Omnira One for industrial services and manufacturing

Make your field software and your books agree for every customer site and contract.

Omnira One connects your field service software, your ERP or books, and your CRM into one record your company owns. Service agreements, open deficiencies, assets due for inspection and what each customer owes sit on one page. Then we find the next sites and contracts worth bidding.

Does this sound like your week?

  • Inspections find deficiencies, and the quote goes out late or never.
  • We do the preventive visit and forget to bill it.
  • Techs show up without knowing the asset's history.
  • Contracted visits and billed visits never match.
  • One customer is a bigger share of revenue than we'd like, and we only see it at year end.

The page your team opens

Each part shows where its numbers come from. Nothing on it has to be typed in twice.

Every company also gets a Map of its customers, work and market, and a People page with each person's numbers and who uses Omnira One.

  1. 01

    Service agreements

    What each contract promised, what was performed and what was billed.

    Pulls from: Your field service software and your books

  2. 02

    Deficiencies and open quotes

    Every deficiency found on an inspection, whether it's been quoted, and how old it is.

    Pulls from: Your field service software

  3. 03

    Assets and inspections due

    The assets at each site, their inspection dates and their service history.

    Pulls from: Your field service software

  4. 04

    Receivables and concentration

    What each customer owes, and what share of revenue they are.

    Pulls from: Your ERP or books

How Omnira One works for industrial services and manufacturingTools such as Fishbowl Inventory, Epicor, JobBOSS2, SAP Business One, Microsoft Dynamics 365 Business Central, ADP flow into Omnira One, one record the company owns. It shows service agreements, deficiencies and open quotes and assets and inspections due.Your toolsEpicorJobBOSS2SAP Business OneMicrosoft Dynamics365 Business CentralOmnira OneOne record you ownWhat it shows youService agreementsFrom your field service software and your booksDeficiencies and open quotesFrom your field service softwareAssets and inspections dueFrom your field service software
The tools shown are examples from the list below. We start from the ones you run.

See it working for industrial services and manufacturing

These are real screens from the Omnira One demo, set up for a sample industrial services company. Open the demo to click through every page yourself.

The Omnira One Today page for a sample industrial services company. Three headline figures: $1.52M invoiced in the last 30 days, a 24.6% share for the largest account and $27,100 of maintenance visits done but not billed. A Needs you list flags an account in bankruptcy, a lien or citation and invoices aging past 45 days.
Today, for the owner. It shows what work was done but not billed and which problems still have no quote.
The Omnira One Map page for a sample industrial services company around a large Texas city. Numbered circles group customer sites in several suburbs. Buttons switch the base map to Light, Satellite or Streets and add inspections due or failed or new plants, permits and awards. A side list ranks sites by value.
Map, for the owner. It shows where the sites and equipment are, and where new plants are going up.
The Omnira One People page for a sample industrial services company, set to technicians over the last 30 days. A table compares each technician to the team median on work orders done, revenue, first visit fixes, deficiencies found, hours on the clock and billing holds. Each header names its period.
People, for the owner. It shows which techs fix it the first time, find problems and get billed fast.
The Omnira One record page for one commercial service agreement account at a sample industrial services company, with its lifetime value shown at top right. A next step box asks to send a deficiency quote and bill a visit. A summary lists four loose ends, and a timeline is tagged with the system each event came from.
One account record. It shows the loose ends on a service account and the next step to close them.

Screens from the Omnira One demo, set up for a sample industrial services company. Every name and number on them is sample data.

Built with your team

Omnira One is built around how you work. Every page, number and alert is shaped with your team, and we keep changing it as you grow.

Your pages

Show the pages your team uses and hide the rest.

Your words

Call things what your team calls them, whether that is a work order, a job or an order.

Your numbers

Pick the numbers that sit at the top of Today for each role.

Who sees what

The owner sees everyone. A manager sees their team. A tech sees their own work.

Your morning text

Choose when Quinn sends the morning numbers, and whether it comes by text or email.

In the demo, open Make it yours and try it. On your second call, we make these changes live with you.

One record, one meaning

Each of these gets one definition across every system you run, so a number means the same thing on every page.

  • Customer
  • Site
  • Asset
  • Service agreement
  • Inspection
  • Deficiency
  • Quote
  • Work order
  • Invoice

Your field service software stays the system of record for the work. Your ERP or books stay the books. Omnira One makes them agree.

Works with the tools you already run

We connect the field software, books, phones and CRM you already run. Here are the ones owners ask about most, and the full list is one click below. If your company runs on something else, ask us. Spreadsheets always work.

Built for your industry

  • Fishbowl Inventory
  • Epicor
  • JobBOSS2
  • Microsoft Dynamics 365 Business Central
  • SAP Business One
  • NetSuite

Books, CRM and phones

  • QuickBooks
  • Xero
  • Salesforce
  • HubSpot
  • CallRail
  • Google Workspace

12 of 33 shown.

No tool for part of the work yet?

If part of your work still runs on paper, a whiteboard or someone's memory, we build the internal tool for it on open source and connect it the same way. Custom internal tools are what we specialize in, and we build them on top of what you already run.

