Features organized around how a trades business actually runs
Service Opus connects lead intake, scheduling, jobs, quotes, field execution, invoicing, payments, inventory, HR, and operational reporting in a single product — so your team stops jumping between disconnected tools and starts working from shared records.
Platform coverage
- CRM, leads, customer sites, contacts, statements, and service context
- Quotes with approvals, online acceptance, templates, and analytics
- Jobs, crew assignment, checklists, time entries, and documents
- Scheduling: visual swim-lane planner, calendar, and my-agenda views
- Invoicing, payment terms, GL accounts, tax setup, and statements
- Inventory, stock levels, warehouses, POs, and demand forecasting
- HR: time-off approvals, certifications, timesheets, and safety incidents
Core operational areas
These are the product areas that anchor the day-to-day workflow of a service business. Each is a deep, functional module — not a checkbox item.
Job Management & Scheduling
Jobs carry crew assignments, checklists, time entries, documents, purchase orders, and safety incidents. The scheduling dashboard offers a visual swim-lane planner, FullCalendar view, and per-employee agenda.
See How It Works →Quoting & Estimating
Create itemized quotes, route them for internal approval based on configurable per-employee limits, send customer acceptance links through the portal, and convert accepted quotes to jobs.
See How It Works →Invoicing & Payments
Generate invoices from jobs or quotes, record partial and full payments, manage payment terms, and configure the GL accounts, tax agencies, and accounting mappings your business requires.
See How It Works →Customer Relationship Management
Work from full customer context: sites, contacts, agreements, equipment, messages, statements, reviews, health alerts, duplicate detection, tax exemptions, and relationship mapping.
See How It Works →Lead Management & Sales Pipeline
Track every incoming opportunity with activities, tasks, documents, notes, and a full timeline. Custom statuses, source tracking, assignment rules, workflow automation, and analytics included.
See How It Works →Reporting & Analytics
Operational dashboard, lead analytics, quote analytics, employee performance reporting, inventory reports, and schedule analytics — all embedded in the modules where the data lives.
See How It Works →More of what a trades business needs
Alongside the core operational areas, Service Opus includes purpose-built modules for the supporting work that keeps a field service business running.
📦 Inventory Management
Items, categories, product bundles, and units of measure in a central catalog. Stock levels per warehouse, inter-location transfers, serial number tracking, vendor management, purchase orders, inventory reports, and demand forecasting. Learn more →
👤 HR & People Management
Time-off requests with a manager approval workflow (pending → approved/rejected with timestamped approver records). Employee certifications with expiry tracking. Safety incident logging on jobs. Employee skills for crew matching. Timesheets and time entries per job. Learn more →
📁 Document Management
Attach files to jobs and leads with tag labels. A company-wide document library with cross-entity search and tag filtering. In-browser photo annotation with freehand, rectangle, arrow, and text tools. Shareable job photo galleries with time-limited public links and instant revocation. Learn more →
🌐 Online Booking
A public booking form where customers select a service type and submit their details — landing directly in your booking request queue. A separate public lead capture form for sales enquiries. Convert requests to jobs or leads without re-entering information. Learn more →
📋 Service Agreements
Create and manage recurring service agreements linked to customers. Agreements track service scope, schedule, and value — providing a foundation for maintenance contract workflows and renewal management.
⚙️ Workflow Automation
Define rules that trigger automated actions based on changes in lead status, job status, or other conditions. Lead assignment rules automatically route incoming leads. Lead workflow rules trigger internal notifications or field updates without manual intervention.
📣 Messages & Notifications
Job-level messages enable customer communication directly from the job record — keeping the conversation alongside the work context. Customer-level messages maintain a communication history on the customer profile. Notifications keep your team informed of status changes and pending actions.
🔐 Role-Based Access
Permissions configured per employee control what each team member can see and do. Field technicians see their assigned jobs; managers see their teams; owners have full platform access. Quote approval limits are also set per employee to match seniority and authority levels.
✅ Compliance Tracking
Track compliance requirements at the company and job level. Compliance records provide the documentation layer needed for audit, regulatory reporting, or contractual requirements specific to your trade or client base.
What makes the platform practical
These are concrete workflow advantages present in the product today — not marketing claims about hypothetical future capabilities.
Shared records across the platform
Customers, leads, jobs, quotes, invoices, documents, messages, and time entries all reference each other. A customer statement draws from invoices; an invoice draws from a job's line items; a job draws from a quote's scope. Nothing has to be entered twice.
Operational depth, not surface coverage
The product already includes internal approval workflows, customer portal acceptance, crew suggestion scoring, photo annotation, shareable galleries, per-employee scheduling preferences, GL account mapping, tax rate configuration, and demand forecasting. These are not roadmap items — they are in the product today.
Accounting-ready from day one
Chart of accounts, tax agencies, payment methods, payment terms, GL mappings, and posting setup are all configurable before your first invoice goes out. The data structure is built for hand-off to accounting without a re-entry exercise.
Try the full platform free
No credit card required. Explore every feature area with real product access and decide based on actual workflows, not a sales demo.