OPERARI
Field Service Management
Business & Technician Guide
For Owners, Admins & Technicians  ·  iOS App v2.0
Version 2.0  ·  June 2026
Contents
This guide covers the Operari iOS app and web portal for technicians, admins, and business owners.
1 What Is Operari? p. 3
Platform overview
Supported industries
2 Getting Started p. 4
Owner & admin portal setup
Technician invite flow and TOTP enrollment
Face ID setup and biometric protection
Forgot your password?
3 Technician Guide p. 5
Schedule tab — today's workday and clock in/out
Route optimization — time-aware, on-device
Job detail — navigate, call, text, update status, Job ID
Logging materials with EPA registration numbers
Job photos and per-job checklists
Capturing signatures — tech & client split
Date strip — 7-day preview
Working offline with automatic sync
4 Admin Mobile App p. 8
Dashboard — KPIs, Needs Attention, recent jobs
Dispatching jobs and managing your team
Field monitor — live GPS map
Invoices, estimates, proposals, recurring schedules
Analytics — Insights and Scorecards
Work mode toggle — admin ↔ field
5 The Web Portal p. 8
Getting Started checklist
User roles and permissions
Jobs, schedules, dispatch, and field monitor
Clients, invoicing, proposals, and pricing
Reports and inventory
Timesheets — clock entries, approval, manual add
Availability — weekly schedule, time off, extra shifts
Settings — company, scheduling, signatures, payroll
6 Billing & Subscriptions p. 12
Subscription plans and pricing
Trial period and usage meter
Platform fee on client payments
Subscribing and managing billing
Payment processing — Stripe Connect setup
7 Security & Privacy p. 13
OPAQUE authentication — passwords never transmitted
Post-quantum token signing (ML-DSA-65)
Face ID, Keychain, and biometric protection
App permissions reference
8 Support & Contact p. 12
Introduction

This manual is the complete reference for everyone in your organisation who uses Operari — from the business owner configuring the platform on day one, to the technician checking their job list on the way to a service call.

📖 How to use this guide

This manual serves two audiences. Jump to the section that applies to you:

If you are… Start here
A business owner or admin setting up the platform, managing jobs, or configuring billing Chapter 2 — Getting Started, then Chapter 4 — The Web Portal
A technician using the iOS app in the field Chapter 2 — Getting Started (technician setup), then Chapter 3 — Technician Guide

Chapters 6 and 7 — Security & Privacy and Support — apply to everyone and are worth a read regardless of your role.

The Customer Guide — for clients who use the Operari app to book and track services — is a separate document available at operari.app/customer-guide. Share that link with your customers; this manual is for your team.

If something in this manual does not match what you see in the app or portal, or if you need help that is not covered here, contact support at support@operari.app.

🏛️

1  ·  What Is Operari?

Platform overview and dual-role architecture

Operari (

from the Latin operārī — "to work, to labor, to accomplish") is a field service management platform built for small and mid-size service businesses. The iOS app serves two distinct groups of people from a single download: technicians who perform work in the field, and customers who receive services.

Your guide to Operari. This manual covers the technician iOS app and the web portal for business owners and administrators. The Customer Guide is available at operari.app/customer-guide.
🔧

Technician

Field workers · Invited by employer

  • View today's jobs and weekly schedule
  • One-tap navigation, call, and text
  • Update job status in real time
  • Optimize your daily route
  • Log materials with EPA registration numbers
  • Capture photos and complete checklists
  • Collect customer signatures digitally
  • Access visit history at each location
  • Works offline with automatic sync
ℹ️
Operari also serves your customers through the same iOS app. The Customer Guide is available at operari.app/customer-guide.

Supported Industries

Operari launches with pest control as its primary vertical but is designed for any field service business. All 15 supported industry verticals ship with pre-loaded product and service catalogs.

Industry Example Services
🐛 Pest Control General pest, termite inspection, rodent exclusion, mosquito treatment
🌿 Lawn Care Mowing, fertilisation, weed control, aeration, overseeding
🏊 Pool Service Chemical balancing, cleaning, equipment maintenance, opening/closing
❄️ HVAC Installation, seasonal tune-up, repair, filter replacement
🧹 Cleaning Residential, commercial, post-construction, deep clean
🔧 Plumbing Repair, drain cleaning, water heater, emergency call
⚡ Electrical Repair, panel upgrades, EV charger installation, safety inspection
🪟 Window Cleaning Interior, exterior, high-rise, pressure washing, screen cleaning
ℹ️
The business behind your service chooses which industry they operate in. The materials catalog, checklists, and compliance features in the technician interface adapt automatically to match.
🚀

2  ·  Getting Started

Creating your account and signing in for the first time

Business Owners & Admins

Company owners receive an email invite with a 7-day setup link. Open the link in a browser, set your password, and enroll two-factor authentication. Your portal at operari.app/portal is ready immediately after.

