Operix

Name: Operix
Author: Operix

by Operix

Last updated Mar 29, 2026 · 2 revisions

Field operations platform built for commercial specialty contractors including HVAC, mechanical, and electrical at scale.

5.0 Good See breakdown →

Highlights

38 Features 3 Integrations

Capabilities

Custom Mobile App

Buy from Operix Visit website

Media

www.operix.com

About This Product

Operix is a field operations platform purpose-built for commercial specialty contractors in HVAC, mechanical, electrical, plumbing, and roofing. It provides centralized scheduling and dispatch, mobile quoting with on-site signature capture, and streamlined invoicing to shorten the gap between work completion and payment. Integrates with Sage and other accounting platforms for seamless back-office workflows.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app: Available
Free trial: No
Free tier: No
Public API: Yes
Deployment: Cloud

FSH Score Breakdown

Ease of Use

5.0

Features

6.2

Support

5.0

Value

4.0

Integrations

8.0

AI Capabilities

1.5

Customer Reviews

Features

38 features confirmed across 12categories· Showing confirmed capabilities only

Invoicing & Payments6features

Payment Processingpayment collectionAutomated Progressive BillingAutomated Progressive BillingCustomizable Flat Rate Pricing Columns and Task GroupsCustomizable rate sheetsIn-Conversation PaymentsField payment collectionCustomizable Flat Rate Price Books CreationCustomizable rate sheetsMilestone Or Percentage BillingAutomated Progressive Billing

Platform & Customization6features

Custom Fieldscustomizable formsDocument ManagementPhoto attachmentThird-Party IntegrationReal-time data syncReal-Time Sync of Field Data and Financial DataReal-time data sync with SageAutomated Document Review WorkflowsAutomated customer billing workflowsBack Office Data SyncField-to-office data sync

Mobile & Field Tools4features

Digital SignaturesElectronic SignatureField Data SynchronizationJob Address Management and Signature CaptureLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentPhoto attachment for invoices

Accounting Integration4features

Job CostingJob costingAutomated PayrollPayroll managementCash Flow ManagementCash flow monitoringReal Time Job Costing Tracking Across Multiple Projects and Entities

Estimating & Quoting3features

Change Orderschange ordersLabor and Material Cost CalculationLabor cost controlAdjustable Pricing FactorsCustomize Rate Sheets

Technician Management3features

Blended Workforce ManagementWorkforce managementChecklistsInternal Employee Communication

Equipment & Asset Management3features

Equipment TrackingEquipment history trackingAsset ManagementEquipment Repair History

Scheduling & Dispatch2features

Project ManagementConstruction project managementRFI And Submittal ManagementRequest for information (RFI) handling

Inventory Management2features

Inventory ManagementInventory managementPurchase OrdersPurchase order management

Reporting & Analytics2features

Daily Field Reportsdaily field reportsCustomer Profitability Analysis

CRM & Sales2features

CRMMaintenance Agreement Manager

Customer Communication1feature

In-App Messaging and Photo SharingSketch sharing

Integrations 3 across 1 category

Accounting 3

QuickBooks Online

QuickBooks

Sage

Sage 100

Sage Intacct

Pricing

Model: Custom
Starting at: Contact for pricing
Notes: Operix does not publicly disclose pricing. Contact sales for a custom quote. Described in reviews as a budget-friendly option that integrates well with QuickBooks.