OPS Software
Your business.Your OPSsoftware.
Keep customers, conversations, appointments and invoices in one place. Set up around your business, with Owen here to help you use it.
Setup and usage charges additional. How pricing works
- Set up and supported by Owen
- Clear scope and costs before you start
Read the video text
Your business. Your OPS Software. Set up around how you work. Meet your OPS workspace. Every inquiry, a clear next step. Your advertising, connected to your business. Connect with QuickBooks Online. HIPAA-enabled options for healthcare practices; configuration and agreements required. Desktop app for macOS and Windows. Rooted in the Black River community. onepaddlesociety.com.
Built around your kind of business
What would make your day easier?
Choose your business type to see a practical starting point.
Trades and field service
From the first call to the paid invoice.
Plumbers, electricians, HVAC, tree service, excavation, cleaning and repair businesses.
What a week looks like
- Capture an inquiry and track its next step.
- Send an estimate, record approval and schedule the work.
- Send appointment reminders and request a review after the job.
- Follow up on missed calls once texting is approved.
Lodging, campgrounds and outfitters
Guest questions answered. Requests routed.
Cabins, campgrounds, resorts, float outfitters, guides and event properties.
What a week looks like
- Route guest requests from a QR code or guest page.
- Send arrival instructions through an agreed workflow.
- Collect renewal details and signatures.
- Request reviews after a stay.
Rental operators
Know what is booked and what is due back.
Trailer, tool, kayak, boat, event and equipment rental businesses.
What a week looks like
- Show available listings and quantities on a booking page.
- Collect payments and manage agreed deposit rules.
- View bookings in a calendar and use pickup and return checklists.
- Connect supported invoices to your accounting system.
Restaurants and retail
Keep requests moving and regulars informed.
Restaurants, cafes, bars, shops, boutiques and markets.
What a week looks like
- Collect catering or large-order requests and send a quote.
- Plan seasonal updates, hours and specials.
- Request reviews and manage supported replies.
- Sell products online with variants and stock tracking.
Offices and professional services
A clear next step for each client inquiry.
Insurance agencies, financial offices, accounting practices, law offices, real estate teams and consultants.
What a week looks like
- Route new inquiries and send a confirmation.
- Offer appointment booking with reminders.
- Send suitable agreements for online signature.
- Schedule approved renewal and check-in reminders.
Medical and care practices
Plan scheduling and follow-up around your practice.
Clinics, dental and vision practices, therapy, counseling and other care providers.
What a week looks like
- Plan appointment requests and reminders.
- Review intake fields and access with your practice.
- Organize recall reminders.
- Use review requests that avoid care details.
Schools and education organizations
Program questions routed. Tours booked.
Trade programs, private schools, training providers, camps and community education.
What a week looks like
- Route program inquiries and track follow-up.
- Book tours and information sessions.
- Keep inquiry progress visible to staff.
- Organize seasonal staff paperwork checklists.
Solo operators
Start with the task that needs your attention most.
One-person businesses and side businesses that run from a phone.
What a week looks like
- Give customers a business number and shared message history.
- Send a booking link with your available times.
- Send invoices with pay links and agreed reminders.
Teams with staff and locations
Roles, routing and a record of who handled what.
Businesses with office staff, field staff, multiple locations or a manager overseeing requests.
What a week looks like
- Route requests by location or service.
- Set permissions around each staff role.
- Share configured reports with managers.
- Review access as people join or leave.
Explore the tools
The parts you need, working together.
Choose a feature for details. Your quote identifies what is included in your setup, along with any usage charges or add-ons.
Customers, conversations and appointments
Keep the details together from the first inquiry through the next appointment.
Customer and client records
Keep conversations, notes, appointments and follow-up steps with the customer they belong to.
Put it to work
- Find customers by tag, service, town or stage.
- Track inquiries from New inquiry to Estimate sent, Booked and Complete.
- Import contact lists and export selected contact fields to CSV with admin access.
Set up with OPS
- Your fields, pipelines, import mapping and staff permissions.
Setup details
- A contact CSV is not a complete backup of conversations, documents or activity history. Export needs are reviewed during setup.
One inbox for messages
Bring connected email, text, website chat, Facebook Messenger and Instagram conversations into one inbox.
Put it to work
- Reply from your phone or computer.
- Assign conversations and leave internal notes.
- Keep saved replies for common questions.
Set up with OPS
- Channel connections, business texting registration and message routing.
