The one solution SERVICE CONTRACTORS will ever need
Built by Service Pros For Service Pros
Run your business smoothly with our simple software packed with all the features in one place.
Powerful Features Everyone is Talking About
Successful service contractors use MotionOps.
The essential software every contractor needs to scale.
Field Operations
Powerful mobile app workflows that are loved and easy to follow, even by the older and less tech savvy technicians.
Appointments & Schedule
Never miss a work appointment while in the field.
Push & Email Notifications
Send and receive push and email notifications, for your staff and clients about important appointment or work order updates.
My Schedule
Keep track of your own appointments on our calendar view. Employees can see their calendar's easily in the mobile app. No more miscommunication.
OMW! Text Message
Let customers know when a field team member is heading to their location. With one tap from the mobile app, the worker can send an “On My Way” text message, helping customers prepare for their arrival and reducing unnecessary calls or missed appointments.
Team Member Scheduling
Field managers can filter team schedules, check availability, and schedule team members directly from the field using the mobile app.
Work Details & Directions
See work description, and service location contacts and directions. Always know where you’re headed next and arrive at the job site fully briefed.
Complete Appointments
Mark the Appointment as complete, and signal the back office that you are done with that appointment and are ready to head to the next one.
Mobile Schedule
Easily view your appointments and events with our mobile app. Access your daily, weekly, or monthly schedule in a simple, organized layout. Focus on your work while staying informed about what’s next - no extra hassle.
Team Bulk Clock-In
Bulk Team Clock-In lets you clock in multiple employees simultaneously, making it faster to start the workday for entire crews and reducing manual time tracking.
Drive Time
Track driving time on the Mobile App, with directions and approximate arrival time.
Proposals & Work Orders
Build, track, and update proposals and work orders on the go.
On-Site Estimates
Use the MotionOps app for your on-sites to easily gather notes, photos, and details needed to put your estimates together.
Field Proposals
Give clients choices by adding optional items to your proposals - perfect for upselling or offering service packages. Recommend items to highlight them on your Proposals or Change Orders.
Optional Line Items
Give clients choices by adding optional items to your proposals - perfect for upselling or offering service packages. Recommend items to highlight them on your Proposals or Change Orders.
Job Walkthrough
Do a pre-work walkthrough with the customer and grab signatures to verify that they agree with the service terms, job scope and pricing. Offer upsells or record changes when the situation in the field is different from what you were initially told.
Change Order Requests
Field Technicians and Account Managers can start and manage the change order process with your clients. Ensure all your upsells are legally covered, and lower the dispute rates.
Job Photos & Videos
Take before, after, and progress photos of your project. Upload them to work orders, or invoices to have the full proof of work with the client and the back office.
Photo Annotations & Markup
Mark up photos with freehand drawings, shapes, arrows, lines and text to highlight important details.
Job Checklists
Access job-specific checklists on the go, track completed tasks in real-time, and ensure no steps are missed. Complete detailed checklists with multiple-choice questions, yes and no answer questions, ratings, and inputs to better manage your quality standards.
Private Field Notes
View all the internal notes added by team members who worked on the same job. Stay in the loop with the work progress, or any other important information.
Time & Expense Tracking
Track time, expenses, and receipts for accurate job costing.
GPS Time Tracking
Use the clock-in and clock-out functionality to keep track of employee time sheets. Quickly see the geolocation of the timesheet on a map view, for better QA.
My Timesheet Summary
A summary of your weekly timesheets to keep track of your hours and payroll.
Field Expense Tracking
No more misplaced and uninvoiced material receipts. Record and QA all purchases, returns, tools, and rentals for the specific job. Know the exact auto calculated profitability on each job.
Team Member Timesheets & Approval
Field managers can view, adjust, bulk add, and approve team member timesheets directly from the mobile app - helping keep payroll accurate and reducing office admin.
AI Receipt Capture
Automatically scans receipts to prefill Material Cost and Receipt Date, saving you time on manual entry.
Cost Plus Automated Tracking
MotionOps can handle both fixed labor projects and cost plus materials projects with ease. Simply take a photo of your materials receipt, and MotionOps will automatically add the cost to your project invoice, including a predetermined markup or margin.