Technicians — First-Time Setup

Technician accounts are created by your employer. You receive a private invite code and register through the iOS app.

1

Tap "I have an invite code"

This is on the main login screen, below the sign-in form.

2

Enter your invite code

Your employer provides this code (e.g., COMPANY-TECH01). Each code is single-use.

3

Set your password

Choose a strong password. Operari uses the OPAQUE protocol — your password is never transmitted to the server (see Security & Privacy).

4

Enroll in two-factor authentication

At the end of the invite setup page (opened in your browser from the invite email), you are shown a QR code. Open the Operari app, tap the Authenticator tab, then tap Add Account and scan the code. Enter the 6-digit code displayed to confirm enrollment. This code will be required on every subsequent login.

Face ID

Operari supports Face ID (or Touch ID on compatible devices) for quick re-authentication. After your first successful login, enable biometric login from the Account tab under Security. Face ID uses your device's Secure Enclave — Operari never receives or stores your biometric data.

If you save a signature (see Chapter 3), Face ID protects it — your saved signature can only be retrieved after biometric confirmation.

Forgot Your Password?

Tap Forgot password? on the login screen and enter your email address. You will receive a reset link valid for one hour. Follow the link, set a new password, and sign in as normal. Two-factor authentication re-enrollment is not required after a password reset.

💡
First login requires network connectivity. After your first successful sign-in, the technician job list is cached locally and accessible offline. A network connection is needed to load new job assignments or changes from the portal.
🔧

3  ·  Technician Guide

Managing your workday from dispatch to completion

The technician interface has five tabs: Schedule, Calendar, Available, Account, and Authenticator. The Schedule tab is your workday hub — today’s jobs are at the top, and a date strip lets you browse the week ahead.

Schedule Tab — Your Workday

The Schedule tab shows all jobs assigned to you for today at the top, sorted by scheduled time. Each job card displays the client name, service address, scheduled time, and current status badge.

Job Status Flow

Scheduled En Route Arrived In Progress Completed

Advance a job’s status from inside the job detail screen. Status changes sync in real time. Arrived is set automatically by GPS — no tap required.

Status When to set it What it does
Scheduled Default — set by your dispatcher when a job is assigned to you Job appears on your Schedule tab. No action needed yet.
En Route When you leave for the job site Activates auto-arrival detection. A live status update is pushed to the client’s Operari app in real time if they are signed in.
Arrived Set automatically when GPS detects you within 75 m of the job site (while En Route) Logs arrival time. Dispatcher sees the update live in Field Monitor.
In Progress When you begin work at the site Tap Update Status on the job detail screen to advance from Arrived.
Completed When all work is finished and you are leaving the site Logs completion time. Client receives a service completion email. An invoice is generated automatically.

Cancelled Jobs

Jobs can be cancelled by your dispatcher or business owner from the web portal. You cannot cancel a job from the app — contact your dispatcher if a job needs to be removed from your schedule.

⚠️
When a job is cancelled, it turns grey on your Schedule tab and cannot be advanced. Stop driving if you are en route and contact your dispatcher for any next steps. No further action is required from you unless your dispatcher instructs otherwise.

Auto-Arrival Detection

When you are marked En Route and your GPS location comes within 75 metres of the job address, Operari automatically advances your status to Arrived — no tap required. Your dispatcher sees the update immediately in the Field Monitor. When you are ready to begin work, tap Update Status on the job detail screen to advance to In Progress.

Route Optimization

When you have two or more active jobs, an Optimize Route button appears at the top of the Jobs tab. Tap it to reorder your jobs into the most efficient driving sequence.

💡
Route optimization always respects your scheduled appointment times. A 9 AM job will never be placed after a 3 PM job, even if the later address is geographically closer to your starting point.

Clock In & Clock Out

A prominent clock bar sits at the top of the Schedule tab. Tap the blue Clock In button when your workday begins. While clocked in, the bar turns green and shows a pulsing icon with an elapsed timer. Tap Clock Out when your shift ends — a confirmation dialog prevents accidental entries. Your time entries are reviewed and approved by your employer under Timesheets in the web portal.

Job Detail Screen

Tap any job card to open its full detail view — the central hub for all work on that job.

