Win the work
Capture the request, prepare the right quote or assessment, and follow up while the customer is still ready to hire.
Field service management for Quebec crews
Keep every job,crew and customer moving.
From the first call to getting paid, Opti-Terrain helps service owners quote work, build the schedule, keep crews informed, invoice faster, and follow up without relying on memory.
For HVAC, plumbing, cleaning, lawn care, pressure washing, and other field-service teams.
01One place for every job02Schedules crews can follow03Customer updates stay on track04Follow-ups do not get forgotten
Built for a busy service day
Your business should not lose work because you got busy.
A lead calls while you are on a job. A quote sits longer than it should. A customer changes the time. Nothing dramatic breaks. The next thing simply does not happen. Opti-Terrain keeps the work moving when your attention has to be somewhere else.
Run the day
Build a workable schedule, keep crews informed, carry job details into the field, and update customers when plans change.
Finish the job
Keep completion details, customer follow-through, invoice drafts, invoices, expenses, and job records tied together.
Meet Opti Assistant
An extra set of eyes that does not forget the next step.
Opti Assistant works from the quotes, jobs, schedule, crew capacity, and customer conversations already inside Opti-Terrain. It helps surface the quote waiting on a follow-up, the visit at risk, the open slot, or the missing detail. Important changes still wait for your approval.
Know what is happening
Requests, quotes, customer messages, jobs, capacity, costs, and completion stay connected.
Follow your rules
You choose the timing, services, zones, capacity, messages, and approval limits.
Handle the repeatable work
Built-in workflows take care of supported reminders, follow-ups, recurring work, updates, and drafts.
Call out what needs attention
Opti Assistant can point to the affected customer or job and explain why it matters.
Leave the decision with you
Pricing, rescheduling, capacity, weather, and other important changes remain visible for approval.
Request routing
Move supported work toward a priced quote and route visit-required work to an assessment.
Quote follow-up
Use your follow-up delay and validity window for one bilingual reminder and a clear expiry.
Appointment reminders
Send one configured reminder before the visit without relying on office memory.
Recurring work
Create the next weekly, biweekly, monthly, quarterly, or annual job after completion.
Draft invoicing
Prepare a linked draft invoice after completion while leaving the send decision with the office.
Crew and PTO recovery
Reassign only eligible routine work or prepare a customer reschedule path when the rules allow it.
Weather recovery
Prepare a future date and technician option for weather-sensitive work, then wait for owner approval.
Reschedule follow-through
Revalidate exact availability, follow up after 2 hours, escalate after 4, and expire after 24.
Made for work that happens on-site
The office, the truck, and the customer stay on the same page.
Opti-Terrain is built around the way a small field-service company actually operates. The person answering the phone, the crew doing the work, and the owner watching the day all work from the same job record.
Before the visit
Requests, photos, service details, quotes, approvals, reminders, and the booked time stay together.
During the work
The crew can carry the schedule, customer details, notes, checklists, photos, status, and time into the field.
After the job
Completion details, customer follow-through, recurring work, invoice drafts, invoices, costs, and reporting stay attached.
From first contact to finished work
One operational state. Every next step has context.
Qualify the request
Adaptable intake gathers useful details and routes supported work toward a quote or a structured assessment.
Convert it into scheduled work
Catalog pricing, quote status, eligible availability, crew capacity, and travel constraints stay part of the same decision.
Run the job with context
The crew sees the assigned work, customer details, notes, checklists, photos, status, and supported field actions.
Finish the operational loop
Customer updates, recurring work, feedback, invoice drafts, invoices, expenses, and reporting remain attached after completion.
Built around real field work
One operation, wherever the next job takes the crew.
Residential calls, commercial sites, exterior routes, and interior projects all create different details. Opti-Terrain keeps the customer, schedule, crew context, documents, and next action connected.
Configured around the work you perform
The workflow changes by trade. The operation stays connected.
Explore how intake, quoting or assessment, scheduling, customer communication, field delivery, recurring work, and billing fit the way each service team actually works.
01
HVAC
An emergency call should not make the HVAC lead you meant to return disappear.
Explore ↗02Duct Cleaning
The duct-cleaning quote you meant to follow up on is already being compared with three others.
Explore ↗03Painting
A painting project should not disappear between the site visit and the quote you planned to finish later.
Explore ↗04Gutter Cleaning
Gutter season should not turn every unanswered request into something else you have to remember tonight.
Explore ↗05Seal Coating
The seal-coating follow-up you meant to send should not cost another dry day.
Explore ↗06Pool Cleaners
Recurring pool revenue stops being recurring when the next visit depends on someone remembering it.
Explore ↗07Lawn Care
Recurring lawn revenue should not depend on someone remembering to create the next visit.
Explore ↗08Window Cleaning
The window-cleaning estimate you planned to revisit should not wait until the customer follows up with you.
Explore ↗09Home and Office Cleaning
Reliable recurring cleaning should not depend on you rebuilding the week from memory.
