OPERARI
Field Service Management
Customer Guide
For App Users  ·  iOS App v1.7
Version 1.7  ·  May 2026
Contents
This guide covers the Operari iOS app for customers.
1 What Is Operari? p. 3
Platform overview
Supported industries
2 Getting Started p. 4
Creating your account
Face ID setup and biometric protection
Forgot your password?
3 Customer Guide p. 5
Home tab — upcoming and recent appointments
Browse tab — finding nearby service providers
History tab — full service record
Authenticator tab — built-in two-factor codes
Account tab — profile, Face ID, saved signature
Signing documents digitally
Booking via your provider's website
Email notifications — what to expect at each stage
Invoices & online payment
4 Security & Privacy p. 9
OPAQUE authentication — passwords never transmitted
Post-quantum token signing (ML-DSA-65)
Face ID, Keychain, and biometric protection
App permissions reference
5 Support & Contact p. 10
Introduction

Operari is how you book, track, and stay in touch with your service provider — all in one place. Whether you are scheduling a first appointment or following a technician en route to your home, everything you need is in the Operari app.

You are most likely here because a service business you work with — a pest control company, a cleaning service, an HVAC provider — uses Operari to manage their operations. This guide walks you through everything the app can do for you, from creating your account to signing off on completed work.

📱 Get the app

Operari is free to download on iPhone. Search Operari in the App Store, or use the link below.

↗  Download on the App Store

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Your personal information is never sold or shared with third parties. Operari uses the same encryption standards as banking apps to protect your account and data.

If you have a question that this guide does not answer, contact your service provider first — they know your account best. For issues with the app itself, reach us 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. Operari is the platform behind your service provider — it connects you with technicians in the field and gives you a complete view of your appointments and service history.
🏠

Customer

Service recipients · Self-registered

  • View upcoming and recent appointments
  • Browse nearby service providers
  • Request service from local companies
  • Sign service documents with Face ID
  • View full service history
  • Manage your profile and preferences
  • Built-in two-factor authenticator
ℹ️
Operari also serves field technicians who perform the work. If your employer uses Operari, they will provide a separate technician 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

Creating Your Account

Create your account directly in the app or via the web at operari.app/signup.

1

Open the app and tap Sign In

Select the Customer tab on the login screen.

2

Enter your email and password

Your password is never transmitted to our servers — Operari uses the OPAQUE cryptographic protocol (see Security & Privacy).

3

Verify your email

A one-time code is sent to your email address. Enter it to confirm your identity.

4

You are in

The customer interface opens. Your appointment history will appear once your service provider links your account.

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, your appointment data is cached locally. A network connection is needed to refresh appointments and service history.
🏠

3  ·  Customer Guide

Managing appointments, browsing services, and signing documents

The customer interface has five tabs at the bottom of the screen. Each tab is described in detail below.

🏠 Home
  • Upcoming appointment cards with company, service type, and date
  • Recent service summary
  • Pending signature banners
  • Tap any card for full appointment details
🔍 Browse
  • Nearby service providers sorted by distance
  • Filter by service type
  • Distance badge on each company card
  • Tap to view company profile and request service
📋 History
  • All past service visits, most recent first
  • Technician name, date, and duration
  • Service type, status, and field notes
  • Pull to refresh
🔐 Authenticator
  • 6-digit TOTP codes for portal two-factor login
  • 30-second countdown ring
  • Tap code to copy to clipboard
  • Pair by scanning QR code from the web portal
👤 Account
  • View your name and email address on file
  • Enable or disable Face ID sign-in
  • View, test, or delete your saved signature
  • Open the Help Center
  • Privacy Policy and Terms of Service
  • Sign out or permanently delete your account

Home Tab — Your Appointments

The Home tab is your dashboard. Upcoming cards show confirmed appointments with the service date, company name, service type, and assigned technician. Recent cards show your last few completed visits.

📌
If a technician has requested your digital signature, a banner appears at the top of the Home tab. Tap it to review and sign — or decline with a recorded reason.

Browse Tab — Finding Service Providers

The Browse tab shows discoverable service companies near you. Operari uses your device location (if permission is granted) to sort results by distance. If location permission is denied, results default to the New York City area.

  1. Tap a company card to view their full profile — description, service types, contact information, and service area coverage.
  2. Tap Request Service on a company profile. Provide your address, preferred date, and a brief description of the issue.
  3. The company receives your request in their management portal and will contact you to confirm the appointment.
💡
Filter the Browse results by service type using the filter row at the top of the screen (e.g., "pest control", "lawn care", "pool service").

Booking via Your Provider's Website

Some service providers share a direct booking link on their website or social media. Opening this link in any browser takes you to a booking form — no app download required. Fill in your name, email, service address, and a description of the issue and submit. Your provider reviews the request in their portal and will contact you to confirm the appointment.

