Field Service Software for Small Businesses That Run Work in the Field
An offline technician app that closes out jobs and raises invoices without signal. A no-login customer portal with job history, payments and warranties. Good/Better/Best estimates so customers choose the right service. Start free forever on our Budding plan.
Free forever on Budding. No credit card.
14-Day
Free Pro Trial
11
Trade Presets
Multi-Location
Inventory Tracking
No Credit Card
Required to Start
Run the Entire Job From One System
A field service management system is the software a service business uses to take a job from the first phone call to the paid invoice: scheduling, dispatch, the work order, what the technician does on site, billing and the customer’s side of it. Shortened to FSM software, it is the category Opsler sits in.
Most tools cover one slice of that, so a small shop ends up running four to six of them: a scheduling app, an invoice tool, a CRM, a review platform, an inventory tracker and a website. Every handoff between them is a place work goes missing — the job nobody assigned, the invoice nobody sent, the parts nobody charged. Opsler replaces the set with one connected workflow.
Lead or booking
A call, or a booking from your free branded site. The customer record is created once and reused.
Estimate
Send a simple estimate or a Good/Better/Best three-tier estimate the customer chooses from.
Approval
The customer approves with OTP verification and a digital signature. No account required.
Scheduling and dispatch
Drag the approved estimate onto the dispatch board. Conflicts are caught at assignment.
Work order
The job carries its checklist, parts, customer history and service address to the technician.
Field execution
Notes, before and after photos, parts used, time, signature — captured on site, offline if needed.
Invoice
Raised from the work actually done. Send straight from the field, or queue it for office approval.
Payment link
The customer pays from their portal link. Opsler takes 0% of it — the money never passes through us.
Review and reporting
A review request goes out on completion, and the job lands in your revenue and profit figures.
Where Small Service Businesses Lose Time and Revenue
None of these are dramatic. They are the ordinary friction of running work in the field with disconnected tools, and they are the reason small service business software gets bought in the first place.
The same job typed in three times
Entered once. The customer record, estimate, job, invoice and warranty are the same thread — not four systems that have to agree.
Details that only lived in someone's head
Gate codes, dog warnings, the model off the side of the unit and last year's repair sit on the customer and the job, where the next technician finds them.
Two technicians sent to the same slot
The dispatch board checks for a conflict at the moment you assign, not after the customer rings to ask where everyone is.
A basement with no signal stops the job
The technician syncs before the visit and finishes it offline — status, checklist, notes, photos, parts, the signature, the invoice and the payment — then everything uploads on reconnect.
Invoices that leave before anyone checks them
Turn on office approval and every invoice queues for review. Zero-dollar invoices, wrong discounts and missing labour get caught before the customer sees them.
Nobody is sure what is on the van
Stock is tracked per warehouse, truck and van, with low-stock alerts before a technician drives to a job without the part.
"Where is my technician?" calls all morning
The customer opens their own link and sees the status and ETA. The office stops relaying.
A Clear Workflow for the Office
Field service software small business owners keep is usually the one their dispatcher can live in all day. Every job, technician and customer is on one screen, without switching tabs.
- Customer records with the full service history at each address
- Estimates built from your pricebook, simple or three-tier
- A pricebook you set once and reuse on every quote
- Drag-and-drop scheduling with conflict detection at assignment
- Dispatch board showing who is working, and what is unassigned
- Invoice approval queue — review before anything reaches the customer
- Activity log: a timestamped audit trail of every change to every job
- Revenue dashboard: revenue, paid, pending, gross field profit and average ticket
The dashboard a dispatcher opens on: jobs, revenue and estimates across the top, the invoice approval queue, the week ahead, today’s calls, who is on a job and what is running low — all on one screen.
An Offline-First Workflow for Technicians
Mobile field service work happens in basements, plant rooms, crawlspaces and rural calls. Your technician installs Opsler directly from a supported browser on an iPhone, an Android phone, a tablet or a laptop — no app-store download required — and taps Sync for Offline before the visit.
