Get To Know MotionOps First

Record notes on any staff irregularities or observations to simplify HR tasks. Only authorized users can view these entries.

Easily organize and access employee documents like IDs, background checks, certificates, and agreements in one place.

Manage day off requests by reviewing, approving, or rejecting them with one click.

Track team members' skills and grades and utilize them to assign the correct person to the proper job.

Quick and easy scheduling at your fingertips. Scalable, fast, and easy to use.

Notify team members and customers via mobile push and email about booking confirmations or any changes in the schedule.

Automate daily, weekly, and monthly regular events, saving time and keeping your calendar organized.

Create appointments that span across multiple days. View them as a distinctive long-running event on your schedule.

When employees request days off, their schedules update automatically by blocking that day on their schedule.

Our scheduler automatically adjusts for multiple time zones, making it easy for a company to operate in multiple markets with different timezones.

Clients can electronically sign documents, eliminating the need for printing, scanning, or mailing.

Grab the customer signature from the field straight from the mobile app.

Have the full digital paperwork. Collect signatures and approvals with ease.

Use digital agreements for client work using our templates or upload your own. Keep track of specific document versions that were signed.

Use a waiver to protect against liability when clients request something outside your recommendation and drive upsells.

Easily create and send invoices. Ensure accurate billing and quick payments.

Create invoices from a blank template, full invoice amounts, or set percentages/fixed amounts to fit your needs.

Invoice out in phases. Track approved and open amounts, and add Timesheets and Material expenses for easy progress and payroll tracking.

Charge a piece of the approved proposal, to collect a deposit before you start the work, or schedule the first appointment.

Configure preview settings and control the customer preview for Proposals, Change Orders, and Invoices. Set the default preview settings and customize on the go.

Auto-generate invoices and collect payments on the recurring basis that you define: daily, weekly, monthly, annual, or custom.

Have a clean attribution of costs (timesheets and material expenses) related to each of the invoices created.

Collect customers' payments quickly and easily.

Manually record any received payment directly to the MotionOps app.

Enable or disable partial payments on any invoice, giving you full control over client payment options. Set up a minimum payment amount, letting your customer pay in batches.

Manage online and manual transaction refunds, choosing between a full or partial amount.

See detailed transaction logs at a glance.

Store Credit Cards and ACH in Accounts to quickly choose a payment method on Invoices.

If customers choose to pay by card, you’re able to pass the service fee to offset processing costs

Starting at 2.9% + $0.30 per transaction. Amex: 3.2% + $0.30. Custom pricing available for high processing volume

1% on ACH/bank transfers under $20,000 0.5% on ACH/bank transfers over $20,000

Track employee timesheets with map-based geolocation.

Start the clock for each appointment to track driving, break, and working time. Add a brief description before stopping the clock, and you're set for the day.

Employees' time entry has a GPS location at the time of their start and stop action.

Keep track of your employees' timesheet payroll status by organizing them to what is ‘not paid’, ‘ready for payout’, or ‘paid’. Generate reports or export CSV data for easy import into your payroll software.

QA and approve employees' timesheets to validate they are ready for Payroll. Switch between ‘pending approval’ and ‘approved’, and ensure every single timesheet is vetted.

No more unbilled materials or expenses. Record any purchases to the MotionOps app and include them when invoicing.

Just upload the photo of the receipt, and our system will automatically scan and pre-fill expenses with line item details. Save you time on manual entry and make details of the expense easy to search.

Vet and approve all employees' expenses by QA-ing their receipts. Validate they are ready to be invoiced, or reimbursed. Switch between ‘pending approval’ and ‘approved.

Every employee has their own branded digital business cards built in MotionOps.

Connect your MotionOps account with QuickBooks and choose the specific items you want to sync.

MotionOps’ Open API enables custom integrations to build solutions that fit your business needs.

Simple to understand, actionable business dashboard with core indicators and actions to enable you to perform at your best.

See your team's performance at a glance. Leaderboards for Account/Sales people, to help you track performance, and inspire healthy competition.

Leaderboards for field technicians, that help you track performance, and inspire healthy competition.

Store and access all details about your customers - from contact information and job history to preferences and feedback on one secure platform.

Track and organize potential clients (leads) and existing customers in one platform.

A dedicated expert helps you get set up quickly and easily.

Access easy step-by-step guides and videos to learn the ins and outs of MotionOps.

Get prioritized phone support for quicker, expert assistance.

Equip your team with in-depth training and ongoing support to make the most of MotionOps. Done by our experts.

See in real-time as jobs progress. Check-in to see photos, notes, signatures, timesheets, etc., all in real-time

Create jobs you do periodically, and set auto-scheduling and invoicing schedules to automate your workflow.

Mark up photos with freehand drawings, shapes, arrows, lines and text to highlight important details.

See and manage all the photos captured by your team on the field and stay in the loop.

Keep an eye on job progress with videos uploaded by your crew directly from the field.

Manage change orders within our work orders. Change Orders ensure you have properly recorded any change requests for the job, with any price, and scope changes, all with the full digital paperwork to have you legally and financially covered.

Close the work order only when the closing criteria you have set are fully met. MotionOps notifies you if you have uninvoiced timesheets or materials; uncollected invoices; open change orders, etc. ensuring you don’t leave any money on the table.

Organize, store, and access all your important files and documents in one place. Manage both internal and customer-facing docs, on each job.

Keep track of important client details whether you’re at the office or out in the field.

Keep track of important client details whether you’re at the office or out in the field.

Keep track of important client details whether you’re at the office or out in the field.

Use advanced filters to save your most frequent searches, always at your fingertips.

Mark VIP clients, or keep your data organized in any way you need.

Receive push notifications, for your staff about important appointments or work order updates.

Create multiple service areas and separate the operations of different geographical regions. Assign your employees, as well as customers, to service areas, and ensure scheduling is a breeze even for the super large teams, operating in multiple locations

Employees and Service Areas can have their timezones, ensuring everyone sees data and gets notifications in their local time, even if it differs from the business's default timezone, enabling your business to operate in multiple states with ease.