Run Your Entire Business
From One Intelligent Platform.
Manage jobs, employees, payroll, customers, invoices, payments, and field operations with OPTRAIQ.
Riverside Properties
HVAC Repair
Summit Commercial
Plumbing Inspection
Oakwood Estates
Electrical Panel
Harbor View LLC
Roof Assessment
Revenue Today
$8,420
Jobs Today
12
Crew Active
7 / 9
Outstanding
$14,200
Completed
8 jobs
Trusted by field service businesses across the country
Everything You Need to Run the Business.
One platform. Every operation. No switching between apps.
Jobs & Dispatch
Create jobs, schedule appointments, assign employees, dispatch crews, and monitor progress.
Crew Tracking
See authorized on-the-clock employees, job locations, routes, arrivals, and status.
Time Clock
Clock in/out, breaks, timesheets, overtime, and job-linked hours.
Payroll
Manage hours, pay periods, payroll review, employee pay records, reports, and integrations.
Estimates & Invoices
Create estimates, invoices, deposits, payments, and track overdue balances.
Customers
Customer profiles, addresses, job history, invoices, notes, and documentation.
Know Who You're Working For Before You Go.
OPTRAIQ provides structured customer and property intelligence based on verified business interactions — giving your team the context they need before they arrive on site.
This is business intelligence built from real job history, payment records, and documented interactions — not a public review platform or homeowner blacklist. Your data stays within your business.
Customer Profile
Hartwell Properties LLC
4821 Ridgecrest Blvd, Unit 3
Verified Job History
HVAC Maintenance
Aug 12, 2026
Plumbing Repair
May 3, 2026
Electrical Inspection
Jan 18, 2026
Payment Behavior
Typically pays on time
Late Payments
1 late payment detected
Disputes
None on record
Jobsite Concerns
Gate code required
Intelligence based on verified business interactions
Protect Your Money Before the Job Starts.
OPTRAIQ uses company rules and available customer intelligence to recommend payment terms. You control the final decision.
Standard Terms
Customer has a positive payment history. Standard invoice terms apply.
Deposit Recommended
Some payment concerns detected. A deposit is recommended before work begins.
Larger Deposit or Prepayment Recommended
Significant payment concerns. A larger deposit or full prepayment is recommended.
Customer Alert
Previous late-payment activity detected.
Recommended: 50% Deposit
Document Every Job. Protect Every Dollar.
Create an organized job record to help handle disputes, chargebacks, complaints, and questions about completed work.
Before Work
- Required photos
- Existing-condition documentation
- Pre-work assessment
- Customer acknowledgment
During
- Progress photos
- Video documentation
- Field notes
- Time-stamped updates
After Completion
- Completion photos
- Customer signature
- Final documentation
- Job summary
Documentation includes timestamp, location verification, employee, job number, photos, and signature — everything you need to protect your business.
Every Job. Every Crew. One Place.
Job Management
Today's Schedule
Riverside Properties
HVAC Repair
Summit Commercial
Plumbing Inspection
Oakwood Estates
Electrical Panel
Harbor View LLC
Roof Assessment
Greenfield HOA
Landscaping
Crew Tracking
Live Field Map
Tracking respects company settings, employee permissions, and authorized working periods.
Know Where Your Team Is—When They're Working.
See authorized on-the-clock employees, job locations, routes, arrivals, and real-time status — all from one live map.
- Real-time GPS crew locations
- Job arrival and departure tracking
- Route and job history
- Status-based crew visibility
- Respects employee permissions and authorized working periods
From Clock-In to Payday.
For Your Business
Manage your entire workforce
- Employee management
- Schedules & assignments
- Timesheets
- Hours & overtime tracking
- Pay periods
- Payroll review
- Pay history
- Reports & exports
For Your Employees
Everything they need in the field
- Today's jobs
- Clock in/out
- Navigation to job sites
- Job details & instructions
- Photos & forms
- Pay information
- Announcements
- Messaging
OPTRAIQ manages scheduling, timesheets, and pay records natively. Third-party payroll tax processing and direct deposit integrations are available through supported integrations.
Finish the Job. Send the Invoice. Get Paid.
- Estimates & quotes
- Deposit requests
- Professional invoices
- Payment links
- In-field payment collection
- Automated reminders
- Overdue tracking
- Full payment history
Invoice
#INV-2847
Riverside Properties LLC
$1,840.00
Due: Sep 25, 2026
HVAC System Repair
$1,200.00
Labor (4 hrs)
Qty: 4
$480.00
Parts & Materials
$160.00
Payment Status
SENT
VIEWED
PAID
OPTRAIQ Works While You Work.
Automated intelligence surfaces the information you need — before problems become costly.
Identify Customer Risk
Surface payment history, disputes, and concerns before dispatching.
Recommend Payment Terms
Automated deposit and payment term recommendations based on customer data.
Flag Overdue Invoices
Automatic alerts for outstanding balances and overdue accounts.
Identify Missing Documentation
Alerts when required photos, signatures, or forms are incomplete.
Surface Operational Problems
Identify scheduling conflicts, crew issues, and operational gaps.
Summarize Performance
Business performance summaries across jobs, revenue, and crew activity.
Your Entire Operation at a Glance.
Everything happening in your business — right now.
Today's Jobs
12
4 remaining
In Progress
5
Active now
Crew Active
7
2 off clock
Revenue Today
$8,420
+12% vs avg
Outstanding
$14,200
3 invoices
Payroll Est.
$3,840
This period
Customer Alerts
2
Needs review
Upcoming Jobs
8
Next 24 hrs
Ready to Run Smarter?
Join field service businesses using OPTRAIQ to manage their entire operation from one intelligent platform.
Run smarter. Know more. Protect your business.