Every business has unique challenges. That’s why we offer a suite of solutions designed to streamline operations, reduce waste, and maximize efficiency. Whether you’re looking to improve scheduling, enhance data tracking, or optimize billing, our integrated platform provides the tools you need to succeed. Explore how Optix can transform your operations and help you meet your business goals with precision and ease.
Product Tracking
Accurate, real-time tracking of products in the field, minimizing waste and optimizing resource usage.
System Integration
Bring all your data into one unified platform for smoother operations, enhanced visibility, and streamlined workflows.
Realtime Updates
Real-time updates on job progress, inventory usage, and technician performance, giving you full visibility into your operations.
Invoicing & Billing
Automate job data entry, reducing errors, and speeding up the billing process—ensuring accurate, transparent, and timely invoices
Invoicing & Billing
Like industry leaders such as ServiceTitan or Aspire, OptiX automates the invoicing and billing process with accurate, job-based data. Because every job is tracked with precise flow and usage information, invoices reflect exactly what was done and what was used — no rounding, no estimation, no disputes.
Benefits:
- Eliminate manual entry and billing delays
- Generate accurate, itemized invoices based on actual product usage and time on site
- Improve cash flow with faster, verifiable billing
Estimating
OptiX supports smart estimating based on historical job data and usage metrics. Unlike static templates used by other systems, OptiX uses real field data to make your estimates more accurate and profitable.
Benefits:
- Build estimates using real application history, not guesswork
- Account for exact square footage, terrain, and usage trends
- Increase closing rates with detailed, professional quotes
Efficiency & Overspray
Built with functionality similar to platforms like RealGreen or FieldRoutes, OptiX offers dynamic scheduling and optimized routing tools that connect directly with the devices in the field.
Benefits:
- Create efficient, geo-optimized routes based on job location and crew availability
- Adjust schedules on the fly with real-time visibility into crew progress
- Reduce fuel costs and wasted time with smart routing
Scheduling
Optix’s scheduling tool optimizes your workforce management by allowing you to assign tasks and track progress in real-time. With automated scheduling and task management, you can reduce downtime, ensure the right technician is assigned to the right job, and improve job completion rates—keeping your operations running smoothly and on time.
CRM
A robust CRM system is at the heart of every modern service business. OptiX offers integrated customer tracking, communication history, and job reporting to ensure nothing falls through the cracks.
Benefits:
- Keep all client data, service history, and communications in one place
- Automate reminders, follow-ups, and renewals
- Provide clients with real-time reporting and service validation from OptiX devices
Get in Touch with Optix
Have questions or need support? Our team is here to help! Whether you’re looking for more information about our products or want to learn how Optix can transform your business, we’re ready to connect.
