--- title: Operix Reviews meta\_title: 'Operix Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 29 reviews by the users' company size, role or industry to find out how Operix works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 29 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Customer Service url: https://www.g2.com/categories/customer-service ---

# Operix Reviews & Product Details

Operix is a field operations platform built to accelerate the businesses of specialty contractors - empowering contractors to quickly and easily complete their projects - at scale. With Operix, contractors can combine field operations with accounting systems and automate the information back to the office. From local shops to multi-state organizations, Operix allows you to manage your resources, jobs and customer experience from a single location.

* * *

Seller
[Operix](https://www.g2.com/sellers/operix)
Discussions
[Operix Community](https://www.g2.com/products/operix/discuss)
Languages Supported

English

Solution Type

Best-of-Breed

Overview by
Maikayla Desjardins

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## Value at a Glance

Averages based on real user reviews.

### Time to Implement

2 months

### Return on Investment

23 months

[
View More Pricing Information
](https://www.g2.com/products/operix/pricing)

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[
View All Alternatives
](https://www.g2.com/products/operix/competitors/alternatives)

## User Insights

Average based on 29 real user reviews.

Implementation Time

2 months

Perceived Cost

$$$$$

[Log in to unlock pricing and user insights](/login)

AB

Andrew B.

Mid-Market (51-1000 emp.)

3/8/2024

"Excellent Mobile Extension of Service Management for Sage 300"

4.5/5

What do you like best about Operix?

They are really attempting to connect to SM in a natural way and are consistently refining it.

Customer support team is timely and willing to dig in to understand problem or issue. Once a team worked with me for sever hours at during night and weekedn to determine nature of our server issue. Review collected by and hosted on G2.com.

What do you dislike about Operix?

Still looking for more features to fulling take on other SM functions. Review collected by and hosted on G2.com.

What problems is Operix solving and how is that benefiting you?

We are able to meet the service work order and complete the entire customer facing cycle on site. Pics, notes, service reports, billing etc. Handled very quickly and on the spot. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

TK

Terri K.

Mid-Market (51-1000 emp.)

3/8/2024

"Credit Hold"

4.5/5

What do you like best about Operix?

It's many capabilities, ability to customize, translate to other modules. Review collected by and hosted on G2.com.

What do you dislike about Operix?

SSO allows the field to open work orders when customer is on Credit Hold. In Service Management, a work order CANNOT be opened with a warning box warns "This location is on credit hold. No new work orders may be entered." The field should not be able open work orders for credit hold customers. It defetes the purpose of having the customer on hold, creates added collection & legal issues.

Service Reports are not always being delivered to the associates whom are listed to receive. This is causing issues with managing T&M labor hours. Review collected by and hosted on G2.com.

What problems is Operix solving and how is that benefiting you?

Tech support. ALL tech support associates are fantastic with exception of Jessica Liverman who is over and above fantastic. Review collected by and hosted on G2.com.

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Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction")
AC

Verified User in Construction

Small-Business (50 or fewer emp.)

10/31/2023

"Overall SFO has been very reliable, user friendly, and easy to navigate."

5/5

What do you like best about Operix?

I like that this system is easy to train on, very user friendly, and pretty straight forward (not clunky). The support team has always been responsive when/if asssitance was needed, and our rep Tiffany is AMAZING!!!!! Review collected by and hosted on G2.com.

What do you dislike about Operix?

The top 2 biggest fristrations with this system is there is not an app that is capitable for our field techs other than a quick time entry. This is not helpful when primarily we would need an app for the Work Order completions. The other annoyance is all jobs are displayed, even if they are closed or completed. having a some option for a filter with these would be beneficial so that techs aren't putting their time to a closed or old job. Review collected by and hosted on G2.com.

What problems is Operix solving and how is that benefiting you?

N/A- although i did share come of my concerns about an app and the job filters with our rep. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

DC

David C.

Small-Business (50 or fewer emp.)

12/5/2023

"Great Quick customer service"

5/5

What do you like best about Operix?

Communication

prompt replies from Tiffany Review collected by and hosted on G2.com.

What do you dislike about Operix?

its not under one umbrella with our main software Review collected by and hosted on G2.com.

What problems is Operix solving and how is that benefiting you?

Field service techs/ easy to use Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

EV

Erik v.

Operations Manager

Small-Business (50 or fewer emp.)

1/25/2023

"Incredibly pleased with our experience using SSO by Operix"

5/5

What do you like best about Operix?

Operix has an amazing customer service and tech team. They are very helpful in getting you onboarded and teaching you the ins and outs of the software. Operix is receptive to suggestions for changes and actively prioritizes their rollout based upon demand. We are very happy utilizing their software extension for Sage 100 as it empowers our employees, makes hard to find data more accessible and gives us valuable data points. Review collected by and hosted on G2.com.

What do you dislike about Operix?

Nothing that hasn't already been communicated as a suggestion for changes. Minor item: Black link to work order in forms should be changed to green or blue. Also, a detailed user manual and more instructional videos would be helpful. Review collected by and hosted on G2.com.

What problems is Operix solving and how is that benefiting you?

