
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