Wer nutzt diese Software?

We provide customized field service solutions for small to medium-sized businesses, from industries such as HVAC to IT and telecommunications.

Durchschnittliche Bewertung

12 Bewertungen
  • Gesamt 3.9/5
  • Benutzerfreundlichkeit 3.6/5
  • Kundenservice 3.6/5
  • Funktionen 3.4/5
  • Preis-Leistungs-Verhältnis 3.4/5

Produktinformationen

  • Kostenlose Version Nein
  • Gratis Testen Nein
  • Einsatz Installiert - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten

Angaben zum Hersteller

  • Optsy
  • http://www.optsy.com
  • Gegründet 2015

Über Optsy

Optsy is the leading field service management software program on the market for small- to medium-size businesses.

Our Optsy software has been successfully implemented in a wide variety of service industries. Including companies in field service industries such as electrical, HVAC, plumbing, and roofing.

Offers field service solutions for managing routine service calls, service agreements, advanced project management and more.

Spotlight_media_placeholder

Optsy Funktionen

  • Abrechnung & Rechnungsstellung
  • Angebote / Schätzungen
  • Arbeitsauftragsverwaltung
  • Elektronische Unterschrift
  • Inventarverwaltung
  • Kontakt-Datenbank
  • Kundendienst-Historie-Nachverfolgung
  • Mobiler Zugriff
  • Online Stempeluhr
  • Routing
  • Terminplanung
  • Versenden
  • Vertragsmanagement
  • Zahlungseinzug im Außendienst

Die hilfreichsten Reviews für Optsy

We use this software to run a small home services business with around 15 employees and 2 users

Bewertet am 5.2.2018
Mark S.
Bookkeeper
Einzel- & Familiendienstleistungen, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
3/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: It helps keep our business organized.

Vorteile: This software does everything we need it to - scheduling, invoicing, routing, keeping track of labor and parts - I rated the ease of use a little low since it did take a while to get up to speed. But once you learn it, there's nothing it can't do. I've seen a couple reviews complaining about search, but all screens have a 'data view' which allows it to be exported to Excel, and from there a search can be done.

Nachteile: Not cloud based.

over all pretty good

Bewertet am 14.5.2018
Rick R.
VP
Bau, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: I'lI like it for the options to be able to do thing. They are helpful 95% of the time.
Most of the time they respond quickly.
Their executives are always happy and always willing to help.

Nachteile: The update use to be more often. We have an issue that they can't fix.
There is times on technical questions that we don't get a very quick responds.

Very Good Support

Bewertet am 4.12.2019
Matthew S.
Digital Marketing Manager
Marketing & Werbung, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Optsy has been incredible. Their team and solutions are amazing. I would highly recommend at least speaking to them to see if it is the best fit for you also.

Vorteile: Easy and Integrates well with any existing softwares in place, like quickbooks, etc.

Nachteile: Prior to Optsy improving the user friendliness it was a bit difficult to navigate but has since been resolved

Optsy Field Service Software - Functional and Never Flashy

Bewertet am 13.2.2019
Amber M.
Accounting Admin
Hausmeisterservice, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
3/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
2/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Optsy has enabled my company to have a clear picture of our profit and loss by effectively scheduling, creating and billing work orders for our field technicians. It is a workhorse that provides a day to day software that is fairly easy to use and manipulate. While the finer points are lost on Optsy, it manages to provide the basic functions with ease. Small errors and too many windows can reduce productivity if not implemented correctly. Training of users is definitely necessary and it would be very difficult to just pick up and go with this product.

Vorteile: Optsy provides syncing ability to our accounting software (QuickBooks) with relative ease. It also provides every facet of field service management; scheduling, work order creation, billing, purchase orders, etc. It has a fairly simple interface that is user friendly, with no flashy, unnecessary accouterments. The Optsy Mobile App is great for our field service technicians and dispatching staff.

Nachteile: Optsy's reporting function is difficult to use and the default report templates are generic and often unhelpful. We have often run into connection issues with this software for desktop and mobile users. There have been many little catches in the programming that throw off errors that are often difficult to diagnose and clear up without very technical knowledge or support that end up wasting time for the end user.

Pretty easy for the most part, there are some functions that are hidden a little.

Bewertet am 10.5.2018
Stacy L.
office manager
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
3/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Keeping records of what was done at each customer's job site.

Vorteile: ease of scheduling/ able to handle both computer and mobile. It's nice to be able to customize the schedule board.

Nachteile: certain functions are hidden and have to really search for it such as when you have to right click for hidden drop down menus. A new user may not know about these functions.

Lies weitere Bewertungen