Everything Your Service Business Needs — All in One Platform

From first lead to final invoice, OlsaCore automates, tracks, and streamlines every step — so you focus on giving your clients ultimate satisfaction.

What We’ll Provide...

Lead & Intake Management

  • Real-time lead capture & monitoring
    No more missed calls or lost leads. As soon as a lead comes in (web, call, form), our system logs it, alerts your team, and tracks status in real time.

  • AI Phone Assistant
    When customers call, our AI assistant answers, asks qualifying questions, schedules site visits, or routes them to you, reducing your need to staff a 24/7 call desk.

  • Lead scoring & routing automation
    Auto-assign hot leads to your best salesperson or technician, set reminders, route by geography or skillset.

Quoting, Proposals & Contracts

  • Seamless quote builder
    Create professional quotes in minutes: drag & drop items, customize pricing, and send digital versions to customers.

  • Proposals & contracts generation
    Turn a quote into a signed agreement with e-signature support. Collect digital signatures and attach terms easily.

  • Automated approvals & version control
    Track proposal status, handle edits, and record which version was accepted.

Scheduling & Job Management

  • Visual calendar & dispatch board
    Drag-and-drop scheduling, assign technicians, block downtime, view capacity at a glance.

  • Job workflows & task automation
    Define checklists, auto-trigger follow-ups (e.g. “remind customer 24h before”), track job status and updates.

  • Mobile field app
    Your team can view jobs, update progress, upload photos, get directions — all from their phones.

Invoicing & Payments

  • Invoice generation & delivery
    Automatically generate invoices from completed jobs, email to clients, or push via SMS/payment link.

  • Online payments & integrations
    Let customers pay instantly (credit card, bank transfer). Reconcile payments automatically.

  • Recurring & partial payments
    For service retainer models, set recurring billing. Accept deposits and installments.

Automation & Workflows

  • Rule-based automations
    Trigger actions such as “send follow-up email 3 days after job,” “if customer hasn’t paid, send reminder,” etc.

  • Smart reminders & notifications
    Remind your team, customers, or subcontractors — via email, SMS, or in-app alerts.

  • Conditional logic & branching

    Build if/then workflows (e.g. “If proposal accepted → schedule job; if declined → follow-up sequence”).

Analytics & Reporting

  • Dashboard & real-time metrics
    See KPIs: job pipeline, revenue, conversion rates, technician utilization.

  • Custom reports & exporting
    Build reports for profitability, job types, client segments. Export to Excel or PDF.

  • Forecasting & trend insights
    Predict your revenue based on your booked work and sales pipeline.

Integrations & API

  • Third-party tool integrations
    Connect with accounting (QuickBooks, Xero), CRM, marketing tools, payment gateways, etc.

  • Open API
    If you have custom systems, OlsaCore can integrate and sync your data in/out.

Team & Permissions / Multi-User Management

  • Role-based access controls
    Limit who can see or edit what (admins, dispatchers, technicians, accountants).

  • Team performance tracking
    See which techs convert jobs, finish on time, collect payments, rate of rework.

Customer Portal & Communication

  • Client portal / self-service
    Customers can view quotes, approve, see job status, pay invoices, and message you..

  • Two-way messaging / notifications
    Communicate via email or SMS; log all messages and attachments in job history.

Ready to see how OlsaCore fits your business? Get a custom demo - no strings attached.

Empowering businesses with innovative solutions, we are committed to providing seamless support and fostering growth. Connect with us for a brighter, smarter future!

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