Optsy
Optsy is field service management software for alarm and security contractors.
What Optsy is
Optsy is field service management software for alarm and security contractors. It helps manage service calls, monitoring contracts, customer needs, and business operations. Tools cover estimates and proposals, scheduling, recurring monitoring contracts, automated billing, reminders, customer history, and marketing. Project features include 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. Staff can use the app offline at job sites, with data syncing when connectivity returns. Optsy describes direct QuickBooks integration and an API for connecting with accounting, CRM, ERP, inventory, and customer portal systems. Customers can choose cloud or self-hosted deployment. Pricing is on request, with no public price or plan limits stated. The company lists phone and email support Monday through Thursday, 9 AM to 5 PM, and onboarding assistance.
Good
- Mobile app supports offline work and later syncing.
- Includes recurring monitoring contracts and automated billing.
- Supports estimates, invoices, and digital agreement signing.
- Direct QuickBooks integration is described.
- Cloud or self-hosted deployment is available.
Watch out
- No free plan is listed.
- Pricing is available on request only.
- Phone and email support hours are Monday through Thursday, 9 AM to 5 PM.
Who it suits
Optsy suits small and medium-sized field service businesses, particularly alarm and security contractors. It may suit teams that need mobile job records, offline access, and service contract management.
Verdict
Optsy brings service management, field work, and billing tools together for alarm and security contractors. Pricing is not public, so companies need to request a quote to assess the cost.
Plans and prices
From Optsy's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Custom pricing | Priced on request | No public price or plan limits stated · Pricing is tailored to company size, number of users, and requirements; request a personalized demo for a quote. |
The facts
Each one read from Optsy's own pages, with the date it was checked.
What it does
- 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.checked 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.checked 30 Sep 2026
- Deployment
- The Optsy homepage says customers can choose cloud or self-hosted options.checked 30 Sep 2026
- Integration
- Optsy describes a direct QuickBooks integration that syncs estimates, invoices, transactions, bill payments, and related financial data through an API.checked 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.checked 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.checked 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.checked 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.checked 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.checked 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.checked 30 Sep 2026
The company
- 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.checked 30 Sep 2026
- Founded
- 2001checked 28 Sep 2026
- Headquarters
- Mahwah, New Jersey, United Stateschecked 28 Sep 2026
Where it runs
- 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.checked 30 Sep 2026
