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.
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 staff and clients about important appointment or work order updates.
Scheduled Appointments
Keep track of your own appointments on our calendar view. Employees can see their calendar's easily in the mobile app. No more miscommunication.
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.
Mobile Schedule
Easily view your appointments and events with our mobile app. Access your daily, weekly, or monthly schedule in a simple, organized layout. Focus on your work while staying informed about what’s next - no extra hassle.
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 uninvoiced 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.
Spanish Language Support
The MotionOps mobile app is now available in Spanish and ready to support your team members' day-to-day needs.
Smart AI Receipt Photo Processing
Automatically scans receipts to prefill Material Cost and Receipt Date, saving you time on manual entry.
Cost Plus Work Order Management
MotionOps can handle both fixed labor projects and cost plus materials projects with ease. Simply take a photo of your materials receipt, and MotionOps will automatically add the cost to your project invoice, including a predetermined markup or margin.
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 agree with the service terms, job scope and pricing. Offer upsells or record changes 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.
Checklists
Access job-specific checklists on the go, track completed tasks in real-time, and ensure no steps are missed.
Coming Soon
Contract Signing
Lower your liability and improve the customer experience.
Agreements
Use digital agreements to finalize terms with clients upfront. Choose from our templates or upload your own.
Signatures and Approvals
Secure customer signatures or upload proof of approval, such as email or SMS screenshots, to ensure you're always protected.
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
Effortlessly collect customer signature approval for invoices directly from the mobile app, ensuring a smooth process and avoiding any surprises for you and your customers.
Web Signatures
Allow your clients to sign documents electronically. No more printing, scanning, or mailing – everything can be done quickly and securely online.
Cost Plus Proposals
Send a contract to your customer for a cost plus project, which includes fixed labor costs and materials with a predetermined markup or margin on those materials. This type of proposal is ideal when a customer wants to proceed with a project but hasn’t yet finalized the materials they want or need.
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
Quickly locate accounts using search, accessing a unified database of leads and customers to avoid duplicate data entry.
Account Overview
Get a snapshot of your account highlights at a glance, including customer lifetime value, active proposals, work orders, contacts, service locations, and more.
Full Work History
Access the complete account history, including work orders, team assignments, proposal records, and 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.
Custom Lead Sources
Easily create and manage custom lead sources to track where your leads are coming from.
Schedule
Schedule that scales. Track all your employees schedule at once.
Scalable Scheduling
Manage your entire team's schedule from a single, optimized dashboard. Get a clear overview at a glance, enabling faster and smarter scheduling decisions. Built to scale seamlessly for teams of any size.
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
Our calendar automatically adjusts for multiple time zones, making it effortless for your company to operate across regions. Say goodbye to manual time zone conversions!
Multiple Employees on One Appointment
Assign multiple employees to an appointment with ease. Any updates, such as rescheduling, are automatically applied to all assigned team members.
General Events
These events are not job specific and can serve for any office events or meetings, and even team buildings or training activities.
Recurring Events
Automate daily, weekly, or monthly regular events and work appointments, saving time and keeping your calendar organized.
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, including spec sheets, catalogs, promos, and other materials to help convert your proposal into a sale. Use internal attachments for your team and external, customer-facing ones to ensure everyone has the information they need.
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
Fixed Labor and Materials, Hourly, and Cost Plus
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.
Coming Soon
Send Contracts with Estimates
Send contracts with estimates for customers to review and sign, ensuring they agree to your terms upfront for improved compliance and clarity.
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, 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.
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Proposal History
View the complete history of the work order, including the entire job track record from the initial proposal to all 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, collected all the approvals so your books and metrics are in line.
AI-Powered Receipt Scanning
Automatically scans receipts to prefill Material Cost and Receipt Date, saving you time on manual entry.
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Checklists
Create custom job checklists to standardize processes, and ensure consistency.
Coming Soon
Recurring Work Order & Invoice
Discuss and finalize a payment schedule with your customer - weekly, monthly, quarterly, or custom tailor made - and let the system handle the rest.
Coming Soon
Invoices
Built for easy management, maximum compliance and smooth payment collection.
Quick Creation
Quickly generate an invoice with all proposal line items, automatically attaching approved timesheets and material expenses. Simply enter the amount you want to charge your customer.
Fully Customizable Templates
Customize your invoices to align with your company's branding and preferences. Decide what your clients can see. Need to include photos of receipts or timesheets for that one specific customer? We've got you covered.
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.
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 Service Fees to Customers
Offset payment processing costs by passing service 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.
Collect CC & ACH Payments
Charge your customers' payment methods on file directly from the back office. MotionOps offers the lowest payment processing rates in the industry.
Send Payment Links
Send an invoice that lets your customer securely add their payment method and complete the transaction with ease.
Zapier
Connect with 7000+ apps
Zapier empowers everyone in your business to securely automate their work in minutes, not months - no coding required. Sync and automate lead tracking, client communication, and more.
Coming Soon
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
Define your margins, markup, and tags effortlessly. Customize your workflows by personalizing 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
All contract templates 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 Report
Maintain control over your timesheet quality assurance process. Ensure all timesheet data is accurate and verified before passing it on 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.
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.
