Question 1

What is Opergo?

Accepted Answer

Opergo is a complete management software for field service professionals. It allows you to manage scheduling, quotes, work orders, invoices, clients, and finances all in one platform, available on web and mobile apps for iOS and Android.

Question 2

Who is Opergo for?

Accepted Answer

Opergo is ideal for freelancers and small field service businesses, such as: HVAC technicians, plumbers, electricians, refrigeration technicians, cleaning companies, landscapers, maintenance providers, and other professionals who need to manage appointments and field services.

Question 3

How do I get started with Opergo?

Accepted Answer

You can start with a free 14-day trial, no credit card required. Just create your account, set up your profile, and you can immediately start adding clients, creating quotes, and scheduling services.

Question 4

Does Opergo work offline?

Accepted Answer

The Opergo mobile app allows you to view basic information offline, such as appointment details and previously loaded client data. However, creating new records or syncing data requires an internet connection.

Question 5

Do I need technical knowledge to use it?

Accepted Answer

No! Opergo was designed to be simple and intuitive. The interface is user-friendly and you don't need any technical knowledge. Plus, we offer tutorials and support to help with initial setup.

Question 6

What features does Opergo include?

Accepted Answer

Opergo includes: drag-and-drop scheduling and calendar, professional quote creation, work orders, invoicing and billing, client management (CRM), full mobile app, WhatsApp integration, financial reports and dashboards, and much more.

Question 7

Does Opergo have a mobile app?

Accepted Answer

Yes! Opergo has native apps for iOS and Android. With the app, you can check your schedule, view client details, create quotes, log work orders, take photos, and much more, all from your phone.

Question 8

Can I send quotes to clients?

Accepted Answer

Yes! You can create professional quotes and send them directly to your clients via email or WhatsApp. Clients can approve quotes online, and you can automatically convert them into work orders.

Question 9

How does scheduling work?

Accepted Answer

The Opergo calendar lets you view all your appointments clearly. You can drag and drop appointments, set up recurring schedules, define travel time between services, and see your availability in real-time.

Question 10

Can I generate reports?

Accepted Answer

Yes! Opergo offers dashboards and detailed reports about your business, including: revenue, completed services, active clients, income by period, and more. You can track your business health in real-time.

Question 11

How does invoicing work?

Accepted Answer

You can generate invoices directly from completed work orders. The system lets you send invoices via email or WhatsApp, set up automatic payment reminders, and track the status of each invoice (paid, pending, overdue).

Question 12

How much does Opergo cost?

Accepted Answer

Opergo costs $29.90/month on the monthly plan or $22.90/month on the annual plan (save $84/year). The plan includes all features with no limits on work orders or clients.

Question 13

How does the free trial work?

Accepted Answer

You get full access to all features for 14 days, no credit card required. At the end of the trial, you can subscribe to continue using. Your data is preserved.

Question 14

Can I cancel anytime?

Accepted Answer

Yes, you can cancel your subscription at any time with no penalties or cancellation fees. There are no long-term contracts.

Question 15

What payment methods are accepted?

Accepted Answer

We accept credit cards, PayPal, and bank transfers. For the annual plan, payment can be split on credit card.

Question 16

Is there a discount for annual payment?

Accepted Answer

Yes! With the annual plan you save 10% compared to the monthly plan, which represents a savings of $84 per year.

Question 17

Does Opergo integrate with WhatsApp?

Accepted Answer

Yes! You can send quotes, appointment reminders, and invoices directly through WhatsApp. The integration is simple and works with your existing WhatsApp number.

Question 18

What payment integrations are available?

Accepted Answer

Opergo integrates with major payment platforms, allowing you to accept credit cards and bank transfers directly through invoices generated in the system.

Question 19

Is my data secure?

Accepted Answer

Yes! Opergo uses end-to-end encryption, secure servers, and automatic daily backups. Your data is protected with the highest industry security standards.

Question 20

Is Opergo GDPR compliant?

Accepted Answer

Yes! Opergo is fully compliant with GDPR and other data protection regulations. You have full control over your client data and can request deletion at any time.

Question 21

Where is data stored?

Accepted Answer

Your data is stored on secure cloud servers with automatic daily backups and geographic redundancy to ensure availability and security.

Question 22

Can I export my data?

Accepted Answer

Yes! You can export all your data (clients, quotes, invoices, reports) at any time in formats like CSV and PDF.

Frequently Asked Questions

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