Operix Gestão

Operix Brasil

About this app

Operix Gestão is the app for those who manage a service company: maintenance, cleaning, air conditioning, electrical, pest control, and similar services. It puts the entire operation in your pocket, from the first customer contact to payment.

SERVICE ORDERS
Create orders in just a few taps, including client, services, planned products, scheduling, and values. Track each stage: open, scheduled, en route, in progress, awaiting payment, and completed.

SCHEDULE AND TEAM
View the schedule by day, week, month, or technician. Assign and reassign orders, track workload, and plan the day's route.

CLIENTS
Complete registration with contacts, addresses, units, equipment, and history. Revenue indicators, outstanding balance, average ticket, and next appointment.

FINANCIAL
Collections, receipts, expenses, invoices, and commissions. Generate invoices from completed orders and track what you are due to receive.

INVENTORY
Products, balance, and movements, with automatic reduction when the order is completed.

REPORTS
Operational figures by period, with PDF export: revenue, costs, profit, productivity per technician, performance per client, and product consumption.

ORDER DOCUMENT
Send the order document to the client with services, products, and signatures collected in the field by the Operix Técnico app.

Operix Gestão works together with Operix Técnico, the app that the field team uses to perform the services.

What’s new

Novidades
- Portal de chamados: escolha quem pode abrir chamado e compartilhe o link com um QR Code na tela.
- Aviso no celular quando o cliente responde um chamado.
- Primeiros passos guiados para quem acabou de criar a conta.

Correções
- Tocar na notificação agora abre a tela certa.
- As notificações continuam chegando depois de sair e entrar de novo na conta.
- Correções na conversão de chamado em ordem de serviço e na geração de faturas.