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What is Optsy?

User-friendly tools streamline the process of saving time, money, and maintaining your peace of mind. They eliminate the complexities of field service management tasks, whether you're at work or on the go, enabling you to boost revenue with reduced effort. Optsy's field service management software is adaptable and can be tailored to meet the specific requirements of your business. It empowers both your office personnel and field teams to instantly create and modify schedules, handle accounting tasks, generate custom reports, and much more, all within a single program. You have the flexibility to choose between cloud-based or self-hosted solutions to manage your data according to your preferences. An expert from Optsy will assist you with complimentary onboarding to ensure that the software is accurately configured and optimized for your business right from the start. This level of support helps to ensure a smooth transition and maximizes the software’s potential for your operations.

What is Klipboard?

Klipboard's field service management software facilitates seamless connections between your office, field personnel, customers, and staff. This mobile solution integrates task scheduling, location tracking, and communication tools into one platform. By utilizing Klipboard, businesses can eliminate reliance on traditional paper-based systems. Additionally, the software features an intuitive interface that enables teams to prioritize their primary operations and deliver outstanding customer service without being bogged down by complex technology. Ultimately, Klipboard streamlines processes, enhancing overall efficiency and productivity.

Media

Media

Integrations Supported

Integrations Supported

Microsoft Excel
Microsoft SharePoint
Xero

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$36.00/month/user
Innovator - $39 per user/month
Professional - $49 per user/month
Enterprise - custom
Free Version
Free Trial Offered?

Supported Platforms

Android
iPhone
iPad
Windows

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Optsy

Date Founded

2015

Company Location

United States

Company Website

www.optsy.com

Company Facts

Organization Name

Klipboard

Date Founded

2015

Company Location

United Kingdom

Company Website

klipboard.io

Categories and Features

Cleaning Services

Billing & Invoicing
Client Management
Dispatch Management
Inventory Control
Job Management
Mobile Access
Payroll Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Service History Tracking
Work Order Management

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

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

IT Service

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
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

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Categories and Features

Cleaning Services

Billing & Invoicing
Client Management
Job Management
Mobile Access
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Work Order Management

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
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Technician Management
Work Order Management

Landscape Management

Billing & Invoicing
Contract Management
Customer Database
Groundskeeping
Irrigation Tracking
Job Management
Landscape Design
Mobile Access
Plant Database
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Maintenance Management

Billing & Invoicing
Dispatch Management
Inventory Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Technician Management
Work Order Management

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Property Layouts
Quotes / Estimates
Scheduling

Plumbing

Billing & Invoicing
Dispatch Management
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Customer Database
Job Management
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

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