- Today's assigned jobs, with the full work order
- Parts catalog and service catalog
- Stock levels and customer history
- Change job status, tick the checklist, close the job out
- Create invoices and record a payment taken on site
- Photos, notes, time, signature and parts against the job
When signal returns, the work syncs itself and anything owed to the customer goes out then. That is a whole visit finished four floors underground — arrived, worked, signed, invoiced, paid — instead of a technician scribbling on a job sheet and retyping it at nine that night. An offline field service app is only worth having if the day survives the dead zone. This one does.
See the offline technician appThe technician syncs before the visit, then works with no signal — each change queues on the phone and uploads when the connection comes back.
A Customer Experience Without Another Login
Customer portal software usually means one more account your customer has to create and will forget. Opsler sends a token link instead. They tap it once — no account, no password, no app download.
- Track the technician's ETA and current job status
- Approve estimates with OTP verification and a digital signature
- See job history and download invoice PDFs
- Pay through the invoice payment link
- Message the technician while the job is live
- Check warranty type, status and days remaining
- Rate the work, and say what went wrong if it did
The link in the address bar is the whole login. It opens on the live job, the assigned technician and anything waiting on the customer’s approval.
Why Small Teams Choose Opsler
Most field service management software for small business is an enterprise system with the price relabelled — a seat minimum you did not ask for, and the feature you came for sitting two tiers up. Five things are different here, and every one of them is checkable on the free plan before you pay anybody anything.
One of the five: the customer sees the job priced three ways and picks a level, rather than accepting or declining a single number.
One plan, every feature
All 42 features are on Pro at $25 per seat per month with no seat minimum. Invoice approval, Good/Better/Best estimates, the customer portal, multi-location inventory, warranty tracking and recurring jobs are included rather than tiered.
The visit finishes with no signal
Not read-only caching. With nothing but a dead phone, a technician moves the job through status, ticks the checklist, takes the photos and the signature, raises the invoice and records the payment — and it all syncs itself the moment they surface.
A customer portal with no login
A token link, not an account. Approvals, ETA, invoices, payments, warranty and messaging — with nothing for your customer to remember.
Good/Better/Best estimates
Three priced options on one estimate, so the customer chooses a level instead of accepting or declining a single number. Approved by OTP and signature.
You choose who sends the invoice
Let technicians send directly, or route every invoice through an office approval queue. It is a setting, not a rebuild, and you can change it as the team grows.
42 Features, Grouped Around Real Workflows
Opsler has 42 features documented across 33 feature pages. A wall of 42 cards helps nobody, so here they are as the seven jobs service business software has to do.
Sales
Lead pipeline, online booking widget, free branded website, simple and Good/Better/Best estimates, OTP approval, pricebook.
Estimating →Scheduling and dispatch
Dispatch board, drag-and-drop scheduling, conflict detection, route optimisation, recurring maintenance contracts.
Dispatch →Field work
Offline technician app, work orders, checklists, proof-of-service photos, signatures, time tracking, live ETA.
Technician app →Customers
No-login portal, job history, messaging, review requests with feedback surveys, warranty visibility.
Customer portal →Billing
Invoicing, office approval workflow, payment links, 0% platform fee, QuickBooks and Xero CSV export.
Invoicing →Inventory
Stock across warehouse, truck and van locations, job-linked parts, transfers, movement logs, low-stock alerts.
Inventory →Reporting
Revenue dashboard, gross field profit and margin, average ticket, technician performance, warranty claim cost.
Reporting →Built for HVAC, Plumbing, Electrical and Other Service Trades
Pick your trade at signup and Opsler loads that trade's terminology, service types and a starting pricebook. Software for service businesses should not make an HVAC shop read the word “ticket” all day.
HVAC
Pre-loaded with AC Install, AC Repair, Duct Cleaning, Furnace Service, and more. Your team sees 'Service Calls' and 'Service Contracts' from day one.
Plumbing
Configured for Drain Cleaning, Pipe Repair, Water Heater Install, and Leak Detection. Terminology matches how plumbers actually talk about jobs.
