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Opermax

by Opermax · Since 2013
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ActiveAvailable globallyCloud
Quick facts
VendorOpermax
Year launched2013
StatusActive
Location3625 rue de Bastia Laval, Quebec H7P6E6, Canada
Countries servedGlobal
Languages2
Integrations9+
Free tier
Free trial
Contact sales

About Opermax

Opermax is a management software from Opermax that simplifies day-to-day operations for businesses. It provides features like easy setup, multi-language support, and specific tools for electrical and HVAC contractors to help manage various aspects efficiently. The platform is designed to eliminate chaos in business management, allowing users to focus on core tasks. With a user-friendly interface, Opermax facilitates straightforward navigation for all users, regardless of use level. Key capabilities: Easy setup Multi-language support Tools for electrical contractors Tools for HVAC contractors Task management Best for: business owners and managers who need to simplify operations in their day-to-day management.

Opermax is a robust, cloud-based Field Service Management solution designed to streamline operational workflows for SMB service contractors in sectors like electrical and HVAC. Its deployment is exclusively web-based with full mobile access, allowing field agents to use features like GPS tracking and instant quoting. The core functionality centralizes job information through comprehensive work order management, scheduling with drag-and-drop capabilities, and customer asset tracking, keeping office and field teams seamlessly synchronized in real-time. The software’s key value lies in its automation and intelligence, primarily through intelligent alerts that prevent missed critical follow-ups, such as expiring quotes, overdue invoices, and exceeded labor time. It offers a powerful CRM to manage client contracts, custom fields, and location histories, alongside support for multilingual environments (English, French, Spanish). By consolidating all job details—from initial estimates and worksheets to final invoicing and ePayments—Opermax helps businesses maintain visibility and reduce the administrative burden of paper-based processes. Pricing is subscription-based, offering four tiers paid monthly or annually. The plans include Solo ($19/month), Small Team ($99/month), Business ($179/month), and Enterprise ($299/month) when billed annually in USD.

Pros & Cons

What users like
  • +Quick setup process allows users to fully implement and use the system in under an hour with minimal technical knowledge.
  • +Combines CRM, work order, scheduling, and invoicing in a single platform, eliminating the need for multiple disconnected tools.
  • +Offers multilingual functionality, ideal for teams operating in Canada, the US, and international markets.
  • +Integrates directly with QuickBooks and major payment gateways, streamlining accounting and payment processing.
  • +Provides flexible pricing plans suitable for solo contractors up to large enterprise teams.
What users flag
  • Limited automation capabilities for workflow triggers or conditional task sequences.
  • Reporting tools do not appear to include predictive or AI-driven insights for advanced decision-making.
  • Client portal customization options are minimal, limiting branding flexibility for businesses.
  • Mobile access may rely on responsive web rather than a dedicated, fully featured mobile app, reducing usability in the field.

Features

Key features

Field Service CRM
Centralized customer relationship management system that tracks client interactions, approvals, and service history for better relationship visibility.
Work Order Management
Enables end-to-end management of work orders, from creation to completion, including attachments, notes, and automated billing.
Scheduling
Provides tools to create, manage, and optimize schedules for service appointments and recurring maintenance tasks.
Dispatch and Routing
Helps assign and route technicians efficiently with GPS tracking to minimize travel time and improve productivity.
Quote Management
Allows technicians to generate accurate quotes instantly, send them to clients, and convert approved quotes into active work orders.
Per Client Pricing
Supports custom pricing per client or client group, ensuring tailored rates and flexible billing.
Invoicing and ePayments
Generates invoices instantly and processes payments via integrated payment gateways like PayPal, Braintree, and Authorize.net.
Asset Tracking
Tracks customer equipment and service assets across locations, recording maintenance history for each asset.
Intelligent Alerts
Provides smart notifications, Not-To-Exceed (NTE) alerts, and reminders for approvals or overdue jobs.

Additional features

Multilingual Support
Available in English, French, and Spanish for diverse user bases.
Custom Forms and Fields
Users can design job-specific forms and add custom data fields to meet unique business needs.
Electronic Worksheets
Technicians can complete, sign, and submit digital worksheets directly from the field.
Attachments and eMailer
Allows attaching files and sending communications linked to each job through an internal mail system.
Expense Tracking
Tracks job-related costs and integrates with billing for accurate profitability reports.
Automatic Invoice Generation
Converts completed worksheets and quotes directly into invoices to speed up payment cycles.
Recurring Scheduling
Automates service visits for recurring maintenance and routine tasks.
Client Portal
Provides secure portals for clients to approve quotes, view job status, and track service history.
GPS Tracking
Monitors technician location in real-time for efficient dispatching and accountability.
Inventory Management
Helps track parts and materials required for each job, ensuring accurate stock control.
NTE Cost Controls
Configures spending limits per job or client to maintain profitability and compliance.
Advanced Reporting
Delivers performance, client, and revenue insights through exportable reports.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Solo

USD 19

Small Team

USD 99

Business

USD 179

Countries & Languages

Global
Countries served
2
Interface languages
3
Billing currencies

Interface languages

EnglishFrench

Billing currencies

🇺🇸USD🇨🇦CAD🇪🇺EUR

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