Owner
See where the day is slipping
Follow demand, workload, callbacks, labor, cash, and the few exceptions that need a decision.
Service Opus resource center
From the first call to the final payment, keep the whole day connected.
Service Opus gives trades businesses one practical system for customers, estimates, dispatch, field work, billing, parts, people, and the follow-up that holds everything together.
Made for the shop and the field
The same operation, seen from each person's job
Office and dispatch
Make clean handoffs
Move the right customer details from intake to quote, schedule, job, and billing without retyping them.
Technician and crew
Arrive prepared
See the scope, history, site details, files, checklist, and proof required before leaving the job.
Follow the work
Start with the handoff you need to fix
You do not have to replace every process at once. Begin where work gets missed, delayed, repeated, or handed off without enough context.
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01
Answer
Turn the call or form into owned work
Recognize the customer, capture the problem, and give the next action to a real person. -
02
Sell
Quote the right scope at the right price
Build clear options, protect margin, handle approval, and keep the customer decision attached. -
03
Plan
Put the right person on a workable day
Balance skill, location, parts, availability, duration, and what the customer was promised. -
04
Do
Give the field the full job story
Send scope, history, site notes, checklists, files, and closeout requirements with the work. -
05
Collect
Move completed work into cash
Carry clean job details into invoicing, payment follow-up, and the accounting handoff.
Product brochures
A concise look at what Service Opus can change
View a brochure in your browser or download the PDF to share with owners, managers, and the teams evaluating a workflow.
Complete Platform
Service Opus Platform Overview
Explore the connected platform for customer growth, estimating, scheduling, field execution, operations, billing, workforce management, compliance, reporting, and Site Builder.
Site Builder and Scheduling
Fixed-Price Service Self-Scheduling
See how Service Opus turns a published website into a booking channel with clear service offers, live resource-aware availability, and safer reservations.
Complete feature library
Explore all 34 feature areas
Search by the problem, role, or tool you are evaluating. Every page explains where the feature fits, who uses it, how the workflow runs, and what to check before calling it done.
Showing all 34 feature guides
Insights
Dashboard
Daily operating visibility for owners, office managers, dispatch, and service leadership.
Read the guideInsights
Reporting and Analytics
Operational, financial, customer, inventory, job, checklist, and executive reporting.
Read the guideSales & CRM
Customers
Account records for customers, sites, contacts, relationships, billing context, and service history.
Read the guideSales & CRM
Leads
Inquiry capture, assignment, qualification, follow-up, source tracking, and conversion.
Read the guideSales & CRM
Quotes and Estimating
Itemized proposals, templates, approval controls, customer acceptance, and conversion.
Read the guideSales & CRM
Customer Service
Service request intake, triage, priority management, assignment, and resolution tracking.
Read the guideSales & CRM
Marketing
Campaigns, attribution, lead capture, referrals, reviews, testimonials, lead scoring, and preferences.
Read the guideSales & CRM
Site Builder
Managed trade websites with service pages, local SEO content, forms, domains, previews, publishing checks, and performance tracking.
Read the guideJobs & Field Work
Scheduling and Dispatch
Calendar, scheduler, list, analytics, technician agendas, routing context, and schedule coordination.
Read the guideJobs & Field Work
Job Management
Work orders for scope, crew, materials, notes, documents, photos, closeout, safety, and billing handoff.
Read the guideJobs & Field Work
Field Service
Technician-facing workflows for assigned jobs, route order, status updates, closeout, proof, and field handoff.
Read the guideJobs & Field Work
Mobile Field App
Mobile access for technician job details, status updates, photos, notes, time capture, and offline sync.
Read the guideJobs & Field Work
Service Agreements
Recurring service programs, maintenance schedules, renewal visibility, and agreement-linked work.
Read the guideJobs & Field Work
Checklists
Reusable quality, inspection, safety, and closeout routines with completion analytics.
Read the guideJobs & Field Work
Time Tracking
Timesheets, approvals, job labor capture, overtime visibility, payroll context, and accountability.
Read the guideOperations
Inventory
Items, categories, units, vendors, RFQs, warehouses, stock levels, transfers, POs, bundles, serials, and batches.
Read the guideOperations
Documents and Media
Company library, record-linked files, photos, tags, templates, signatures, and shareable galleries.
Read the guideOperations
Communications
Customer messages, internal job communication, reminders, receipts, and communication history.
Read the guideOperations
Templates
Reusable quote, invoice, receipt, document, onboarding, checklist, and content templates.
Read the guideOperations
Workflows
Rules and automation for repeatable alerts, handoffs, status changes, and follow-up.
Read the guideOperations
To-Dos and Bookmarks
Personal follow-up queues, shared task ownership, rich notes, record links, and saved navigation shortcuts.
Read the guideOperations
Community Forums
Product questions, field-tested operating ideas, peer answers, knowledge articles, roadmap discussions, and followed topics.
Read the guideBilling & Finance
Invoicing and Payments
Invoices, aging, payment tracking, reconciliation, refunds, write-offs, credits, taxes, and recurring billing.
Read the guideBilling & Finance
Booking and Portal
Customer booking, service types, portal requests, quote acceptance, job updates, and invoice payment links.
Read the guideBilling & Finance
Integrations
QuickBooks Online and Xero accounting connections, Stripe payments, provider health, mappings, sync queues, and external handoffs.
Read the guideTeam & Governance
HR and Employees
Employees, teams, skills, time off, expenses, payroll context, training, safety, certifications, and org chart.
Read the guideTeam & Governance
Teams
Named employee groups for supervisors, roles, membership, scheduling context, and operational ownership.
Read the guideTeam & Governance
Compliance
Expirations, certifications, safety records, requirements, evidence, and compliance risk visibility.
Read the guideTeam & Governance
History and Audit
Activity history, audit trail, retention policy, recovery, forensic review, and rollback context.
Read the guideTeam & Governance
Settings and Config
Company profile, permissions, locations, calendar defaults, numbering, approvals, taxes, late fees, and rules.
Read the guideTeam & Governance
License and Billing
Service Opus subscription status, active-user billing, upcoming charges, payment methods, auto pay, and invoice history.
Read the guideTeam & Governance
Subcontractor Management
Company-wide subcontractor assignments, job ownership, acknowledgements, compliance risk, open issues, and coordination follow-up.
Read the guideTeam & Governance
Customization
Sidebar menu customization, tab ordering, tab visibility, and workspace preference controls.
Read the guideTeam & Governance
System Data
System tags, shared metadata, controlled lists, and administrative data cleanup.
Read the guideNo feature guide matches that search.
Try a broader term, clear the category filter, or tell us what you are trying to fix.
Bring a real process
See what Service Opus would change in your next service day.
Walk through a call, estimate, dispatch decision, job closeout, or billing handoff using the way your company works now.