Opsly is not a lead tool bolted onto a spreadsheet. Capture, quoting, scheduling, dispatch, time tracking, invoicing and reporting all live in the same system, on the same customer record.
DMs land in Opsly, not the Instagram app. The AI answers in your company voice, pulls the name, phone and property address, and opens a lead tagged source Instagram.
Two-way texting with the customer thread attached to their record, so anyone in the office can pick up a conversation without asking who talked to them last.
Every inbound and missed call logged against the customer, so a callback becomes a visible task instead of a memory.
Your booking page and site chat write directly into the pipeline, with the auto-reply going out immediately.
Campaign and ad leads arrive tagged by source so you can see which spend produced booked work, not just clicks.
Internal thread per crew and per job, so field questions do not end up buried in a personal text thread.
Every lead in one board with its stage, source, value and what happens next. Duplicates are checked on ID, phone and name before a lead is created.
Your services and rates in one list, so quotes are built from set numbers instead of a guess in the driveway.
Measure a property from the map and get square footage on the estimate without a wheel and a notepad.
Before and after shots attached to the job and the customer, ready to pull into a proposal or a post.
One record per customer holding every message, call, quote, job, photo and invoice they have ever had with you.
See your leads and jobs geographically, so routing and service-area calls take a second instead of a spreadsheet.
The operational half of the business, on the same data the sales half already wrote.
Jobs on a calendar with the crew, duration and address, visible to the office and the field at the same time.
Assign crews to jobs and push the day out. Everyone sees the same run list.
The day at a glance: what is running, what is waiting, what stalled.
Crews clock in and out against the job, so labor hours attach to the work they belong to.
Leads by source, conversion, booked value and outstanding balance, out of your real records.
Who changed what and when, across the whole workspace.
Every unpaid invoice in one screen with its age and balance. Payments record against the invoice, and a card fee never eats into what the customer still owes you.
Take payment on the invoice itself. Reminders go out on their own until the balance clears.
Set the voice, the rules and the hard limits the assistant works inside.
Your logo, colors and company details across the portal, quotes and invoices.
The standard answers and process your team and the AI both follow.
Connect the accounts you already use and control who sees what.
Fifteen minutes. We look at how leads reach you today and map what Opsly would catch.
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