🗺️ Navigation & Contact
  • Tap Navigate to open Apple Maps with turn-by-turn directions
  • Tap the phone number to call the client directly
  • Tap the message icon to open a pre-addressed SMS
📊 Status Timeline
  • Current status shown with timestamp
  • Tap Update Status to advance to the next stage
  • Status changes broadcast to dispatcher via WebSocket
Checklist
  • Per-job checklist items with checkboxes
  • Progress bar shows completion percentage
  • Add new items inline with the + button
  • Items sync immediately when online
📝 Notes
  • Tap the notes area to edit
  • Tap Save to persist changes to the server
  • Notes are visible to your dispatcher in the web portal

Job ID

A Job ID pill appears at the bottom of every job detail screen. Tap it to reveal the full UUID in monospaced text, then tap again to copy it to your clipboard. Useful when contacting your dispatcher or support about a specific job.

📸

3  ·  Technician Guide (continued)

Materials, photos, signatures, schedule, and offline mode

Logging Materials Used

Scroll to the Materials section on any job detail screen to create a documented record of every product applied at the job site. This record is required for chemical compliance in most jurisdictions and is exportable from the web portal for regulatory inspections.

  1. Tap Log Material to open the logging sheet.
  2. Select the product from your company's catalog (e.g., "Bifenthrin 7.9% SC").
  3. Select the target (e.g., "German Cockroach", "Brown Recluse Spider").
  4. Enter the quantity and unit applied.
  5. Tap Log. The entry appears immediately in the Previously Logged section.

🏷️ EPA Registration Numbers & Safety Data Sheets

When you select a product, its EPA Registration Number appears below the picker with a green seal. If a Safety Data Sheet (SDS) is on file, a View Safety Data Sheet link appears — tap it to open the SDS in your browser. Previously logged entries also display the EPA number for audit purposes.

Job Photos

Document job site conditions before, during, and after work. Photos are stored securely on the server and visible to your dispatcher in the web portal.

1

Tap the camera icon in the Photos section

Choose Take Photo (camera) or Choose from Library (photo library).

2

Review the photo

EXIF orientation is corrected automatically — photos always appear right-side up regardless of how the device was held.

3

Photos upload and appear in a grid

Tap any thumbnail to view full size. Long-press to delete a photo from the job record.

Capturing Signatures

Operari records two independent signatures per job: yours (Tech Signature) and the customer’s (Client Signature). Scroll to the Signatures section on any job detail screen.

✍️ Tech Signature

Tap Sign as Technician. Authenticate with Face ID (biometric attestation) or draw manually on the signature canvas. Your display name is pre-filled and read-only. The signature is stored with a cryptographic hash and your authentication method on record.

👤 Client Signature

Tap Capture Client Signature and choose a method: Sign on This Device (hand your phone to the client to draw) or Send to Client’s Phone (sends a push notification to their Operari app). A polling indicator shows while you wait; you are notified the moment they sign or decline.

Each recorded signature shows a role badge (Tech / Client), the authentication method used, and a cryptographic hash. Tap any signature row to view the full image and details.

⚠️
Signature policies are configured by your employer. If signatures are required, a job cannot be marked Completed until valid signatures or recorded refusals are on file for both roles.

Previous Visit History

The Previous Visits section on each job detail screen (tap to expand) shows up to the last 10 service visits at the same property. Each entry includes the visit date, technician name, service duration, status, field notes, and materials applied — full context before you start work.

Notifications

Operari keeps you informed by email. You do not need to watch the app to stay up to date — important events are sent directly to the inbox you used when you set up your account.

Event How you are notified
New job assigned to youEmail from Operari
Job rescheduled or time changedEmail from Operari
Job cancelledEmail from Operari
Job reassigned to a different technicianEmail from Operari
Customer signs or declines a signature requestIn-app notification
💡
Check your spam folder if you are not receiving job emails. Add no-reply@operari.app to your contacts to ensure reliable delivery.

Date Strip — 7-Day Preview

Below today’s jobs, the Schedule tab includes a horizontal 7-day date strip (today through today + 6 days). Each day button shows a small badge with the job count for that day. Tap any day to see all jobs scheduled for that date, sorted by time. Pull down to refresh.

Calendar Tab

The Calendar tab displays your scheduled jobs in a monthly calendar view. Tap any date to see the jobs assigned for that day. Useful for planning ahead and checking upcoming workload at a glance.

Available Jobs Tab

When your company enables job claiming, the Available tab shows a list of unassigned jobs for the next 30 days that you can volunteer to take on.

