The one solution SERVICE CONTRACTORS will ever need
Built by Service Pros For Service Pros
Run your business smoothly with our simple software packed with all the features in one place.
Powerful Features Everyone is Talking About
Successful service contractors use MotionOps.
The essential software every contractor needs to scale.
The essential software every contractor needs to scale.
Management & Insights
Customize MotionOps to work the way YOU need it, and keep a pulse on all the key business metrics.
Workflow Customization
Configure your business work flows and setup rules under you operate.
Customize Your Workflows
Set your margin, markup, and set tags. Customize your filters, business cards, proposals, and invoices.
Service Areas
Create multiple service areas. Assign your employees to service areas based on what areas they should cover and manage schedules accordingly.
Skills & Grades
Keep track of certain skills your employees have. Create a customized grading system for them. Use it to find the perfect match employee when scheduling.
Agreement Templates
Digital paperwork in one place. Manage your service agreements, agreement versioning and choose the templates that will be used for specific work order types (fixed, hourly and on site).
Customer Engagement
Configure automatic customer notifications and reminders related to work appointments, Invoicing and job progress. Increase show rates, conversion and client satisfaction.
Custom Roles & Permissions
Create roles and permissions for different employees based on what they should and shouldn't have access to.
Coming Soon
Dashboard Analytics
Real-time business performance metrics, at a glance.
Revenue Tracking
Compare your conversion rate of booked vs collected revenue in total. Check your average job size in selected timeframe.
Invoicing Analytics
See stats of how many outstanding invoices you have. Use data to reduce your accounts receivable.
Timesheet Analytics
Stay on top of your timesheet quality assurance process. Ensure the timesheet data is valid and vatted information is passed to payroll.
Lead Source Breakdown
See analytics on different lead sources.Use this data to spend marketing dollars wisely.
Booked vs Collected Revenues
See analytics on booked vs collected revenues. See where you can increase your production efficiency.
KPIs & Reports
Investigate you business operations.
Leaderboards
Leaderboards for Account Managers, Project Managers, and Technicians. Use leaderboards to help your people compete.
Coming Soon
Profitability Tracking
See Job Costing reports to see how much money you make on each project.
Custom Reports
Create custom reports for your company's needs.
Coming Soon
Timesheet Reports For Payroll
Select a team member, date range, and other parameters to generate a complete report of the time logs, ready for printing, PDF download, or in a CSV format.
Coming Soon
Employee Management
Core HR functionalities built-in.
Document Management
Keep track of your employees documents, IDs, background checks, certificates, licenses, working agreements and more. Well organized and easily accessible.
Days Off
Employees can request days off. Days off will be reflected on employee's schedules.
Skills & Grades
Maintain a record of individuals’ proficiency in various skills. Plan their schedules and assign jobs based on their strengths. Offer training according to their ratings.
Employee Notes
Document any irregularities and observation about your staff, make your HR job easier. Only users with the right permissions can see this.
Creating a Custom Role
Business admins can create new custom roles and assign specific permissions as needed. Some permissions may require additional permissions to ensure the app functions properly.
Assign or Change Role For Team Members
When adding new team members, you must select a role for them. At any time, you can change the role of your team members in their profiles.
Back Office
Everything your back-office needs for an effective and efficient operations.
Accounts
Keep your leads and customers in one place. Easy to search and filter. No duplications.
Quick Search
Use the quick search field to find accounts instantly. Searching through the unified database of both leads and customers eliminates data entry duplication.
Account Overview
Preview your account highlights at a glance. Check customer lifetime value, active proposals and work orders, account contacts, service locations and more.
Full Work History
See the full account history of work orders, guys assigned to jobs, proposal history, and much more.
Tags
Use the tags feature to flag different account types. For example: if you have a plumbing & an electric divisions, you can assign ‘plumbing’ and ‘electric’ tags accordingly. Tags can then be used inside filters and reports to empower your custom workflows.
Account Notes
Keep a history of account notes that can be used to allow people working with a client to easily be informed of key account details.
Schedule
Schedule that scales. Track all your employees schedule at once.
Scalable Scheduling
Manage the entire employees schedule from one place. Super-optimised views to help you get the full picture at a glance, enabling you to make the best scheduling decisions faster than ever before. Scalable, even for large-scale teams.
Manage Appointments
Create draft appointments, drag & drop them to different time slots or reassign them to another employee before publishing the final version.
Draft Appointments
Block off and reserve time slots for clients with a "draft" status on appointments. Once published, the appointment leaves draft status and is officially on your guys' schedule.
Appointment Instructions
Add specific appointment instructions that appear in the Mobile App and let them know the gate code, tools needed or if there’s a dog in the backyard.
Timezone Switch
If you are a company that has people in multiple timezones, our calendar can automatically adjust, making it easy for your company to operate. Never do a timezone conversion in your head ever again.
Multiple Employees on One Appointment
When creating an appointment you're able to assign multiple employees to it.
When you move it for one of your employees, it moves for all of them.
General Events
These events are not job specific and can serve for any office events or meetings, and even team buildings or training activities.
Proposals
Built for easy management and maximized conversions.
Flexible Structure
Customize your proposals the way YOU want it. For example, our clients can hide or display line item price, combine labor and materials or separate them out on pricing, and many other things!
Fully Customizable Templates
Manage how your customer sees the proposal. Customize the preview page to the smallest detail. Include a custom message, display agreement, show photos, manage line items preview, and more.
Online & In-person Approvals
Send out proposals to clients and get the project approval remotely.
Or, take a signed in-person approval for the full compliance and legal coverage.
Proposal Photos
Upload photos to your proposals.
Send these photos to clients as part of your proposal.
Attachments
Add pdf attachments to your proposal with items like spec sheets, catalogs, promos and other items that will help convert your proposal to a sale.