ℹ️
If you later download the Operari app and create an account with the same email address, your service history from web bookings will appear automatically once your provider links your records.
✍️

3  ·  Customer Guide (continued)

Digital signatures and account management

Signing Documents Digitally

Your technician may request your signature on a service document — for example, a treatment authorisation or a job completion acknowledgement. Operari supports two signing methods:

✍️ Draw Your Signature

Use your finger to draw your signature directly on the screen. The app renders a smooth result using Bézier curves and exports it as a high-resolution PNG. Tap Done when satisfied.

👁️ Biometric Reuse (Face ID)

Save your drawn signature once, then reuse it with a single Face ID scan. On subsequent requests, no drawing is required — your saved signature is applied instantly after biometric confirmation.

Saving Your Signature

  1. Draw your signature on a document, or go to Account → Saved Signature.
  2. Tap Save Signature. You will be prompted to authenticate with Face ID.
  3. Your signature is encrypted and stored in the device Keychain — it never leaves your device.
  4. On future requests, tap Use Saved Signature and authenticate with Face ID to apply it instantly.
🔒
Saved signatures are stored exclusively in your iPhone's secure Keychain, protected by your device biometrics. The Operari server receives only the final signed document image — never the raw signature data. Each use is recorded on the job record with the authentication method for compliance purposes.

Declining to Sign

You can always decline a signature request. Tap Decline on the signature screen and provide a brief reason. Both the request and the refusal are recorded on the job record — this protects both you and the service provider.

Authenticator Tab

The Authenticator tab turns Operari into a two-factor authentication (2FA) code generator — similar to Google Authenticator, but built directly into the app. This is most useful if you also have access to the Operari web portal (for example, as a business owner who also holds a customer account).

  1. Log in to the Operari web portal at operari.app/portal.
  2. During setup, the portal displays a QR code. In the app, open the Authenticator tab and tap the scan icon.
  3. Scan the QR code. The app pairs automatically and begins generating 6-digit codes.
  4. On subsequent portal logins, enter the current 6-digit code before the 30-second countdown expires.
💡
The Authenticator tab is optional for customers. If you only use the consumer features (Home, Browse, History), you do not need to pair the Authenticator. It is there for users who also manage a business through the web portal.

Account Tab

Section What You Can Do
Profile View your name and email address on file.
Security Enable or disable Face ID sign-in. Manage your saved signature (view, test, delete).
Support Open the Help Center, view FAQ, contact Fusion Software support.
Legal Read the Privacy Policy and Terms of Service.
Sign Out End your session on this device. Your account and data are preserved.
Delete Account Permanently and irreversibly delete your account and all associated personal data.
📬

3  ·  Customer Guide (continued)

Email notifications and paying invoices online

Email Notifications

Operari keeps you informed by email at every key stage of your service. All emails arrive from no-reply@operari.app — add this address to your contacts to ensure reliable delivery.

When it arrives Subject line What it contains
Appointment scheduled Appointment Confirmed — {Company} Service type, date & time, technician name, service address
Day before the appointment Appointment Reminder — {Company} Same details as the confirmation, sent as a courtesy reminder
Appointment rescheduled Your appointment has been rescheduled — {Company} Previous time crossed out, new confirmed date & time
Service completed Job Report — {Company} Technician, duration, materials applied, checklist summary, field notes, and invoice link if generated
Invoice issued Invoice from {Company} Invoice number (INV-XXXX), itemised services, total amount due, secure payment button
Payment confirmed Payment Receipt — {Company} Invoice number, amount paid, date of payment, and a green confirmation badge
💡
Check your spam folder if expected emails do not arrive. Add no-reply@operari.app to your contacts to prevent future emails from being filtered.
📌
The Job Report email is sent at your provider’s discretion — not all companies enable this feature. Invoice and payment receipt emails are always sent when payment is required.

Invoices & Online Payment

When your service provider generates an invoice, you receive an Invoice from {Company} email with a secure Stripe payment link. No app or account login is required to pay.

1

Open the invoice email

The email lists the invoice number, service summary, and total due. Tap Pay Now.

2

Complete payment on Stripe’s secure checkout page

Enter your card details on the Stripe-hosted page. Operari never sees your card number — payment is handled entirely by Stripe.

3

Receive a payment receipt

A Payment Receipt email arrives within seconds confirming the amount paid and the date of payment.

🔒
Payments are processed by Stripe, a PCI-compliant payment processor. Funds go directly to your service provider’s connected bank account. Operari does not store or handle your card details.

🔗 Invoice link already used?

Payment links are single-use — once paid, the link shows a Stripe confirmation page. If you need a copy of a paid invoice or a new link, contact your service provider directly.

🔒

4  ·  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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5  ·  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/help. 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.