Complete SME Business Platform

From first sale to end of life.
Every step connected.

Operlix manages your entire business operation in one integrated system – sales, delivery, engineers, assets, contracts, HR and everything in between. Nothing falls through the gaps. Nobody enters the same data twice.

~1M
Case records processed
187
Integrated database tables
36k+
Customer accounts managed
190k+
Contract records tracked
98
Granular permission controls
The Operlix Lifecycle

Every stage. One system. Zero gaps.

Most platforms handle one part of your business. Operlix handles all of it – and every step automatically feeds the next. What your sales team enters becomes your engineer's job sheet, your asset record and your contract history.

01
📋
Quotation
Raise professional quotes, track approvals and revisions. Linked to the customer from the first keystroke.
02
💼
Sales & Equipment Orders
Convert quotes to sales in one click. Equipment orders, delivery schedules and purchase orders all follow automatically.
03
🚚
Delivery
Goods-in tracking, delivery confirmation and sign-off. Assets registered on arrival with a full audit trail.
04
⚙️
Installation
Work orders raised, engineers scheduled, parts allocated. Installation records permanently attached to the asset.
05
🔧
Repair & Service
Repair orders, callouts and PPM scheduling. Full service history against every serial number, always accessible.
06
📦
RMA & Loan Stock
RMA requests, manufacturer returns and loan equipment tracked by serial number end-to-end.
07
👷
Engineer Management
Skills, scheduling, availability, daily utilisation and complete job history for your entire field team.
08
⏱️
Time, Overtime & TOIL
Time recording, overtime claims, TOIL credits, approvals and payroll batch exports – fully automated.
09
👥
HR & Holidays
Employee records, leave requests, holiday balances, carry-over and absence management with full audit trail.
10
🏷️
Asset & Serial Management
Every serial number tracked from delivery to disposal. Warranty, contract tier, maintenance history always current.
11
📄
Contracts & SLA
190,000+ contract records. SLA tiers, renewal dates and automated alerts – nothing lapses unnoticed.
12
🚗
Mileage & Fleet
Mileage capture, fleet status, vehicle allocation, MOT and VED expiry alerts. HMRC-compliant – no spreadsheets.
13
💬
Communications
Full email threading per case – inbound, outbound, internal notes and system events all in one place.
14
📊
KPI & Board Packs
Automated KPI computation, engineer utilisation, repeat call rates, first-time fix and director board pack generation.
15
🔐
Access Control
98 granular permissions across 13 roles. Every user sees exactly what they need – nothing more, nothing less.
16
📈
Reporting & Dashboards
Real-time operational intelligence across all 16 modules. See the whole business at a glance.
Platform Modules

Everything in one place. Nothing bolted on.

Each module is purpose-built and genuinely connected. Data flows automatically – your sales pipeline feeds your asset register, your repair orders feed your KPI engine, your overtime feeds your payroll.

📋
Quotation & Sales Pipeline
Raise, track and convert quotes in one flow. Pipeline visibility, equipment orders, deal values and automated follow-ups.
QuotesPipelineEquipment OrdersApprovals
🔧
Work & Repair Orders
Service calls, installations and repairs managed end-to-end with real-time status, parts tracking and communications threading.
Work OrdersRepair OrdersPPMCallouts
📦
RMA & Loan Stock
RMA requests, manufacturer returns and loan equipment tracked by serial number. Know where every asset is, always.
RMALoan StockSerial Tracking
👷
Engineer Management
Scheduling, skills, availability, daily utilisation metrics and complete job history for your entire field team.
SchedulingUtilisationSkillsHistory
🏷️
Asset & Serial Management
Complete asset lifecycle from delivery to disposal. Warranty, maintenance history, contract tier and site assignment always current.
Serial NumbersWarrantyContract TierDisposal
📄
Contract & SLA Management
190,000+ contracts tracked. SLA tiers, renewal dates, automated alerts and contract value reporting – nothing slips.
SLARenewalsAlertsValue
⏱️
Time, Overtime & TOIL
Time recording, overtime claims, TOIL credits, rate splits, manager approvals and payroll batch exports – fully integrated.
TimeOvertimeTOILPayroll
👥
HR & Holiday Management
Employee records, leave requests, holiday balances, carry-over, absence tracking and allowance management with full audit trail.
HRHolidaysAbsenceAudit
🚗
Mileage, Fleet & Vehicles
Mileage capture, fleet status, vehicle allocation, document expiry alerts and HMRC-compliant reporting. No spreadsheets needed.
MileageFleetMOT/VEDHMRC
💬
Customer Communications
Full email threading per case – inbound, outbound, internal notes and system events. No separate inbox needed.
Email ThreadingInboundInternal Notes
📊
KPI Engine & Board Packs
Automated KPI computation, engineer utilisation, first-time fix, repeat call rates and auto-generated director board packs.
KPIsFTF RateBoard PacksUtilisation
📈
Reporting & Dashboards
Real-time operational dashboards across every module. Exportable, filterable, always live. The whole business in one view.
DashboardsReportsExportsLive Data
Built-in Artificial Intelligence

Meet G.E.N.I.E.

Operlix includes a native AI diagnostic and reporting engine. Not a chatbot bolted on – a purpose-built intelligence layer woven into the platform, with direct access to your operational data.