Pricebook Items
Create Proposal even faster using the Items for the Pricebook. Add and manage your Items, their prices and margins in one spot and use them for building proposals in the matter of minutes.
Coming Soon
Discounts
Add discounts to your proposals, whether as a fixed amount or a percentage of the total. Reward loyal customers, run special promotions, or adjust pricing easily.
Coming Soon
Blended Line Items
Combine labor and material prices into a single, easy-to-manage entry. Control how you price your services, ensuring accuracy and efficiency in your invoicing. MotionOps permissions offer flexibility to accommodate various roles and authorization levels.
Coming Soon
Work Orders
All your job information in plain sight.
Real-time Overview
See in real time as jobs progress. Check in to see photos, notes, signatures, timesheets etc. all in real-time.
Signed Documents
Collect signatures from the client on service agreements, change orders, invoices and get an extra proof of verification and client satisfaction.
Photos: Before, Progress and After
Tracking work progress is a must. See and manage all the photos captured from your team on the field and stay in the loop of progress and make sure everything is running smoothly without a need to go on the site.
Change Orders
Manage change orders within our work orders. This makes sure that you can collect the full cost needed for your jobs.
Proposal History
See a full history of the work order. See the whole Job track-record from the initial proposal, across all the change orders and updates made over time.
Close Work Order
Make sure to close the work order once it's really done. Ensure you’ve invoiced the full approved amount, attached all the timesheets and expenses, collect all the approvals so your books and metrics are in line.
AI-Powered Receipt Scanning
Automatically scans receipts to pre-fill Material Cost and Receipt Date, saving you time on manual entry.
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Invoices
Built for easy management, maximum compliance and smooth payment collection.
Quick Creation
Quickly create an invoice with all proposal line items and auto attached all approved timesheets and material expanses. Just enter amount how much you want to charge to your customer.
Fully Customizable Templates
Customize the look and feel of invoices to match your company look and preferences. Choose what should be visible by the client. Need to send the photos of receipts and timesheets to just that one demanding customer? No problem.
Attach Photos on Invoice
Attach before and after photos of the job well done and send them with the invoice to your customers as a showcase.
Get Paid Online
When the payout time has come, customers can pay online by entering their card or bank account details, and the funds will be on your account in the matter of minutes.
Invoice Profitability
Keep track of profits and losses on jobs. See a head to head comparison how much you collected on an invoice and how much the associated labor and materials cost you.
Partial Payments
Easily enable or disable partial payments on any invoice, allowing clients to enter their payment amounts and the back office to charge directly.
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Passing Convenience Fees to Customers
Offset payment processing costs by passing convenience fees directly to customers. This option allows fees to be automatically added to card payments while providing customers with alternative payment options like ACH, cash, check, or wire.
Managing Manual Transactions
Keep track of all your payments that happen outside of our system, including any cash or check transactions.
Field Operations
Powerful mobile app workflows that are loved and easy to follow, even by the older and less tech savvy technicians.
Appointments & Schedule
Never miss a work appointment while in the field.
Push & Email Notifications
Send and receive push and email notifications, for your stuff and clients about important appointment or work order updates.
Scheduled Appointments
Keep track of everyone's appointments on our calendar view. Employees can see their calendar's easily in the mobile app. No more miss-communication.
Work Details & Directions
See work description, and service location contacts and directions. Always know where you’re headed next and arrive at the job site fully briefed.
Complete Appointments
Mark the Appointment as complete, and signal the back office that you are done with that appointment and are ready to head to the next one.
Field Work Management
Bring your MotionOps with you anywhere. Fully responsive web app on your phone and dedicated iOS and Android Technicians application.
Time Tracking with Geo Location
Use the clock-in and clock-out functionality to keep track of employee time sheets.Quickly see the geolocation of the timesheet on a map view, for better QA.
Expense Tracking
No more misplaced and not-invoiced material receipts. Record and QA all purchases, returns, tools and rentals for the specific job.
Know the exact auto-calculated profitability on each job.
Site Photos
Take before, after, and progress photos of your project.
Upload them to work orders, or invoices to have the full proof of work with the client and the back office.
Job Notes
View all the internal notes added by team members who worked on the same job. Stay in the loop with the work progress, or any other important information.
Team Members
See who's else is working with you on the appointment for better coordination.Keep track of all team members to make sure they are showing up on time to projects. Use our software to better manage their production levels.
Workflows
No more misplaced paper. Streamline your processes and increase the profitability.
On SIte Assessment
Use the MotionOps app for your on-sites to easily gather notes, photos, and details needed to put your estimates together.
Walkthrough
Do a pre-work walkthrough with the customer and grab signatures to verify that they are ok with the service terms, job scope and pricing. Ensure you upsell them when the situation in the field is different from what you were initially told.
Mobile Proposals
Create proposals quickly while you are on the fly. Send them out for approval, or collect the signed authorization while still in the customer's house.
Change Orders
Field Technicians and Account Managers can start and manage the change order process with your clients. Ensure all your upsells are legally covered, and lower the dispute rates.
Digital Paperwork
Lower your liability and improve the customer experience.
Agreements
Use digital agreements when completing work for clients. Use our templates or upload your own.
Signatures and Approvals
Collect the customer signature or upload proof of approval in form of screenshots of emails or sms messages. Stay covered.
Professional Waivers
Use a professional waiver to have a paper trail when a customer wants to you do something against your professional recommendation. Avoid the liability.
Comes in handy as an effective upsell mechanism too.
Collect On-Field Invoice Approval
Easy collect customer signature approval for the Invoice straight from the mobile app. Eliminate any inconvenience and surprises, for you and your customers.
Web Signatures
Enable your clients to sign documents electronically. No more printing, scanning, or mailing – everything can be done quickly and securely online.
