Optsy
Mahwah, New Jersey, United States
What it is
Optsy is field service management software for alarm and security companies. It brings service calls, monitoring contracts, customer needs, and business operations into one workflow, with tools for estimates, proposals, scheduling, recurring contracts, billing, reminders, customer history, and marketing. Project features cover task delegation, safety and code compliance workflows, technician and office communication, inventory and equipment tracking, time tracking, invoicing, and digital agreement signing. Its iOS and Android app supports job reports with photos, progress notes, purchase order requests, customer signatures, invoices, and payment collection. The app can be used offline at job sites, then syncs data when connectivity returns. Optsy describes a direct QuickBooks integration and an API for connecting accounting, CRM, ERP, inventory, customer portal, and other third-party software. Customers can choose cloud or self-hosted deployment. Pricing is on request, and no public plan limits are stated. The company was founded in 2001 and lists phone and email support Monday through Thursday, 9 AM to 5 PM, plus onboarding assistance.
For and against
For
- Mobile app works offline and syncs when connected.
- Supports estimates, recurring contracts, billing, and invoicing.
- Tracks equipment, time, tasks, and job progress.
- Offers cloud or self-hosted deployment.
- Direct QuickBooks integration and a broader API.
Against
- No free plan.
- Pricing is available on request.
- Listed support hours are Monday through Thursday, 9 AM to 5 PM.
The verdict
Optsy combines field-service workflows with alarm and security contract management, including mobile job reporting and offline use. Teams will need to request pricing and confirm whether its deployment and integrations fit their requirements.
Who it suits
Optsy suits alarm and security contractors managing field work, monitoring contracts, and billing. Its mobile app and cloud or self-hosted options may also suit teams that need job-site access without cell service.
Plans and prices
Custom pricing
No public price or plan limits stated
Read 30 Sep 2026 · optsy.com
On the record
- API integrations
- Optsy says its API can connect to accounting platforms, CRMs, ERP systems, inventory tools, customer portals, and other third-party software, with custom workflows and data synchronization.optsy.com · read 30 Sep 2026
- Company background
- Optsy says it was founded in 2001 under the names Terra and FieldOne Systems and later retained its small and medium business capabilities when Microsoft acquired FieldOne Sky in 2015.optsy.com · read 30 Sep 2026
- Core features
- The alarm and security product supports estimates, proposals, scheduling, recurring monitoring contracts, automated billing, reminders, customer history, and marketing tools.optsy.com · read 30 Sep 2026
- Deployment
- The Optsy homepage says customers can choose cloud or self-hosted options.optsy.com · read 30 Sep 2026
- Integration
- Optsy describes a direct QuickBooks integration that syncs estimates, invoices, transactions, bill payments, and related financial data through an API.optsy.com · read 30 Sep 2026
- Intended customers
- Optsy says it serves small and medium-sized field service businesses, including alarm and security contractors, and reports customers in 48 states and 13 countries.optsy.com · read 30 Sep 2026
- Mobile app
- The mobile app is available on iOS and Android and supports job reports with photos, progress notes, purchase order requests, customer signatures, invoices, and payment collection.optsy.com · read 30 Sep 2026
- Mobile offline mode
- The mobile app can be used offline at job sites without cell service, and data syncs automatically when connectivity returns.optsy.com · read 30 Sep 2026
- Project management
- It provides task delegation, safety and code compliance workflows, technician and office communication, inventory and equipment tracking, time tracking, invoicing, estimates, and digital agreement signing.optsy.com · read 30 Sep 2026
- Purpose
- Optsy provides field service management software for alarm and security companies to manage service calls, monitoring contracts, customer needs, and operations.optsy.com · read 30 Sep 2026
- Security and privacy
- Optsy's privacy policy says it keeps personal information private except when disclosure is needed for legal process, protection of its rights or property, or enforcement of an agreement; it does not state a security certification.optsy.com · read 30 Sep 2026
- Support
- The alarm and security page lists phone and email support Monday through Thursday, 9 AM to 5 PM, and describes onboarding assistance.optsy.com · read 30 Sep 2026
