Full Office Center
Give owners and office staff the tools to manage the company from a computer.
- Customer and job management
- Editable dispatch schedule
- Company activity and notifications
Built in the field for HVAC companies
One system from the first call to the final payment.
OtisOS connects the first call, office, technicians, diagnostics, parts sourcing, compliance, customer records, scheduling, estimates, invoices, payments, and accounting—without forcing your team to stitch together five different apps.
AI for the first callPhone for techniciansComputer for the office
Done Right the First Time.
Field-focused HVAC software built around real technician workflows and the office that supports them.
✓ AI Receptionist✓ Evidence-Driven Diagnostics✓ Find a Part✓ Integrated Payments
The important features
Built around how an HVAC company actually works.
The value is not another equipment database. It is keeping the call, the job, the diagnosis, the money, and the documentation connected from beginning to end.
Field Workflows
Technicians move through the call in a consistent order while OtisOS keeps the record together.
- Arrival through completion
- Photos, notes, and readings
- Recommendations and reports
Evidence-Driven Diagnostics
Guided refrigeration, electrical, airflow, and water-leak workflows built around measured evidence.
- Step-by-step testing
- Before-and-after readings
- Permanent diagnostic history
AI Receptionist
Capture the first HVAC conversation even when your team cannot answer the phone.
- HVAC-focused call intake
- Customer and service details
- Structured follow-up information
Find a Part
Reuse known suppliers and expand the company directory through HVAC/R-focused supplier discovery.
- Saved branches first
- National discovery architecture
- Persistence, dedupe, and distance controls
Integrated Payments
Move from invoice to secure Helcim checkout while keeping payment status connected to the job.
- Interchange-plus card processing
- ACH payment option
- Automatic Helcim volume discounts
Accounting & Payroll
Turn work already performed in OtisOS into usable business records instead of entering it twice.
- Income and expense tracking
- Payroll and time records
- Spreadsheet exports
Compliance Built In
Keep certification and refrigerant documentation with the people and jobs that created it.
- EPA technician records
- Refrigerant logs
- Company-controlled requirements
Equipment Intelligence
Keep equipment identity, technical context, and service history attached to the customer and call.
- Model and serial records
- Verified technical sources
- Permanent equipment history
One connected service call
The workflow carries the information forward.
Stop rebuilding the same customer, equipment, job, and billing information at every stage. OtisOS keeps it attached to the work.
Walk Through a Service CallSee Diagnostic Workflow1
Schedule and dispatch
The office assigns the call and the technician sees the current day.
2
Inspect and diagnose
Record readings, photographs, equipment identity, and confirmed findings.
3
Recommend and approve
Turn findings into clear repair choices, estimates, and customer decisions.
4
Invoice, collect, and report
Close the loop with payment status and professional documentation.
The full office
Your computer becomes the command center.
Owners and office staff get a wider, editable view of the same operation technicians carry in the field.
Scheduling that works from both sides
Office staff can create, assign, move, and update appointments. Technicians get a focused schedule without office-only controls crowding their screen.
Every property and service record together
Calls, messages, maps, equipment, visits, documents, estimates, invoices, and payment history stay attached to the customer.
Accounting created by the workflow
Invoices, collected payments, expenses, time records, payroll, and exports grow from the work your team is already doing.
Role-based dashboards and attention items
Owners, office staff, and technicians see the controls and notifications that matter to their responsibilities.
Compliance without the scavenger hunt
Keep the proof with the work.
Technician certification, refrigerant activity, photographs, measurements, timestamps, and completed reports should not live in separate notebooks and camera rolls.
✓
EPA certification profiles
Track card number, type, issuer, and documentation.
Track card number, type, issuer, and documentation.
✓
Refrigerant records
Build a searchable record suitable for company review and audits.
Build a searchable record suitable for company review and audits.
✓
California time-clock safeguards
Support meal-period reminders and company-controlled time tracking.
Support meal-period reminders and company-controlled time tracking.
✓
English and Spanish
Support the people doing the work in the language they use.
Support the people doing the work in the language they use.
!
Your feedback reaches the builder
Bugs and recommendations are taken seriously.
OtisOS is being shaped through real use by real HVAC companies. When a Beta partner reports a problem or recommends an improvement, it is reviewed directly, treated as important, and addressed as quickly as possible.
Limited founding beta
Get the lowest OtisOS rate for life.
Start with a 14-day free trial of the core OtisOS platform. Only a limited number of companies can then join the Founding Beta. When those slots are filled, Beta pricing moves to $69.99 per month.
Start with 14 days freeClaim a Founding Slot
Try the core OtisOS platform for 14 days before your paid plan begins. AI Receptionist usage is optional during the trial and has separate activation and usage costs.
Limited founding slotsFounding Beta
$49.99 / month
Your lifetime base rate as long as the account stays current.
- Three user seats included
- Additional users are $15 per active user each month
- $49.99 lifetime base rate while the account remains current
- Phone, tablet, and desktop access
- 14-day free trial before paid service begins
See the complete flow