OtisOS logo OtisOS Request Beta Access

HVAC field service
software built
by a tech for techs.

OtisOS helps HVAC professionals run their business, diagnose with confidence, and deliver exceptional service.

Request Beta Access Learn More

Dashboard

Jobs Completed24This week
Active Customers186This week
Open Invoices$7,430↘ This week

Today’s Schedule

8:00 AM Johnson Residence

10:30 AM Smith Commercial

1:00 PM Martinez Home

3:30 PM Anderson Residence

View full schedule →

Recent Activity

Work order #WO-1048 completed

Estimate #EST-1035 sent

Invoice #INV-3045 paid

New customer added

View all activity →

Top Recommendations

① System tune up for maintenance

② Check refrigerant charge

View all recommendations →

Revenue Overview

Work Order

WO-1048Completed
Customer

Smith Commercial

York · YVWA060

Package Unit · 5 Ton

  • General Inspection
  • Electrical Tests
  • Refrigeration Diagnostics
  • Recommendations
  • Report Generated
HomeWorkCustomersMore
🛠

Built in 30 Days

From idea to working prototype.

◉

Built in the Field

Used on real jobs while it was built.

↗

Evidence-Driven

Diagnostics guided by collected test evidence.

✓

Field-First

Designed to make your workday easier.

OtisOS logo

Done Right the First Time.

Professional. Reliable. Built for HVAC pros.

Everything You Need in One Platform

▦

Scheduling

Manage appointments and stay organized.

◎

Customer Management

Keep customer, property, and equipment records in one place.

〽

Diagnostics

Step-by-step workflows and data capture.

▣

Equipment Intelligence

Access equipment info and technical resources inside your workflow.

▤

Professional Reports

Create detailed reports and share with customers.

$

Estimates & Invoices

Create estimates and invoices and keep your business moving.

☁

Cloud Sync

Supported account data syncs through the OtisOS cloud backend across authorized devices.

Built for HVAC pros.

Backed by real field experience.

OtisOS is more than software. It’s a platform built by a technician who understands the job.

Learn More
✓ Built by a tech for techs✓ Simple. Powerful. Reliable.✓ Designed for the way you work✓ Committed to your success
Request Beta Access
OtisOS logoOtisOS

HVAC FIELD SERVICE SOFTWARE

Everything OtisOS.
One scroll.

Built for HVAC professionals to run the business, diagnose with confidence, and keep the work moving.

Request Beta Access

HVAC field service
software built
by a tech for techs.

OtisOS helps HVAC professionals run their business, diagnose with confidence, and deliver exceptional service.

Request Beta Access Learn More

Dashboard

Jobs Completed24This week
Active Customers186This week
Open Invoices$7,430↘ This week

Today’s Schedule

8:00 AM Johnson Residence

10:30 AM Smith Commercial

1:00 PM Martinez Home

3:30 PM Anderson Residence

View full schedule →

Recent Activity

Work order #WO-1048 completed

Estimate #EST-1035 sent

Invoice #INV-3045 paid

New customer added

View all activity →

Top Recommendations

① System tune up for maintenance

② Check refrigerant charge

View all recommendations →

Revenue Overview

Work Order

WO-1048Completed
Customer

Smith Commercial

York · YVWA060

Package Unit · 5 Ton

  • General Inspection
  • Electrical Tests
  • Refrigeration Diagnostics
  • Recommendations
  • Report Generated
HomeWorkCustomersMore
🛠

Built in 30 Days

From idea to working prototype.

◉

Built in the Field

Used on real jobs while it was built.

↗

Evidence-Driven

Diagnostics guided by collected test evidence.

✓

Field-First

Designed to make your workday easier.

OtisOS logo

Done Right the First Time.

Professional. Reliable. Built for HVAC pros.

Everything You Need in One Platform

▦

Scheduling

Manage appointments and stay organized.

◎

Customer Management

Keep customer, property, and equipment records in one place.

〽

Diagnostics

Step-by-step workflows and data capture.

▣

Equipment Intelligence

Access equipment info and technical resources inside your workflow.

▤

Professional Reports

Create detailed reports and share with customers.

