Service Opus Product Guide
A customer-focused guide to how Service Opus helps trades businesses run sales, scheduling, field work, cash flow, and back-office operations from one system.
Most trades companies do not go shopping for software because they want another dashboard. They do it because leads are slipping, schedules are hard to control, technicians arrive without enough context, invoices age too long, and managers cannot see what is happening without calling around. Service Opus is built to solve those day-to-day business problems as one connected operating system instead of a stack of disconnected tools.
What Trades Businesses Need Most
- One source of truth: Customer history, quotes, jobs, invoices, documents, and team activity should live together instead of being split across spreadsheets, inboxes, and whiteboards.
- Faster response and follow-up: New inquiries need to be captured quickly, assigned clearly, and moved through quoting, scheduling, and service without manual chasing.
- Cleaner field execution: Dispatchers need visibility into capacity, and technicians need job details, checklists, photos, documents, signatures, and status updates in the field.
- Stronger cash flow: Estimates need to turn into approved work, completed jobs need to turn into invoices quickly, and payment collection needs to stay visible.
- Repeatable operations: Templates, workflows, service agreements, and quality controls help growing teams deliver consistent service without depending on tribal knowledge.
- Actionable visibility: Owners and managers need live metrics on demand, workload, inventory, labor, receivables, and customer health so they can act early.
How This Guide Is Organized
The guide follows the same order as the Service Opus sidebar so you can review the platform the way your team experiences it: start with visibility, move through sales and dispatch, then into field execution, billing, reporting, and business controls.
DashboardSee the day's workload, cash-flow risk, and follow-up priorities before the morning gets away from your team.
CustomersKeep sites, contacts, service history, statements, reviews, agreements, and account health in one customer record.
LeadsCapture every inquiry, assign ownership fast, track follow-up, and measure which marketing sources actually produce work.
Quotes & EstimatingBuild professional proposals, protect margin, manage approvals, win work online, and hand accepted jobs to operations cleanly.
Scheduling & DispatchMatch jobs to the right technicians, prevent conflicts, reduce drive time, and keep customers informed.
Job ManagementRun each job from one workspace for scope, crew, materials, notes, documents, field proof, and closeout.
InventoryTrack stock across shops and trucks, plan purchasing, support job readiness, and avoid parts-related delays.
Invoicing & PaymentsConvert completed work into invoices faster, track receivables, send payment links, and keep collections visible.
AccountingPrepare clean customer, catalog, invoice, and payment data for QuickBooks Online or Xero without manual reconciliation guesswork.
Reporting & AnalyticsUnderstand pipeline, utilization, inventory, receivables, and customer trends using live operational data.
HR & EmployeesManage skills, teams, certifications, time off, timesheets, payroll context, and workforce readiness.
Settings & ConfigSet up the rules, templates, permissions, accounting defaults, and company data that make the platform fit your business.
Specialized Modules
These modules go deeper into the trade-specific needs that usually sit between sales, field execution, and back-office follow-through.
Customer ServiceCapture service requests cleanly, keep context attached, and route requests toward lead, booking, or job workflows.
MarketingUse lead sources, customer history, reviews, and retention signals to drive smarter outreach instead of generic campaigns.
Field ServiceGive technicians the mobile tools and job context they need to work confidently on site and keep the office updated.
Service AgreementsBuild recurring revenue, schedule maintenance work proactively, and stay ahead of renewals.
Time TrackingCapture labor accurately for payroll, job costing, overtime visibility, and technician accountability.
Booking & PortalOffer customers self-service booking, quote review, job updates, invoice payment, and request submission through secure links.
Documents & MediaKeep photos, files, templates, signatures, and shared galleries attached to the records they support.
ChecklistsStandardize inspections, safety routines, quality steps, and closeout proof so results are consistent across every crew.
CommunicationsTrack customer-facing emails, reminders, receipts, and internal job messaging without losing history.
TemplatesReuse proven content for quotes, invoices, documents, checklists, and onboarding so your team moves faster.
WorkflowsAutomate job alerts, lead follow-up, customer notifications, and repeatable operational rules.
ComplianceStay on top of expiring documents, certifications, warranties, and safety requirements before they create risk.
History & AuditUnderstand what changed, who changed it, and when it happened across financial, operational, and settings activity.
IntegrationsConnect accounting, payments, maps, portal flows, and related systems without creating duplicate data entry.
What You Should Expect From the Rest of This Guide
Every page in this guide answers three questions from a buyer's perspective: what business need the feature solves, how Service Opus approaches that problem, and what outcome your office, field team, or ownership group should expect if the process is adopted well. That makes it easier to judge fit feature by feature instead of reading generic marketing claims.
Getting Help
If you want to go deeper on any workflow, our team can walk you through the relevant guide sections alongside a product demo. You can also reach support from inside the app or by email at [email protected].