Less chaos.
More organized.
Calmer operations.
Operunity keeps your team organized, your customers served, and your operations under control — without adding complexity. One platform that tells you what needs attention, what to do next, and what can wait.
Fragmented operations cost more than you think
Spreadsheets don't scale. Ticketing systems don't know about your CRM. Your CRM doesn't know about your invoices. Here's what that actually costs.
Your CRM has no idea what's in your ticketing system
Everything connects. CRM opportunities link to quotes, work orders, and invoices automatically.
Spreadsheets don't send SLA alerts at 3am
Automated escalation rules run 24/7 — paging the right person before breaches happen.
Customers call for status updates you have to look up
The Customer Portal gives clients real-time visibility — no coordinator intervention needed.
Dispatch lives in group texts and someone's memory
The Work Console gives every team member a live, prioritized queue with SLA visibility.
Billing is delayed because completion data lives on clipboards
Completed work orders auto-generate draft invoices. Billing sends same day.
You don't know a problem is spreading until customers are already angry
See how a problem in one area tends to ripple into others — before customers notice.
Every problem is treated as isolated when they're actually connected
When one team gets overloaded, Operunity shows exactly how that pressure is building toward customer impact — in real time.
More than software.
A complete operational partner.
Operunity delivers software and the operational expertise to make it work. Our implementation team configures your platform, trains your staff, and optimizes your workflows — so you reach full operational maturity in weeks, not months.
Operations mapping, workflow requirements, team structure review
Tenant, users, workflows, portal, reporting, and workforce setup
Role-specific onboarding for every team member
Go-live with active first-week support from your implementation lead
Ongoing optimization, SLA tuning, and reporting maintenance
Everything your operations team needs, connected.
Eight purpose-built modules sharing the same customers, work orders, assets, and workflows. No duct tape. No separate subscriptions. One platform that already knows what the others are doing.
Your team's daily work hub
Stop dispatching from group texts and whiteboards. The Work Console gives every team member a live, prioritized view of all open work — plus proactive operational signals before warranties expire, SLAs breach, or contracts lapse.
| Tech | 8am | 10am | 12pm | 2pm | 4pm |
|---|---|---|---|---|---|
| Alex M. | ● | ● | ● | ● | |
| Dana K. | ● | ● | ● | ||
| Tom R. | ● | ● | ● | ||
| Riley J. | ● | ● | ● | ● | ● |
Balance workload. Prevent burnout. Hit every SLA.
When your best technician is at 120% and another is at 40%, nobody wins. Workforce Operations gives dispatch coordinators real-time visibility into team capacity — so work gets distributed intelligently, not whoever picks up the phone first.
Visibility that drives action, not just awareness
Operational data only matters if it changes what you do. Operunity's reporting surfaces the bottlenecks, SLA risks, and workforce imbalances you need to act on — before they become customer problems.
Give customers a front-row seat — on your brand
Status-update calls consume up to 30% of your team's coordination time. The Customer Portal eliminates that overhead — giving every customer real-time visibility into their requests, work orders, invoices, and knowledge articles without picking up the phone.
Automate the work between the work
Consistent operational execution doesn't require more headcount — it requires automation. And AI-assisted configuration accelerates how fast you build it.
Workflow Automation
Trigger automations on real operational events — status changes, SLA thresholds, scheduled times, CRM events, and more. Build approval gates, email sequences, and assignment rules with zero code.
AI-Assisted Operations
Our AI configurator doesn't replace your operational judgment — it accelerates how fast you act on it. Describe what your business needs in plain language. The AI drafts the configuration. You review and approve it.
Stop losing money to renewals you never saw coming
Missed cancellation windows. SaaS subscriptions that quietly auto-renewed. HVAC warranties that expired last month. Vehicle leases with no transition plan. Operunity's Asset & Contract Operations module surfaces every renewal risk — before the deadline passes.
Purpose-built for the way service businesses operate
From property management to home services, commercial cleaning, and field operations — if your business delivers services, manages customers, and keeps work moving, Operunity is built for you.
Property Management
Coordinate tenant requests, vendor dispatch, preventive maintenance, property asset tracking, and owner reporting from one unified platform.
Home Services
Manage maintenance contracts, emergency incidents, seasonal scheduling, warranty claims, and field dispatch — from first call to invoice.
Commercial Cleaning
Schedule recurring services, track site-level work orders, manage client contracts, and give building managers a self-service portal for requests and status.
Security & Life Safety
Track inspection schedules, manage compliance work orders, handle after-hours incident escalation, and maintain full audit trails for regulatory reviews.
Field Service & Maintenance
Balance field technician workload, automate dispatch, manage service agreements, and give customers real-time visibility into their service history.
Community & Nonprofit Ops
Coordinate member requests, manage operational workflows, handle facility work orders, and keep stakeholders informed with a branded self-service portal.
Built for operational accountability
Role-based access, tenant data isolation, full audit logging, and secure portal access — built in from the start, not added as an afterthought.
Role-Based Access Control
Granular roles ensure dispatchers, technicians, billing, and admins see only what their function requires.
Tenant Data Isolation
Every record is scoped to your organization at the data layer — not just filtered in the UI.
Full Audit Logging
Every approval, assignment, and status change is permanently logged with actor and timestamp.
Authenticated APIs
All API routes require authentication. Unauthenticated requests return errors — not data.
Customer Portal Security
Portal users see only their own records. Internal notes are never exposed to customers.
Operational Governance
Approvals, workflow publishing, and fulfillment gates enforce review before high-stakes actions execute.
Get your team operational — fast
Operunity ships with a built-in Learning Center that helps every role get productive quickly — from dispatch coordinators to field technicians to billing staff. Contextual guidance surfaces right where work happens.
What unified operations actually delivers
Operational metrics from service businesses that replaced disconnected tools with a unified platform.