FIELD-SERVICE OPERATIONS PLATFORM

See every truck.
Pay every tech right.

OptimaFlow is the operations layer for multi-crew field-service teams — live routes, quality control, payroll, and materials in one place, wired to the systems you already run on.

LIVE OPERATIONS
THIS WEEK
CW
L
SE
NE
SW
ROUTE CW-3
14 stops · 6h 20m
Route updates as techs tap Complete
PAYROLL · WEEK OF JUN 7RECONCILED
TECHNICIANPAY TYPEDRIVECOMMISSION
MR
Marcus Reyes
CW-07
Commission5.25h$426.00
DW
Dale Whitfield
L-12
Commission4.00h$286.50
AC
Ana Castillo
SE-03
Salary6.50h$331.50
TL
Trevor Lin
NE-09
Commission3.75h$219.00
GROSS · 4 TECHS$1,263.00

Your operation runs across four tools that don't talk.

Every dispatcher, lead, and payroll admin stitches the day together by hand. OptimaFlow sits in the middle and gives them one shared view — without ripping out what already works.

Access
Customers, services & the schedule template
OptimoRoute
Routes the trucks, collects completions
Spreadsheets
Payroll, per diem & material reports
Text threads
Status updates that vanish by Friday
OptimaFlow
One operational view

The middle layer that mirrors your data, runs the day's work, and hands clean results back to the systems of record. Dispatch, QC, payroll, and materials — reconciled in one place.

DispatchQCPayrollPer diemMaterialsBilling
ONE PLATFORM

Everything the day needs, in one place.

Live operations map

Every technician and active job on one live map, with real route paths drawn from vehicle telemetry.

Work orders & QC

Review completed jobs, check the photos, and flag what needs a second look — before it reaches billing.

Payroll & commission

Daily pay type, drive time, and commission pulled from real service revenue. Every change is attributed.

Per diem

Per-diem days roll up to amounts automatically and export clean for the week.

Materials & MR

Material requirements aggregate from completed work and export in the exact shape your workbook expects.

Invoice & billing review

Pick your columns, check invoice status, and export billing-ready data with a full export history.

LIVE OPERATIONS

Watch the day as it happens.

Pucks move with your crews. Planned routes and the paths actually driven sit on the same map, so a missed stop or a long detour is obvious the moment it happens.

  • Technician positions and active jobs in real time
  • Planned routes vs. actual vehicle telemetry
  • Per-crew route stats: stops, distance, hours
LIVE OPERATIONS
THIS WEEK
CW
L
SE
NE
SW
ROUTE CW-3
14 stops · 6h 20m
Route updates as techs tap Complete
PAYROLL & COMMISSION

Payroll that reconciles itself.

Pay type, drive time, and commission live next to the revenue they came from. Two-week totals roll up automatically, and every edit records who changed it and when.

  • Commission pulled from real service revenue
  • Per diem folds into gross pay
  • Full attribution on every change
MR
Marcus Reyes
Two-week summary · CW-07
REVENUE
$24,180
COMMISSION
$3,627
QUALITY CONTROL

Catch it before the customer does.

Completed work lands in a review queue with the field photos attached. Approve the clean ones, flag the rest, and keep problems out of billing entirely.

  • Photo review at the point of approval
  • Flag, resolve, and re-review in one flow
  • Nothing reaches billing unchecked
QUALITY CONTROL
Michaels #2747
31280 State Hwy 100
Approved
Brookside Market
904 N Commerce
Flagged · photo
Cedar Ridge HOA
12 Aspen Loop
In review

Built around your system of record — not on top of it.

Your existing database stays the source of truth for customers, services, and invoices. OptimaFlow mirrors that data and operates on it safely — so you get a modern operations layer without betting the business on a rip-and-replace.

Soft deletes only

Nothing is ever truly destroyed. Every domain record carries a tombstone you can recover.

A real audit trail

Who changed the pay type, the note, the material — and exactly when. No anonymous spreadsheet edits.

No collisions

OptimaFlow-issued invoice numbers live in their own range, so they never clash with your existing stream.

Bring the whole operation onto one screen.

See OptimaFlow running on a real field-service operation, and what it would take to map it to yours.