Invoicing & Contracts
From agreements to invoices, manage all your paperwork in one place.
Quick Invoice Creation
Generate professional invoices in seconds - whether it’s the full amount, a percentage, or a fixed fee - so you can get paid faster without the paperwork slowing you down.
Service Agreements
Secure customer signatures or upload proof of approval, such as email or SMS screenshots, to ensure you're always protected.
Signatures and Approvals
Use a professional waiver to have a paper trail when a customer wants to you do something against your professional recommendation. Avoid the liability. Comes in handy as an effective upsell mechanism too.
Tap to Pay on iPhone
Tap to Pay on iPhone lets your team accept contactless payments in person using an iPhone - no separate card reader required. Customers can simply tap their card, phone, or smartwatch to pay, and the payment is automatically recorded and applied to the corresponding invoice in MotionOps.
Job Waivers
Effortlessly collect customer signature approval for invoices directly from the mobile app, ensuring a smooth process and avoiding any surprises for you and your customers.
Invoice Overview
Field managers with permissions can view and track invoices across multiple jobs directly from the mobile app - all from one centralized invoices page.
Field Invoice Sign-off
Allow your clients to sign documents electronically. No more printing, scanning, or mailing – everything can be done quickly and securely online.
Get Paid on the Field
Allow your clients to sign documents electronically. No more printing, scanning, or mailing – everything can be done quickly and securely online.
Extras
Handy extras to make work smoother and more professional.
Digital Business Cards
Every employee gets a personalized, branded digital business card making it faster and more professional to share contact details.
Spanish Language Support
The MotionOps mobile app is now available in Spanish and ready to support your team members' day-to-day needs.
Offline Mode
Every employee gets a personalized, branded digital business card making it faster and more professional to share contact details.
Back Office
Everything your back-office needs for an effective and efficient operations.
Accounts
Manage all your customer details, history, and payments in one place.
Smart Search
Quickly locate accounts using search, accessing a unified database of leads and customers to avoid duplicate data entry.
Client Profile
Get a snapshot of your account highlights at a glance, including customer lifetime value, active proposals, work orders, contacts, service locations, and more.
Multiple Service Addresses
Easily manage customers with more than one service location. Store dedicated contacts, location notes, and unique location names for each address - ensuring your team has the right details for every job without confusion.
Lead Source Tracking
Easily create and manage custom lead sources to track where your leads are coming from.
Store Payment Methods on File
Keep customer payment details securely saved for future use. Whether it’s a credit card or ACH, having payment methods on file means you can process invoices faster, reduce delays, and avoid repeatedly asking clients for their information - making billing smoother for both you and your customers.
Job Photo Feed
View all job photos and videos in one place directly from the client profile - making it easy to track progress, reference past work, and stay organized.
Full Work History
Access the complete account history, including work orders, team assignments, proposal records, and more.
Customer Portal
Configure Customer Portal access for each customer and send them a secure link to view their job details, invoices, photos, and other information you choose to share.
Credit Memo
Make sure your customers balance is in order with Credit Memos. Issue credits and apply them on invoices at your convenience.
Merge Accounts
Access and update customer information anywhere you are. View leads, clients, job history, and proposals directly from your phone so you can make quick decisions, follow up instantly, and keep your team informed - without having to go back to the office.
Tags
Use the tags feature to flag different account types. For example: if you have a plumbing & an electric divisions, you can assign ‘plumbing’ and ‘electric’ tags accordingly. Tags can then be used inside filters and reports to empower your custom workflows.
Customer Text Messaging (SMS)
Choose how customers receive important updates from MotionOps. Send proposals, invoices, change orders, reminders, payment follow-ups, customer portal links, and “On My Way” updates by email or SMS. Notifications can be sent from both the desktop and mobile app, while the communication log keeps a record of every message sent.
Proposals
Built for easy management and maximized conversions.
Estimate Builder
Customize your proposals the way you want it. For example, our clients can hide or display line item price, combine labor and materials or separate them out on pricing, and many other things!
