Optsy Reviews

“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.

“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.

“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.

“Nice core features but a few bugs made things complicated

Pros

Optsy makes syncing with our accounting software QuickBooks incredibly easy. Also it covers all aspects of field service management from scheduling and work order creation to billing and purchase orders. The interface is clean and user-friendly too without any unnecessary extras. And the Mobile App is fantastic for both our field technicians and dispatch teams.

Cons

The reporting function in it is tough to use and the default templates are overly generic and rarely helpful. We have faced multiple connection issues with both the desktop and mobile versions of the software. There are also numerous bugs in the system that cause errors and fixing these often requires technical expertise or customer support, leading to wasted time for the users.