  1. Browse the list of unassigned jobs — each card shows the client, address, service type, and scheduled time.
  2. Tap Claim on any job you want to take.
  3. The job immediately moves to your Schedule tab and is removed from the Available list.
⚠️
The Available tab only appears when your company owner has enabled job claiming in the web portal under Settings → Scheduling. If claiming is turned off, the tab shows a lock icon with a message.

Working Offline

📶 Automatic Offline Mode

Operari caches your job list and checklists to your device. When connectivity is lost (an orange Offline banner appears at the top of the Schedule tab), you can continue viewing job details, ticking checklist items, and writing notes. Changes are queued and synced automatically when you reconnect — no action required from you.

Feature Offline Availability
View today's jobs and job details✅ Yes — served from local cache
View and complete checklist items✅ Yes — queued and synced on reconnect
Edit job notes✅ Yes — queued and synced on reconnect
Update job status⏳ Queued — synced when online
Log materials⏳ Queued — synced when online
Upload photos⏳ Queued — synced when online
Request customer signature❌ Requires connectivity
Route optimization✅ Yes — runs entirely on-device
Kalman-filtered GPS location✅ Yes — runs entirely on-device
📱

4  ·  Admin Mobile App

Dispatch, monitor, and manage your business from your iPhone or iPad

In version 2.0, the Operari iOS app automatically detects your role when you log in. If you are a Company Owner or Admin, you see the admin interface instead of the technician interface. No separate download is required — the same app serves both roles.

Admin Tab Bar

The admin interface has six tabs accessible from the top of the screen:

📊Dashboard

Live KPI snapshot, Needs Attention alerts, and recent jobs.

💼Jobs

Full job list with filters and tap-through to job detail and actions.

🗺️Field

Live map showing all active technicians with real-time GPS positions.

👥Clients

Browse clients, view contact details, service history, and recurring schedules.

👤Account

Your profile, work mode toggle (admin ↔ field), and app settings.

🔐Authenticator

Built-in TOTP authenticator for your Operari portal login codes.

Dashboard

The Dashboard opens when you log in as an owner or admin. It gives you an instant operational snapshot.

📈 KPI Cards

Six metric tiles at a glance: Jobs Today, Completed Today, Week Revenue, Outstanding A/R, Active Techs, and Clients.

⚠️ Needs Attention

Alert cards appear automatically for Unassigned jobs today, Completed but not invoiced, and Overdue invoices. Tap any alert to jump directly to the filtered list.

Below the KPIs, a Recent Jobs list shows the latest activity. Tap any job to open its detail view.

Dispatching a Job

Tap the + button in the top-right corner of the Dashboard or Jobs tab to open the dispatch form.

  1. Find or add a client. Search by name. If the client is new, tap + New Client to quick-add their name and phone number.
  2. Pick a service location. Tap a location chip to select an existing address, or tap + New Address to add one. A service-area badge shows whether the location falls within your configured coverage zone.
  3. Choose service type. Tap a service type chip from your company's catalog.
  4. Set the schedule. Pick the date and time using the date picker.
  5. Assign a technician. Select from your active team roster. Leave unassigned if you will dispatch later.
  6. Tap Schedule to create the job, or Schedule & Notify to also send an immediate notification to the assigned technician.

Jobs Tab

The Jobs tab shows your company's full job list. Use the filter bar to narrow the view:

FilterShows
AllEvery job regardless of status
TodayJobs scheduled for today
UnassignedJobs with no technician assigned
CompletedAll completed jobs
UninvoicedCompleted jobs with no invoice generated yet

Tap any job to open its detail view, where you can edit details, change the assigned technician, update the status, mark it complete, or cancel it.

📱

4  ·  Admin Mobile App (continued)

Analytics, schedules, and manage menu

Field Monitor

The Field tab shows a live map with a pin for every active technician. Each pin displays the tech's name and updates in real time as they move. Location data is smoothed on-device using a Kalman filter for accurate, jitter-free positioning. Tap any pin to see the technician's current job and status.

Manage Menu

Tap the icon in the top-left corner of the Dashboard to open the Manage menu. This gives you access to the full suite of admin tools:

🧾 Invoices

Browse all invoices with status filters (All / Sent / Paid / Overdue). Tap any invoice to view line items, totals, payment status, and the linked job.

📄 Estimates

View draft and sent estimates. Open any estimate to review pricing, then tap Send to deliver it to the client by email.

📋 Proposals

Browse proposals by status (pending, accepted, declined). Tap to review full proposal detail.