🔒
Your data never leaves your system
G.E.N.I.E. constructs intelligent queries against your own database – running entirely within your infrastructure. No customer data, operational records or business information is ever transmitted to an external AI service. Only the query structure is processed externally, not your data.
  • Analyse any asset by serial number – fault history, service records and technical documentation surfaced instantly
  • Ask operational questions in plain English – G.E.N.I.E. queries your live data and responds in seconds
  • Generate natural language reports from your KPI data – no manual report writing
  • Technical resource library integrated – manufacturer documentation linked directly to assets
  • Rate-limited per user – controlled, fair and auditable usage across your team
  • Powered by Claude Sonnet – fast, accurate and contextually aware
⚡ Live AI
G.E.N.I.E.
Guided Engineering & Network Intelligence Engine
🔒 Your data stays in your system. Always.
Engineer asks
"Serial number SN-0042871 has been back three times this month. What's the pattern and what should I check first?"
G.E.N.I.E. surfaces the full service history, identifies the recurring fault code, cross-references the technical documentation for that model and recommends the likely root cause – before the engineer picks up a tool.
Why Operlix

Built by someone who actually ran a field operation

Operlix wasn't designed in a boardroom. It was built by an engineer who spent years managing national field teams, NHS contracts and complex service operations – and got frustrated that no system handled the full picture.

🔗
Genuinely integrated
Not modules that share a login. A quote becomes an asset the moment it's delivered. A repair feeds the KPI engine. An overtime claim flows to payroll. Everything connects – automatically.
Proven at scale
Nearly one million case records processed across a 187-table schema. This isn't a prototype – it's a production system that has been stress-tested by a real national field service operation.
🎯
No data entered twice
Information flows automatically through every module. What your sales team enters becomes your engineer's job sheet, your asset record, your KPI data and your payroll export.
📐
Built for how SMEs actually work
Not a scaled-down enterprise system. Not an oversimplified app. Operlix is designed for businesses where people wear multiple hats and things need to just work – no implementation consultants required.
🛡️
Your data, your way
Deploy on your own infrastructure, in the cloud, or let us host it for you. Your data never sits in a shared multi-tenant environment. 98 granular permissions ensure every user sees exactly what they should – with a full audit trail.
🤝
Real support from real people
No support tiers. No ticket queues. No call centres. When something needs attention you speak directly to the people who built the system. That's a fundamentally different kind of support.
Deployment Options

Your data. Your way. Your choice.

Operlix is built to run wherever you need it. Whether you want full control on your own infrastructure, the flexibility of the cloud, or a fully managed service – we support all three.

Popular
🏢
On-Premise
Deploy Operlix on your own servers and infrastructure. Full control over your data, your network and your environment. Ideal for organisations with strict data governance requirements.
  • Data never leaves your premises
  • Works on existing server infrastructure
  • Full compliance with internal IT policies
  • Suitable for NHS and regulated environments
☁️
Cloud Hosted
Run Operlix on AWS, Azure or Google Cloud on a dedicated instance provisioned for you. Scale on demand without managing physical hardware.
  • Dedicated instance – not shared with others
  • AWS, Azure or Google Cloud
  • Scales with your business as you grow
  • UK data centre options available
🔧
Operlix Managed
Let us handle everything. We host, monitor, maintain and update your Operlix instance. You focus on running your business – we keep the system running.
  • Fully managed hosting and maintenance
  • Automated backups and monitoring
  • Updates and patches applied for you
  • Direct support from the people who built it
🔒
Data sovereignty guaranteed across all deployment options
Whichever deployment model you choose, your data is yours. Operlix never aggregates, shares or mines customer data across clients. Your operational records, your customers, your assets – completely isolated and under your control.
Who It's For

Built for businesses that operate in the real world

If your business has engineers in the field, assets to track, jobs to manage and a team to coordinate – Operlix was built for you.

🏥
Healthcare & Medical Equipment
Manage service engineers, PPM schedules, repair orders and documentation across multiple sites and NHS accounts.
  • PPM and planned maintenance scheduling
  • Asset and serial number tracking
  • Repair order and RMA management
  • Contract and SLA compliance
  • AI-powered asset diagnostics
  • Engineer dispatch and job history
🔒
Security & Facilities Management
Installation jobs, maintenance visits, fleet dispatch, contract renewals and engineer scheduling – all in one place.
  • Installation work order management
  • Fleet, vehicle and mileage tracking
  • Contract renewals and SLA status
  • Engineer scheduling and availability
  • Asset register by customer site
  • Vehicle document expiry alerts
⚙️
Field Service & Engineering
Any business with engineers in the field, assets to track and a team to run will find Operlix fits from day one.
  • Quote to delivery pipeline
  • Work order and repair management
  • HR, holidays, overtime and TOIL
  • KPI engine and utilisation reporting
  • Director board pack generation
  • Scales from 5 to 500+ staff
Get in Touch

See Operlix working in your business

No generic demo. No lengthy sales process. Tell us about your operation and we'll show you exactly how Operlix handles your specific challenges – live, on a real system with real data. Pricing is tailored to your organisation – we'll provide a clear quote with no surprises.

🌐
📍
Based in
United Kingdom
Response time
Within one working day
Request a Demo
Pricing is based on your organisation size, deployment preference and modules required. We will provide a tailored quote following your demo.
We respond within one working day. No obligation, no hard sell.