Available variables: {{customer_name}}, {{date}}, {{time}}, {{technician_name}}, {{service_type}}, {{address}}
Portal Theme
Customize the look of your client portal
Default
Blue
Purple
Amber
Portal Features
Enable/disable client-facing features
Portal URL
Share this link with your customers
portal.opsis.app/your-company
Company Configuration
Manage operating defaults and admin access.
Company Identity
How your company appears system-wide
Regional Settings
Timezone, currency, and language defaults
Primary Address
Main office location for invoices and records
Contact Information
How clients and employees reach your company
Área de Servicio
Define las zonas geográficas donde opera tu empresa
min
Separa con comas. Se usa para asignación automática de leads y para filtrar en el portal del cliente.
Licencias y Seguros
Información legal requerida para operar — aparece en contratos y documentos oficiales
$
días
Work Schedule
Default work hours for scheduling and payroll
Time & Overtime Policies
Rules for time tracking and overtime calculation
Location & Geofencing
GPS tracking rules for field teams
Job & Project Defaults
Default settings for new projects and jobs
Fleet & Vehicles
Company vehicles, GPS and fuel tracking
Weather & Seasonal Policy
Thresholds for pausing or cancelling outdoor work
Email Notifications
Configure which emails are sent automatically
Push Notifications
Real-time alerts to mobile and desktop
SMS Notifications
Text message alerts (carrier charges may apply)
SMS Credits: 500 remaining this month
Alert Escalation
Escalate critical issues automatically
Primary: Company Owner
Secondary: Operations Manager
Invoice Settings
Configure how invoices are generated
Payment Terms
Default payment conditions for clients
Days after due date before late fee applies
Payment Methods
Accepted payment options
Bank Details
Show on invoices for bank transfers
Password Policy
Requirements for user passwords
Two-Factor Authentication
Extra layer of security for logins
Session Management
Control active user sessions
Admin Portal Access
Who can access this admin panel
Portal Access
What clients can see and do
Self-Service Options
Actions clients can take themselves
Document Sharing
Documents available to clients
Reviews & Feedback
Client satisfaction settings
Service Types
Define the services your company offers. These appear as filter options across all modules.
Loading service types...
FormSync Templates
Configura los formularios que aparecen en ProjectSync para registrar avances diarios, seguridad e inspecciones.
Admin Mode:
Estos formularios se guardan por compañía y se muestran en el botón "Agregar formulario" dentro de ProjectSync.
Plantillas existentes
No FormSync templates yet. Crea tu primera plantilla para ProjectSync.
Crear plantilla FormSync
Pre-built Blocks
(click to expand)
Drag ⋮⋮ to reorder · 👁 toggle visibility · 1/1 1/2 1/3 set width
Checklist Templates
Pre-built verification lists your technicians follow on every job. Customized per service type.
No checklist templates yet. Create templates that technicians will follow for each type of job.
Equipment & Asset Types
Define the types of equipment, vehicles, or assets your company services or uses.
No equipment types defined. Add the equipment or asset types relevant to your industry.
Certifications & Compliance
Required licenses and certifications for your staff. Get alerts before they expire.
No certification types defined. Define the certifications required for each role in your industry.
Pricing Rules
Recargos, descuentos y tarifas especiales que se aplican automáticamente a cotizaciones y facturas.
Recargos (Surcharges)
Servicio de EmergenciaActivo
Recargo para trabajos fuera de horario o urgentes. Se aplica cuando el job se marca como emergencia.
+50%AutomáticoTodos los servicios
Fuera de HorarioActivo
Antes de las 7am o después de las 6pm en días laborales. Se aplica automáticamente por hora del job.
+35%Por hora programada
Fin de Semana / FeriadoActivo
Sábado, domingo y días festivos configurados. Se aplica automáticamente por fecha del job.
+25%Sab / Dom / Feriado
Zona Remota / ViajeInactivo
Recargo por distancia cuando el job está a más de 25 millas del centro de operaciones.
