Operlio: Jobs, Crew & Invoices

DragonWolf

About this app

Operlio is job scheduling, crew dispatch, photo proof and invoicing software for field-service businesses. Book the job, send your crew, prove the work was done and get paid, all from one app.

Every feature is on every plan. Plans differ only by team size, from a solo operator to a 30-person crew. 14-day free trial, no card required.

SCHEDULE AND DISPATCH
- Create jobs in seconds with your own services, prices and job lengths
- See the day on a calendar and a live map, pinned from each customer's address
- Order a crew member's stops nearest-first to cut driving time
- Recurring services, from weekly to yearly, schedule themselves
- Warnings before you double-book someone, or book outside your working days and hours

CREW IN THE FIELD
- Crew see their own jobs on their phone: start, add photos, complete
- Before and after photo requirements, and printable photo proof packs
- Job notes, checklists and job chat keep the office and the field in sync
- Roles and permissions for owners, managers and crew

CUSTOMERS
- Customer records with job history, notes and every message sent
- Automatic reminders and job updates by email and text, never sent overnight
- Customers can ask for a new time right from their reminder
- Quotes customers accept online: an accepted quote becomes a scheduled job

GET PAID
- Turn a completed job into an invoice in one tap and send it by email or text
- Customers pay by card from the invoice link, straight to your own Stripe account
- Record cash, cheque, e-Transfer and partial payments, with a full payment history
- Interac e-Transfer instructions on every invoice for Canadian businesses
- Stats show what you collected, who still owes you, how you got paid, taxes, and your top customers and services

BUILT FOR CANADA AND THE US
- Pricing in Canadian or US dollars
- Invoices, quotes and customer messages in English or French
- Your own tax name (HST, GST, sales tax) and business number on documents

YOUR DATA, YOUR CONTROL
- Export all of your data any time
- Connect an AI assistant like Claude to your workspace if you want to
- Sign in with Google or with email

Made for window cleaning, lawn care, landscaping, snow removal, house and commercial cleaning, pressure washing, gutter cleaning and other field-service crews.

Operlio needs an Operlio account and an internet connection.