Operlio: Jobs, Crew & Invoices

Schedule jobs, dispatch your crew, collect before-and-after photo proof and get paid, all from your phone. Built for field-service teams in Canada and the US.

Operlio is job scheduling, crew dispatch, photo proof and invoicing for field-service businesses. Book the job, send your crew, prove the work was done and get paid, all from one app.

SCHEDULE AND DISPATCH

• Create jobs in seconds with your own services, prices and job lengths
• See the day on a calendar and a live map, pinned from each customer's address
• Order a crew member's stops nearest-first to cut driving time
• Recurring services, from weekly to yearly, schedule themselves
• Warnings before you double-book someone, or book outside your working days and hours

CREW IN THE FIELD

• Crew see their own jobs on their phone: start, add photos, complete
• Before and after photo requirements, and printable photo proof packs
• Job notes, checklists and job chat keep the office and the field in sync
• Roles and permissions for owners, managers and crew

CUSTOMERS

• Customer records with job history, notes and every message sent
• Automatic reminders and job updates by email and text, never sent overnight
• Customers can ask for a new time right from their reminder
• Quotes customers accept online: an accepted quote becomes a scheduled job

GET PAID

• Turn a completed job into an invoice in one tap and send it by email or text
• Your customers can pay invoices by card from the invoice link, straight to your own Stripe account
• Record cash, cheque, e-Transfer and partial payments, with a full payment history
• Stats show what you collected, who still owes you, how you got paid, taxes, and your top customers and services

BUILT FOR CANADA AND THE US

• Invoices, quotes and customer messages in English or French
• Your own tax name (HST, GST, sales tax) and business number on documents
• Interac e-Transfer instructions on invoices for Canadian businesses

YOUR DATA, YOUR CONTROL

• Export all of your data any time
• Connect an AI assistant like Claude to your workspace if you want to
• Sign in with Apple or with email

Made for window cleaning, lawn care, landscaping, snow removal, house and commercial cleaning, pressure washing, gutter cleaning and other field-service crews.

Operlio requires an Operlio account and an internet connection.