Run scheduling, quotes, jobs, invoicing, and customer history from one compact system
Service Opus is built for trades businesses that want operations, field execution, and back-office follow-through connected in one place instead of spread across separate apps and spreadsheets.
What teams manage in Service Opus
- Built around real product features already implemented today
- Shared records so every team works from the same context
- 3-month Free Trial with full product access
Core product areas
These are the product areas that anchor the day-to-day workflow of a service business.
Job Management & Scheduling
Jobs carry crew assignments, checklists, time entries, documents, purchase orders, and safety incidents. Schedule with a visual swim-lane planner, calendar, and per-employee agenda.
Learn More →Quoting & Estimating
Create itemized quotes, route them for internal approval based on per-employee limits, send customer acceptance links, and convert accepted quotes to jobs.
Learn More →Invoicing & Payments
Generate invoices from jobs or quotes, record partial and full payments, manage payment terms, and configure GL accounts, tax agencies, and accounting mappings.
Learn More →Customer Management
Work from full customer context: sites, contacts, agreements, equipment, messages, statements, reviews, health alerts, duplicate detection, and relationship mapping.
Learn More →Lead Management
Track every incoming opportunity with activities, tasks, documents, notes, and a full timeline. Custom statuses, source tracking, assignment rules, and analytics included.
Learn More →Reporting & Analytics
Operational dashboard, lead analytics, quote analytics, employee performance, inventory reports, and schedule analytics — embedded in the modules where the data lives.
Learn More →Industries We Serve
Service Opus is built for trades and service companies that need customer history, field work, scheduling, quotes, invoices, and follow-up connected in one operating system.
Electrical Contractors
Keep panel work, service calls, emergency dispatch, inspections, quotes, materials, and invoices connected from the first call through final payment.
Explore Electrical PlumbingPlumbing Services
Move from urgent service requests to scheduled work, field notes, photos, estimates, invoices, and payment without losing the details that matter.
Explore Plumbing HVACHVAC Companies
Keep service calls, equipment records, maintenance agreements, replacement opportunities, dispatch, and billing organized before the rush season takes over.
Explore HVAC CarpentryCarpenters and Woodworkers
Manage custom work, trim, cabinetry, renovations, deposits, progress billing, material costs, and client approvals without losing the craft details.
Explore Carpentry General ContractingGeneral Contractors
Keep active projects, schedules, subcontractor coordination, change orders, documents, photos, billing, and customer updates organized in one place.
Explore General Contracting LandscapingLandscaping Companies
Coordinate properties, crews, routes, weather changes, recurring service, enhancements, equipment, invoices, and customer communication from one system.
Explore Landscaping RoofingRoofing Contractors
Move roof inspections, storm response, estimates, production schedules, photos, supplements, invoices, and customer updates through one organized workflow.
Explore Roofing Garage DoorsGarage Door Services
Manage urgent repair calls, installs, opener replacements, spring and cable work, truck stock, quotes, invoices, and customer communication from one place.
Explore Garage Doors Pest ControlPest Control Companies
Coordinate inspections, treatment plans, recurring routes, customer communication, service notes, chemical usage, invoices, and follow-up reminders.
Explore Pest Control Pool and SpaPool and Spa Services
Manage pool routes, recurring maintenance, equipment service, repair estimates, chemical notes, customer reminders, invoices, and seasonal openings or closings.
Explore Pool and Spa CleaningCleaning and Janitorial Services
Coordinate recurring cleaning, janitorial contracts, crews, checklists, inspections, issue follow-up, customer communication, and billing from one workflow.
Explore Cleaning PaintingPainting Contractors
Manage walkthroughs, room-by-room estimates, color selections, crew schedules, photos, change orders, invoices, and customer communication from one place.
Explore Painting RestorationRestoration and Remediation
Coordinate emergency intake, site documentation, crews, equipment, mitigation work, estimates, customer communication, invoices, and follow-up tasks.
Explore Restoration Appliance RepairAppliance Repair Companies
Manage appliance service calls, model and serial details, diagnostics, parts, return visits, warranty notes, invoices, and customer communication.
Explore Appliance Repair HandymanHandyman Services
Organize small projects, punch lists, repairs, customer requests, estimates, schedules, photos, materials, invoices, and repeat work without running the business from notes.
Explore Handyman Solar and EnergySolar and Energy Contractors
Manage solar leads, site surveys, proposals, install schedules, documents, inspections, service calls, customer communication, and billing from one connected workflow.
Explore Solar and EnergyBuilt around real product capabilities
Instead of generic marketing claims, these are examples of the workflows already present across the platform.
Customer and lead workflows
- Customer sites, contacts, statements, tax exemptions, relationships, and health tracking
- Lead pipeline with activities, tasks, assignment rules, workflow automation, and analytics
- Duplicate detection, public lead capture form, and one-action conversion to customer
Job and scheduling workflows
- Jobs carry crew assignments, checklists, time entries, documents, POs, and safety incidents
- Crew suggestions ranked by skill match, distance, and workload — not manual lookup
- Visual swim-lane scheduler, FullCalendar, all-schedules list, and my-agenda per employee
Financial and accounting foundations
- Chart of accounts, tax agencies, payment methods, payment terms, and GL posting setup
- Inventory with stock levels, warehouses, vendors, purchase orders, and demand forecasting
- HR: time-off approvals, certifications with expiry, timesheets, and safety incident logging
Straightforward Pricing. Serious Value.
One plan with the full platform. No tier maze, no artificial module gating.
All-Inclusive Success Plan
for the first 10 employees, then $10/employee after
Full access for your entire team to every powerful tool in the Service Opus suite.
- ✓ Unlimited jobs, quotes, and invoices
- ✓ Advanced scheduling & GPS routing
- ✓ Professional mobile app for all technicians
- ✓ Real-time business analytics & reports
- ✓ Inventory & time tracking included
- ✓ Priority phone & chat support
No credit card required • No obligation • Risk-free
* Prices do not include applicable state and local sales tax.
Ready to Take Control of Your Business?
3-month Free Trial starts today. Explore the product, map it to your workflow, and decide if it fits how your team actually operates.