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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Easy-to-use tools make it easy to save time, money, and your sanity. They take the hassle out FSM tasks at work and on the road, so you can generate more revenue with less effort. Optsy's field service management software is customizable and can be customized to fit your business's needs. It allows your office and field staff to create and update schedules instantly, perform accounting-related tasks, create custom reports, and more -- all from one program. You can choose between cloud and self-hosted options to manage your data in the way that you prefer. An Optsy expert will provide free onboarding assistance so that your new software is set up correctly and optimized for your business from the beginning.

Description

WinSIMS organizes installation and project documentation for clients across ten main categories, including Site Visit History, contract information, notes, and documents related to installed specification items, among others. It offers robust analytical and reporting tools, along with seamless integration with MS Office, enabling efficient execution of routine tasks like scheduling engineers, invoicing at set intervals, managing customer communications, and generating reports with ease. The platform features advanced diary management capabilities that facilitate the scheduling and oversight of engineers' tasks effectively. Additionally, WinSIMS can be connected with various accounting software, such as Sage Line 50, Line 100, and Pegasus Opera, ensuring a smooth workflow. Designed specifically for the 32-bit Windows environment, it employs ODBC-compliant data storage technology. Its close integration with MS Office enhances usability, while the extensive data analysis and reporting functions provide valuable insights. Furthermore, the system is highly customizable to align with the unique requirements of your business, making it a versatile tool in managing project installations. Such adaptability not only streamlines operations but also improves overall productivity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Xinix No 

Integrations

Xinix Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Optsy

Founded

2015

Country

United States

Website

www.optsy.com

Vendor Details

Company Name

ACA Systems

Founded

1994

Country

United Kingdom

Website

www.acasystems.co.uk/products/

Product Features

Cleaning Services

Billing & Invoicing Yes 
Client Management Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Mobile Access Yes 
Payroll Management Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

IT Service

Contract Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Management Yes 
Release Management Yes 
Self Service Portal Yes 
Service Catalog Yes 
Service Reporting Yes 
Ticket Management Yes 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing Yes 
Calibration Management Yes 
Dispatch Management Yes 
Inventory Control Yes 
Inventory Management Yes 
Key & Lock Management Yes 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Task Management Yes 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature No 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

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