Scheduling & Dispatch
Organize appointments and assigned work for the field.
FOR HVAC COMPANIES
Built for HVAC
companies of
every size.Run smarter. Grow stronger.
OtisOS brings scheduling, customer and equipment records, evidence-driven diagnostics, estimates, invoices, parts information, and reporting into one HVAC-focused field workflow.
◷
Save TimeKeep more of the service workflow and customer record in one system.
$
Support Better Business DecisionsKeep estimates, invoices, recommendations, and service history connected.
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Deliver Consistent ServiceGive technicians a repeatable workflow for collecting evidence and documenting work.
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Built to Scale Beyond One TechnicianMulti-company architecture is designed for separate company data and growing teams.
Dashboard
Jobs Completed24example
Revenue$18,650example
Active Customers186example
Open Invoices$7,430example
Today's Schedule
8:00 AM — Johnson Residence
10:30 AM — Smith Commercial
1:00 PM — Martinez Home
3:30 PM — Anderson Residence
Recent Activity
Work order completed
Estimate sent
Invoice recorded
New customer added
Recommendations
Maintenance follow-up
Refrigerant charge check
Business Overview
Illustrative dashboard data shown for interface demonstration.
Work Order
WO-1048Smith Commercial
York · YVAA060
- General Inspection
- Electrical Tests
- Refrigeration Diagnostics
- Recommendations
- Report Generated
Everything you need in one platform.
Customer Management
Keep customer, property, equipment, communication, and service records connected.
Workflows & Diagnostics
Use guided, evidence-driven workflows to capture test results and diagnostic reasoning.
Estimates & Invoices
Create and manage estimates and invoices alongside service records.
Inventory & Parts
Organize parts information, supplier references, and inventory details for field use.
Reports & Records
Generate professional service reports and preserve completed visit history.
Built Differently for HVAC
A factual comparison of OtisOS's focus against broad categories of field-service tools and manual processes.
| Capability | OtisOS | Established Field-Service Platforms | Paper / Spreadsheets |
|---|---|---|---|
| HVAC-focused field workflow | Core product focus | Available from several HVAC/home-service platforms; scope varies | Manual |
| Evidence-driven diagnostic workflow | Core OtisOS design | Diagnostic forms, checklists, and assistance vary by product | Manual |
| Equipment intelligence in the diagnostic workflow | Integrated into OtisOS | Equipment history/data is common; diagnostic integration varies | Manual research |
| Technical/OEM source access | 630+ verified technical/OEM sources | Varies by product, data provider, and integration | Manual research |
| Scheduling & dispatch | Yes | Common | Manual |
| Customer & equipment history | Yes | Common | Manual |
| Estimates & invoices | Yes | Common | Manual |
| Inventory / parts tools | Available in OtisOS | Available on many platforms; depth varies | Manual |
| Diagnostic evidence → service report | Designed as one connected workflow | Workflow depth varies by product | Manual |
Comparison is intentionally category-level. Established platforms differ by vendor, plan, add-on, and integration; this table does not claim that every competing product has or lacks a listed capability.
What Beta Partners Help Shape
Diagnostic Logic
Real field testing helps expose missing branches, unnecessary steps, and cases where the diagnostic workflow needs better evidence.
Equipment Intelligence
Beta use helps reveal gaps in equipment records, technical-source mapping, serial rules, and the information technicians actually need at the unit.
Field Workflow
Feedback helps improve scheduling, customer records, service documentation, estimates, invoices, reports, and the overall technician experience.
Current external tools used alongside OtisOS:Google Maps / device mapsPhone & messaging linksEmail / PDF sharingAdditional integrations can be added as they are verified
Smarter operations.
Stronger field workflows.
That's OtisOS.
- Early access to new beta features
- Help shape workflows, databases, and logic with field feedback
- Built for HVAC pros by a working HVAC technician