OtisOSOffice dispatch
Create, move, assign, and update appointments from the office.
HVAC software built around the work
HVAC scheduling that connects office and field.
Office staff need an editable dispatch board. Technicians need a clear day of assigned work. OtisOS is designed to give each role the view it needs while keeping the appointment tied to the customer and service record.
What it does
HVAC-specific tools without breaking the workflow apart.
Technician schedule
Give technicians the calls they need without exposing unnecessary office-only controls.
Customer context
Keep property, contact, equipment, and service history tied to the appointment.
Workflow continuity
Move from scheduled call into service documentation without rebuilding the record.
Connected workflow
One appointment, one connected record.
01Book
Create the customer appointment.
02Assign
Place the call on the technician schedule.
03Service
Open the field workflow from the appointment.
04Close
Carry the completed visit into reporting and billing.
FAQ
Common questions
Can office staff edit the schedule?
Yes. The office/owner workflow is designed for editable scheduling and dispatch.
Do technicians see the same controls as office staff?
No. Technician views are intended to stay focused on assigned work and field actions.
Does the appointment connect to customer records?
Yes. Scheduling is designed to stay connected to the customer, property, equipment, and resulting service record.
Built for HVAC companies