Fully Customizable Templates
Manage how your customer sees the proposal. Customize the preview page to the smallest detail. Include a custom message, display agreement, show photos, manage line items preview, and more.
Online & In-person Approvals
Send out proposals to clients and get the project approval remotely. Or, take a signed in-person approval for the full compliance and legal coverage.
Estimate Photos & Attachments
Upload photos to your proposals. Send these photos to clients as part of your proposal.
Internal Documents
Add PDF attachments to your proposal, including spec sheets, catalogs, promos, and other materials to help convert your proposal into a sale. Use internal attachments for your team and external, customer-facing ones to ensure everyone has the information they need.
PriceBook
Create Proposal even faster using the Items for the Pricebook. Add and manage your Items, their prices and margins in one spot and use them for building proposals in the matter of minutes.
Line Item & PriceBook Photos
Add photos to PriceBook items and individual line items on proposals, change orders, invoices, and credit memos. Photos carry over from the PriceBook automatically and display on customer-facing documents and PDFs.
Discounts
Add discounts to your proposals, whether as a fixed amount or a percentage of the total. Reward loyal customers, run special promotions, or adjust pricing easily.
Send Contracts with Estimates
Send contracts with estimates for customers to review and sign, ensuring they agree to your terms upfront for improved compliance and clarity.
Clone Proposal
Duplicate existing proposals to quickly reuse pricing, scope, and structure for repeat or similar jobs.
Bulleted Line Item Formatting
Present your proposals with clear, organized bullet points under each line item. This makes complex scopes of work easy for clients to read and understand, helping them see exactly what’s included - and increasing the likelihood of approval.
Optional Line Items
Give clients choices by adding optional items to your proposals - perfect for upselling or offering service packages. Recommend items to highlight them on your Proposals or Change Orders.
Salesperson Tracking
Track the salesperson on each job, and make sure they get the right cut for booking the job.
Reorder Line Items
Easily reorder proposal line items while creating or editing a draft, before sending it to the customer.
Schedule
Schedule that scales. Track all your employees schedule at once.
Scalable Team Scheduler
Manage your entire team's schedule from a single, optimized dashboard. Get a clear overview at a glance, enabling faster and smarter scheduling decisions. Built to scale seamlessly for teams of any size.
Appointment Drafts
Create draft appointments, drag & drop them to different time slots or reassign them to another employee before publishing the final version.
Job Instructions
Add specific appointment instructions that appear in the Mobile App and let them know the gate code, tools needed or if there’s a dog in the backyard.
Multiple Team Members - Single Job Appointment
Assign multiple employees to an appointment with ease. Any updates, such as rescheduling, are automatically applied to all assigned team members.
On Site Assessment
Schedule and track on-site assessments with appointment status, checklists, photos, and key job details - then quickly convert completed visits into proposals.
Timezone Switcher
Our calendar automatically adjusts for multiple time zones, making it effortless for your company to operate across regions. Say goodbye to manual time zone conversions!
General Events
These events are not job specific and can serve for any office events or meetings, and even team buildings or training activities.
Recurring Events
Automate daily, weekly, or monthly regular events and work appointments, saving time and keeping your calendar organized.
Unscheduled Jobs
Unscheduled Jobs gives you quick access to all open jobs that don’t have a future appointment scheduled yet, so you can review them and add them to the schedule without digging through the job list.
Unassigned Events
Keep track of jobs that haven’t been assigned yet so nothing slips through the cracks. View all unassigned work in one place, quickly match it to available team members, and ensure every job gets scheduled on time.
Schedule Color Coding
Set your custom color palette in the Business Settings and make sure each appointment is highlighted in the way you want it. Customize colors for an easy overview of your entire schedule.
Work Orders
Keep your jobs on track with real-time updates and checklists.
Real-time Overview
See in real time as jobs progress. Check in to see photos, notes, signatures, timesheets, all in real-time.
Signed Documents
Collect signatures from the client on service agreements, change orders, invoices and get an extra proof of verification and client satisfaction.
