Financial Management
Organise all of your financial flows in one spot. Simply create the quote and
select the preferred payment method. The platform will inform the customer about any outstanding payments.
Track labor, materials, and parts costs efficiently. Stay within budget using our budgeting
tools, and compare costs with next-to-hardest (NTH) analysis to make informed financial decisions.
Seamless Quote-to-Invoice & Payment
Effortlessly convert accepted quotes into professional invoices and facilitate online payments.
Customize line items and totals as needed, and automatically send invoices
with payment tracking, status updates, and automated reminders to ensure timely payments.
Collect payments with PCI compliant payment options
Simplify your billing and accelerate cash flow by accepting PCI-compliant payments directly within OpSpot.
Provide a secure and seamless payment experience for your customers, boosting satisfaction and improving your bottom line.
Stay on Top of Your Work Orders with Status Tracking
Gain complete control over your job pipeline with OpSpot’s status tracking.
Easily categorize work orders as invoiced, action required, active, or other statuses to stay organized and ensure all jobs are accounted for.
Manage Customer Expectations with Quote Follow-Ups
Maintain strong customer relationships by setting up automated follow-up reminders after sending quotes.
Proactively communicate with customers and ensure a positive experience.
Streamline Financial Flows with Accounting Integrations
Automate data transfer between OpSpot and your accounting system, eliminating manual data entry and reducing errors.
Gain real-time visibility into your finances and simplify reconciliation.
