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

24 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

6.5

Support

5.0

Value

4.0

Integrations

8.0

AI Capabilities

1.5

Customer Reviews

Features

24 features confirmed across 10categories· Showing confirmed capabilities only

Invoicing & Payments4features

Payment Processingpayment collectionAutomated Progressive BillingCustomizable Flat Rate Price Books CreationCustomizable Flat Rate Pricing Columns and Task Groups

Reporting & Analytics3features

Analyticsreal-time insightsCustomer Profitability AnalysisDaily Field Reports

Mobile & Field Tools3features

Field Data SynchronizationJob Address Management and Signature CaptureLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentPhoto attachment

Technician Management3features

Internal Employee Communicationfield-to-office communicationChecklistsBlended Workforce ManagementWorkforce management

Accounting Integration3features

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

Equipment & Asset Management2features

Asset ManagementEquipment Repair History

CRM & Sales2features

CRMMaintenance Agreement Manageragreements

Platform & Customization2features

Back Office Data Syncreal-time data syncCustom Fieldsforms and checklists

Scheduling & Dispatch1feature

RFI And Submittal Management

AI & Automation1feature

Automation Rulesautomation

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.