Giving employees access to client info. Looking up site history. Visibility on important client and equipment notes. Easier dispatching and work order generation and configuration. Easy professional quote generation. Review collected by and hosted on G2.com.

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1/31/2023
Current UserValidated ReviewerSource: Organic

MS

Merlin S.

Small-Business (50 or fewer emp.)

3/6/2023

"Using Operix software for construction field & payroll reporting"

5/5

What do you like best about Operix?

Getting reporting on construction site payroll, equipment usage, and field reports into our accounting system on a daily basis without having to rely on manual reports and key information into our systems. Seldom have support issues, but when we do, support assistance is fast and competent. Review collected by and hosted on G2.com.

What do you dislike about Operix?

Occasionally lose connection between Operix software and Sage Accounting software, but easy step to refresh cache and reconnect. Not a big deal. Review collected by and hosted on G2.com.

What problems is Operix solving and how is that benefiting you?

Getting more complete information on job performance data faster. We generally have all of prior weeks payroll available by Monday of following week, which expedites payroll processing. Plus our project managers have access to more timely information on job conditions and performance. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Joe D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Joe D.")
JD

Joe D.

Administrator

Mid-Market (51-1000 emp.)

1/30/2023

"SSO was a game changer for our business. User since 2015. Could not recommend it more!"

5/5

What do you like best about Operix?

Operix and SSO Tech (Tech Tool) have been essential to the growth of our company and tremendously increased our cash flow and profitability by expediting and simplifying our processes. I could not imagine going back to the way we operated without it. In addition, it is constantly getting better via updates. Review collected by and hosted on G2.com.

What do you dislike about Operix?

The very small (expected) moments of downtime. SSO support is fantastic and is very fast to respond and provide frequent updates. This is crucial for us to handle any situation professionally with our team. Review collected by and hosted on G2.com.

What problems is Operix solving and how is that benefiting you?

Our biggest issue was always paperwork collection. With SSO, we instantly have the field techs paperwork as soon as it is submitted from the field, ready to bill. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Katie H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Katie H.")
KH

Katie H.

CFO

Mid-Market (51-1000 emp.)

1/30/2023

"Operix is a valuable tool to improve operational and administrative efficiency"

5/5

What do you like best about Operix?

Operix streamlines information flow to and from our field operations. At the onset of a project, operix allows our entire organization to coordinate construction and service man power in real time. Once work is complete, we no longer need to re-key valuable and time-sensitive information from the field to the back office. Review collected by and hosted on G2.com.

What do you dislike about Operix?

We would like the ability to electronically invoice a customer and for the customer to have the ability to pay an invoice through Operix. Review collected by and hosted on G2.com.

What problems is Operix solving and how is that benefiting you?

Operix allows us to see in real time where our manpower is allocated and for field employees to enter their labor hours and description of work performed, eliminating the re-keying of data into Sage 300CRE. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

DN

Dale N.

Billing Manager

Mid-Market (51-1000 emp.)

1/25/2023

"Time Saver"

5/5

What do you like best about Operix?

Operix has changed the way we work for the better. With only one office administrator, we can collect payroll time and invoice work orders for over 100 field employees. Before we used Operix, we needed a much larger team, and it took weeks to send invoices to customers. Now we have decreased the time from service to invoicing to days!

I would defiantly recommend Operix to other Commercial HVAC contractors. Review collected by and hosted on G2.com.

What do you dislike about Operix?

None, Operix is such a time saver. I can't think of any negatives to share. Review collected by and hosted on G2.com.

What problems is Operix solving and how is that benefiting you?

Data collection and transparency. I can see what my field technicians have in payroll in real-time, and I can get invoices out to my customer in fewer steps. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

 ![Kevin O.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Kevin O.")
KO

Kevin O.

Vice President Information System

Mid-Market (51-1000 emp.)

2/1/2023

"Operix is a top-tier field solutions software company for the HVAC industry."

5/5

What do you like best about Operix?

Operix has excellent integration with our Sage 300 accounting software. They have outstanding customer support. Review collected by and hosted on G2.com.

What do you dislike about Operix?

Not really any dislikes. The software originated from an HVAC contractor and they have an excellent feel for what the end user is looking for. Review collected by and hosted on G2.com.

What problems is Operix solving and how is that benefiting you?

They solved our need to invoice our customers on a timely basis. The field technicians are able to enter their time to a work order, add parts from their trucks, enter PO's , update equipment information and many other time-saving features.

The integration between Operix software in the field and our Sage 300 payroll software saves countless hours each week.

Operix has been an excellent choice for Air Comfort. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerSource: Organic

## Pricing Insights

Averages based on real user reviews.

### Time to Implement

2 months

### Return on Investment

23 months

### Average Discount

6%

[
View More Pricing Information
](https://www.g2.com/products/operix/pricing)

##### 
##### Operix Features

Before the Job

Calendar

Dispatch

Roles

On the Job

Location

Employee Communication

Field Sales

After the Job

Reports

Analytics

Billing & Invoicing

[
View More Features
](https://www.g2.com/products/operix/features)

##### Categories on G2

[Field Service Management](https://www.g2.com/categories/field-service-management)[HVAC](https://www.g2.com/categories/hvac)

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