For HVAC, plumbing, electrical, roofing, solar, and commercial service businesses: Customers, Sales, Field Operations, Inventory, Purchasing, Finance, Clients, and Inbox, with an agent that books, drafts, dispatches, and chases so the office runs the day instead of the phone.
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.
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.
Requests come in by text, email, and web form while the crew is on a roof. The estimate request is lost by Thursday.
The agent reads the request, finds or creates the customer and site, books the visit, and drafts the estimate from your price book from the tech's notes and photos, sent for approval and followed up until signed.
Quote the bathroom re-pipe from these photos and notes, and follow up in 3 days.
The schedule is a whiteboard. A cancellation means a scramble.
A signed 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?
The tech arrives and the part is in the shop, or not ordered at all.
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.
Invoices go out days later. Reminders go out never.
The job closes with photos, time, and parts used. The invoice drafts itself, sends on approval, the agent chases what's unpaid, and the job shows its margin.
Close today's jobs, send the invoices, and chase anything over 14 days.
"When are you coming?" and "was the part covered?" interrupt the office all day.
The portal shows the window, the tech, the estimate, and the invoice; the agent answers status questions and sends the confirmation and ETA texts.
Text every customer on tomorrow's board their window and tech.
Each app owns a business domain and comes configured for this industry. Open any of them to see the screens inside. The last card is the workflow we haven't built yet, because it's yours.
Maintenance agreements, service checklists per equipment type, warranty tracking, review requests, permit paperwork. Describe it and it's built in.
Add maintenance agreements: annual plan per customer, visits auto-scheduled, renewal reminder 30 days before expiry.
Because requests, jobs, techs, customers, parts, and invoices live in one system, the agent can turn a text into a booked job, a site note into a quote, a cancellation into a filled slot, and a closed job into a paid invoice.
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.