Built in
30 Days
From idea to working prototype.
HVAC FIELD SERVICE SOFTWARE
Built by a tech.
For techs.
OtisOS brings your field operations, diagnostics, equipment intelligence, and business tools together in one platform.
Built in
Built in the
Field
Tested on real jobs.
Built for
Techs
Workflows that make sense.
Built to
Grow
From solo techs to teams.
FEATURES
Everything you need.
Nothing you don’t.
Keep the field workflow connected so technicians spend less time searching and more time fixing.
Scheduling & Dispatch
Appointments, customer context, call notes, and field-ready scheduling.
Guided Diagnostics
Structured inspections, electrical and refrigeration measurements, recommendations, and reports.
Equipment Intelligence
Model information, technical sources, service context, and equipment history in the workflow.
Estimates & Invoices
Create professional customer documents and keep them tied to service history.
THE OTISOS DIAGNOSTIC ENGINE
A diagnostic engine built around how HVAC troubleshooting actually happens.
Start with the complaint. Inspect the system. Follow the evidence. OtisOS changes the workflow based on what the technician finds, keeps the important measurements together, and carries that evidence into recommendations and the final service report.
STARTCustomer + ComplaintProperty, equipment, concern and operating status
↓
STEP 1General InspectionCondition, airflow, electrical, drain/water and visible evidence
↓
DECISIONWhat does the evidence require?
⚡ElectricalVoltage, amperage, components & controls
❄RefrigerationPressures, temperatures, SH & SC
↝AirflowReturn/supply temperatures & airflow evidence
◉Water / DrainDrain pan, condensate & leak conditions
↓
EVIDENCECapture the MeasurementsKeep observations and test data attached to the visit
↓
RESULTRecommendation → Actions → ReportThe customer-facing result stays connected to the evidence behind it
FIELD DATA IN ONE WORKFLOW
Ambient temperatureReturn & supply air
Low & high pressuresSuction & liquid temperatures
Superheat & subcoolingElectrical readings
Airflow observationsInspection evidence
Equipment-aware by design.
Equipment intelligence and available technical/OEM sources can add equipment-specific context inside the same field workflow instead of separating diagnosis from equipment research.
PARTS & INVENTORY
Keep the truck and the job organized.
Parts information, supplier references, stock details, and usage history stay connected to field work.
FROM DIAGNOSIS TO EQUIPMENT CONTEXT
The right info.
Right when you need it.
Bring equipment information and technical/OEM sources into the field workflow so technicians can identify equipment, reference technical information, and make decisions from better evidence.
6,900+equipment / intelligence records
630+technical / OEM sources
Technical-literature coverage may be direct or family/mapped rather than exact model-to-manual coverage.
FOR HVAC COMPANIES
Scale without chaos.
Keep technicians, customers, equipment, service history, estimates, invoices, recommendations, and reporting organized as the company grows.
✓
Multi-tech workflow
Keep field activity connected across the company.
✓
Customer & equipment history
Preserve service context across visits.
✓
Company data separation
Designed around separate company data in a multi-company architecture.
✓
Professional documentation
Connect service findings to recommendations, estimates, invoices, and reports.
ABOUT OTISOS
Built in the field.
Built for the field.
OtisOS was created by a working HVAC technician who wanted service workflow, customer records, diagnostics, equipment information, and documentation in one field-focused system.
EARLY ACCESS
Be part of what’s next.
Join the beta program and help shape OtisOS through real HVAC field use and feedback.
Use it in the fieldReport what works and doesn’tHelp shape the platform