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Optsy

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What Optsy is

Optsy provides field service management software for alarm and security companies. It brings service calls, monitoring contracts, customer needs and operational tasks into a system with estimates, proposals, scheduling, recurring contract management, automated billing, reminders, customer history and marketing tools. Project management capabilities include task delegation, safety and code compliance workflows, communication between technicians and office staff, inventory and equipment tracking, time tracking, invoicing and digital agreement signing. Its mobile app for iOS and Android supports job reports with photos, progress notes, purchase order requests, customer signatures, invoices and payment collection. Crews can use the app offline at a job site; data syncs automatically when connectivity returns. Optsy describes direct QuickBooks integration for estimates, invoices, transactions, bill payments and related financial data. Its API can connect accounting platforms, CRMs, ERP systems, inventory tools, customer portals and other third-party software, with custom workflows and data synchronization. Customers can choose cloud or self-hosted deployment. Pricing is tailored to company size, user count and requirements, and prospective customers can request a personalized demo for a quote. Optsy lists phone and email support Monday through Thursday, 9 AM to 5 PM, plus onboarding assistance.

Who it suits

Optsy is aimed at small and medium-sized field service businesses, including alarm and security contractors managing recurring monitoring contracts and service work. Its mobile offline mode and project tools suit teams coordinating technicians, equipment and office operations across job sites.

What it does well

  • Manages recurring monitoring contracts, scheduling and automated billing.
  • Mobile app supports iOS and Android.
  • Field staff can work offline, with data syncing after reconnection.
  • Direct QuickBooks integration syncs estimates, invoices and financial transactions.
  • Customers can choose cloud or self-hosted deployment.

What to know first

  • Pricing is available by request rather than as a public price.
  • No public plan limits are stated.
  • Support hours are listed Monday through Thursday, 9 AM to 5 PM.

Plans

PlanBilled and limitsPrice
Custom pricingPricing is tailored to company size, number of users, and requirements; request a personalized demo for a quote. · No public price or plan limits statedOn request

As optsy.com lists them, read 30 Sept 2026. The maker's own page has the final word.

Getting started

  1. Visit https://www.optsy.com/alarm-and-security-company-software/.
  2. Request a personalized demo and quote.
  3. Choose cloud or self-hosted deployment.
  4. Set up QuickBooks or connect other systems through the API as needed.
  5. Use the iOS or Android mobile app for field reports and job tasks.

Verdict

Optsy is worth considering for alarm and security contractors who need field service, contract, billing and project management in one system, especially if technicians need offline mobile access. Look elsewhere if you need published pricing or stated plan limits before requesting a quote.

Questions

How much does Optsy cost?

Pricing is on request and tailored to company size, number of users and requirements. A personalized demo can be requested for a quote.

Is there a free plan?

Optsy is listed as a paid product, with no free plan.

Which platforms does Optsy support?

Optsy supports Android, iOS, API, self-hosted and web options.

Does Optsy integrate with QuickBooks?

Yes. Optsy describes a direct QuickBooks integration that syncs estimates, invoices, transactions, bill payments and related financial data.

Can technicians use Optsy offline?

Yes. The mobile app can be used offline at job sites, and data syncs automatically when connectivity returns.

Who is Optsy designed for?

It serves small and medium-sized field service businesses, including alarm and security contractors. The company reports customers in 48 states and 13 countries.

Facts from Optsy's own pages

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

Where Optsy stands on Freedom251

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