Setup details
- Texting requires the registration and consent appropriate to your number and use. Messaging charges and any channel restrictions are explained before setup.
Business phone line
A business number with call routing, app calling, voicemail and optional recording.
Put it to work
- Ring a person or team, or route calls through a phone menu.
- Use a custom voicemail greeting and after-hours rules.
- Send a missed-call text back when texting is approved.
Set up with OPS
- Your number, routing, voicemail and staff devices.
Setup details
- Number, calling and optional recording or transcription charges depend on use. Existing-number transfers and recording consent requirements are checked for your setup.
Appointments and booking pages
Let customers choose an available appointment and receive the reminders you set.
Put it to work
- Offer booking by person, service, team or class.
- Connect supported Google, Outlook or iCloud calendars.
- Collect a deposit or save a card through a supported payment setup.
Set up with OPS
- Availability, appointment lengths, buffers, calendar connections and reminders.
Setup details
- Payment options depend on the booking type and processor. Text reminders require approved texting.
Forms, requests and website chat
Give customers a clear way to ask a question, request a quote or send the details your team needs.
Put it to work
- Share a form through your website, a link or a QR code.
- Route requests to the right person.
- Keep website chat alongside other customer conversations.
Set up with OPS
- Questions, confirmations, routing and the website widget.
Setup details
- Form fields and consent are designed around the information you need. Sensitive information requires the appropriate safeguards and agreements.
Follow-up, estimates and payments
Give your team a clear next step, from a new request to a paid invoice.
Reminders and follow-up that run on their own
Set agreed actions to run when a request arrives, an appointment is booked or a job moves forward.
Put it to work
- Send confirmations and reminders.
- Notify staff when something needs attention.
- Request a review after completed work or move an inquiry to its next stage.
Set up with OPS
- The steps, message templates and a way for staff to take over, tested before launch.
Setup details
- Messaging and some advanced workflow actions carry usage charges. Your quote identifies the steps included.
Estimates, invoices, signatures and payments
Send estimates and invoices, collect payments, get agreements signed and sell products online.
Put it to work
- Send a pay link or set up recurring invoices.
- Collect signatures with a signed copy and audit record.
- Offer products and variants with stock tracking in an online store.
Set up with OPS
- Your supported payment connection, templates, payment terms and product setup.
Setup details
- Processor fees apply. Available payment methods and card readers depend on the feature and processor; existing point-of-sale and fulfillment connections are checked separately.
QuickBooks Online and Xero connection
Connect customer, invoice and supported payment information with the accounting system you already use.
Put it to work
- Send new, issued workspace invoices and their updates to QuickBooks Online.
- Import QuickBooks contacts and optionally historical QuickBooks invoices.
- Send workspace invoices to Xero with matched customer details.
Set up with OPS
- Account mapping and a test invoice, with your bookkeeper if you have one.
Setup details
- QuickBooks drafts do not sync; invoices imported from QuickBooks do not support ongoing edits in both directions. Xero invoice sync runs from the workspace to Xero and does not include receipts or product catalog syncing.
- Accounting stays in your accounting system. This connection does not provide bookkeeping, payroll or tax services.
Reporting you can read
See the measures you choose, including inquiries, appointments, waiting estimates and paid invoices.
Put it to work
- Compare periods and review activity.
- View inquiry sources when tracking is connected.
- Receive scheduled reports from configured dashboards.
Set up with OPS
- Your measures, dashboard and connected ad reporting.
Setup details
- Reports depend on the records and tracking available. Advanced reports and staff reporting are confirmed for your plan.
Marketing tools and advertising
Plan your posts, stay in touch with customers and connect advertising to the inquiries it brings in.
Email, social posting and reviews
Manage customer emails, social posts and review requests from the same workspace.
Put it to work
- Send updates to customers who agreed to hear from you.
- Schedule posts to connected social accounts from one calendar.
- Request reviews and manage supported review replies.
Set up with OPS
- Sending domain, branded templates, social connections and review requests.
Setup details
- Supported post formats vary by network. Email usage is billed separately; business directory listings are an optional paid add-on.
Google and Meta advertisingOptional add-on
Create supported Google, Facebook and Instagram campaigns and connect their leads with your customer records.
Put it to work
- Build Google Search and Demand Gen campaigns through Ad Manager.
- Create supported Meta campaigns and map lead forms to your pipeline.
- Review campaign performance and connect supported conversion reporting.
Set up with OPS
- Account connections, lead mapping and agreed tracking, tested before launch.
