Find the full history
See the work, estimates, invoices, and notes connected to a customer instead of searching several tools.
Customer records built around the work you do
A useful field service CRM should show more than a name and phone number. Opright gives service businesses one place for customer details, service history, requests, estimates, scheduled work, invoices, and payment status—so the next conversation starts with context.
Plans start at $0No card required to beginInstallable web app
What you can do
Respond with context
Review what was requested and what happened before preparing the next visit or estimate.
Reduce duplicate entry
Carry customer information forward through the request, job, and billing workflow.
One customer record for the complete service relationship
Service businesses build trust over repeated visits. When the customer calls again, the team should be able to understand prior work, open items, and billing history without asking the customer to repeat everything.
Opright connects customer records with requests, estimates, approvals, jobs, service notes, invoices, and portals. The result is a practical operating history—not a disconnected contact list.
- Contact and service details
- Request and estimate history
- Scheduled and recurring jobs
- Invoice and payment status
- Customer portal access
Turn an inquiry into organized work
Online requests can enter a visible pipeline, then move into estimating and scheduling. Keeping those stages together makes it easier to see which prospects need a reply, which estimates need approval, and which customers are ready to schedule.
For existing businesses, CSV migration tools on eligible plans help bring customer information into the workspace without rebuilding every record manually.
- Capture requests
- Prepare estimates
- Collect approval
- Schedule the job
- Retain the completed service history
Keep access appropriate as the team grows
Owners can give team members the information needed for their work while using roles and scopes available on team plans. That supports a shared customer experience without turning every employee into a full administrator.
Frequently asked questions
Direct answers
Is Opright a CRM for service businesses?
Yes. Opright includes customer records and service history designed to connect with requests, estimates, jobs, invoices, and customer portals.
Can I import existing customers?
CSV customer migration is included on Free and Pro. Import preparation still matters, so duplicate and incomplete records should be cleaned before migration.
Can customers view their information online?
Opright supports customer-facing request and portal experiences. The exact tools available depend on the workspace plan and configuration.
Keep exploring
Related Opright pages
Feature
Customer portal
Let customers submit service requests, review estimates, and use secure customer-facing workflows connected to your Opright workspace.
Explore →FeatureEstimates and invoicing
Create estimates, collect approvals, schedule accepted work, send field service invoices, and track payment status from one Opright workspace.
Explore →IndustryCleaning
Schedule recurring cleaning jobs, manage customer instructions, assign cleaners, use checklists, and track invoices with Opright.
Explore →Bring the field service workflow into one workspace
Start with customers, scheduling, invoices, and payment tracking. Add estimates, recurring work, crews, costing, and reporting when the business needs them.
See Opright plans