🔁 Schedules

Create and manage recurring service schedules for any client. Set frequency (weekly through annual), preferred day and time, service type, and assigned technician. Pause or resume any schedule with one tap.

👷 Technicians

View your full team roster with name, role, and contact details.

Analytics

The Manage menu also provides access to two analytics views:

📈 Insights

Six KPI cards (Revenue MTD, Jobs MTD, Collection Rate, Avg Invoice, A/R Outstanding, Projected Next Month) plus three charts: an 8-week revenue bar chart, a 30-day job status donut (Completed / Active / Cancelled), and a 6-month collection rate trend line.

🏆 Scorecards

Per-technician performance cards showing jobs completed, revenue generated, and completion rate. Toggle between 30-day, 90-day, and 12-month views.

Recurring Schedules

Recurring schedules let you set up regular service visits for a client without manually creating each job. The system automatically generates the next job when the previous one is completed.

FrequencyBest for
WeeklyPest control maintenance, lawn care, cleaning
Bi-WeeklyEvery-other-week maintenance
MonthlyStandard monthly service contracts
Bi-MonthlyEvery two months
QuarterlySeasonal treatments (HVAC, pest)
AnnualYearly inspections and renewals
💡
You can also view and manage a client's recurring schedules directly from their record in the Clients tab — tap the client, then scroll to the Schedules section.

Work Mode Toggle

If you are also a working technician (not just an admin), you can switch between the admin and technician interfaces at any time. Go to the Account tab and toggle Work Mode between Admin and Field. Field mode shows the technician experience — your own scheduled jobs, clock in/out, and all tech tools.

⚠️
Platform owners (Fusion Software support staff) see an additional Viewing: [Company] bar at the top of the admin interface. Tapping it opens a company picker, allowing them to switch context and manage any company on the platform without logging out.
💻

5  ·  The Web Portal

For business owners and administrators — operari.app/portal

Business owners and their staff use the web portal to manage every aspect of their field service operation. The iOS app is the technician- and customer-facing front end; the portal is the operational command centre. Access it at operari.app/portal in any desktop or mobile browser.

Getting Started

When you first log in as a Company Owner, the Dashboard shows a Getting Started checklist. It auto-detects your progress and disappears once all six steps are complete.

  1. Add a service type under Pricing
  2. Create your first client
  3. Add a technician and send the invite code
  4. Create your first job and assign it
  5. Configure Settings (company info, time zone)
  6. Connect Stripe to enable online payments

User Roles & Permissions

Role Access Level
Company Owner Full access — billing, pricing, settings, and user management.
Admin Full operational access — scheduling, dispatch, clients, invoicing. Cannot change billing or ownership.
Technician Limited — view assigned jobs and own schedule. No access to invoicing, pricing, or settings.
🔐
All portal logins require both a password (via OPAQUE — see Chapter 6) and a six-digit TOTP code. Portal users are encouraged to use the Operari iOS app's built-in Authenticator tab for TOTP codes.
🗂️

5  ·  The Web Portal (continued)

Jobs, scheduling, dispatch, and routes

Jobs

Jobs are the atomic unit of work. Each job has a client, location, service type, assigned technician, and scheduled date/time. Create a job from Jobs → New Job or from a client's detail page.

Job Status Flow

Scheduled En Route Arrived In Progress Completed

Status advances as the technician works in the iOS app. The portal reflects changes in real time. Owners and admins can also manually update status from the job detail page.

Recurring Schedules

Link a client and service type to a recurring schedule (weekly, bi-weekly, monthly, etc.) under Schedules → New Schedule. Each occurrence generates an individual job automatically. Filter by frequency, technician, route, or status from the Schedules list.

Dispatch Board & Field Monitor

The Dispatch Board shows all jobs for a selected date in a timeline view, grouped by technician. Reassign jobs from this view without navigating to individual job records.

The Field Monitor shows a live map of technician GPS positions alongside active job pins — updated in real time via WebSocket. Use it to track field progress at a glance.

Routes

Routes group a technician's recurring stops into a named geographic run (e.g. Monday North). Assign recurring schedules to a route for automatic batching. Each route has a P&L report showing revenue, labour cost, and margin per run.

Calendar

The Calendar view (Calendar in the sidebar) shows all jobs in a month or week grid, colour-coded by status. Click any job to open its detail page without leaving the calendar.