$

Estimates & Invoices

Create estimates and invoices and keep your business moving.

☁

Cloud Sync

Supported account data syncs through the OtisOS cloud backend across authorized devices.

Built for HVAC pros.

Backed by real field experience.

OtisOS is more than software. It’s a platform built by a technician who understands the job.

Learn More
✓ Built by a tech for techs✓ Simple. Powerful. Reliable.✓ Designed for the way you work✓ Committed to your success
Request Beta Access
Features

FEATURES

Powerful tools.
Built for HVAC pros.

Dive deeper into the core capabilities that bring OtisOS field workflows together.

◇

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
Explore Inventory →
OtisOS DashboardScheduleCustomersWorkEquipmentInventoryReportsSettings

Inventory

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

▤

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
Explore Estimates →
Estimates  /  EST-1025

EST-1025 Draft

Michelle & Jonathan Moshe
68241 Desert View Rd
Desert Hot Springs, CA 92240

$2,200.00
ITEMDESCRIPTIONQTYRATETOTAL
1Labor1$1,250.00$1,250.00
2Materials1$750.00$750.00
3Paint1$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
Explore Invoices →
Invoices  /  INV-2048

INV-2048

Michelle & Jonathan Moshe
68241 Desert View Rd
Desert Hot Springs, CA 92240

$2,200.00
ITEMDESCRIPTIONQTYRATETOTAL
1Labor1$1,250.00$1,250.00
2Materials1$750.00$750.00
3Paint1$200.00$200.00
Total Paid $2,200.00
▣

Photo & Document Management

Capture and organize photos and supporting documents with customer, equipment, and service records.

View in OtisOS →
⌖

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 →
✎

Client Signatures Planned

Planned capability for collecting digital signatures on work orders, estimates, and invoices in the field.

Customer Signature
John Smith
Share Feedback →
☁

Cloud Sync

Supported OtisOS account data syncs through the cloud backend so records can be available across authorized devices.

✓ Sync StatusConnected
Open OtisOS →
OtisOS logo

More features. More power.
All in one platform.

OtisOS continues to evolve through field use and beta feedback.

Request Beta Access Explore OtisOS
Equipment Intelligence

EQUIPMENT INTELLIGENCE

Equipment intelligence.
Technical context.
Right when you
need it.

OtisOS brings 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

A growing library of equipment and equipment-family intelligence integrated directly into OtisOS.

Equipment  /  Details

York - YVAA060

Package Unit · Gas / Electric

Equipment Information

Manufacturer
York
Model
YVAA060
Configuration
Gas / Electric
Capacity
5 Ton

Technical Sources

Service literaturePDF
Installation literaturePDF
Wiring informationPDF

Service Intelligence

Relevant manufacturer technical sources and service information can be associated with equipment records.

Model Match

Catalog match
York · YVAA060Package Unit
Technical Sources

Service literature

Wiring information

Specifications

Capacity · 5 Ton

Configuration · Gas/Electric

▤

Model & Family Information

Reference equipment details tied to catalog records and equipment families.

  • Specifications when available
  • Equipment-family data
  • Technical references
  • Model identification support
Explore Equipment →
▧

Service Bulletins & Technical Sources

Surface relevant manufacturer and technical literature associated with the equipment record.

  • Service bulletins when available
  • Technical advisories
  • Manufacturer source links
  • Family-mapped literature where applicable
View Sources →
◇

Serial Number Intelligence

Use documented manufacturer rules to assist with serial-number interpretation when a verified rule is available.

  • Serial decoding rules
  • Manufacture-date assistance
  • Raw serial preserved
  • Ambiguity surfaced for verification
Learn More →
▱

Technical/OEM Literature

Access verified technical/OEM sources linked directly or mapped at the applicable equipment family level.

  • Service literature
  • Installation literature
  • Wiring information
  • Parts/technical references when available
Browse Sources →

GROWING EQUIPMENT DATABASE

Find equipment.
Fast.

Search OtisOS equipment intelligence by model, manufacturer, serial information, or keywords and continue into the field workflow.

