OtisOSDispatch and scheduling
Create, assign, move, and update appointments while technicians receive a focused field schedule.
HVAC software built around the work
Turn the office into the command center.
OtisOS gives owners and office staff a desktop view of the same operation technicians carry in the field, with editable scheduling, customer records, billing, accounting, payroll, and attention items.
What it does
HVAC-specific tools without breaking the workflow apart.
Customer management
Keep calls, maps, equipment, visits, documents, estimates, invoices, and payment history together.
Accounting and payroll
Use work already performed in OtisOS to support income, expense, payroll, time records, and spreadsheet exports.
Operational oversight
Owners and office staff can review activity, notifications, and items that need attention.
Connected workflow
The office sees the same work, with the controls to manage it.
01Create and assign
Build the schedule and assign the technician.
02Follow the job
See customer, equipment, and service activity stay connected.
03Close the money
Track estimates, invoices, payment status, and business records.
04Review the operation
Use role-based oversight for scheduling, payroll, accounting, and attention items.
FAQ
Common questions
Is the office experience separate from the technician view?
The same operation is presented differently by role so office controls do not crowd the technician workflow.
Can accounting data be exported?
OtisOS is designed to support spreadsheet exports for accounting records.
Is time tracking required?
Time clock use is company-controlled and can be hidden when a company does not use it.
Built for HVAC companies