Service Requests

When a customer submits a request via your booking page, it appears under Service Requests in the portal sidebar. Each request shows the customer's name, address, and description of the issue. From there you can Accept the request (converting it to a scheduled job) or Decline it. Declined and cancelled requests are automatically purged after 7 days.

💰

5  ·  The Web Portal (continued)

Clients, invoicing, proposals, pricing, and reporting

Clients

Add clients manually under Clients → New Client, or bulk-import via CSV (Clients → Import). Each client can have multiple service locations. Link a client record to a consumer's iOS account to let them view appointments and pay online.

Invoicing

Invoices are auto-generated when a job is completed and carry a unique INV-XXXXXXXXXXXX identifier. Payment is collected via Stripe Connect — funds deposit directly to your connected bank account. Invoice status tracks through Draft → Sent → Paid.

💡
Connect your Stripe account once under Settings → Payment Processing → Connect with Stripe. All future invoice payments deposit automatically.

Proposals

Send formatted proposals before work begins. Build reusable Markdown templates under Proposal Templates, then generate a PDF proposal for any client from Proposals → New Proposal. Each proposal gets a shareable public link.

Pricing Engine

Configure your service catalog under Pricing. Add service types from industry presets or define custom ones. Set base rates with optional square-footage tiers, frequency discounts, surcharges, and per-material markup. Prices auto-populate when creating jobs and invoices.

Reports

📈

Revenue

Monthly revenue by service type, technician, or route. CSV export included.

🕐

Tech Hours

Hours worked per technician per period from job timestamps and timesheet clock-ins.

⚗️

Materials Usage

Chemical application record with EPA registration numbers — printable for compliance audits.

💵

Accounts Receivable Aging

Outstanding invoices grouped by 30 / 60 / 90+ days overdue.

Inventory

Inventory stores your product and pest-target catalog — the same records technicians browse when logging materials on jobs. Add products, link them to pest targets, and attach EPA registration numbers and Safety Data Sheet URLs from Inventory in the portal sidebar.

Timesheets

Timesheets track every technician’s working hours. Technicians clock in and out from the clock bar at the top of the Schedule tab in the iOS app; all entries flow to the portal automatically. Navigate to Timesheets in the sidebar to review, approve, or correct them.

🟢
A Currently Clocked In banner at the top of the Timesheets page shows any technician presently on the clock — their name and the time they clocked in. Reload the page to refresh it.

Entries Table

Column What it shows
TechnicianName of the technician who clocked in
Clock InDate and time the shift started
Clock OutDate and time the shift ended (blank if still active)
DurationTotal hours and minutes for the entry
StatusIn Progress — currently clocked in  ·  Pending — awaiting approval  ·  Approved — reviewed and signed off
NotesOptional notes from the technician or added manually

Actions

➕ Adding Manual Entries

Use + Add Entry (top right) to record a shift that was missed or entered off-system. Select the technician, enter the clock-in datetime, an optional clock-out time, and notes. Date-range and technician filters at the top narrow the view to the period or person you need.

📅

5  ·  The Web Portal (continued)

Technician availability — weekly schedule, time off, and extra shifts

The Availability page lets you define when each technician can be scheduled, block out absences, and record one-off extra shifts. Open it from Availability in the portal sidebar, then use the technician picker at the top to switch between team members.

ℹ️
Owners and admins can edit any technician’s availability. Technicians can view and edit their own if Tech Can Set Availability is enabled under Settings → Scheduling.

Weekly Schedule

Defines a technician’s recurring availability by day of week and time range. These windows are the hours within which the auto-scheduler and manual dispatchers will assign work. A technician can have multiple windows on the same day — for example, a split shift of 8 AM–noon and 2–6 PM.

Click Edit on any row to adjust it inline. Use Add Window at the bottom of the section to create a new one.

Time Off

Blocks out specific dates when the technician is unavailable. Each entry has a date, a reason type, and is either all-day or partial (with a start and end time). Partial blocks are useful for morning appointments or early finishes.

Reason Badge colour
VacationBlue
SickYellow
PersonalBlue
HolidayBlue
OtherBlue — custom reason text

Extra Shifts

One-off dates when the technician is available outside their normal weekly schedule — for example, covering a Saturday route or stepping in for a colleague. Each extra shift needs a date, start time, and end time.

💡
Think of the three sections as layers: Weekly Schedule is the baseline; Time Off punches holes in it on specific dates; Extra Shifts adds coverage on otherwise-off days. The auto-scheduler respects all three layers when assigning work.

All three sections support inline editing — click Edit on any row to adjust it in place, then Save or Cancel without leaving the page.

