Everything Your Service Business Needs
One platform. Every tool. From customer management to financial reporting, OptifyServe handles it all.
CRM & Lead Management
Centralize your customer relationships with a powerful CRM built for service companies. Track every interaction, manage leads through customizable pipelines, and convert more prospects into loyal customers.
- Complete customer database with contact history
- Customizable lead pipeline with drag-and-drop stages
- Automated follow-up reminders and task assignments
- Customer segmentation by service type, location, and value
- Import/export contacts from CSV and spreadsheets
Sales & Invoicing
Create professional quotations and UAE VAT-compliant invoices in seconds. Track payments, manage recurring invoices, and get real-time visibility into your revenue pipeline.
- Professional quotation and invoice templates
- Automatic UAE 5% VAT calculation
- Payment tracking with reminders
- Recurring invoices for maintenance contracts
- Multi-currency support (AED, USD, PKR)
Field Service Management
Manage your entire field operation from one dashboard. Create jobs, assign technicians, track progress in real-time, and collect customer signatures on completion.
- Job creation with detailed service requirements
- Smart technician assignment based on skills and availability
- Real-time job status updates from the field
- Digital signature capture on completion
- Before/after photo documentation
Real-Time GPS Dispatcher
Track all your technicians on a live map with 30-second GPS updates. Assign jobs intelligently based on proximity, skills, and current workload.
- Live map with all technician locations
- 30-second GPS position updates
- AI-powered smart job assignment
- Route optimization for multiple jobs
- Geo-fencing for automatic check-in/out
Inventory Management
Keep track of every part and material across multiple warehouses. Set reorder points, manage stock transfers, and never run out of critical supplies.
- Multi-warehouse stock management
- Automatic reorder point alerts
- Stock transfer between locations
- Barcode scanning support
- Material usage tracking per job
Purchase & Vendor Management
Streamline your procurement process from purchase requests to delivery. Compare vendor quotes, track orders, and manage supplier relationships effectively.
- Purchase request and approval workflow
- Multi-vendor quotation comparison
- Purchase order tracking
- Goods receipt and quality inspection
- Vendor performance scoring
Accounts & Finance
Complete financial management with UAE VAT compliance built in. Generate FTA-compliant VAT returns, track expenses, and get real-time financial reports.
- FTA-compliant VAT returns (all 13 boxes)
- Profit & Loss and Balance Sheet reports
- Accounts Receivable and Payable aging
- Bank reconciliation
- Multi-branch financial consolidation
HR & Payroll
Manage your entire workforce with UAE Labor Law compliance. Calculate payroll with EOSB, track attendance, manage leave, and process end-of-service benefits.
- EOSB calculator per UAE Labor Law
- Automated payroll processing
- Attendance and leave management
- Employee document management
- Visa and labor card tracking
Multi-Branch Support
Manage multiple branches from one platform. Each branch gets its own data, users, and settings while you get a unified view of the entire operation.
- Independent branch operations
- Consolidated multi-branch reporting
- Inter-branch stock transfers
- Branch-level user permissions
- Centralized admin control
Ready to See It in Action?
Start your free 30-day trial and explore all features with your own data.