# Optsy Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Optsy Software - reviews, pricing plans, popular comparisons to other Field Service Management products and more. Source: https://www.capterra.com/p/148962/Optsy --- # Optsy Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 24, 2025 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Optsy ## What is Optsy? Optsy is the leading field service management software program on the market for small- to medium-size businesses. Our Optsy software has been successfully implemented in a wide variety of service industries. Including companies in field service industries such as electrical, HVAC, plumbing, and roofing. Offers field service solutions for managing routine service calls, service agreements, advanced project management and more. ## What is Optsy used for? [Field Service Management](https://www.capterra.com/field-service-management-software/) Top alternative Featured Overall rating Based on 14 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $139 Flat Rate, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Optsy?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.optsy.com&name=Optsy) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Optsy 3.9 (14) VS. [4.6 (408)](https://www.capterra.com/p/153475/FieldPulse/reviews/) Starting Price $139 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.5 (14) Ease Of Use 4.5 (408) Value For Money 3.4 (13) Value For Money 4.5 (401) Customer Service 3.5 (13) Customer Service 4.7 (404) ## Optsy alternatives [4.6 (1,420)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Highest Rated [4.9 (226)](https://www.capterra.com/p/177014/Skimmer/reviews/) Starting price $49.00 Per User, Per Month [4.6 (5,044)](https://www.capterra.com/p/153140/Connecteam/reviews/) Starting price $29.00 Per User, Per Month [4.3 (325)](https://www.capterra.com/p/150053/ServiceTitan/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/148962/Optsy/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Billing & Invoicing 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers Contact Database 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contract/License Management 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track, store, and access client contracts or licenses Dispatch Management 2.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage sending personnel and resources to a site as needed Electronic Signature 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Digitally sign online documents Inventory Management 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Track and manage inventory levels to maintain proper supply Optsy 18 features Create, manage, and send invoices or bills to customers Centralized database of stakeholders and their contact information such as names, address, phone number etc. Track, store, and access client contracts or licenses Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Manage sending personnel and resources to a site as needed Digitally sign online documents Track and manage inventory levels to maintain proper supply Schedule predetermined or ad hoc maintenance services and labor requests Access software remotely via mobile devices Track/log the amount of time employees worked per job using a timer Swipe a credit card or manually process payments while with the customer in the field Generate quotes or estimates for customers Plan daily routes to optimize employee scheduling and provide directions Plan availability and assign specific time slots for tasks and resources Track work performed and resources used for past customers, sites, or assets Creating, assign, and track jobs and/or tasks for work orders Create, design and manage workflows for repetitive tasks A set of processes to optimize the productivity of its employees Get Advice We can help you find the software with the features you need. Features 3.4 (13) 3.4 Based on 13 reviews ## Pricing Value for money 3.4 (13) Basic $139.00 Flat Rate,Per Month Value for money 3.4 (13) 3.4 Based on 13 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.5 (13) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.5 (13) 3.5 Based on 13 reviews ## User reviews Overall rating 3.9 Based on 14 reviews Filter by rating 5(5) 4(4) 3(3) 2(2) 1(0) Mentioned topic Sorted by most recent JR Jc R. Owner Facilities Services ### "Legacy Software Solution from 2010" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 17, 2021 FieldOne Terra was a great upgrade from a paper system with lots of features. If the year was 2010, I would highly recommend it. The developers moved on from it and I should have moved on when it became Optsy. Pros The desktop software can do a lot. The original developers added a lot of features over time. Cons When the developers decided to work on their SaaS product offering, they gave up on FieldOne Terra and focused only on FieldOne Sky. They were bought out by Microsoft and Terra was kicked to the curb. Luckily the small group at Optsy has kept the mobile app useable over the years. I really wish we could do more on the mobile app like close a job and bill for it or collect payment. The only way to effectively use the software is on a laptop in the field. I also dislike the “Maintenance Contract”. I paid for it for years with no updates to the software. Once they finally came out with some feature updates, they wanted to back date the maintenance plan a couple years to catch up to current date. Although I’m paying $40/month per mobile user, it doesn’t allow you any feature updates. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. GG Gary G. Bench Technician Computer Hardware ### "Get the job done, one ticket at a time!" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 February 5, 2020 Pros Easy to schedule appointments, collect customer information, and invoicing was a breeze for this software. Cons It was a bit clunky to navigate, but once you learn it, it's super handy! