Workforce and service operations software
Run your entire service operation in one place.
Opshify connects your clients, employees, schedules, service requests, routes and invoices, so your team can plan the work, get it done and bill for it from one workspace.
Free Starter plan for up to 3 employees. No credit card required.
Why Opshify
Service work shouldn't need five tools and a whiteboard.
When schedules, people, clients and billing live in different places, every change has to be made several times. Opshify keeps them connected, so a change in one place shows up everywhere it matters.
Schedules live in spreadsheets, calendars and group chats.
With Opshify: One schedule in a list view and a calendar view, which employees also see in their own portal.
Field employees are hard to coordinate.
With Opshify: Each employee gets their bookings, their stops in order, a Clock In button and time-off requests in one place.
Client information is scattered.
With Opshify: A record for every client with contact details and service addresses, whether or not the client ever logs in.
The same admin work gets done by hand every week.
With Opshify: Recurring bookings, CSV import, invoices created from service work and an assistant that prepares changes for you.
Nobody has a clear view of what is scheduled.
With Opshify: A dashboard with today's shifts, pending requests and the operational items that need attention.
The product
Plan work. Manage people. Serve clients. Track operations.
Opshify covers the day-to-day of a service business in one connected workspace. Here is what that looks like.
Put every visit on one schedule.
Book work for an employee or a whole group, see the day as a list or the week as a calendar, and set visits to repeat.
- List view and calendar view of every booking
- Visits that repeat every 1 to 8 weeks or every 1, 2, 3 or 6 months
- A queue of service requests that still need a booking
Keep your team organized.
Add employees one at a time, import them from a spreadsheet or invite them to sign in, then organize them into groups.
- Employee records, invitations and seat limits
- Groups and teams you can schedule together
- Time-off requests with approve and reject
Take requests from first contact to completion.
Service requests move from Needs Review to Scheduled, In Progress and Completed, and can repeat on a schedule. Clients can submit requests and see their invoices in the client portal.
- One-time and recurring service requests
- Client records with or without a portal login
- A client portal for requests and invoices
Know where the day stands.
Route Optimization puts each employee's stops in order for the day, and the dashboard shows today's shifts, pending requests and anything that needs attention.
- Stops ordered per employee, on a map
- Today's shifts and pending requests at a glance
- Invoices tracked from draft to paid
How it works
From sign-up to a running schedule.
- 1
Create your workspace
Name your business, choose the services you offer and pick a plan. Starter is free.
- 2
Add or import clients and employees
Add records one at a time or import a CSV file, then invite employees to sign in.
- 3
Set up services and schedules
Book visits on the schedule, set them to repeat and, on Business and above, take in service requests.
- 4
Run the day
Follow today's work on the dashboard, put routes in order and create invoices when the work is done.
AI Assistant · included on every plan
Ask about your operation in plain language.
The Opshify assistant works from your workspace's own records. It answers questions, and when you ask for a change it prepares a proposal for you to confirm. It never changes anything on its own.
- Ask about schedules, employees, clients, invoices, service requests, time off and groups.
- Have it prepare supported changes, like creating and scheduling a service request, reassigning a booking, adding a client or generating an invoice.
- Review every proposed change before anything happens. Confirm it or cancel it.
- Choose which assistant capabilities are turned on in AI Settings.
Who it's for
Built for teams that send people out to do the work.
Cleaning, commercial and facility services, landscaping, property maintenance and other scheduled trades. Everyone involved gets a view made for their role.
Owners
See employees, today's shifts, active clients and open requests in one dashboard, and manage the subscription yourself.
Operations managers and dispatchers
Book and reassign work, review incoming requests, put routes in order and approve time off.
Field employees
Open the employee portal on any phone to see their schedule and route, clock in and request time off.
Your clients
Clients you invite can submit service requests and see their invoices in the client portal.
Pricing
Start free. Upgrade when your team grows.
Simple monthly plans, billed in USD. Every plan includes scheduling, client and employee management, invoices and the AI Assistant.
Starter
For small teams getting organized: people, clients, scheduling and invoices in one place.
Free
3 employee seats included
Business
For growing service operations that run on service requests, recurring work and routes.
$39.00/ month
5 employee seats included · extra seats $5.00 each / month
Pro / Enterprise
For larger teams that also need live employee tracking and in-app team chat.
$79.00/ month
10 employee seats included · extra seats $5.00 each / month
FAQ
Questions, answered.
More answers are in Resources.
What is Opshify?
Opshify is workforce and service-operations software. It keeps your clients, employees, schedules, service requests, routes and invoices in one workspace, and gives employees and clients their own portals.
Who is Opshify designed for?
Owners, operations managers, dispatchers and administrators of businesses that send people out to do scheduled service work, such as cleaning, commercial and facility services, landscaping and other trades. Opshify is a general service-operations tool. It doesn't include modules for any one industry.
Can I import my existing clients and employees?
Yes. You can import clients and employees from a CSV file of up to 10,000 rows, and export them again at any time. Clients can be imported as records without a login. Employees can be added as records or invited to sign in.
Can I manage recurring services?
Yes. A booking on the schedule can repeat every 1 to 8 weeks, or every 1, 2, 3 or 6 months. On the Business and Pro / Enterprise plans, service requests can be recurring too.
How does scheduling work?
Bookings appear on the Schedule in a list view and a calendar view. You assign each booking to an employee or a group, set its time and choose whether it repeats. On Business and above, service requests that still need a booking wait in a scheduling queue, and Route Optimization puts each employee's stops in order for the day. Employees see their schedule and route in the employee portal.
Does the AI Assistant change things on its own?
No. The assistant answers questions about your workspace. For supported changes it prepares a proposal, and nothing changes until an administrator reviews the proposal and selects Confirm. Administrators choose which assistant capabilities are turned on in AI Settings.
Can I change my subscription?
Yes, from the Subscription page in your workspace. An upgrade takes effect right away, after you review the prorated amount and confirm it. A downgrade takes effect at your next renewal. Moving to Starter takes effect at the end of the billing period, you keep your paid features until then, and you can undo it before then.
Which features are included in each plan?
Starter is free for up to 3 employees and includes people and client management, scheduling, invoices, both portals and the AI Assistant. Business ($39.00 per month, 5 seats) adds service requests and route optimization. Pro / Enterprise ($79.00 per month, 10 seats) adds live employee tracking and team chat. Paid plans can add employee seats for $5.00 per seat per month.
Bring your whole operation into one workspace.
Create your workspace in a few minutes. Start on the free Starter plan and move to a paid plan when your team needs more.
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