Operox is currently in private development. Features described on this page are being designed and tested and may change before public release.
The Operox platform
One platform for managing your service business.
Operox is being designed to bring the core operations of a service business — customers, quotes, jobs, scheduling, teams, invoicing and reporting — into one connected system.
CRM
Customer relationships, organised.
Operox is being designed to keep every customer, contact and property in one place, with a clear history of the work you have quoted, scheduled and invoiced.
Planned capabilities
- Customer and contact records
- Multiple properties and sites per customer
- Notes and activity history
- Quotes, jobs and invoices linked to each customer
Quotes
Professional quotes, ready before work begins.
Operox will help businesses prepare clear, consistent quotes and keep track of which ones are waiting for a response.
Planned capabilities
- Line items and pricing
- Quote status tracking — draft, sent and accepted
- Accepted quotes converted into jobs
- Consistent, professional quote documents
Jobs
Every job, from enquiry to completion.
Operox is being designed to track each job through its full lifecycle, so everyone can see what has been agreed, what is in progress and what is finished.
Planned capabilities
- Job details, notes and checklists
- Status tracking across the job lifecycle
- Job history linked to the customer
- Follow-up once work is complete
Scheduling
Plan the week with confidence.
Operox will help businesses plan appointments and jobs from a central calendar, with clear visibility over who is available and when.
Planned capabilities
- Central calendar for jobs and appointments
- Day, week and team views
- Visibility over team availability
- Rescheduling with full job context
Teams
Office and field, on the same page.
Operox is being designed to give office staff and field teams the job information they need, including through the Operox mobile application currently in development.
Planned capabilities
- Assign work to team members or crews
- Job details available in the field
- Separate roles for office and field staff
- A clear view of what is happening today
Invoicing
From completed work to invoice.
Operox will help businesses turn completed jobs into invoices and keep a clear view of what has been paid and what is still outstanding.
Planned capabilities
- Invoices created from completed jobs
- Outstanding and paid invoice tracking
- Payment status visibility
- Consistent invoice documents
Reporting
A clearer view of the business.
Operox is planned to include reporting that helps owners and managers understand workload, quotes and invoicing at a glance.
Planned capabilities
- Work volume overview
- Quote conversion visibility
- Outstanding invoice summaries
- Team workload insights
Product interfaces shown for illustrative purposes. Features and design may change during development.
Development status
Operox is currently in private development.
We are actively developing and testing the Operox platform and mobile application.
The product is currently available only to authorised testers while we continue refining workflows, usability and core functionality.
- Platform developmentIn progress
- Mobile applicationIn development
- Private testingAuthorised testers only
- Public releaseTo be announced