Operix 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Operix

4.0

(2)

Pricing

Pricing available upon request

About Operix

Operix is a web-based solution designed for commercial contractors that helps streamline operations and optimize profits. The platform offers a range of benefits, such as eliminating the need for duplicate data entry and consolidating all fieldwork into one convenient location. It seamlessly integrates with widely used accounting systems to provide superior reporting and tracking capabilities.

Utilizing Operix, contractors can generate invoices, manage several types of jobs from a single interface, and uncover critical insights about their business. The intuitive platform links the back end and field operations, streamlining work order management, scheduling, and communication to optimize team performance, leading to faster payments.

Operix Screenshots

Operix Pricing and Plans

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Operix Features

Popular features found in Field Service Management
Alerts/Notifications
Billing & Invoicing
Calendar Management
Contact Database
Electronic Signature
GPS
Inventory Management
Mobile Access
Online Time Clock
Quotes/Estimates
Routing
Service History
More features of Operix
Access Controls/Permissions
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
Client Portal
Collaboration Tools
Commercial/Industrial
Contract/License Management
Customer Database
Customer History
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Dispatch Management
Document Management
Document Storage
Drag & Drop
Electronic Payments
Estimating
File Storage
For HVAC Companies
For Plumbing Industry
Historical Reporting
Invoice Management
Job Costing
Job Tracking
Labor Rates
Location Tracking
Maintenance Scheduling
Mobile App
Mobile Signature Capture
Multi-Location
Payment Collection in the Field
Performance Metrics
Preventive Maintenance
QuickBooks Integration
Real-Time Data
Real-Time Notifications
Real-Time Updates
Recurring Appointments
Reporting/Analytics
Reporting & Statistics
Scheduling
Search/Filter
SMS Messaging
Status Tracking
Task Scheduling
Technician Management
Time & Expense Tracking
Timesheet Management
Time Tracking
Workflow Management
Workforce Management
Work Order Creation
Work Order Management

Operix Integrations

XOi

Sage Intacct

Sage 300

Sage 100

QuickBooks Online

Operix User Reviews

Overall Rating

4.0

Ratings Breakdown

100%

Secondary Ratings

Ease of Use

4.0

Value for money

4.5

Customer support

4.0

Functionality

4.0

Have you used Operix and would like to share your experience with others?

Kelsey F.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Review source

Reviewed December 2025

A Great Platform for Startup and Growing Companies

Operix has been a solid platform for us over the last 2 years, and their support has always been pleasant to work with. The systems straightforward, easy to train on, and served us well as we grew. We’ve simply reached a point now where we need a more advanced ERP & a CRM, so we’re transitioning out of QuickBooks to something else. The upside to Operix / Sage Field Operations is that your field team won’t need to relearn their workflow if you move forward into one of their next ERP systems such as Sage100, Sage 300, or Sage Intaact. Only the back-office processes will change making the swap easier.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Operix’s work order management feels very similar to other systems I’ve used and is easy to navigate. It’s a solid, budget-friendly option to start with, and it integrates well with QuickBooks.

Cons:

Technical support can be slow to respond, and the platform would benefit from further development. It’s really built for residential or light commercial work, though we’ve managed to adapt it for larger buildings in the HVAC industry. The agreement features, in particular, could use stronger enhancements, I would like them to have more flexibility. It also doesn’t offer any options to integrate with a CRM program. This may be intentional as Operix (to me) is a stepping stone into their next product lines such as Sage Field Operations.

Paketleme E.

Verified reviewer

Automotive

201-500 employees

Used daily for less than 2 years

Review source

Reviewed April 2025

Empowering contractors with seamless field service management

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Operix has indeed revolutionized the way field operations are conducted within the company. The software is easy to use and the fact that everything, right from creating an invoice to providing support to the technicians is available in one place and cutting down the mistakes.

Cons:

There was a real-time geographical relationship between the technicians at the field and a central system, and they experienced some lag at some times. This led to changes in the job completion statuses and billing until resolved manually.

Showing 1 - 2 of 2 Reviews