SeeDirectMoveGrow

Grow without
losing control.

Opterix gives management the visibility and levers to direct execution—from quote to cash.

Terminal 3 HVAC Retrofit

Illustrative example

Running
Site dispatchCrew scheduled today
ProcurementPO-4091 ready to release
Milestone billingStage 2 sign-off pending

Try it — one executive decision halts work across three departments.

The operating reality

Where growing operations lose control.

01

Unchecked cost drift

Scope, material and BOQ changes move forward without explicit management sign-off.

02

Fragmented accountability

Updates and approvals remain trapped in chats, email threads and paper slips.

03

Execution bottlenecks

Sales, production and finance wait on information from the previous handoff.

Industry workflows

See your operation as one connected flow.

Active workflow

HVAC & Contracting

5 controlled gates
1

Estimate / BOQ

2

Multi-UOM procurement

3

Field dispatch

4

On-site sign-off

5

Automated billing

Owner at each gateTimestamped changesApprovals before progression

How Opterix works

How management keeps control as work scales.

See

Complete visibility into who needs to do what and when, with a full record of who did what.

  • Live task ownership
  • GPS & photo proof from field
  • Timestamped revision logs

Direct

Central levers to steer the organisation. Put a project on hold and work stops across every team.

  • One-click project pause/hold
  • Margin & discount guardrails
  • Role-based access control

Move

Turn days of waiting into minutes. Instant information and triggers keep the next step moving.

  • Instant order-to-procurement flow
  • Automated approval prompts & reminders
  • Live operational summaries

Low-code configuration

Shape workflows around your operational rules without drawn-out deployment cycles.

Field-ready mobile work

Capture site and field activity where the work happens, including low-connectivity environments.

Security and audit

Control user access and retain a complete operational history for review.

Testimonials

Built around the way real operations run.

Feedback from leaders in field service and manufacturing shapes how Opterix handles detail, ownership and change.

“Minute details need to be recorded for optimum utilisation of resources and precise budgeting. The product has been designed well and the services offered are superfast.”
Vishal LakhaniDirector, United Utilities LLP · HVAC
“The Opterix team took the time to deeply understand our needs and built an ERP that has truly transformed our production workflow.”
Rajnish AggarwalDirector, Export House · New Delhi

Direct access · no sales chasing

Talk directly with the team that built Opterix.

Every walkthrough is 30 focused minutes with the people who designed the workflows — not a scripted sales pitch.

  • 30-minute focused walkthroughShaped around your own workflow — BOQ and RA billing, field attendance, or production.
  • Straight to the people who build itYou speak with product and solution engineers who understand how operations actually run.
  • No pressure, honest assessmentIf Opterix is not the right fit for your operation, we will tell you plainly.

Schedule a 30-minute demo

Share a few details and we’ll tailor the session to your industry.

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