Solutions
Built around how service work gets done.
Owners, dispatchers, field employees and clients all touch the same job. Opshify gives each of them the part they need, and keeps everyone working from the same records.
From request to invoice
One job, start to finish.
This is the path a service request takes through Opshify on the Business and Pro / Enterprise plans. On Starter, the same work starts with a booking on the schedule.
- 01
Request
A client submits a request in the portal, or your team adds one.
Client or office
- 02
Review
New requests wait in Needs Review until someone looks at them.
Office
- 03
Schedule
The request is booked for an employee or a team, once or on repeat.
Dispatcher
- 04
Route
Each employee's stops are put in order for the day.
Dispatcher
- 05
Complete
Employees clock in, follow My Route and finish the work.
Field employee
- 06
Invoice
An invoice is created and tracked until it is paid.
Office
For owners
See the whole operation without chasing anyone for an update.
The dashboard shows the size of your team, today's work, pending time off and active clients, plus the items that need attention. Billing for your Opshify subscription is self-service, so you can upgrade, add seats or change plans yourself.
For operations managers and dispatchers
Plan, assign and adjust the day from one place.
Review incoming requests, book them for an employee or a team, put each employee's stops in order and handle time off, all in the same workspace. The assistant can prepare a reassignment or a new booking for you to confirm.
For field employees
Know where to be, and in what order.
Employees open the employee portal in their phone's browser to see their schedule, follow their stops in My Route, clock in and out and request time off. There's no app to install.
For recurring service businesses
Set up the regular work once.
Weekly office cleans, monthly maintenance visits, quarterly inspections. A booking on the schedule can repeat on any of these cadences, and on Business and above, service requests can repeat too. Businesses such as cleaning, commercial and facility services, landscaping and property maintenance use the same tools. Opshify doesn't include features specific to any one industry.
How scheduling worksRepeat options in Opshify
Repeating work stays connected to the client and the employee or team doing it, so the schedule, routes and invoices all come from the same records.
Give every role the view it needs.
Create your workspace, add your team and clients, and put this week's work on the schedule.
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