OtisOSField service workflow
Technicians work from the appointment through documentation without rebuilding the same job record.
HVAC software built around the work
One HVAC operating system for the field and office.
OtisOS is designed to keep the customer, appointment, equipment, service evidence, recommendations, billing, payment status, and business records connected instead of scattering the job across separate apps.
What it does
HVAC-specific tools without breaking the workflow apart.
Customer and equipment history
Service visits, equipment, documents, estimates, invoices, and communications stay attached to the customer.
Business operations
Office staff work with scheduling, billing, payroll, accounting, and oversight from a wider desktop view.
Role-based experience
Owners, office staff, and technicians see controls relevant to their responsibilities.
Connected workflow
The service call becomes the business record.
01Schedule
Create and assign the appointment.
02Service
Inspect, diagnose, document, and recommend.
03Bill
Build the estimate or invoice and record payment status.
04Operate
Keep the resulting customer, payroll, accounting, and compliance records connected.
FAQ
Common questions
Who is OtisOS built for?
OtisOS is built for HVAC contractors that want field service, diagnostics, office operations, compliance, and business records in one connected system.
Does OtisOS work for office staff and technicians?
Yes. The product is designed for phone, tablet, and computer workflows with role-focused views.
Can records flow from the field into billing and accounting?
That is a core design goal: information created during the service workflow carries forward into estimates, invoices, payments, and business records.
Built for HVAC companies