Product
Everything your service operation runs on, in one workspace.
Scheduling, service requests, routes, clients, employees, invoices and an AI assistant, connected so that a change in one place shows up everywhere it matters.
Operational dashboard
Start every day knowing where things stand.
The dashboard is the first thing an administrator sees: the size of the team, today's work, what is waiting for a decision and what needs attention.
- Total employees, today's shifts, pending time-off requests and active clients
- Operations Attention: items that need a look, grouped by area
- Today's schedule and pending time off, with approve and reject
Scheduling and calendar
One schedule for every booking.
Book work for an employee or a whole group, then follow it in a day-by-day list or a weekly calendar. Recurring visits are set up once.
- List view and calendar view
- Assign a booking to an employee or a group
- Repeat every 1 to 8 weeks, or every 1, 2, 3 or 6 months
- Requests that still need a booking wait in a scheduling queue
- Times are shown in US Eastern time across the workspace
Service requests
Every job, from request to completion.
Requests come from your team or from clients in the client portal. Each one moves through Needs Review, Scheduled, In Progress and Completed, and can repeat on a schedule.
- One-time and recurring service requests
- Assign a request to a team and schedule it
- Generate an invoice from a request
- Clients submit and follow requests in their portal
Route optimization
Put each employee's day in order.
Route Optimization sequences the day's stops for each employee, starting from the warehouse location in your settings, and shows them on a map.
- Optimize a day's routes for everyone or for one group
- See every stop in order on a map
- Move a stop to another employee
- Employees follow their stops in My Route
- A log of route changes
Clients
A complete record for every client.
Keep contact details and service addresses for every client. A client doesn't need a login to be scheduled or invoiced. Invite them to the client portal when you want to.
- Add clients one at a time or import them from CSV
- Structured service addresses
- Optional client portal access
- Export your client list at any time
Employees and groups
Your team, organized.
Add employees as records, import them or invite them by email to sign in. Group them into teams you can schedule together.
- Employee records and email invitations
- Groups and teams
- Time-off requests with approve and reject
- Seats included with your plan, with extra seats on paid plans
Invoicing
Bill for the work you've done.
Create invoices for any client, including clients without a login, and follow each one from draft to paid. Overdue is worked out from the due date, so it is always current.
- Create invoices for any client
- Draft, pending, paid and overdue statuses
- Clients see their invoices in the client portal
- Amounts shown in USD
AI Assistant · every plan
Ask questions. Confirm changes.
The assistant answers questions from your workspace's own records. When you ask for a change it prepares a proposal that shows exactly what will happen, and nothing changes until an administrator selects Confirm.
- Questions about schedules, employees, clients, invoices, service requests, time off and groups
- Proposals for supported changes, like scheduling a service request, reassigning a booking, adding a client or generating an invoice
- Confirm or cancel every proposal
- Administrators choose which capabilities are turned on in AI Settings
Employee and client portals
A workspace for every role, in any browser.
Employees and clients you invite sign in to their own portal. It works in the web browser on a phone, tablet or computer, so there's nothing to install.
Employee portal
- Duty status with Clock In and Clock Out
- My Route: the day's stops in order
- Their own schedule
- Time-off requests
- Profile and support
Client portal
- Submit a new service request
- Follow their requests
- See their invoices
- Profile and support
And also
The pieces that keep it all running.
Import and export
Bring clients and employees in from a CSV file of up to 10,000 rows, with progress shown as it runs. Export them again whenever you need to.
Live employee tracking
While employees are clocked in, see where they are on a live map from the Live Tracking page.
Team chat
Message your team inside Opshify, in direct and group conversations.
See it with your own team's work.
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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