OraServ Field Service Software

OraServ: The Ultimate Field Service Management Ecosystem

Stop running your business on fragmented tools, messy whiteboards, and endless text messages. OraServ is the most comprehensive, modern Field Service Management (FSM) platform on the market—designed to scale your service business from a single van to a nationwide fleet.

Whether you are in HVAC, plumbing, electrical, cleaning, landscaping, or IT, OraServ delivers a premium, unified experience that empowers dispatchers, equips technicians, and wows your customers.

🚀 ADVANCED SCHEDULING & DISPATCHING • Dynamic Calendar: Seamlessly drag, drop, and organize jobs and estimates. • Intelligent Routing: Assign jobs based on technician proximity and optimize daily routes to save fuel. • Status Tracking: Monitor job stages in real-time (Scheduled, En-Route, In-Progress, Completed). • Instant Push Notifications: Technicians receive immediate alerts when jobs are assigned or modified.

💰 ESTIMATES, INVOICING & PAYMENTS • Branded Documents: Generate stunning, professional PDF estimates and invoices from the job site. • One-Click Conversions: Turn an approved estimate into an active job and final invoice with a single tap. • Stripe Integration & Terminal Support: Accept credit cards securely in the field via Bluetooth card readers. • Flexible Billing: Custom tax rates, credit card fee pass-throughs, and cash discounts.

📍 REAL-TIME FLEET & GPS TRACKING • Live Map Dashboard: Dispatchers view the exact live location, speed, and heading of the entire fleet. • Automated Trip Logging: Track travel distances and precise arrival/departure timestamps. • Background Sync: Reliable location tracking even when the app is minimized.

🤖 POWERFUL AUTOMATION WORKFLOWS • Custom Triggers: Automate busywork (e.g., "When a job is Complete, send a review request via SMS"). • Multi-Channel Alerts: Customizable Email, SMS, and Push Notification templates for customer ETAs. • Scheduled Tasks: Queue up follow-up reminders and automated billing alerts.

📦 COMPLETE INVENTORY MANAGEMENT • Live Stock Tracking: Monitor exact quantities of parts and products. • Movement Logs: Automatically deduct stock when items are added to invoices. • Low Stock Alerts: Automated threshold warnings so you never run out of critical parts.

💬 UNIFIED TEAM COMMUNICATION • Built-In Messaging: Direct Messages, Team Channels, and Job-Specific chat threads. • Media Sharing: Instantly share photos, diagrams, and files within the chat.

📊 CUSTOMER CRM & CLIENT PORTAL • Customer Profiles: Access detailed service histories, past invoices, and internal notes. • Secure Client Portal: Customers log in via secure OTP to view history, approve estimates, and pay online. • Job Site Docs: Technicians upload before-and-after photos, attach manuals, and collect digital signatures.

🔒 ENTERPRISE-GRADE SECURITY • Granular Roles: Custom permissions for Owners, Admins, Dispatchers, and Technicians. • Account Protection: Two-Factor Authentication (2FA) and strict password enforcement.

⚡ PREMIUM INTEGRATIONS • QuickBooks Sync: Push invoices and payments directly to your accounting software. • Zapier Ready: Connect OraServ to thousands of third-party apps.

OraServ is the operating system for your service business. Download today and join the modern era of field service management.