⚙️

5  ·  The Web Portal (continued)

Settings

Settings

Accessible to Company Owner only under Settings in the portal sidebar. Seven sections cover every aspect of platform configuration.

✏️

Signature Settings

Per-job and per-chemical-application signature policies (Not Required / Optional / Required). Toggle whether technicians may reuse a saved biometric signature.

🎨

Brand & Image

Upload a card image (shown in marketplace listings), set your company display name, public email, and phone number.

📅

Scheduling

Default job duration (minutes), whether to email job reports on completion, and technician self-service options: can set availability, reschedule jobs, claim unassigned jobs.

🌐

Marketplace Profile

Enable or disable your listing in the consumer app’s Browse tab. Set your company description, service radius, and the service types displayed to potential customers.

💸

Payroll

Pay period frequency (Weekly / Bi-weekly / Semi-monthly / Monthly) and the weekly overtime threshold in hours. Used by the Timesheets and Tech Hours report.

📋

Service Types

Add, rename, or deactivate the services your company offers. Service types appear in the job creator, pricing engine, and marketplace profile. Changes take effect immediately.

📌
Payment Processing (Stripe Connect) is also in Settings — see Chapter 5 for the full walk-through.
💳

6  ·  Billing & Subscriptions

Plans, usage, platform fees, and Stripe Connect

Operari charges a flat monthly subscription based on how many jobs your team completes each calendar month. There are no setup fees, no per-seat charges, and no long-term contracts. Billing is handled by Stripe — your card is never stored on Operari’s servers.

Subscription Plans

Plan Jobs / month Price Platform fee
Starter Up to 50 $100 / mo 0%
Growth Up to 150 $200 / mo 0.5%
Professional Up to 350 $400 / mo 1%
Enterprise Unlimited $1,000 / mo 2%

Job count resets on the first of each calendar month. Only completed jobs count toward your total.

Trial Period & Usage Meter

⏳ Free Trial

Every new account starts with a free trial. The Billing page shows a countdown with the exact number of days remaining and the trial end date. Subscribe before the trial ends to keep full access — no interruption to your team’s work.

📊 Usage Meter

The Usage This Month card on the Billing page shows a progress bar tracking completed jobs against your plan’s limit. The bar turns yellow at 75% and red at 90%. When you exceed your limit, Operari automatically upgrades you to the next tier.

Platform Fee

💰 What is the platform fee?

When a client pays an invoice online through Stripe, Operari deducts a small percentage before depositing the remainder into your connected bank account. This fee varies by plan (see table above) and is the platform’s primary revenue source on higher tiers. On Starter, the fee is 0% — you keep 100% of every payment.

Example: a $300 invoice paid by a Growth-plan customer incurs a $1.50 platform fee ($300 × 0.5%); you receive $298.50.

Subscribing & Managing Billing

Navigate to Billing in the portal sidebar. Only the Company Owner can view or change billing details.

⚠️
If your payment fails, a Payment failed banner appears on the Billing page. Open Manage Billing and update your card to avoid losing access.

Payment Processing — Stripe Connect

Your platform subscription and your client payment processing are two separate Stripe connections. Stripe Connect is what lets you accept online invoice payments from your clients — funds deposit directly into your bank account, not through Operari.

  1. Go to Settings → Payment Processing in the portal sidebar.
  2. Click Connect with Stripe. You will be redirected to Stripe’s onboarding flow to create or link your Stripe Express account.
  3. Once connected, the section shows a green Connected to Stripe badge with your Stripe account ID. All future invoice payments will deposit automatically into your linked bank account.
💡
You can disconnect Stripe at any time from Settings → Payment Processing → Disconnect Stripe. Clients will not be able to pay invoices online until you reconnect.
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7  ·  Security & Privacy

How Operari protects your credentials and your data

Operari is built on the principle that user

data should be protected by strong cryptography, not just policy promises. The following measures are applied at every layer of the stack.

🔑

OPAQUE Authentication

Your password is never transmitted to our server — not even in encrypted form. OPAQUE is a cryptographic key exchange protocol (Ristretto255 + TripleDH) where the server stores only a mathematical proof. A database breach cannot expose any user's password.

🛡️

Post-Quantum Token Signing

Authentication tokens are signed with ML-DSA-65 (NIST FIPS 204), a post-quantum digital signature algorithm. Session tokens remain secure against future quantum computing attacks.

📱

Face ID & Device Keychain

Sensitive items — session tokens and saved signatures — are stored in the iOS Keychain with biometric access control. Your biometric data never leaves your device's Secure Enclave. Operari never receives it.

