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Overview

Optsy software streamlines field service operations through centralized scheduling, work order tracking, and inventory control. While its mobile features lack full job functionality, the desktop tools are comprehensive enough to maintain productivity and reduce inefficiencies across teams, even during peak workloads.

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Overall Rating

Based on 4 users reviews

3.8

Rating Distribution

Positive

50%

Neutral

50%

Negative

0%

Starting Price
Custom

Optsy Specifications

Work Order Management

Scheduling & Dispatching

Mobile Access

Customer Management

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What Is Optsy?

Optsy is a field service management software available in both cloud-based and on-premise versions, built to streamline end-to-end service operations. It offers features such as equipment tracking, inventory management, dispatching and scheduling, and reporting. The platform enables real-time coordination between teams, centralizes critical job data, and helps improve operational accuracy. By automating workflows and syncing field and office functions, Optsy simplifies service management from job creation to completion.

Optsy Pricing

Optsy pricing starts at $139/month. Pricing is tailored based on company size, number of users, and specific feature requirements. Request a custom Optsy cost quote for your business.

Disclaimer: The pricing has been sourced from third-party websites and is subject to change.

Optsy Integrations

Optsy integrates with Quickbooks. To learn more about the other integrations, watch a free Optsy demo.

Who Is Optsy For?

Optsy software serves a wide range of industries and sectors, including:

  • Alarm security
  • Computer service
  • Electrical contractor
  • HVAC
  • Plumbing
  • Refrigeration
  • Roofing

Is Optsy Right For You?

Are you looking for a field service management solution that delivers real-time data sync and deeper operational insight? Optsy tackles the burden of disjointed scheduling and manual reporting by merging dispatch, inventory, and analytics into one seamless tool. It simplifies workflows to keep your day efficient and effective.

Still not sure if Optsy is right for you? Contact our customer support team at (661) 384‑7070, who will help you make the best decision.

Optsy Features

Optsy’s dispatching and scheduling tools allow teams to assign jobs with a drag-and-drop interface and monitor technician availability in real time. This streamlines daily operations by reducing scheduling errors and optimizing routes for faster response times and improved customer satisfaction.

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Technicians and office staff can create, update, and track work orders from a centralized system. The module links labor, parts, and job status, offering full visibility throughout the service lifecycle while reducing paperwork and administrative overhead.

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This feature helps businesses monitor serialized equipment, including maintenance history and installation details. By maintaining accurate records for each unit, teams can diagnose problems faster, reduce repeat visits, and improve long-term service outcomes.

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Optsy features a robust reporting engine that transforms operational data into clear insights. Users can generate customized reports to monitor KPIs, evaluate technician performance, and forecast inventory needs, supporting more informed business decisions.

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Inventory tools allow users to track parts, manage restocks, and assign materials to specific jobs. The system helps reduce stock shortages and eliminates manual tracking, ensuring that technicians have the right tools and materials available in the field.

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Pros And Cons of Optsy

Pros

  • Improves overall job efficiency and profitability

  • Supports full field-to-office coordination

  • Enables clear visibility into labor and parts

Cons

  • Limited reporting templates reduce data clarity

  • Customizing print templates is overly complex

Optsy Reviews

Total 4 reviews

3.8

All reviews are from verified customers

Rating Distribution

5

Stars

50%

4

Stars

0%

3

Stars

25%

2

Stars

25%

1

Stars

0%

Share your experience

JR

Jc R.

Facilities Services, 51-100 employees

More than a year

2.0
August 2021

Useful Desktop Features but Not for SaaS Also Mobile App is Limited

Pros

The desktop software has a lot of useful features which I like about it. And over time the original developers have added many enhancements to improve its functionality making it more versatile.

Cons

When the developers shifted to the SaaS product, they stopped supporting FieldOne Terra and moved to FieldOne Sky. After Microsoft acquired them, Terra was completely abandoned. Fortunately, Optsy's small team has kept the mobile app working. I just wish the app allowed more functions like closing jobs, billing, or taking payments, since it currently works best only on a laptop in the field. Another issue is the �Maintenance Contract.' I paid for years without updates, and when updates finally came, they tried to apply the plan retroactively for a couple of years. Even though I still pay $40 per month per mobile user, feature updates aren't included.

Rating Distribution

Ease of use

6

Value for money

3

Customer Support

3

Functionality

5

GG

Gary G.

Computer Hardware, 101-500 employees

More than a year

5.0
February 2020

Work through tasks with one ticket at a time

Pros

Scheduling appointments, gathering customer details and managing invoicing has been easy and smooth with this software. Overall it has made everything stress-free for us.

Cons

The software was a bit difficult to navigate at first but once we get familiar with it it becomes incredibly useful.

Rating Distribution

Ease of use

8

Value for money

8

Customer Support

8

Functionality

8

MS

Matthew S.

Marketing and Advertising, 11-50 employees

More than a year

5.0
December 2019

Offers excellent support

Pros

It is simple to use and I like that it integrates smoothly with existing software such as QuickBooks without any issues.

Cons

Before it improved its interface, it was hard to navigate but they have made it much easier now.

Rating Distribution

Ease of use

10

Value for money

8

Customer Support

10

Functionality

8

Frequently Asked Questions

Yes, Optsy offers a mobile app.

Optsy pricing starts at $139/month, with pricing tailored based on company size, number of users, and feature requirements. Request a custom Optsy price quotation.

Yes, Optsy provides API access.

Optsy supports the English language.

Optsy integrates with QuickBooks.

Optsy provides support via email, phone, and contact form.

Optsy is ideal for industries like alarm security, computer service, electrical, HVAC, plumbing, refrigeration, and roofing.