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SPECIFICTION
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Optsy

optsy.com

WebiOSAndroidAPISelf-hosted
Visit optsy.com
Spec score 7.4 #20 of 27 in Security System Installer Software

What it is

Optsy is field service management software for alarm and security companies. It covers service calls, monitoring contracts, customer needs, and operations with estimates, proposals, scheduling, recurring contracts, automated billing, reminders, customer history, and marketing tools. Project management includes task delegation, safety and code compliance workflows, technician and office communication, inventory and equipment tracking, time tracking, invoicing, and digital agreement signing. The iOS and Android app supports job reports with photos, progress notes, purchase order requests, customer signatures, invoices, and payment collection. It works offline at job sites and syncs when connectivity returns. Optsy describes direct QuickBooks integration and an API for accounting, CRM, ERP, inventory, and customer portal systems. Cloud or self-hosted deployment is available. Pricing is on request, tailored to company size, users, and requirements, with no public plan limits. Phone and email support is listed Monday through Thursday, 9 AM to 5 PM, with onboarding assistance.

Spec sheet

Purpose
Optsy provides field service management software for alarm and security companies to manage service calls, monitoring contracts, customer needs, and operations.Read 30 Sep 2026 · optsy.com
Deployment
The Optsy homepage says customers can choose cloud or self-hosted options.Read 30 Sep 2026 · optsy.com
Support
The alarm and security page lists phone and email support Monday through Thursday, 9 AM to 5 PM, and describes onboarding assistance.Read 30 Sep 2026 · optsy.com
Headquarters
Mahwah, New Jersey, United StatesRead 28 Sep 2026 · optsy.com
Founded
2001Read 28 Sep 2026 · optsy.com
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.Read 30 Sep 2026 · optsy.com
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.Read 30 Sep 2026 · optsy.com
Core features
The alarm and security product supports estimates, proposals, scheduling, recurring monitoring contracts, automated billing, reminders, customer history, and marketing tools.Read 30 Sep 2026 · optsy.com
Integration
Optsy describes a direct QuickBooks integration that syncs estimates, invoices, transactions, bill payments, and related financial data through an API.Read 30 Sep 2026 · optsy.com
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.Read 30 Sep 2026 · optsy.com
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.Read 30 Sep 2026 · optsy.com
Mobile offline mode
The mobile app can be used offline at job sites without cell service, and data syncs automatically when connectivity returns.Read 30 Sep 2026 · optsy.com
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.Read 30 Sep 2026 · optsy.com
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.Read 30 Sep 2026 · optsy.com

Plans and prices

Custom pricing Priced on request Pricing is tailored to company size, number of users, and requirements; request a personalized demo for a quote. No public price or plan limits stated Read 30 Sep 2026 · optsy.com

Every Optsy plan and price →

Strong points and limits

Strong points

  • Offline mobile work with automatic synchronization
  • iOS and Android technician apps
  • Direct QuickBooks integration
  • API supports multiple business systems
  • Cloud or self-hosted deployment

Limits

  • Pricing is on request
  • No free plan
  • No public plan limits are stated
  • Support hours are Monday through Thursday

Who it suits

Optsy suits small and medium-sized field service businesses, especially alarm and security contractors managing contracts, technicians, equipment, and billing.

Verdict

Optsy combines scheduling, contract management, technician workflows, billing, and integrations for alarm and security operations. Buyers need a personalized quote and should confirm whether its support schedule and deployment model fit their organization.

Where Specifiction places it

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