Photo & Document Management
Capture and organize photos and supporting documents with customer, equipment, and service records.
View in OtisOS →
FEATURES
Powerful tools.
Built for HVAC pros.
Dive deeper into the core capabilities that bring OtisOS field workflows together.
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Parts & Inventory
Keep parts information, supplier references, and inventory details organized for field use.
- Parts and supplier information
- Truck and location organization
- Stock-level recording
- Part usage history
Total Parts1,248example
Low Stock23example
On Order18example
Total Value$18,650example
Low Stock Alerts
Run capacitor 55/5 MFD 3 left
Contactor 30 AMP 2 Pole 2 left
Filter drier 083S 1 left
Recent Activity
Part added to Truck 1
Part added to Warehouse
Part used in work order
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Estimates
Create professional estimates with clear labor, materials, and line items tied to the customer.
- Create standalone or work-order estimates
- Add labor, materials, and line items
- Keep estimate details with the customer record
- Send or share completed estimates
EST-1025 Draft
Michelle & Jonathan Moshe
68241 Desert View Rd
Desert Hot Springs, CA 92240
| ITEM | DESCRIPTION | QTY | RATE | TOTAL |
|---|---|---|---|---|
| 1 | Labor | 1 | $1,250.00 | $1,250.00 |
| 2 | Materials | 1 | $750.00 | $750.00 |
| 3 | Paint | 1 | $200.00 | $200.00 |
Total $2,200.00
$
Invoices
Create professional invoices from customer or work context and keep billing records organized.
- Create invoices independently when needed
- Add labor, materials, and line items
- Record invoice and payment status
- Keep invoice history with customer records
INV-2048 Paid
Michelle & Jonathan Moshe
68241 Desert View Rd
Desert Hot Springs, CA 92240
| ITEM | DESCRIPTION | QTY | RATE | TOTAL |
|---|---|---|---|---|
| 1 | Labor | 1 | $1,250.00 | $1,250.00 |
| 2 | Materials | 1 | $750.00 | $750.00 |
| 3 | Paint | 1 | $200.00 | $200.00 |
Total Paid $2,200.00
Maps & Navigation
Open job addresses in maps for directions from appointment and field records.
760 Smoke N Cigar
Palm Desert, CAOpen in Maps
Explore Maps →
Palm Desert, CAOpen in Maps
Client Signatures Planned
Planned capability for collecting digital signatures on work orders, estimates, and invoices in the field.
Customer Signature
John Smith
Share Feedback →
John Smith
Cloud Sync
Supported OtisOS account data syncs through the cloud backend so records can be available across authorized devices.
✓ Sync StatusConnected
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More features. More power.
All in one platform.
OtisOS continues to evolve through field use and beta feedback.