Pest Control
Set up for Initial Treatments, Follow-ups, and Recurring Service Plans. Your technicians see 'Treatments' instead of generic 'Jobs'.
Electrical
Pre-configured for Panel Upgrades, Outlet Installs, Rewiring, and Inspections. Includes electrical-specific pricebook templates.
Cleaning
Built for Recurring Cleans, Deep Cleans, and Move-in/Move-out jobs. Manage crew assignments and supply inventory per van.
Landscaping
Handles Lawn Maintenance, Hardscape Installs, Tree Service, and Seasonal Cleanups. Route optimization keeps crews on efficient paths.
Appliance Repair
Configured for Washer, Dryer, Refrigerator, Dishwasher, and Oven repairs. Track part inventory per technician van.
Water Purifier Service
Set up for RO System Installs, Filter Replacements, and Annual Maintenance contracts. Recurring service reminders built in.
Surveillance Systems
Pre-loaded for Camera Installs, NVR Setup, Wiring, and Maintenance. Equipment tracking tied to each job and customer.
General Maintenance
A general service business type covers property maintenance work that doesn't fit a single trade, with your own service types and catalogue.
Start Free, Upgrade Per Seat, or Choose Lifetime
Affordable field service software should let you read the price without booking a call. Here is all of it.
Budding
$0
Free forever. 2 seats — 1 admin and 1 technician. 50 jobs a month, 100 inventory items, 1 inventory location. Unlimited customers.
Start freePro
$25/seat
All 42 features. No seat minimum — start with one. 14-day trial, no credit card.
Start the 14-day Pro trialLifetime
$499
One payment for 5 lifetime seats. Future features included. Additional seats are $25 per seat per month.
See the lifetime dealStart Without Rebuilding Everything
The reason software like this often goes unused is not the product — it is the fortnight of setup between signing up and running a real job. A new account is usable the same week:
- Pick your business type at signup — Opsler applies that trade's terminology, Good/Better/Best templates and 20+ editable pricebook items
- Import customers from a downloadable Excel template, with duplicate phone numbers skipped
- Import team members, inventory and locations the same way
- Team members you add get an automatic registration invitation link
- A four-step guided onboarding flow, each step with written instructions, a tutorial video and a button through to the right screen
- Choose direct-send or office-approved invoicing before your first invoice goes out
Choose How Your Team Works
Technician sends the invoice
The technician completes the job and sends the invoice from the Field Agent app. Faster, and it suits teams who trust their people with billing.
Office approves first
Invoices queue for admin review, editing and sending. Catches zero-dollar invoices, wrong discounts and missing charges before the customer sees them.
Learn Without Leaving the Workflow
Every page in Opsler carries a help icon in the top bar — across the office dashboard, settings and the Field Agent app. It opens guidance for the screen you are actually on, in both video and written form, without sending you to a separate knowledge base and losing your place.
On every screen, for every role
Admin, office staff and field technicians each get guidance written for what they can actually do.
Video or text, your choice
Watch it or read it. The same topic is available both ways, so a technician on site is not forced to load a video.
Relevant to where you are
The dashboard opens dashboard topics; settings opens settings topics. You are not searching for the right article.
This is learning built into the product, so a new technician gets moving on their first day without waiting on anyone. When you want a person instead, priority support and done-for-you assistance are below.
Setup Help When You Need It
Buying from a vendor you have not heard of is a risk, and field service software onboarding is where that risk actually shows up. Three things reduce it:
14-day Pro trial
Full access to all 42 features. No credit card to start, so you can run real jobs through it before deciding.
Priority support
Help from the team that builds the product, not a tier-one script.
Done-for-you assistance
We will help you get set up rather than handing you a manual. Scope depends on what you need — ask us before you commit.
Who Opsler Is—and Is Not—Built For
Field service software for contractors is not one market. Here is exactly where Opsler is at its best, and what it hands off to the specialists.
