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Step-by-step guides for setting up and running OpsVara, plus industry playbooks that walk a whole workflow end to end — quote, contract, schedule, invoice, paid.
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Industry
Plan
Start with a playbook
All playbooksEach playbook takes one real business setup and walks the entire chain, naming every setting that makes it work.
- Bill a monthly pool plan, plus chemicals usedSet up a fixed monthly maintenance plan that also bills the chemicals your techs actually applied, from the first quote through a paid invoice.
- Price and bill a lawn season — mowing monthly, treatments per roundPrice weekly mowing as an even monthly payment and fert and weed rounds per application, from the price book through the quote, the visits, and a paid invoice.
Browse by topic
- Getting StartedSet up your company, complete guided training, invite your team, and run your first job.8 guides
- PlaybooksEnd-to-end setups for your industry, from first quote to money in the bank.2 guides
- Customers & SitesCustomers, service locations, equipment, and importing your existing book.11 guides
- Quotes & EstimatesBuild quotes, offer options, collect signatures, and turn a yes into work.10 guides
- Contracts & Recurring WorkService plans, terms, billing cycles, add-ons, and renewals.7 guides
- Scheduling & JobsThe calendar, recurring visits, one-off work, and job statuses.8 guides
- Dispatch & RoutingRoute planning, saved routes, territories, crews, and live maps.8 guides
- Billing & InvoicingInvoices, autopay, card payments, reminders, and getting paid faster.8 guides
- Inventory & ChemicalsStock, truck inventory, counts, purchase orders, and billing chemical usage.5 guides
- Mobile AppWhat your crews do in the field, from arrival to sign-off.7 guides
- Customer PortalInvites, approvals, online payments, and what customers can see.2 guides
- AutomationsThe rules that draft invoices, send reminders, and flag exceptions for you.5 guides
- Reports & InsightsWhat each report answers and how to read it.3 guides
- Settings & AdminCompany details, team, roles, work types, pricing, taxes, and integrations.16 guides
- TroubleshootingWhy something did not happen, and how to fix it.1 guide
Still stuck?
Signed-in users can ask SOLIVEN, the in-app assistant, from any screen. Or email support@opsvara.com.