OpsVue is one connected system for operations: the quote, the client, the inventory it reserves, the tasks it creates, the files it collects, the emails around it, and the money it brings in — all reading and writing the same work record.
Build workflows that mirror how your team actually operates — what happens when a client accepts, asks for changes, goes quiet, or declines — and watch every job move along them with reminders and automations firing on schedule.
Lock in pricing for this specific job.
The client accepts on their link — or you confirm it by hand.
Ping your team when this step happens.
InstantRequest payment for the work.
Clock the gear OUT of inventory.
Hand off — completes when gear goes OUT in Fulfillment.
Picking up the gear and heading back.
Check gear back in, flag anything missing.
Close out the job and archive the paper trail.
You review in the Builder and send an updated version.
Ping your team when this step happens.
InstantRuns your Deposit Nudge automation.
1 day beforeTurns on after the quiet-days threshold with no client action.
Runs your Deposit Nudge automation.
InstantTurns on when the work is marked declined.
Take the gear off hold — free it for other jobs.
InstantPing your team when this step happens.
InstantOpsvue covers your entire operation — from the first quote to the final check-in — without stitching together a dozen different tools.
Line items, deposits, tax, PO#, and PDF generation. One quote converts directly into the invoice.
The home for all your quotes and documents. Track every job's status through each stage.
Client account list with contact records and lifetime value per client.
Run sheets and delivery routes for confirmed jobs with per-stop addresses and notes.
Full equipment catalog — serialized or bulk, owned or sub-rented. Flags double-books and tracks the full lifecycle.
Manage outside vendors when you're short. Track contacts, coverage gaps, quotes, and shortfalls automatically.
Every open to-do across every job, in one list. Set due dates, flag overdue items, and automate as jobs progress.
Build your process once. The app moves each job along it and fires reminders automatically.
A studio for quotes, invoices, agreements, and any client-facing doc.
Message templates with send history. Link your Gmail or use ours.
A folder tree per job for photos, docs, and closeout files with per-person sharing.
Dashboards and a widget library: revenue, utilization, job performance, and more.
Deposits in, balances owed, and AR aging — all in one view.
Send a single link. Clients view their doc and pay the deposit online via your connected Stripe account.
Quotes, gear, workflows, payments — all in one place. Build the system now so when things get busy, your team already knows exactly what to do.
No credit card required.