Optsy’s HVAC software enhances your business’s efficiency and professionalism by automating key tasks that drive growth. Its user-friendly interface simplifies communication between technicians and clients, streamlines accounting, and improves inventory management. These features boost both customer satisfaction and technician productivity, supporting your field operations, from ventilation control to full-system installation, with ease and reliability.
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Running an HVAC business is complex—but your software shouldn’t be. This short video shows how Optsy replaces manual processes and cluttered spreadsheets with one simple, powerful platform.
With Optsy’s all-in-one HVAC software, you can:
Stop letting operational details slow down your growth. Watch the video and then schedule your personalized demo to see these features in action.
Optsy’s HVAC software helps your business run more efficiently and professionally by automating everyday tasks that drive growth. With a simple and intuitive interface, it makes it easy for technicians to communicate with clients, manage accounting, and track inventory. The result is improved customer service, increased technician productivity, and comprehensive support for field operations, whether you’re handling a quick repair or a full-system installation.
Manage your business more efficiently by drastically reducing administrative time and workload with HVAC billing software.
Enable your HVAC technicians and office staff to collaborate seamlessly, minimize errors, and eliminate delays caused by paperwork or manual data entry.
Get a daily business overview with comprehensive reports, including payroll, available anytime, without waiting for the quarter’s end.
This field service software offers feature optimization, diagnostics, and customizable configuration to identify areas for improvement, thereby boosting profitability and growth opportunities.
With Optsy’s advanced software, you can communicate effectively with customers, manage availability, and efficiently complete temperature control jobs.
With our onboarding specialists and support, we ensure an exceptional customer experience, helping you boost sales with our HVAC management software.
Optsy’s HVAC Service Software helps your business grow with better organization and smarter tools. Whether you want to gain more clients, expand into new areas, or increase profits, our all-in-one solution makes it easy. With simple features that support both your office staff and field techs, you can streamline daily operations and deliver better service. It’s everything you need to run your HVAC business more efficiently.
Quickly create accurate job estimates and schedule work with just a few clicks. Our drag-and-drop calendar and smart alerts help you assign jobs and keep technicians on track. With clear job details sent straight to the field, your team stays organized and focused—reducing mistakes and delays. The result is faster, more reliable service for your customers.
Technicians can access customer info, job history, and equipment details from their mobile device—no need to call the office. You can also manage service agreements with ease, tracking contract terms and recurring jobs. This helps you stay ahead on maintenance, improve customer satisfaction, and boost recurring revenue. Everything is designed to save time and keep work flowing smoothly.
Getting paid is simple with built-in credit card processing that works right from the job site. No more delays or extra steps. You can also generate clear, custom reports to track service calls, performance, and workflow trends. These insights help you make better decisions and keep your business growing strong.
Transform your HVAC business with Optsy’s powerful field service management software, designed to remove roadblocks and streamline operations. From proposals and estimates to work orders, scheduling, dispatching, invoicing, and inventory tracking, our all-in-one platform simplifies every task, allowing you to focus on delivering exceptional service.
With real-time syncing, your remote field team stays fully connected to the office, helping reduce delays and miscommunication. Technicians can easily check in and out of jobs, share updates through in-app messaging, and keep everyone on the same page. Meanwhile, office staff can monitor schedules, dispatch jobs efficiently, and track employee hours without hassle.
Inventory management is just as seamless. You can monitor stock levels, orders, costs, and selling prices in one place. Low-stock alerts and equipment tracking across job sites, warehouses, and shops ensure the right parts are always where you need them.
Optsy also enhances customer interaction. Clients can log in through the CRM portal to schedule appointments or request parts changes. Estimates, agreements, and invoices can be processed and signed directly within the system. This end-to-end solution keeps your business running smoothly while boosting productivity and customer satisfaction.
Simplify your HVAC business with field service software built to reduce effort and enhance performance. Optsy’s intelligent CRM improves productivity by optimizing workflows and tracking every stage of the job process. With efficient scheduling tools and real-time monitoring, your team can stay focused on delivering great service without delays.
Use the schedule board to assign or adjust appointments easily. SMS notifications are sent directly to the assigned technician, so they’re always informed and on time. You can prioritize jobs based on urgency or location using your GPS-based tracking, helping your techs stay efficient on the road.
Real-time task monitoring enables you to see when technicians are ahead of schedule and assign them new jobs on the spot. You can review job notes to better understand what’s happening on-site and how each tech performs. Over time, analyzing job completion times and estimating accuracy helps improve assignments, strengthen technician skills, and boost overall customer satisfaction.
There’s no need to carry a laptop around job sites anymore. HVAC installers can simply log into the Optsy mobile app using their phone or tablet with a Wi-Fi connection. This provides them with full access to everything they need to perform their jobs effectively, all from one convenient location.