+$45 tarifa plana>25 millas
Trabajo Especial / RiesgoInactivo
Para trabajos que requieren EPP especial, materiales peligrosos (asbestos, plomo) o alturas.
+20%Manual al crear job
Descuentos
Cliente RecurrenteActivo
Se aplica a clientes con 3+ servicios en los últimos 12 meses.
-10%Automático
Pago InmediatoInactivo
Descuento para clientes que pagan en el mismo día de la factura (pago el día del servicio).
-5%Manual
Markup global de materiales
%
%
%
SLA Definitions
Tiempos de respuesta y resolución por nivel de prioridad. Las escalaciones se disparan automáticamente.
Emergencia / CríticoP1
Fugas activas, cortes de servicio, daño en progreso, peligro de seguridad. Respuesta inmediata obligatoria.
Primer contacto
min
Técnico en sitio
hrs
Resolución
hrs
Escalación a
Prioridad EstándarP2
Solicitudes regulares de servicio, reparaciones no urgentes, instalaciones nuevas. La mayoría de los jobs.
Primer contacto
hrs
Técnico en sitio
hrs
Resolución
hrs
Escalación a
Servicio ProgramadoP3
Mantenimiento preventivo, servicios recurrentes, visitas de seguimiento ya agendadas con anticipación.
Primer contacto
hrs
Técnico en sitio
hrs
Resolución
hrs
Escalación a
CRM & Data Configuration
Customize your pipelines, automations, and custom fields to match your workflow.
0
Active Leads
0
Pending Estimates
0%
Conversion Rate
0
Active Automations
Sales Pipeline Stages
Define the stages a job goes through from lead to completion. Drag to reorder.
New Lead0%
Initial contact made
5 items
Estimate Sent25%
Quote delivered to client
3 items
Negotiation50%
Client reviewing terms
2 items
Approved75%
Ready to schedule
4 items
Completed100%
Job finished, invoiced
12 items
Custom Fields
Add fields specific to your industry
What are custom fields? Track data unique to your business - like pool size for pool cleaners, square footage for cleaners, or equipment serial numbers for HVAC techs.
Property TypeClient
Dropdown: Residential, Commercial, Industrial
Service Area (sq ft)Job
Number field, required
Equipment BrandEquipment
Text field, optional
Workflow Automations
Automate repetitive tasks
How automations work When something happens (trigger), automatically do something else (action). Example: When job is completed → Send review request email.
Send review request
Active
Job completedWait 1 hourSend email
Notify manager on high-value lead
Active
New lead > $5,000Send SMS to manager
Follow-up on stale estimates
Paused
Estimate pending > 7 daysSend follow-up email
Lead Sources
Track where your leads come from to optimize marketing
Google Ads
23 leads this month
Facebook
15 leads this month
Phone Call
31 leads this month
Referral
18 leads this month
Website
42 leads this month
Lead Assignment Rules
Automatically route incoming leads to the right salesperson or crew lead based on territory, service type, or workload.
Territory Rules
Service Type Routing
Landscaping / Lawn
Roofing / Demolition
Cleaning / Janitorial
Plumbing / HVAC
After this, alert the fallback contact
Staff & Team
Manage your team members, define custom roles for your industry, and track assignments across all modules.
0
Total Members
0
Active
0
Inactive
0
Role Types
Role Types
Define the roles your company uses. Each industry is different — customize titles and colors to fit your business.
Why custom roles? Not every company uses "Technician" or "Driver". A landscaping business might need "Gardener" and "Foreman". A clinic might need "Nurse" and "Specialist". Define roles that match your reality.
Loading roles...
Team Members
Your registered staff. These appear as assignable people across all modules (ProjectSync, PlanSync, etc).
Loading staff...
Skills & Certifications Matrix
Track which crew members hold which trade licenses, certs, and specialties — used for smart job assignment.
