Opsley PSA connects your quotes, orders, invoicing, tickets, projects, and business phone system into a seamless workflow so nothing falls through the cracks.
Every step of your service delivery, connected and automated
Create a quote, approve it to generate a sales order, automatically create purchase orders for vendors, spawn service tickets for your team, organize work into projects, establish recurring agreements, and invoice, all in one connected flow.
Purpose-built tools for service businesses, not generic software adapted to fit
Build professional quotes with product bundles, labor estimates, and optional line items. Track approval status and convert to orders with one click.
Manage the full order lifecycle from sale through procurement. Automatically generate POs to vendors when orders are approved.
Track every service request from creation to resolution. Kanban boards, email-to-ticket, and time tracking keep your team organized.
Manage recurring service agreements, maintenance contracts, and subscriptions. Track coverage, renewals, and recurring revenue.
Generate invoices from tickets, orders, and agreements. Process payments with EmergePay integration, issue credit memos, and track revenue.
Maintain a complete view of your customers, companies, contacts, sites, and all related transactions in one place.
A full business phone system built right in. Make and receive calls from your browser, send SMS messages, and manage call routing.
Organize service delivery into projects with phases, change orders, and time tracking. Bill by milestone or time-and-materials.
Give your customers self-service access. They can submit tickets, check status, and browse your knowledge base.
Collect payments directly from invoices with integrated credit card processing. Customers can pay online or in person.
All the tools you need, working together
Built for the way you actually work
No more jumping between spreadsheets, email, and disconnected tools. Everything lives in one place.
Quote approval automatically creates orders, spawns tickets, and sets up billing. Less manual work, fewer errors.
See exactly where every quote, order, and ticket stands. Know what's billable and what's been collected.
From IT providers to skilled trades, if you quote jobs, manage projects, and invoice customers, Opsley fits your workflow
See how Opsley PSA can connect your entire quote-to-cash workflow and eliminate the chaos of disconnected tools.
