Customer Intelligence — Optra IQ Field Service Customer Management
Know Who You're Working For Before You Go.
Optra IQ surfaces customer payment history, risk indicators, and jobsite notes from your own verified business interactions — before you dispatch.
Every Customer. Full Context.
Every customer in Optra IQ has a complete profile built from your real business interactions — job history, payment records, notes, and documentation.
- Full job history per customer and property
- Payment history and behavior patterns
- Dispute and complaint records
- Jobsite notes and access instructions
- Contact information and addresses
- Outstanding balances and invoice status
- Risk indicators based on your data
Customer Profile
Hartwell Properties LLC
4821 Ridgecrest Blvd, Unit 3
14
Total Jobs
$6,840
Total Billed
8 days
Avg Pay Time
Verified Job History
HVAC Maintenance
Aug 12, 2026
$840
PaidPlumbing Repair
May 3, 2026
$320
PaidElectrical Inspection
Jan 18, 2026
$275
LateAI IntelligenceGPT-4o
Payment Behavior
Typically pays on time
Late Payments
1 late payment detected
Disputes
None on record
Jobsite Notes
Gate code required
Based on verified business interactions
Protect Your Business Before the Job Starts.
Optra IQ uses your own business data to surface risk indicators and recommend payment terms — automatically.
Positive payment history. Standard invoice terms apply. No concerns on record.
Some payment concerns detected. A deposit is recommended before work begins.
Significant payment concerns. A larger deposit or full prepayment is recommended.
Your Data. Your Business.
Business Intelligence Only
Customer intelligence is built from your own verified business interactions — job history, payments, and documented notes within your account.
Not a Public Platform
Optra IQ is not a public review platform or homeowner blacklist. Your customer data stays within your business.
Based on Real Data
Risk indicators are derived from actual payment records, dispute history, and documented interactions — not opinions or unverified reports.
You Control the Decision
Optra IQ surfaces intelligence and makes recommendations. You always make the final call on payment terms and job acceptance.
Know More Before Every Job.
See how Optra IQ's customer intelligence protects your business.