Licenses & Legal
Contractor License (General)
Pesticide Applicator
Plumbing License
Electrical License
CDL (Commercial Driver)
+ Add license
Safety
OSHA 10
OSHA 30
First Aid / CPR
Forklift Operator
Hazmat Handling
+ Add cert
Trade Skills
Irrigation Systems
Roofing
Demolition
Concrete / Masonry
Pressure Washing
Crane / Boom Lift
+ Add skill
Skills are matched against job requirements when auto-assigning crew.
Support & Tickets
Manage internal tickets and Opsis support escalations.
API keys, export requests and tracked integration records are active. Outbound webhooks and managed OAuth connectors remain unavailable during beta.
3
Active Connections
2
API Keys
4
Active Webhooks
12.4K
API Calls (30 days)
API Keys
Generate keys to access the Opsis API from external applications
Security Notice
API keys provide full access to your company data. Keep them secure and never share them publicly. Rotate keys periodically.
Production API KeyActive
ops_live_a3f8••••••••k9x2
Created: Jan 15, 2024
Last used: 2 hours ago
Test/Development KeyTest Mode
ops_test_x7b2••••••••m4p9
Created: Feb 1, 2024
Last used: Yesterday
Webhooks
Receive real-time notifications when events happen in Opsis
How webhooks work When an event occurs (like a job completed or invoice paid), we'll send a POST request to your URL with the event data in JSON format.
Tipos de proyecto, estados, checklists, SLA y reglas operativas.
Módulo habilitado
Activa la gestión de proyectos (core de Opsis Suite)
Reglas de proyecto
Equipo & financiero
SLAs y Checklists
Gestiona los SLAs y plantillas de checklist en las secciones dedicadas del sidebar (Config — SLA / Config — Checklists)
FinanceSync
Impuestos, prefijos de factura, términos de pago y automatización de cobro.
Módulo habilitado
Activa facturación, pagos y reportes financieros
Facturación
días después de vencimiento
Impuestos
Métodos de pago aceptados
FormSync
Reportes de campo, campos requeridos, distribución y frecuencia.
Módulo habilitado
Activa los reportes diarios de campo y formularios por proyecto
Campos requeridos en reporte
Distribución & frecuencia
Enviar reporte a
Cuándo se genera
Templates de FormSync
Gestiona plantillas en FormSync → Templates
HumanSync
Departamentos, tiempo libre, nómina y sub-módulos de RRHH.
Módulo habilitado
Activa la gestión de empleados, nómina y RRHH
Departamentos
Operaciones ✕Administración ✕Ventas ✕Campo ✕
Nómina
Tiempo libre
Sub-módulos habilitados
TimeSync
Jornada laboral, overtime, geofence de clock-in y reglas de descanso.
Módulo habilitado
Activa control de tiempo, asistencia y GPS en campo
Jornada laboral
Overtime & Geofence
Umbrales de overtime
Geofence de clock-in
Posiciones del timesheet
Clasificaciones de horas para el timesheet. Definen qué tipo de hora es (labor, federal, overtime, manejo…) para que PayrollSync sepa cómo pagarla. La tarifa de cada trabajador se define en HumanSync (RH).
Cargando posiciones…
Per Diem (viáticos)
Montos diarios que la compañía paga cuando el trabajo es fuera de la ciudad (comida, hotel). Cada empresa define sus tarifas (ej. $25/día comida, $75/día hotel+comida).
Cargando…
Clasificación de personal
Cómo clasifica tu compañía a su gente (Staff/oficina, Labor/campo, Supervisor…). Marca "De campo" para que aparezcan en el Dispatch de TimeSync. Asigna abajo la clasificación de cada empleado.
Cargando…
Asignar clasificación al personal
Cargando empleados…
Procesos de contratación (Onboarding / Offboarding)
Arma el paso a paso de contratación y de baja/finiquito de tu compañía. Las plantillas que definas aquí se ejecutan por empleado en HumanSync (accesos Onboarding y Offboarding), conectados a PayrollSync.