A good fit
- Small service teams — from a two-person shop to a few dozen technicians
- HVAC, plumbing, electrical, appliance repair, pest control, cleaning and similar trades
- Businesses that send technicians to a customer's address and bill for the visit
- Teams working where signal is unreliable
- Owners who want the price published and every feature in one plan
Not what we are
- Construction project management — no Gantt charts, submittals or RFIs
- A payroll processor — Opsler hands your payroll provider clean hours, captured against the jobs they were worked on
- An industrial CMMS — no asset register with serial numbers or per-unit maintenance schedules
- An accounting system — financial data leaves as QuickBooks- or Xero-formatted CSV for your bookkeeper
- An enterprise platform for hundreds of technicians with a dedicated IT team
0%
Platform Fee on Payments
Opsler never takes a cut of a job
0
Features in One Platform
scheduling to invoicing to inventory
0-day
Pro Trial Included
full access, no credit card required
0
Free Seats Forever
1 admin + 1 technician on Budding plan
Frequently Asked Questions
Everything you need to know about Opsler.
Opsler is a field service management platform that replaces 5+ separate tools with one. You get scheduling, dispatch, invoicing, a technician app that completes jobs and invoices with no signal, plus estimates, chat and van inventory, a self-service customer portal with job history, payments, and warranty tracking, multi-location inventory across warehouses, trucks and vans, review management, and a free branded website — all in a single plan at $25/seat/month. It's built for HVAC, plumbing, pest control, electrical, and other service trades.
Most FSM tools gate features behind tiers, charge enterprise prices, or skim 2.5-3.5% off every payment you process. Opsler gives every business every feature for $25/seat/month and takes 0% of your payments — you keep your own processor and your own rate: Good/Better/Best estimates, offline-first technician app, invoice approval workflow, review requests with feedback surveys, customer portal (no login required), route-optimized dispatch, and a free branded website. No tiers, no add-ons, no payment skimming.
GBB estimates let your technicians present three service tiers on-site — like a basic repair, a premium repair with warranty, and a full replacement. Customers choose the option that fits their budget so the customer picks their own tier instead of being talked into one.
Yes. You install Opsler directly from a supported browser on desktop, laptop, Android or iPhone — no app-store download required. The Field Agent app includes a Sync for Offline screen where technicians prepare their data before heading into a low-signal area. They can view their scheduled jobs, access the parts and service catalog, create estimates and invoices offline, and sync everything when connectivity returns.
As a lead magnet, we offer a standalone Free Estimate Builder. It includes both a simple and a Good/Better/Best estimate builder with 100+ pre-built templates for 12 niches. You can securely send estimates to homeowners via OTP-protected links, track when they are approved, and send automated reminders — all completely free.
When you schedule a job, the customer gets a unique portal link — no login, no app download. They track their tech's ETA, approve estimates with OTP verification, browse their complete job and invoice history, download PDF receipts, pay online, rate your team by category, message their technician, and check warranty status. It eliminates 'where's my technician?' calls and gives customers self-service access to everything.
After every job Opsler emails the customer a link to rate the work. Every rating is offered the option to leave a Google review, whatever the score — Opsler does not filter by rating, because Google's Rating Manipulation policy prohibits selectively soliciting positive reviews. A rating of 1-3 stars additionally opens a feedback survey across six categories, which reaches your office attached to the job so you can respond the same day.
Opsler has three options: a permanently free Budding plan for 2 seats (1 admin + 1 technician) with 50 jobs per month; a Pro plan at $25 per seat per month with no seat minimum and all 42 features included; and a Lifetime Deal for $499 covering 5 seats, with additional seats at $25 per seat per month. There are no feature tiers, no hidden fees, and no percentage taken from anything you collect. Start the 14-day Pro trial with no credit card required.
No long-term contracts. Opsler is month-to-month and you can cancel anytime. We believe you should stay because the software works, not because you're locked in.
Ready to Run Your Business Without the Chaos?
Scheduling, dispatch, estimates, invoicing, customer portal, and a free branded website — start completely free, upgrade to Pro when you scale.
Free forever on the Budding plan. No credit card required.