Photos & Videos: Before, Progress and After
Track job progress with photos and videos from the field - all in one place. Add notes and descriptions, bulk tag media, see photo locations, and stay on top of job details without needing to visit the site.
Change Order Requests
Manage change orders within our work orders. This makes sure that you can collect the full cost needed for your jobs.
Proposal History
View the complete history of the work order, including the entire job track record from the initial proposal to all change orders and updates made over time.
Close Work Order
Make sure to close the work order once it's really done. Ensure you’ve invoiced the full approved amount, attached all the timesheets and expenses, collected all the approvals so your books and metrics are in line.
Job Costing
Job Costing shows you the real cost and profitability of each job by comparing revenue with actual labor and material costs. See exactly where money is spent, what your profit margin is, and whether a job was profitable.
AI Receipt Capture
Automatically scans receipts to prefill Material Cost and Receipt Date, saving you time on manual entry.
Work Order Checklists
Checklists help standardize workflows, streamline inspections, improve accountability & reduce errors, and keep back office and field teams aligned. Build detailed checklists with multiple-choice questions, yes and no answer questions, ratings, and inputs to better manage your quality standards.
Recurring Work Order & Invoices
Discuss and finalize a payment schedule with your customer - weekly, monthly, quarterly, or custom tailor made - and let the system handle the rest.
Job Card Report
Generate a detailed Job Card Report in one click with all work order details - ready to download, share with clients, archive, or keep for compliance. Customize what’s visible and get a full job status overview instantly.
Invoicing & Payments
Send professional invoices and collect payments anytime, anywhere.
Auto-Charge Recurring Invoice
Automatically charge a customer’s saved payment method when a recurring invoice is generated, helping you collect payments on time without manual follow-ups.
Quick Creation
Quickly generate an invoice with all proposal line items, automatically attaching approved timesheets and material expenses. Simply enter the amount you want to charge your customer.
Fully Customizable Templates
Customize your invoices to align with your company's branding and preferences. Decide what your clients can see. Need to include photos of receipts or timesheets for that one specific customer? We've got you covered.
Online & In-person Approvals
Get customer sign-off instantly - whether face-to-face on the job or through a secure online link - so projects move forward without delays or disputes.
Invoice Photos
Attach before and after photos of the job well done and send them with the invoice to your customers as a showcase.
Get Paid Online
Charge your customers' payment methods on file directly from the back office. MotionOps offers the lowest payment processing rates in the industry.
Send Payment Links
Send an invoice that lets your customer securely add their payment method and complete the transaction with ease.
Passing Service Fees to Customers
Offset payment processing costs by passing service fees directly to customers. This option allows fees to be automatically added to card payments while providing customers with alternative payment options like ACH, cash, check, or wire.
Partial Payments
Easily enable or disable partial payments on any invoice, allowing clients to enter their payment amounts and the back office to charge directly.
Deposit Payments
Collect deposits before work begins to secure bookings and improve cash flow. Deposits are automatically applied to the final invoice.
Integrations
Simplify your accounting and workflows with seamless integrations.
QuickBooks Online
Connect your QuickBooks Online account to import clients, and let all your MotionOps customers, invoices & payments automatically synced. Note: If you're using MotionOps Online Payments we also perform automatic reconciliation for your payment deposits.
Connect with 7000+ apps
Zapier empowers everyone in your business to securely automate their work in minutes, not months - no coding required. Sync and automate lead tracking, client communication, and more.
Claude, ChatGPT, and Gemini Integration
Connect MotionOps with Claude, ChatGPT, and Gemini through the Model Context Protocol (MCP). Use natural-language prompts to securely access relevant MotionOps data, find customer and job information, summarize activity, analyze operations, and complete supported workflows without manually navigating through the platform.
Management & Insights
Customize MotionOps to work the way YOU need it, and keep a pulse on all the key business metrics.
Business Rules & Templates
Set the rules that shape your pricing, agreements, and daily work.
Profit Configuration
Define your margins, markup, and tags effortlessly. Customize your workflows by personalizing filters, business cards, proposals, and invoices.
Service Agreement Templates
All contract templates in one place. Manage your service agreements, agreement versioning and choose the templates that will be used for specific work order types (fixed, hourly and on site).