Setup details
- Ad Manager access, account permissions and supported campaign types are confirmed during setup. Ad spend is paid to the ad platform; ongoing campaign management is a separate service to discuss with OPS.
Specialised setups
Add the tools that fit your operation, with the requirements checked before setup.
Rental reservations, inventory and deposits
Manage listings, quantities, booking periods and payments for equipment, cabins, trailers, boats or gear your business rents.
Put it to work
- Offer listings and variants with their own prices and quantities.
- Accept bookings across hours, days, weeks or months.
- View rental bookings in a calendar and provide eligible customers a cancellation link.
Set up with OPS
- Your listings, availability, prices, payment rules and booking page, plus agreed document and checklist workflows.
Setup details
- Deposit handling and available rental features are confirmed for your setup. Canceling a booking does not automatically issue a refund. This supports your rental business; OPS is not the equipment supplier.
HIPAA-capable configuration for care practicesOptional add-on
An optional configuration for approved healthcare workflows, with vendor safeguards, agreements and access controls reviewed before use.
Put it to work
- Plan appointment requests, reminders and follow-up around your practice.
- Review the proposed workflows and vendor security information with your compliance team.
Set up with OPS
- An assessment of required agreements, vendor activation, account safeguards and connected services before any protected information is used.
Setup details
- The paid vendor package alone does not make a practice or OPS compliant. Required business associate agreements and the responsibilities of the practice, OPS and connected providers must be addressed before protected health information is collected.
Optional assistantsOptional add-on
Add help with routine replies, after-hours calls, review responses or content when it suits your business.
Put it to work
- Handle common first questions with a handoff to a person.
- Use a phone assistant to answer and take messages.
- Draft routine replies and content for review.
Set up with OPS
- Approved instructions, boundaries and handoff rules, tested with your own questions.
Setup details
- Assistants are optional. Usage or subscription charges and phone charges depend on the setup. Generated responses need suitable oversight.
Pages, portals and simple websites
Connect booking pages, landing pages and customer access to memberships or courses with your workspace.
Put it to work
- Publish a page for a specific offer or appointment.
- Give customers access to supported portal features.
- Connect your existing website to the tools it needs.
Set up with OPS
- Page templates, domain connections and customer access.
Setup details
- Portal features and domain requirements are confirmed during setup. Full website design is a separate OPS Business Solutions project.
Team access, permissions and your data
Give staff the access they need and keep a clear plan for your customer information.
Put it to work
- Add and remove staff access.
- Use roles and permissions for owners, office staff and field staff.
- Export selected contact fields to CSV with admin access.
Set up with OPS
- Your access list, user allowance and the available export options for records you need to retain.
Setup details
- Contact CSV exports exclude message history and include only the latest note, limited to 255 characters. Other records need their own export plan; arrange exports before closing an account.
Getting started
A clear plan, then a working setup.
Agree on the work
We review your current tools and daily tasks, then put the setup, cost and responsibilities in writing.
Build and check it
OPS configures your workspace and tests the agreed workflows with you before customers use them.
Learn the daily tasks
Your team gets training and written instructions for the parts you will use.
Get help when you need it
Contact Owen during business hours for help with your setup. Your quote explains the support included and how additional work is handled.
Before you choose
Practical questions, straight answers.
Access, ownership, support and how OPS fits the tools you already use.
What is OPS Software built on?
OPS Software uses HighLevel, configured and supported by One Paddle Society. HighLevel provides the underlying platform and product updates. OPS handles your agreed setup, training and support.
Who can access our information?
Roles and permissions are configured around your team. We agree who can view, change, delete and export information, and who manages billing and integrations. You receive a record of the access setup.
Can we take our data with us?
Authorized administrators can export contact information to CSV. Conversation history and other records have different export options. We identify what you need to retain or move and document an exit plan before setup.
Who helps if something stops working?
Owen is your OPS contact. During a platform outage, OPS checks the vendor status and shares the available updates. Your quote records the support scope, account ownership and access arrangements so your team knows how the workspace is managed.
Does it replace the systems we already use?
It can bring several daily tools together. Accounting, payroll, patient records and other specialist systems may still be needed. We check the connections and agree which tools stay before quoting.
What affects the price?
Plans start at $199 per month. Setup is quoted separately. Your workflows, integrations, usage and support needs determine the total. Read the pricing and setup details.
See how it could work for you
Start with the part that needs attention.
Tell Owen what you use now and what you want to make easier. We will walk through a suitable setup and explain the costs.