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Jobs, techs, quotes, and invoices, from the first request to the paid invoice.

For HVAC, plumbing, electrical, roofing, solar, and commercial service businesses: Customers, Sales, Field Operations, Inventory, Purchasing, Finance, Portals, and Email, with an agent that books, drafts, dispatches, and chases so the office runs the day instead of the phone.

ForPlumbing & HVACElectricalSolar installersCleaning & facilities
Every requestby email or web form becomes a booked job with the customer's history
On sitequotes drafted from the tech's notes and photos with your price book
On completionthe invoice sent, the follow-up scheduled, the unpaid ones chased

Opser apps around the systems you keep.

Before
Phone, voicemail, textsRequests
Whiteboard / paperSchedule
Word quote templateQuotes
Invoicing appInvoices
The truckParts
After
Opser
  • Customers
  • Estimates
  • Field Operations
  • Inventory
  • Purchasing
  • Finance
  • Customer Portal
  • Email
  • + the workflows you describe
Connected, not replaced
AccountingLedger
PaymentsCard, bank
Supplier portalsParts

The work is fine. It's everything around the work that leaks: the missed request, the unsent quote, the unpaid invoice.

Requests come in by text, email, and web form while the crew is on a roof; by Thursday the estimate request is lost. Quotes get written at night from notes and photos, then emailed and forgotten. The schedule is a whiteboard, so a cancellation is a scramble. Invoices go out days later and reminders go out never.

Field-service suites are built around a technician app and priced per seat for a national fleet. Opser starts from your jobs, your price book, and your customers, with an agent that books, drafts, reshuffles, and chases, and a dispatch board the office actually runs on.

From the first request to the paid invoice.

Each one is a job your team does today by hand across several tools. On Opser one agent does it across the apps below and the systems you keep, and you approve.

01

Customer request → estimate

  1. Email
  2. Customers
  3. Calendar
  4. Finance
Before

Requests come in by text, email, and web form while the crew is on a roof. The estimate request is lost by Thursday.

With Opser

The agent reads the request, finds or creates the customer, books the visit on the calendar, and drafts the estimate in Finance from your price book and the tech's notes and photos. It goes out on your approval and gets followed up until the customer accepts.

Quote the bathroom re-pipe from these photos and notes, and follow up in 3 days.

02

Estimate → job → schedule and dispatch

  1. Customers
  2. Field Operations
  3. Inventory
  4. Email
Before

The schedule is a whiteboard. A cancellation means a scramble.

With Opser

An accepted estimate becomes a job on the board. The agent picks the slot and tech from skills, location, and parts on the truck, fills gaps, reshuffles on cancellations, and updates customers on ETA.

Marco's 2pm cancelled. What can we pull forward?

03

Parts on the truck, or ordered in time

  1. Field Operations
  2. Inventory
  3. Purchasing
Before

The tech arrives and the part is in the shop, or not ordered at all.

With Opser

The agent checks tomorrow's jobs against truck and shop stock, moves parts, and drafts the supplier orders for what's missing, tracked to the visit.

What do tomorrow's jobs need that isn't on the trucks? Order it.

04

Completion → invoice → paid

  1. Field Operations
  2. Inventory
  3. Finance
  4. Portals
Before

Invoices go out days later. Reminders go out never.

With Opser

The job closes with photos, time, and parts used. The agent takes the parts off the truck's stock, drafts the invoice with parts and labour, sends it on your approval, and chases what's unpaid.

Close today's jobs, send the invoices, and chase anything over 14 days.

05

Customer status without the phone call

  1. Field Operations
  2. Portals
  3. Email
Before

"When are you coming?" and "was the part covered?" interrupt the office all day.

With Opser

The portal shows the window, the tech, the estimate, and the invoice; the agent answers status questions and emails the confirmation and ETA.

Email every customer on tomorrow's board their window and tech.

The apps for your day-to-day.

Connected in one workspace, configured for your industry. Explore each app, then add the workflows that make it yours.

And the part that's only yours.

Maintenance agreements, job costing, service checklists per equipment type, warranty tracking, review requests, permit paperwork. Describe it and it's built in.

Build your app

Start with a request like this

Add maintenance agreements: annual plan per customer, visits auto-scheduled, renewal reminder 30 days before expiry.

The agent books, drafts, reshuffles, and chases, so the office runs the day instead of the phone.

Because requests, jobs, techs, customers, parts, and invoices live in one system, the agent can turn an email into a booked job, a site note into a quote, a cancellation into a filled slot, and a closed job into a paid invoice.

  • Reads requests from email and web forms and books the visit with the customer's history
  • Drafts the quote from the tech's notes and photos with your price book, and follows up until accepted
  • Fills gaps and reshuffles the board on cancellations, updating customers on ETA
  • Drafts the invoice from the closed job and chases overdue ones on your cadence
  • Spots the parts tomorrow's jobs need that aren't on the truck, and drafts the order
  • Schedules agreement visits and renewal reminders

Every person gets their own agent; teams can share one. Sensitive actions wait for approval, and every action is logged with the data it used and the outcome.

Requests that don't get lost, quotes that get signed, a board that runs the day, invoices that get paid.

  • Every request becomes a booked job, with the customer's history on it, without a phone call
  • Quotes go out from the site the same day, priced from your book, and get followed up
  • The dispatch board replaces the whiteboard; cancellations are filled, customers are told
  • Invoices go out on completion and overdue ones are chased without anyone remembering
  • Agreements, checklists, and warranty tracking are apps you describe, not another subscription

What teams in your industry ask.

Do our techs need an app?
They use their phone: the job, the checklist, the photos, and the customer's sign-off, in the browser or as a home-screen app. Notes can be typed, dictated, or sent as a message to the agent.
Can it handle phone calls?
Today the agent works requests that arrive by email, web form, or portal. Your office notes the call; the agent takes it from there. Phone intake is something we can scope with you.

See a request become a paid job.

Start for free and run one job through Opser: request, quote, dispatch, invoice. Or book a demo and we'll walk it with you.