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What is Workever?

Transform your trade or service business with an innovative software and mobile application that keeps your tasks organized and your team interconnected. Our field service management platform removes the hassle of paperwork, offering you convenient online access to all job-related details at any time. Streamline your administrative processes while effectively cutting costs. With our job management software and mobile app, you can promote business expansion without incurring excessive expenses. This cloud-based solution significantly improves your operational efficiency, seamlessly integrating job management and scheduling. Manage jobs, quotes, invoices, customer information, and schedules all in one economical application. Accomplish more with less effort, and see how field engineers value our software! Improve service delivery and refine your overall business organization. Effortlessly generate jobs, quotes, invoices, purchase orders, and forms in digital format. Capture vital information from your team, accurately track job progress, and keep everything organized through features like photos, notes, customer signatures, and timesheets, ensuring you remain informed about your operations at all times. This cohesive strategy not only enhances productivity but also fosters stronger relationships with clients, ultimately leading to sustained success. Furthermore, the adaptability of our platform allows for easy updates and improvements, keeping your business ahead in a competitive market.

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.

Media

Media

Integrations Supported

Google Calendar
Microsoft 365
Microsoft Excel
Microsoft Outlook
QuickBooks Online
SendGrid
Stripe
Twilio
Xero
iCloud

Integrations Supported

API Availability

API Availability

Pricing Information

$23.20 per month
Free Trial Offered?

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

Android
iPhone
iPad
Windows

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Workever

Date Founded

2015

Company Location

United Kingdom

Company Website

workever.com

Company Facts

Organization Name

Optsy

Date Founded

2015

Company Location

United States

Company Website

www.optsy.com

Categories and Features

Building Maintenance

Asset Tracking
Commercial Properties
Customer Database
Dispatch Management
Inventory Management
Job Management
Maintenance Scheduling
Residential Properties
Routing
Scheduling
Work Order Management

Facility Management

Commercial Properties
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Vendor Management
Visitor Management
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

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

Locksmith

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

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Predictive Maintenance
Preventive Maintenance
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
Contract Management
Customer Database
Inventory Control
Job Management
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Workforce Management

Contractor Management
Scheduling
Time & Attendance
Variable Workforce

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

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