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What is Operix?

Discover the benefits of gaining instant insights into your team's productivity and overall status. Improve your scheduling and dispatch processes by utilizing an integrated management platform. Reduce the gap between task completion and payment by streamlining your invoicing procedures and offering detailed service reports as proof of work accomplished. Transform the way you coordinate, dispatch, and collaborate by establishing a smooth digital link between your field staff and office team. Say goodbye to outdated timecards and spreadsheets. Our automated payroll system significantly shortens the reconciliation time from two days to just two hours. Achieve a thorough understanding of your operation's profitability with a steady stream of real-time information flowing from the field to your financial management system. Transform your business practices through automation, addressing everything from invoicing and billing rates to scheduling, and wave farewell to inefficient paper-based processes. By embracing this change, you can significantly boost efficiency and improve communication throughout every level of your organization, ultimately leading to enhanced performance and greater success.

What is FieldSurf?

Every entrepreneur recognizes that solutions which save time while boosting profitability are the most valuable. FieldSurf stands out as a groundbreaking cloud-based field service management software that streamlines scheduling and dispatching, manages inventory, enables electronic invoicing, and tracks technician locations in real-time using GPS technology. With FieldSurf, you can effortlessly oversee all aspects of your business directly from your mobile device. The software is designed to be fully responsive and mobile-friendly, ensuring accessibility through any desktop browser or smartphone, so you can manage operations from nearly any location. Setting up FieldSurf is a breeze; simply sign up, download the app from Google Play or iTunes, install it on your computer, and you’re all set. The platform’s web-based nature, combined with intuitive drag-and-drop features, simplifies the entire user experience. Moreover, accessing essential business functions on the move guarantees you remain in control of your enterprise, no matter where you are. This level of convenience and efficiency is invaluable in today’s fast-paced business environment, making FieldSurf an indispensable tool for any entrepreneur.

Media

Media

Integrations Supported

QuickBooks Online
Sage 100
XOi

Integrations Supported

QuickBooks Online
Sage 100
XOi

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Operix

Company Location

United States

Company Website

www.operix.com

Company Facts

Organization Name

FieldSurf

Date Founded

2013

Company Location

United States

Company Website

fieldsurf.com

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Locksmith

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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