6,900+equipment/intelligence records
630+technical/OEM sources
Search EquipmentBrowse ManufacturersRecent Searches

Example Searches

York YVAA060Carrier 38CKC048Trane XR16Lennox EL296UHGoodman GSZC16

Example Equipment Results

ManufacturerModelTypeCapacity
YorkYVAA060Package Unit5 Ton
Carrier38CKC048Split System4 Ton
TraneXR16-060Split System5 Ton
GoodmanGSZC16Split System5 Ton

MAJOR HVAC MANUFACTURERS

Broad manufacturer coverage.

OtisOS includes equipment intelligence across many major HVAC brands, with coverage continuing to expand as records and technical sources are verified.

View Equipment in OtisOS →
YORKCarrierTRANELENNOXGoodmanRheemAmerican StandardAmanaDAIKINMitsubishi ElectricFUJITSUSamsungLGFriedrich+ More
▣

Your data. Your privacy.

OtisOS is designed to keep company operational data separate while allowing anonymized, non-customer intelligence to improve field tools.

Customer PII excluded

Customer personally identifiable information is not included in anonymized OtisOS intelligence aggregation.

Revenue excluded

Company revenue is not included in anonymized OtisOS intelligence aggregation.

Anonymized intelligence

Eligible diagnostic and item-pricing data may be used in anonymized form to improve tools and aggregate insights.

Company separation

Multi-company architecture is designed so one company does not automatically see another company's operational records.

OtisOS logo

Information gives you power.
OtisOS puts it in your hands.

A growing equipment intelligence library integrated directly into the evidence-driven diagnostic workflow.

Request Beta AccessExplore OtisOS
For Hvac Companies

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.
☺
Deliver Consistent ServiceGive technicians a repeatable workflow for collecting evidence and documenting work.
▥
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-1048

Smith Commercial

York · YVAA060

  • General Inspection
  • Electrical Tests
  • Refrigeration Diagnostics
  • Recommendations
  • Report Generated

Everything you need in one platform.

▦

Scheduling & Dispatch

Organize appointments and assigned work for the field.

◎

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.

CapabilityOtisOSEstablished Field-Service PlatformsPaper / Spreadsheets
HVAC-focused field workflowCore product focusAvailable from several HVAC/home-service platforms; scope variesManual
Evidence-driven diagnostic workflowCore OtisOS designDiagnostic forms, checklists, and assistance vary by productManual
Equipment intelligence in the diagnostic workflowIntegrated into OtisOSEquipment history/data is common; diagnostic integration variesManual research
Technical/OEM source access630+ verified technical/OEM sourcesVaries by product, data provider, and integrationManual research
Scheduling & dispatchYesCommonManual
Customer & equipment historyYesCommonManual
Estimates & invoicesYesCommonManual
Inventory / parts toolsAvailable in OtisOSAvailable on many platforms; depth variesManual
Diagnostic evidence → service reportDesigned as one connected workflowWorkflow depth varies by productManual

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
OtisOS logo

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
Request Beta AccessSchedule a Demo
About

ABOUT OTISOS

Built in the field.
Built for the field.

OtisOS was created by a working HVAC technician who wanted the service workflow, customer records, diagnostics, equipment information, and documentation in one field-focused system.

It started as a tool for real service work and grew rapidly through hands-on use, testing, and refinement in the field.

Dashboard

Jobs Completed24example
Revenue$18,650example
Active Customers186example
Open Invoices$7,430example

Today's Schedule

Johnson Residence
Smith Commercial
Martinez Home

Recent Activity

Work order completed
Estimate sent
Invoice recorded

Recommendations

Maintenance follow-up
Check refrigerant charge

Dashboard Preview

Illustrative interface data.

Work Order

WO-1048

Smith Commercial

  • ✓ General Inspection
  • ✓ Electrical Tests
  • ✓ Refrigeration Diagnostics
  • ✓ Recommendations
  • ✓ Report Generated

Refrigeration Diagnostics

Refrigerant
R-410A
Ambient
95°F
Supply Air
59°F
Suction
118 PSIG
Head
340 PSIG
Subcooling
8°F

◎ Our Mission

Give HVAC professionals a field-first platform that connects service operations with evidence-driven diagnostics and equipment intelligence, helping technicians document work clearly and make better-informed decisions.

