Boost Your Cash Flow

Boost Your Field Service Business Cash Flow with Ease

Optera CRM simplifies estimating, invoicing, payment processing, and tracking your profits and losses, helping you improve cash flow effortlessly.

Estimating & Quoting

Optera CRM simplifies quote management. Quickly create, update, and send accurate estimates, whether for a simple service or a detailed project cost.

Precise Takeoffs

Ensure accurate material estimates with Optera CRM. Upload your plans, set the scale, and draw measurements effortlessly to streamline your estimating process.

Invoicing & Recurring Payments

Generate and send invoices from anywhere with Optera CRM. For recurring jobs, automate invoicing and payments to save time and improve cash flow.

Flexible Payment Options

Offer customers multiple ways to pay with Optera CRM. Accept card, cash, check, mobile payments, and bank transfers—whether in the field or office.

Accounting Integrations

Connect Optera CRM with your cloud accounting software to ensure accurate, real-time financial data across all systems effortlessly.

Effortless Accounting Sync

Integrate Optera CRM with your cloud accounting software to maintain accurate, up-to-date financial data across all platforms with ease.

Estimating & Quoting

Create Accurate Estimates & Quotes

Make a great first impression. Quickly generate, update, and send quotes—whether for a simple service or a detailed project proposal.

Modify quotes to match customer requirements and branding, ensuring a professional and tailored experience.

Easily convert approved quotes into jobs, streamlining your workflow and reducing manual data entry.

Predict labor and material expenses precisely to improve budgeting and project profitability.

Track cost variations to enhance future estimates and maintain project profitability.

Keep an eye on approvals, revisions, and overall quote activity for better sales management.

Precise Takeoffs

Quick, Accurate Estimates with Takeoffs

Produce fast and accurate take-offs from anywhere with Optera CRM’s Takeoffs feature. Upload a plan, set your scale, and start drawing, measuring, and marking up instantly.

Quickly upload your plan, set the scale, and begin measuring and counting materials such as lighting fixtures, wiring, piping, flooring areas, and more with precision.

Easily create material estimates with associated fit times and update them directly into your cost centres with Optera CRM.

Mark up drawings and count items in seconds with Optera CRM’s smart symbol recognition tool, capable of reading all orientations.

Estimate faster by uploading plans from a quote, job, or device. Easily select pages, set the scale, crop, add your logo, and get started.

Whether in the office or on-site, use Optera CRM Takeoffs anywhere. Sketch, mark-up, and view drawings on the fly using tablets and mobile attachments.

Invoicing & Recurring Payments

Invoice Anywhere

Stop wasting time chasing payments! Easily create and send invoices from the office or on-site, ensuring faster payments and smoother cash flow.

Review job details, get signoffs, and generate invoices instantly—whether on-site via mobile or from the office.

Streamline billing with recurring invoices and automated payments, giving customers the option to pay effortlessly via Square or the Customer Portal.

Prevent delays with automated SMS and email reminders. Customize messages, set frequencies, and trigger alerts for overdue payments.

Invoice after each project phase with progress claims, send via email, and track payments to maintain positive cash flow.

Flexible Payment Options

Get Paid Faster with Flexible Payment Options

Quickly accept payments while in the field with the Optera CRM Mobile App.

Easily add a link to your invoices that directs customers to a secure payment page with Optera CRM.

Collect credit card details from your customers over the phone and process payments instantly with Optera CRM.

Allow customers to securely view their transaction history and easily pay any outstanding invoices through the Optera CRM Customer Portal.

Accounting Integrations

Seamless Financial Integration with Accounting Tools

Make informed strategic decisions and save time by effortlessly syncing financial data between Optera CRM and your accounting software.