Field Service CRM

Dispatch smarter.
Serve faster.

The field service CRM built for teams that move. AI-powered estimates, real-time dispatch, a technician mobile app, and a customer portal — all connected.

50–70%
Faster estimates with AI
2-Way
QuickBooks sync
100%
Offline-capable mobile app
Real-time
Multi-user dispatch sync
Core Platform

Everything your field team needs

From the dispatcher's board to the technician's phone to the customer's inbox — one connected system.

Drag & Drop Dispatch

Board, list, and map views with real-time multi-user sync. Drag jobs between technicians, area zones, and time slots — everyone sees changes instantly.

AI-Powered Estimating

Technicians submit diagnostics from the field. AI parses notes, matches parts, calculates labor, and generates draft estimates with confidence scores — in under 60 seconds.

Technician Mobile App

iOS & Android app with schedule view, GPS tracking, status updates, checklists, equipment history, photo capture, and full offline capability.

Customer Portal

Branded portal where customers view estimates, approve repairs unit-by-unit, track technician arrival, submit service requests, and download invoices.

Route Optimization

Optimize daily routes from shop or technician's home. Minimize drive time, maximize jobs completed. Integrated with Google Maps.

QuickBooks Integration

Two-way sync with QuickBooks Online. Estimates become invoices. Payment status flows back automatically. No double-entry.

AI Estimating Engine

Technician notes to professional estimates in 60 seconds

Your techs describe what they see. Our AI reads the notes, identifies the right parts from your catalog, calculates labor, and builds a draft estimate — complete with confidence scores so your estimators know exactly where to focus.

Photo analysis via Claude Vision AI
Learns from estimator corrections over time
Confidence scoring with 5-component breakdown
Fuzzy matching for technician shorthand & abbreviations
// Tech submits from field
equipment: "Precor EFX 835 Elliptical"
notes: "crossramp cover damaged,
user grips worn, elevation motor
lower cover broken"
// AI generates draft estimate ↓
✓ Front Hand Grip (×2) — $90.61 — 92%
✓ Rear Hand Grip (×2) — $115.79 — 92%
✓ Ramp Center Cover — $135.93 — 88%
⚠ Lift Pedestal Cover — $94.64 — 75%
Labor: 1.5 hrs | Total: $643.47
Built For the Field

We know your world

OptyField was built by people who've run field service operations. We understand dispatchers, technicians, estimators, and the customers they serve.

Apartments & Hotels

Multi-site, multi-unit facilities with large equipment inventories

Corporate Wellness

Offices and campuses with service agreements and scheduled maintenance

Fitness Centers

High-volume facilities with diverse equipment across multiple brands

Hospitals & Universities

Recreation centers with strict compliance needs and access protocols

Ready to optimize your operation?

See how OptyField connects your entire field service workflow — from dispatch to invoice.