Our Values

◇

Built on Integrity

Make factual claims. Preserve evidence. Be clear about what the data does and does not prove.

♙

Built Around the Tech

Design for the realities of field work, not an idealized office workflow.

⌾

Protect What Matters

Keep company data separated and exclude customer PII and company revenue from anonymized intelligence aggregation.

✦

Better Every Day

Use field testing and feedback to improve workflows, databases, and diagnostic logic.

OUR STORY

Built in 30 days.
Improved through field use since.

OtisOS began with a simple goal: make HVAC field service easier to manage and diagnostics more structured. The first working platform was built, tested, and deployed through an intense 30-day development period.

During those 30 days, the project expanded from service workflow and customer records into evidence-driven diagnostics, equipment intelligence, technical-source mapping, estimates, invoices, reports, and the foundation for a multi-company platform.

Done Right the First Time.
It began as the Otis Services standard. It became part of how OtisOS is built.
DAY 1

The Idea

A field problem becomes a software project: bring disconnected service tools and information into one HVAC-focused workflow.

DAY 5

First Working Prototype

The idea becomes a functioning prototype that can be used and evaluated against real service work.

DAY 15

Built & Tested in the Field

Real jobs expose friction, missing steps, and opportunities to improve the workflow.

DAY 25

Equipment Intelligence Expands

Thousands of equipment/intelligence records and hundreds of technical/OEM sources are integrated and mapped into the growing platform.

DAY 30

OtisOS Reaches Deployment

The 30-day build reaches its intended endpoint: a deployable OtisOS application ready for continued beta testing and development.

WHY OTISOS

Not just another app.
A platform built different.

◇

Built for HVAC

Designed around HVAC field service by a working HVAC technician.

▤

Equipment Intelligence

6,900+ equipment/intelligence records and 630+ technical/OEM sources, with literature coverage that may be direct or family/mapped rather than exact model-to-manual coverage.

▯

Field-First

Designed for use where the work happens, with mobile deployment and a broader desktop experience being developed from the same platform.

♧

Built With Beta Feedback

Beta participants help test the field workflow and improve databases and diagnostic logic.

OtisOS logo

We're just getting started.
And we're just getting better.

OtisOS is being built to help HVAC professionals organize field work, diagnose from evidence, preserve service knowledge, and deliver professional documentation.

Be part of what's next.

Join the beta program and help shape the future of OtisOS through real field use and feedback.

Request Beta AccessLearn More
Beta

BETA PROGRAM

Help build the future
of HVAC field service.
Be part of OtisOS.

OtisOS wasn't built in an office. It was built in the field—one job, one diagnostic, one problem at a time. Now we're inviting a select group of HVAC professionals to help test it further.

Beta participants get early access and a direct role in testing the workflows, databases, equipment intelligence, and diagnostic logic that OtisOS is built around.

▦

Early Access

Use beta features as they become available.

◎

Real Influence

Your field feedback helps shape OtisOS.

▥

Built Together

Help test what works and expose what needs improvement.

Dashboard

Jobs Completed24example
Revenue$18,650example
Active Customers186example
Open Invoices$7,430example

Today's Schedule

Johnson Residence
Smith Commercial
Martinez Home

Recent Activity

Work order completed
Estimate sent
Invoice recorded

Recommendations

Maintenance follow-up
Diagnostic follow-up

Interface Preview

Illustrative dashboard data.

Work Order

WO-1048

Smith Commercial

  • ✓ General Inspection
  • ✓ Electrical Tests
  • ✓ Refrigeration Diagnostics
  • ✓ Recommendations
  • ✓ Report Generated

Refrigeration Diagnostics

Refrigerant
R-410A
Ambient
95°F
Supply Air
59°F
Suction
118 PSIG
Head
340 PSIG

This isn't just a beta. It's a partnership.

The strongest version of OtisOS will come from technicians and companies using it on real work and telling us where it succeeds—and where it doesn't.