🔢

TOTP Two-Factor Authentication

Portal logins require a time-based one-time password (RFC 6238, SHA-1 HMAC, 30-second window). The Operari app generates TOTP codes natively using a base32 decoder and HMAC engine written in Swift — no third-party authenticator app required.

🌐

TLS Everywhere

All network communication uses TLS. The app makes no unencrypted HTTP requests. Standard iOS App Transport Security rules apply. The app does not use any custom certificate pinning.

🚫

No Third-Party Analytics

Operari contains no third-party analytics SDKs, advertising frameworks, or tracking libraries. Your data is not shared with any party beyond the direct service relationship between you and your service provider.

App Permissions

Permission Why It Is Used Required?
Location (When In Use) Browse tab marketplace search; technician route optimization and 75m auto-arrival detection. No — app works without it
Camera Job site photo capture; QR code scanning for authenticator pairing. No — photos can be chosen from library
Photo Library Selecting existing photos for job documentation. No
Face ID / Biometrics Quick re-authentication; protecting saved signature retrieval from Keychain. No — password fallback always available
Push Notifications Job dispatch alerts (technician); signature request notifications (customer); portal login approval push. No — polling fallback exists for all critical flows

Data Deletion

You can permanently delete your account at any time from Account → Delete Account. This action irreversibly removes your profile, authentication credentials, and all personal data from our servers. Service records tied to business relationships (invoices, job histories) may be retained by the service company in accordance with their applicable legal obligations.

Epilogue

Operari

Operari started with a conversation. A small business owner I had come to know mentioned, almost in passing, that the software his industry relied on was slow, expensive, and clearly built for someone else's company. He suggested I try building something better. He had no idea what he was asking for.

The Latin verb operari means to work, to operate. The Romans used it for labor that mattered: sustained, purposeful, skilled. The name was chosen before a single line of code was written. It set the standard for everything that followed.

What came after was many months of solitary work. There was no established framework to build on. No team of senior engineers to consult. No architect to draw the diagrams. No advisor to call when something failed at 2am, which is when things tend to fail. The auth stack, the geo engine, the pricing language, the scheduler, the portal, the iOS app, the payments integration: every piece designed, written, and deployed by one person, in days that ran twelve hours, then fifteen, then longer. Most days the work happened in silence. It was a lonely road, but a chosen one.

Doing it the right way meant making decisions that looked excessive in isolation. Authentication built on protocols designed to resist attacks that do not yet exist, because the addresses and payment details of small businesses do not deserve cryptography with a known expiration date. Route optimization that runs on the device itself, so a technician in a basement with no signal still gets the next stop. A custom scripting language for pricing, because every service industry has its own arithmetic and a fixed schema would have meant telling business owners that their actual business did not fit. Each of these choices added weeks of work. Each of them was the choice that would not have to be undone in five years. The platform was built to last because the people using it are building things meant to last.

Those people are mostly small business owners and field technicians. Not enterprise buyers. Not investors. Not analysts. Their work is real in a way that software, most of the time, is not. They are awake before the sun to drive to a job no one else wanted. They handle the chemicals, the equipment, the customer who is unhappy, the invoice that is overdue, the payroll that is due Friday. Whatever this platform turned out to be, it had to earn its place alongside that kind of work. That meant not cutting corners the user could not see. It meant taking the trade seriously as a trade, the way a good electrician trusts a connection or a good welder trusts a bead.

If you are reading this, you are among the small number of people who read manuals all the way through. That is its own kind of seriousness, and it is appreciated. Operari was built by someone who takes work seriously, for people who do the same.

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8  ·  Support & Contact

Getting help with the Operari platform

Operari distinguishes between two types of support questions:

🏢 Questions About Your Service

Questions about a specific appointment, pricing, or the work performed should go to your service provider directly — the pest control company, lawn care business, or other company you booked through Operari. Their contact information is on your appointment cards and on their company profile in the Browse tab.

📱 Questions About the App

Questions about the Operari app itself — login issues, account problems, missing features, or technical errors — should go to Fusion Software, LLC, the developer of Operari. Use the Help Center in the app or contact us directly at the addresses below.

Help Center

The Help Center is accessible from Account → Help Center, or directly at operari.app/customer-guide. It contains:

📬

Contact Fusion Software, LLC

Website & Portal: operari.app

Help Center: operari.app/help

Privacy Policy: operari.app/privacy

All support inquiries regarding the Operari platform should be directed to Fusion Software, LLC — not to service providers using the platform.