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MS Matthew S. Digital Marketing Manager Marketing and Advertising ### "Very Good Support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 December 4, 2019 Optsy has been incredible. Their team and solutions are amazing. I would highly recommend at least speaking to them to see if it is the best fit for you also. Pros Easy and Integrates well with any existing softwares in place, like quickbooks, etc. Cons Prior to Optsy improving the user friendliness it was a bit difficult to navigate but has since been resolved Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AM Amber M. Accounting Admin Facilities Services ### "Optsy Field Service Software - Functional and Never Flashy" 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 February 13, 2019 Optsy has enabled my company to have a clear picture of our profit and loss by effectively scheduling, creating and billing work orders for our field technicians. It is a workhorse that provides a day to day software that is fairly easy to use and manipulate. While the finer points are lost on Optsy, it manages to provide the basic functions with ease. Small errors and too many windows can reduce productivity if not implemented correctly. Training of users is definitely necessary and it would be very difficult to just pick up and go with this product. Pros Optsy provides syncing ability to our accounting software (QuickBooks) with relative ease. It also provides every facet of field service management; scheduling, work order creation, billing, purchase orders, etc. It has a fairly simple interface that is user friendly, with no flashy, unnecessary accouterments. The Optsy Mobile App is great for our field service technicians and dispatching staff. Cons Optsy's reporting function is difficult to use and the default report templates are generic and often unhelpful. We have often run into connection issues with this software for desktop and mobile users. There have been many little catches in the programming that throw off errors that are often difficult to diagnose and clear up without very technical knowledge or support that end up wasting time for the end user. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Alison M. Customer Service Representative ### "works well" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 May 25, 2018 Pros The work environment is great, The no-cost customer service is one of the best features. Optsy optimizes work place and job efficiency to maximize profit, Cons customer service response is quite too late sometimes, A lot of time-consuming which can lead to late in delivering work Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KR kim r. Purchasing ### "The support staff has always been super knowledgeable and helpful." 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 May 17, 2018 Pros I love how user friendly this software is. It took me less than a day to be good at navigating around in the software. Cons It takes several clicks to print some things. For example, when I create a PO, I have to approve the PO before I can print it. Sometimes I don't want it to ask me that question. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JP Jesse P. Owner ### "Good support is needed because it frequently crashes" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 May 17, 2018 Lots of billable hours from the standpoint of supporting it. That is about the only benefit I drove, otherwise it is a poor solution. Pros Support handles all the setup and maintenance, very quick when you need help. They are friendly and willing. Cons Services freeze frequently, and the services depend on one another, so when one freezes you don't get an alert until the app stops responding, then it requires manually restarting the services (which look like they are running) in specific order and the so behind working again. I find I need internal and external monitors to catch the faults app I can get it running again. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RR Rick R. VP Construction ### "over all pretty good" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 May 14, 2018 Pros I'lI like it for the options to be able to do thing. They are helpful 95% of the time. Most of the time they respond quickly. Their executives are always happy and always willing to help. Cons The update use to be more often. We have an issue that they can't fix. There is times on technical questions that we don't get a very quick responds. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SL stacy l. office manager ### "Pretty easy for the most part, there are some functions that are hidden a little." 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 8/10 May 10, 2018 Keeping records of what was done at each customer's job site. Pros ease of scheduling/ able to handle both computer and mobile. It's nice to be able to customize the schedule board. Cons certain functions are hidden and have to really search for it such as when you have to right click for hidden drop down menus. A new user may not know about these functions. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MS Mark S. Bookkeeper Individual & Family Services ### "We use this software to run a small home services business with around 15 employees and 2 users" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 February 5, 2018 It helps keep our business organized. Pros This software does everything we need it to - scheduling, invoicing, routing, keeping track of labor and parts - I rated the ease of use a little low since it did take a while to get up to speed. But once you learn it, there's nothing it can't do. I've seen a couple reviews complaining about search, but all screens have a 'data view' which allows it to be exported to Excel, and from there a search can be done. Cons Not cloud based. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/148962/Optsy/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. 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