OpsStone Features

Find out more about what OpsStone has to offer!

Customer CRM and Company Cards

Every customer record, fully connected

OpsStone gives each customer a complete company card, bringing together the information your team needs to manage the account properly.

Store and manage:

Company details
Primary contacts
Billing details
Sites and locations
Jobs
Quotes
Contracts
Reports
Certificates
Invoices
Documents
Audit history

Operational Dashboard

See the work that needs attention

OpsStone’s dashboard is built around operational action, not vanity statistics.

Your team can quickly see:

Jobs scheduled for today
Unassigned jobs waiting for allocation
Reports awaiting office review
Certificates awaiting issue
Invoices awaiting release
Overdue jobs
Contract renewals
Open defects and remedials

Job Management

Control every job type from one workflow

OpsStone supports the full range of work a service business handles.

Manage:

Reactive jobs
Planned maintenance
Recurring contract jobs
Quoted works
Remedials
Internal tasks

Jobs can move through clear statuses such as draft, queued, awaiting scheduling, scheduled, in progress, engineer submitted, office review, completed, invoiced and cancelled.

Reports and Worksheet Templates

Reports that fit the way your business works

OpsStone uses editable report and worksheet templates, so your business is not locked into hard-coded forms.

Templates can include:

Sections
Questions
Text fields
Number fields
Yes/no answers
Dropdowns
Dates
Photos
Signatures
Required fields
Asset-linked questions

Contracts and Recurring Jobs

Never rely on memory for planned maintenance

OpsStone helps manage service contracts and recurring work in a controlled way.

Contracts can define:

Start and end dates
Service frequency
Monthly, quarterly, six-monthly, annual or custom schedules
Job templates
Report templates
Due date rules
Renewal warnings
Cancellation history
Future invoice rules

Recurring jobs can be queued before they are due, giving the office time to review and schedule planned work properly.

Certification

Certificates connected to the job

OpsStone is designed for certificate generation from completed jobs and reports.

The certificate system supports:

Certificate numbers based on job numbers
Certificate templates
Customer-ready PDF output
Certificate history
Admin review before issue
Multiple accreditation or certification requirements

Audit Logging

Know who changed what and when

OpsStone is designed with audit history across key business actions.

Track important changes to:

Customers
Sites
Jobs
Reports
Invoices
Certificates
Permissions
Settings

Mobile App

OpsStone is built with a technician mobile app.

This allows:

Technician login
Assigned job lists
Job details
Report completion
Asset group testing
Photos and signatures
Defect creation
Sync back to the office
Office review after submission