Every service call, from quote to cash
Technicians quote on-site, you collect a deposit via secure pay link, coordinators dispatch from a live map, customers track progress themselves from email, and completed jobs become invoices without re-entry.
How hvac & plumbing teams run on Opserly
A typical flow from morning dispatch to close-of-business — mapped to the modules you'll actually use.
- 1
7:00 AM
Coordinator opens the dispatch board
Drag today's jobs onto the calendar, assign techs by skill and territory, and spot unassigned work in the pool before the phones heat up.
- 2
8:00 AM
Deposit collected before arrival
Send a passcode-protected pay link from the job. The customer pays online and gets a confirmation — cash is secured before the truck rolls.
- 3
8:30 AM
Tech checks in from the truck
My Job Schedule shows the day's route. Check-in shares location for Live Dispatch so the office knows who's en route.
- 4
10:00 AM
Customer tracks progress
Share a secure status link so the homeowner checks live completion percent and notes from email — fewer "where are you?" calls.
- 5
2:00 PM
Customer gets SMS updates
Automated texts confirm the window, notify dispatch, and alert when the tech is on the way — no separate texting app.
- 6
4:30 PM
Job complete → invoice
Mark the job done, capture parts used from truck inventory, and generate the customer invoice in one click — deposits already paid apply automatically. Revenue syncs to QuickBooks Online.
Why HVAC & Plumbing runs on Field Services
Job deposits & pay links
Require a deposit, send a passcode-protected Stripe link by email or SMS, and apply paid amounts when you invoice.
Customer progress tracking
Secure email links let customers check live job status and notes themselves — no login required.
Job scheduling & Live Dispatch
Drag-and-drop calendar plus a live map with technician pings, travel plans, and dispatch suggestions.
Quotes → jobs → invoices
Signed quotes become jobs automatically; completed jobs convert to AR without CSV exports.
Mobile app & SMS
Technicians run the day from the Opserly mobile app — new assignments arrive as push notifications — while customers stay informed via AWS SNS texts tied to the job record.
Truck inventory & parts
Parts consumed on the job decrement truck stock; low levels trigger restock before the next call.
QuickBooks Online sync
Field revenue, vendor bills, and chart-of-accounts data stay aligned with QBO after every job closes.
Ready to run hvac & plumbing on Opserly?
Start on the Field Services edition — same platform, configured for field dispatch and jobs.