Checklist Templates
Create reusable checklist templates to standardize your processes, ensure consistent quality, and keep every job on track from start to finish.
PriceBook
Create Proposal even faster using the Items for the Pricebook. Add and manage your Items, their prices and margins in one spot and use them for building proposals in the matter of minutes.
Business Units & Job Types
Set up multiple business units and job types, assign them to proposals and work orders, and get clearer revenue insights through detailed reporting.
Customizable Preview Settings
Control exactly what your customers see - toggle details on or off to tailor invoices, quotes, and agreements to fit each situation.
Configurations
Personalize notifications, branding, taxes, and more.
Customer Notifications
Configure automatic customer notifications and reminders related to work appointments, Invoicing and job progress. Increase show rates, conversion and client satisfaction.
Service Areas
Create multiple service areas. Assign your employees to service areas based on what areas they should cover and manage schedules accordingly.
Tax Rates
Set up and manage tax rates that automatically apply to your invoices so every bill goes out accurate, compliant, and hassle-free.
Visual Identity & Branding
Keep track of your employees documents, IDs, background checks, certificates, licenses, working agreements and more. Well organized and easily accessible.
Custom Tags
Organize jobs, clients, and documents your way by creating color-coded tags making it easy to filter, track, and stay on top of what matters most.
Dashboard Analytics
Real-time business performance metrics, at a glance.
Revenue Tracking
Compare your conversion rate of booked vs collected revenue in total. Check your average job size in selected timeframe.
Billing Metrics
See stats of how many outstanding invoices you have. Use data to reduce your accounts receivable.
Lead Source Breakdown
See analytics on different lead sources.Use this data to spend marketing dollars wisely.
Booked vs Collected Revenue
See analytics on booked vs collected revenues. See where you can increase your production efficiency.
Reports
Turn data into decisions with financial and performance reports.
Financial Reports
Turn data into decisions - our reports track payouts, invoices, revenue, taxes, and lead source performance so you always know what’s driving growth.
Payroll-Ready Reports
Select a team member, date range, and other parameters to generate a complete report of the time logs, ready for printing, PDF download, or in a CSV format.
Cash & Accrual Tax Reports
Generate detailed tax summaries for any period with a clear breakdown by tax type, rate, and total amount. Simplify compliance, speed up reporting, and ensure you have accurate records ready for filing.
Revenue by Lead Source
Turn data into decisions - our reports track payouts, invoices, revenue, taxes, and lead source performance so you always know what’s driving growth.
Team Reports
Leaderboards for Account Managers, Project Managers, and Technicians. Use leaderboards to help your people compete.
Advanced Reporting
Turn data into decisions - our reports track payouts, invoices, revenue, taxes, and lead source performance so you always know what’s driving growth.
Team Management
Core HR functionalities built-in.
Documents & Licences
Keep track of your employees documents, IDs, background checks, certificates, licenses, working agreements and more. Well organized and easily accessible.
Customizable Roles & Permissions
When adding new team members, you must select a role for them. At any time, you can change the role of your team members in their profiles.
Time Off Tracking
Employees can request days off. Days off will be reflected on employee's schedules.
Overtime Tracking
Set custom overtime policies that match your business and local labor laws. Define daily, weekly, or double-overtime thresholds with automatic pay rate adjustments - so your payroll stays accurate and compliant without extra manual work.
Team Skills & Grades
Maintain a record of individuals’ proficiency in various skills. Plan their schedules and assign jobs based on their strengths. Offer training according to their ratings.
Private Notes
Document any irregularities and observation about your staff, make your HR job easier. Only users with the right permissions can see this.
Clocking In Alerts
Set smart reminders and alerts to keep your team on track - from geo-fence clock-in and clock-out reminders to missed clock-in alerts, break reminders, and end-of-shift notifications. Stay on top of time tracking for both field and office teams.
Enforce GPS Tracking
Set custom overtime policies that match your business and local labor laws. Define daily, weekly, or double-overtime thresholds with automatic pay rate adjustments - so your payroll stays accurate and compliant without extra manual work.