Works with means we can bring that system's information into Omnira One. How we do it depends on the system. Some offer an official connection. For others we use the reports and exports you already run. Each vendor's own terms set what can be kept and for how long, and we work inside them. We'll tell you which applies to your setup on the first call. Product names and logos belong to their owners, and Omnira isn't affiliated with or endorsed by any of them.

ADP and the ADP logo are registered trademarks of ADP, Inc.

Three problems we start with

Deficiencies quoted while the customer still cares

Every deficiency from an inspection goes on one list with its age and value. One with no quote after the days you set gets flagged to the account manager.

More repair work from inspections you already did.

Every visit billed

Each completed visit is checked against the invoices. A visit that's done and not billed shows up that week.

Contracted work turns into collected revenue.

Contracts against actuals

Each agreement shows what was promised, what was done and what was billed, side by side.

You renew and price contracts on what they really cost to run.

Edge cases we plan for

These are the cases that break a normal report. We set them up from the start.

A deficiency nobody quoted

Deficiencies found on inspections stay on a list until they're quoted and sold, so the follow-on work isn't lost.

Agreements with visits owed

Each service agreement shows the visits done and owed, by site and by asset.

One customer, 40 sites

A customer with many sites gets one account, with every site and asset under it.

Omnira One watches it for you

Quinn, our AI, answers questions about your business in plain English and sends your morning numbers by text and email. Watchers keep an eye on the record and tell the right person when something slips. Two of the first ones we'd set up:

Unquoted deficiency

A deficiency is older than the days you set and no quote has gone out.

Inspection due

An asset's inspection date is coming up and nothing is on the schedule.

Then we use the same record to book more jobs.

Most data products stop at the dashboard. They show you the estimate that went cold and leave the calling to your team. We keep going, because we already run the work that turns those numbers into booked jobs.

New projects and permits

Omnira Signal tracks commercial projects and building permits, and names the contractor on each.

Facilities teams

Outreach to the facilities and plant managers at the sites you want agreements with.

Lapsed agreements

Customers whose agreements ended, worked again before their next inspection is due.

Signal tracks commercial projects, building permits and new contractor licenses.

Find the plant that's about to need you.

New permits, new operations and new violations all show up in the public record. Signal watches for the ones that line up with what you sell.

  • A drilling permit is approved.

    The rig, the crews and the services follow. You call the operator before work starts.

  • A pit or mine files as new, or restarts.

    A restart needs equipment, parts and maintenance. You're the first supplier they hear from.

  • A workplace safety violation is issued.

    The company has a deadline to fix it. Your team offers the repair, the training or the service.

  • An environmental enforcement action is taken.

    Cleanup and compliance work has to happen fast. You reach them early.

  • A company wins a federal contract award.

    New contracts mean new production. You offer capacity, parts or service.

  • A large commercial job pulls its building permit.

    New plants and warehouses need equipment and service contracts.

From a signal to a winFour steps. Signal: A safety violation is issued. Match: A plant in your region that fits your services. Action: Your sales lead gets the name and the deadline. Win: You win the fix and the service contract.SignalA safety violation is issuedMatchA plant in your region that fits yourservicesActionYour sales lead gets the name and thedeadlineWinYou win the fix and the service contract
One example from the list above. Your territory, your trades and your job size set what counts as a match.

What our team has done

$1.65 million

A restoration company recovered $1.65 million from its own list of past customers, a list it had written off.

Read the story

$2.5M to $5M

A residential services company went from a $2.5 million to a $5 million run rate in 90 days, on follow-up our team built.

Read the story
  • 1,649

    Past customers on a dormant list, reached.

  • 23.1%

    Replied.

  • 6.3%

    Booked a job.

  • $53K

    Recovered in just over three weeks.

One recent result: we reached out to a residential services company's dormant customer list of 1,649 past customers. 23.1% replied and 6.3% booked a job, recovering $53K in revenue in just over three weeks.

We have since turned it into a full operating system that sends job reminders, plans truck dispatch to save gas and time, manages invoices and payroll, runs follow-up campaigns on dormant customers, and finds and automatically bids on government and commercial contracts.

Each result was one client, their list and their market. It isn't a promise of what you'll get.

What you own

Your data stays yours

It lands in a database your company owns, and it stays with you if you ever stop working with us.

Nothing changes without a yes

We read from your systems. Anything written back, and anything sent to a customer, waits for someone on your team to approve it.

No charge per user

One setup fee and a flat monthly fee. Your whole team can use it.

See Omnira One pricing

Questions owners ask

Does this replace our ERP or field service software?
No. Both stay your systems of record, and your team keeps working in them. Omnira One reads from them and makes them agree.
We make products and also service them. Does that fit?
Yes. Orders, installed equipment and service work can sit on one customer record.
Can it show us customer concentration?
Yes. Each customer's share of revenue sits on their record, and Quinn flags it when one grows past the line you set.

Tell us what should run itself.

We'll tell you plainly whether a build fits, and what you'd own at the end.