1

Test in the Real World

Use OtisOS during real HVAC field work and evaluate it against actual service conditions.

Test scheduling, customer records, diagnostic workflows, equipment intelligence, reports, estimates, invoices, and other available beta functions where they fit your work.

2

Share What Matters

Tell us about missing steps, confusing screens, bad assumptions, database gaps, and anything that would make the field workflow better.

3

Shape What's Next

Areas Beta Feedback Can ShapeDiagnostic logic TestingEquipment intelligence ExpandingField workflow RefiningFuture features Prioritized by need

Your input helps us refine existing functions and prioritize future development without promising features before they're actually built.

4

See Your Impact

Your field experience matters.

When beta feedback exposes a weak workflow, missing equipment information, or faulty logic, we can use that evidence to improve OtisOS.

Beta partners can see the platform evolve as real testing identifies changes worth making.

What You Get as a Beta Partner

♢

Early Access

Access beta functionality as it becomes available to your account.

♧

Direct Feedback Channel

A direct way to report problems, ideas, and field observations.

▣

Meaningful Input

Your feedback helps identify real changes worth making.

◇

Founding Beta Pricing

Discounted subscription pricing that remains in effect while your qualifying OtisOS subscription stays active.

☆

Founding Beta Partner

Recognition as an early field participant helping shape the platform.

✓

Built Around Field Work

A chance to help make OtisOS more useful for the way HVAC work actually happens.

Founding Beta Partners

A select group of beta participants will help test OtisOS early and provide field feedback that can influence workflows, databases, equipment intelligence, and diagnostic logic.

This is more than software.
Help shape the platform.

How It Works

1

Apply

Request beta access and tell us about your company and field work.

2

Get Invited

We'll review requests and invite participants that fit the current testing needs.

3

Onboard

We'll help you get started with the beta and the workflows currently available.

4

Test & Provide Feedback

Use OtisOS on appropriate field work and report what you find.

5

See It Evolve

Continue testing as feedback and development improve the platform.

OtisOS logo

Ready to help build what's next?
Join the OtisOS Beta Program.

We're building OtisOS in the field, and beta partners help us test whether it works where it matters.

  • Real field influence
  • Early access
  • Founding beta pricing
  • Built by a working HVAC technician
Request Beta AccessLearn More

Questions? Contact OtisOS.

Support

SUPPORT

We're here
when you need us.

OtisOS support is currently direct while the platform is in beta. Reach us by phone or email for product questions, beta help, or feedback.

♧
Our goal: help you get back to the job.

Clear answers, grounded in the product that exists today.

OtisOS logo

Direct support during beta.

No invented response-time guarantees. No fake chat queue. Just the contact methods currently available.

Ways to get help.

✉

Email Support

Questions about OtisOS, beta access, troubleshooting, or feedback.

Email OtisOSOtisoshvac@outlook.com
☎

Phone Support

Call the current OtisOS contact number for direct help.

Call 760-668-5785760-668-5785
◎

Beta Feedback

Report field problems, missing information, workflow friction, or ideas from beta use.

Send FeedbackFeedback helps improve the beta.

Common support topics

  • Getting started with OtisOS
  • Using field workflows and diagnostics
  • Equipment intelligence and technical sources
  • Customer, equipment, estimate, invoice, and report records
  • Beta access and feedback

Support that matches the product.

Live chat, a formal ticket center, published support hours, and guaranteed response times are not advertised until those services are actually operational.

Contact Support
OtisOS logo

Help us build a better OtisOS.

Tell us what's working, what's not, and what would make the platform more useful in the field.

Request Beta AccessLearn More
Beta Application

OTISOS BETA APPLICATION

Help us build OtisOS
in the real world.

We're looking for HVAC professionals and companies willing to use OtisOS in actual field work, report what works and what doesn't, and help improve workflows, databases, equipment intelligence, and diagnostic logic.

Founding Beta Pricing

Accepted beta partners receive discounted subscription pricing that remains in effect while their qualifying OtisOS subscription stays active.

Beta Application

Complete the form below. Submitting opens your email app with the application filled in and addressed to OtisOS.

HVAC work you perform *
Back to Beta Program