Customers
Account records for customers, sites, contacts, relationships, billing context, and service history.
Open Feature Guide
Feature Library
Every Service Opus feature area, organized by how the product runs
Service Opus connects sales, customer service, scheduling, field execution, billing, inventory, people operations, reporting, compliance, and administration in one operating system for trades businesses.
Core operating workflows
These are the areas most teams evaluate first because they affect customer intake, schedule control, field execution, cash flow, parts readiness, and management visibility.
Leads
Inquiry capture, assignment, qualification, follow-up, source tracking, and conversion.
Open Feature GuideQuotes and Estimating
Itemized proposals, templates, approval controls, customer acceptance, and conversion.
Open Feature GuideScheduling and Dispatch
Calendar, scheduler, list, analytics, technician agendas, routing context, and schedule coordination.
Open Feature GuideJob Management
Work orders for scope, crew, materials, notes, documents, photos, closeout, safety, and billing handoff.
Open Feature GuideField Service
Technician-facing workflows for assigned jobs, route order, status updates, closeout, proof, and field handoff.
Open Feature GuideInventory
Items, categories, units, vendors, RFQs, warehouses, stock levels, transfers, POs, bundles, serials, and batches.
Open Feature GuideInvoicing and Payments
Invoices, aging, payment tracking, reconciliation, refunds, write-offs, credits, taxes, and recurring billing.
Open Feature GuideReporting and Analytics
Operational, financial, customer, inventory, job, checklist, and executive reporting.
Open Feature GuideComplete feature library
Use these guides to evaluate the product area by area, then follow related links when one workflow hands off into another.
Dashboard
Daily operating visibility for owners, office managers, dispatch, and service leadership.
Learn moreCustomers
Account records for customers, sites, contacts, relationships, billing context, and service history.
Learn moreLeads
Inquiry capture, assignment, qualification, follow-up, source tracking, and conversion.
Learn moreQuotes and Estimating
Itemized proposals, templates, approval controls, customer acceptance, and conversion.
Learn moreCustomer Service
Service request intake, triage, priority management, assignment, and resolution tracking.
Learn moreMarketing
Campaigns, attribution, lead capture, referrals, reviews, testimonials, lead scoring, and preferences.
Learn moreScheduling and Dispatch
Calendar, scheduler, list, analytics, technician agendas, routing context, and schedule coordination.
Learn moreJob Management
Work orders for scope, crew, materials, notes, documents, photos, closeout, safety, and billing handoff.
Learn moreField Service
Technician-facing workflows for assigned jobs, route order, status updates, closeout, proof, and field handoff.
Learn moreMobile Field App
Mobile access for technician job details, status updates, photos, notes, time capture, and offline sync.
Learn moreService Agreements
Recurring service programs, maintenance schedules, renewal visibility, and agreement-linked work.
Learn moreChecklists
Reusable quality, inspection, safety, and closeout routines with completion analytics.
Learn moreTime Tracking
Timesheets, approvals, job labor capture, overtime visibility, payroll context, and accountability.
Learn moreInventory
Items, categories, units, vendors, RFQs, warehouses, stock levels, transfers, POs, bundles, serials, and batches.
Learn moreDocuments and Media
Company library, record-linked files, photos, tags, templates, signatures, and shareable galleries.
Learn moreCommunications
Customer messages, internal job communication, reminders, receipts, and communication history.
Learn moreTemplates
Reusable quote, invoice, receipt, document, onboarding, checklist, and content templates.
Learn moreWorkflows
Rules and automation for repeatable alerts, handoffs, status changes, and follow-up.
Learn moreTo-Dos and Bookmarks
Personal follow-up queues, shared task ownership, rich notes, record links, and saved navigation shortcuts.
Learn moreInvoicing and Payments
Invoices, aging, payment tracking, reconciliation, refunds, write-offs, credits, taxes, and recurring billing.
Learn moreAccounting
Native accounting, QuickBooks Online, Xero, chart of accounts, mappings, sync logs, and close readiness.
Learn moreBooking and Portal
Customer booking, service types, portal requests, quote acceptance, job updates, and invoice payment links.
Learn moreReporting and Analytics
Operational, financial, customer, inventory, job, checklist, and executive reporting.
Learn moreHR and Employees
Employees, teams, skills, time off, expenses, payroll context, training, safety, certifications, and org chart.
Learn moreCompliance
Expirations, certifications, safety records, requirements, evidence, and compliance risk visibility.
Learn moreHistory and Audit
Activity history, audit trail, retention policy, recovery, forensic review, and rollback context.
Learn moreIntegrations
Accounting, payments, maps, portal links, sync operations, and external system handoffs.
Learn moreSettings and Config
Company profile, permissions, locations, calendar defaults, numbering, approvals, taxes, late fees, and rules.
Learn moreCustomization
Sidebar menu customization, tab ordering, tab visibility, and workspace preference controls.
Learn moreSystem Data
System tags, shared metadata, controlled lists, and administrative data cleanup.
Learn moreNo features matched your filters
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Why the feature set works as one platform
Service Opus is broad because trades operations are broad. The value is in keeping those areas connected instead of forcing teams to re-enter context between tools.
01
Shared records
Customers, leads, quotes, jobs, schedules, invoices, documents, messages, time entries, inventory, service agreements, and history reference each other so handoffs keep context.
02
Real operational depth
The product includes approval workflows, customer portal links, route planning, offline-friendly field updates, photo and document workflows, purchasing, accounting setup, and audit review.
03
Clear evaluation paths
Each guide explains what the module solves, who uses it, what it should connect to, and where the next workflow usually goes.
Try the full platform free
No credit card required. Explore the full feature set with real product access and decide based on actual workflows.