Explore ↗10Carpet Cleaners
The carpet-cleaning inquiry you saw between jobs should not disappear before you get back to it.
Explore ↗11Pressure Washing
The pressure-washing follow-up you planned to send should not become someone else’s easy win.
Explore ↗12Plumbing
One urgent plumbing call should not make the rest of today’s operation forget what happens next.
Explore ↗What a stronger operation protects
Less revenue disappears between one step and the next.
Faster first response
Structured intake gives the office and field team useful context while the customer is still ready to act.
Fewer impossible promises
Scheduling checks availability, capacity, blocked time, existing work, and travel before the customer commits.
Fewer silent gaps
Configured confirmations, reminders, updates, and follow-through keep the customer from wondering what happened next.
Cleaner handoffs
Quotes, job notes, field actions, expenses, invoice drafts, and invoices stay tied to the work.
Bilingual customer journeys
Public customer flows support English and Quebec French.
Quebec-ready records
TPS, TVQ, NEQ, and RBQ information can appear where customers expect it.
Twenty connected product areas
The entire operation belongs in the same system.
Explore the verified product areas that connect request intake, planning, field delivery, customer communication, financial records, and operational control.
See all features ↗01
Quotes and IntakeExplore ↗Customer ExperienceExplore ↗PromotionsExplore ↗Service AreasExplore ↗Win Work
02
Scheduling and BookingExplore ↗Dispatch and ETAFlowExplore ↗ProjectsExplore ↗Service AgreementsExplore ↗Plan Work
03
Job ManagementExplore ↗Field Service AppExplore ↗Team and PermissionsExplore ↗Time and FleetExplore ↗Deliver Work
04
Invoicing and PaymentsExplore ↗Reports and Job CostingExplore ↗ExpensesExplore ↗Imports and ExportsExplore ↗Get Paid and Know
05
AutomationsExplore ↗Customer CommunicationsExplore ↗IntegrationsExplore ↗Security and BilingualExplore ↗Automate and Connect
Built for real service days
The schedule changes. The customer calls. The work still has to move.
Opti-Terrain is built for the missed call, the late crew, the urgent job, the weather delay, and the customer who needs an answer now. Routine steps keep moving. Important decisions come back to the owner.
A request arrives after hours
Guided intake collects the useful details, chooses the supported quote or assessment path, and offers availability that respects real capacity.
A technician becomes unavailable
Opti-Terrain identifies affected work, handles only safe routine recovery, and prepares the consequential decision for the owner.
The job is completed in the field
The checklist, photos, optional signature, deficiencies, notes, status, and optional draft invoice finish the operational handoff.
Plans
Choose the plan that fits your crew today.
Save 10%
Starter
$129.99/ month
CAD · billed monthlyConnect the core operation for a small owner-led service team.
Discuss your launch↗- ✓3 users and 3 vehicles
- ✓100 quote requests per month
- ✓Core jobs, quotes, invoices, and scheduling
Advanced
$299.99/ month
CAD · billed monthlyCoordinate a growing crew across field work and customer communication.
Discuss your launch↗- ✓8 users and 8 vehicles
- ✓400 quote requests per month
- ✓Timesheets, messaging, and service agreements
Professional
$549.99/ month
CAD · billed monthlyRun higher volume with the full operational workflow and deeper capacity controls.
Discuss your launch↗- ✓15 users and 15 vehicles
- ✓1,000 quote requests per month
- ✓Full workflow and advanced team capacity
Enterprise
Custom
planned around your operationPlan a larger rollout around the routine work and exceptions your team carries today.
Contact us↗- ✓Unlimited users and vehicles
- ✓Unlimited quote requests
- ✓Full workflow with a rollout planned around your operation
Plans are confirmed separately during onboarding. Creating an account does not select or purchase a plan.
Quote requests are never blocked. Additional requests are $4 CAD each and are confirmed during onboarding until self-serve billing is available.
FAQ
What service owners usually want to know before a demo.
Does Opti-Terrain just remind me to do the work?+
No. Supported configured workflows can complete routine actions such as request routing, one quote follow-up, appointment reminders, recurring-job creation, eligible assignment, customer updates, satisfaction requests, and invoice-draft creation. The result stays visible.
Does it work in French and English?+
Yes. Public intake, quote, booking, tracking, invoice, and feedback flows support English and Quebec French.
Can every job be quoted instantly?+
No. Repeatable services can use catalog pricing, while work that needs a human look can become a structured assessment request.
How does scheduling choose available times?+
It checks blocked dates, technician shifts, capacity, travel buffers, and existing work before showing an opening.
What happens when something needs judgment?+
Opti-Terrain is designed to stop at configured boundaries, surface the exception with its context, and keep the reason for each important action visible instead of making consequential decisions behind your back.
Guided launch
Bring us one busy week. We will show you where Opti-Terrain fits.
Show us how a real lead, quote, schedule change, field visit, invoice, and follow-up move through your business. We will map that work through Opti-Terrain and keep the important calls with you.