Run scheduling, quotes, jobs, invoicing, and customer history from one compact system
Service Opus is built for trades businesses that want operations, field execution, and back-office follow-through connected in one place instead of spread across separate apps and spreadsheets.
What teams manage in Service Opus
- Built around real product features already implemented today
- Shared records so every team works from the same context
- 3-month Free Trial with full product access
Core product areas
These are the product areas that anchor the day-to-day workflow of a service business.
Job Management & Scheduling
Jobs carry crew assignments, checklists, time entries, documents, purchase orders, and safety incidents. Schedule with a visual swim-lane planner, calendar, and per-employee agenda.
Learn More →Quoting & Estimating
Create itemized quotes, route them for internal approval based on per-employee limits, send customer acceptance links, and convert accepted quotes to jobs.
Learn More →Invoicing & Payments
Generate invoices from jobs or quotes, record partial and full payments, manage payment terms, and configure GL accounts, tax agencies, and accounting mappings.
Learn More →Customer Management
Work from full customer context: sites, contacts, agreements, equipment, messages, statements, reviews, health alerts, duplicate detection, and relationship mapping.
Learn More →Lead Management
Track every incoming opportunity with activities, tasks, documents, notes, and a full timeline. Custom statuses, source tracking, assignment rules, and analytics included.
Learn More →Reporting & Analytics
Operational dashboard, lead analytics, quote analytics, employee performance, inventory reports, and schedule analytics — embedded in the modules where the data lives.
Learn More →Built around real product capabilities
Instead of generic marketing claims, these are examples of the workflows already present across the platform.
Customer and lead workflows
- Customer sites, contacts, statements, tax exemptions, relationships, and health tracking
- Lead pipeline with activities, tasks, assignment rules, workflow automation, and analytics
- Duplicate detection, public lead capture form, and one-action conversion to customer
Job and scheduling workflows
- Jobs carry crew assignments, checklists, time entries, documents, POs, and safety incidents
- Crew suggestions ranked by skill match, distance, and workload — not manual lookup
- Visual swim-lane scheduler, FullCalendar, all-schedules list, and my-agenda per employee
Financial and accounting foundations
- Chart of accounts, tax agencies, payment methods, payment terms, and GL posting setup
- Inventory with stock levels, warehouses, vendors, purchase orders, and demand forecasting
- HR: time-off approvals, certifications with expiry, timesheets, and safety incident logging
Straightforward Pricing. Serious Value.
One plan with the full platform. No tier maze, no artificial module gating.
All-Inclusive Success Plan
for the first 10 employees, then $10/employee after
Full access for your entire team to every powerful tool in the Service Opus suite.
- ✓ Unlimited jobs, quotes, and invoices
- ✓ Advanced scheduling & GPS routing
- ✓ Professional mobile app for all technicians
- ✓ Real-time business analytics & reports
- ✓ Inventory & time tracking included
- ✓ Priority phone & chat support
No credit card required • No obligation • Risk-free
* Prices do not include applicable state and local sales tax.
Ready to Take Control of Your Business?
3-month Free Trial starts today. Explore the product, map it to your workflow, and decide if it fits how your team actually operates.