The app offers powerful features, including customizable templates, detailed reporting, and advanced CRM analytics. Technicians can generate comprehensive reports with photos taken before and after the job, providing valuable insights into the work done by employees and contractors. Updating job details, including appointments, purchase order requests, and notes, is a quick and easy process.
Additionally, the app enables users to create agreements, send invoices, and capture signatures both before and after work is completed. On-site payments are made simple through a credit card processing system powered by Fidelity. Designed for both iOS and Android devices, the Optsy mobile app ensures smooth compatibility across all platforms.
Optsy’s HVAC software provides detailed and customizable reports that cover every aspect of your operations, from forms to marketing tools. With powerful automation and integration features, you can streamline data collection and reporting to make smarter business decisions faster. These insights help you optimize workflows and keep your operations running smoothly.
Analyze work order data to uncover common issues, profits, losses, and other critical activities. Stay on top of customer billing schedules through contract agreement integration, helping you manage cash flow efficiently. Inventory reports provide a complete view of stock levels, pending orders, approvals, and total costs, so you always have the right parts on hand without overstocking.
In addition, the software integrates seamlessly with QuickBooks to generate detailed accounting reports that support financing, bookings, and budgeting. Automation helps you track employee performance and revenue generation with ease. Real-time analytics empowers you to monitor key performance metrics, boost efficiency, and optimize your HVAC business through smarter, data-driven decisions.
Optsy’s HVAC field management software is backed by a dedicated support team committed to helping you every step of the way. From onboarding to ongoing assistance, we’re here to ensure your satisfaction and build lasting loyalty between your crew, members, and users.
We understand that the onboarding process can feel overwhelming, but with our expert guidance, you won’t have to worry. Our team stays connected and available long after setup, providing continuous support whenever you need it.
Our customer service is available Monday through Thursday, from 9 AM to 5 PM. You can reach us by phone at 201-490-4309 or email us at info@optsy.com. Our professionals respond quickly, always keeping your needs at the forefront.
Our solution places HVAC businesses in an environment of reliable connectivity that supports efficiency and growth.
Our software enables technicians and office staff to create detailed service contracts with clear pricing and transparent billing. Advanced billing features ensure accuracy by applying preset rules directly within the app, making contract management reliable and straightforward. This budget-friendly solution helps improve both efficiency and integrity in handling HVAC service agreements.
Service contracts automatically calculate pricing based on agreed terms, saving time and reducing errors. The advanced billing system also allows you to split costs between your business, parts, products, and other parties, ensuring precise and fair invoicing. Agreements can specify discounted hours, standard rates, and include purchase order details for full clarity.
You can easily review your company’s performance within each contract to identify profit margins and spot opportunities for pricing adjustments depending on the contract size. These service contracts are customizable for both residential and commercial customers, explicitly tailored to meet the needs of HVAC companies.
Leverage a purpose-built platform that takes your service business from reactive to proactive, boosting efficiency, accuracy, and customer satisfaction at every step.
Thanks to Optsy’s HVAC software’s efficient customer management tools, you can focus more on customer interactions and less on administrative tasks.
Inputting customer information directly into the software saves time and avoids losing anything. Easily create estimates and quotes for all customers and integrate their details for targeted marketing to generate more leads, whether you’re working with HVAC, roofing companies, or water specialists.
Since everything is stored within the software, you can leverage reporting features to identify customers needing HVAC maintenance or a simple filter replacement. Then, take it further by sending personalized emails offering products and services while optimizing your marketing strategy and boosting appointments. Streamlining these processes saves time and energy, allowing you to focus on building lasting relationships with people and enhancing customer satisfaction.
This is the way to a successful business, thanks to better customer management and efficient workflows.
The HVAC software streamlines your day-to-day business by simplifying tasks within your company, from scheduling and dispatching jobs to technicians to invoicing customers and inventory tracking. Create estimates for new and existing customers for commercial and residential jobs and integrate their information for marketing purposes. The status of each job is updated as technicians make changes, showing whether the job is in progress or completed. The software also offers customizable reporting, giving you a better grasp of your business and helping bring in new opportunities.
Yes, this HVAC software is designed to integrate with Intuit QuickBooks. All reports you generate and customer information you wish to import, including work orders, estimates, overdue invoices, and employee timesheets, will be transferred efficiently. All data will be migrated without creating duplicates during the import process. This ensures that reviews and account management remain seamless and reliable.
This software can help grow your HVAC company by maximizing its features. Feedback from other customers in your field highlights the value of customized reporting, which can:
Additionally, contract agreements can ensure a steady monthly income from customers. Every company can discover specific features within the software that provide unique growth opportunities.
Optsy’s software includes a user-friendly mobile app that makes it easy for anyone to use. The app offers real-time syncing with the software and includes all the features available in the desktop version. Additionally, the mobile app can process payments through Fidelity Processing, and you can sign agreements, take pictures of a site, and write notes about a job, making it a great app to work from.
When looking for HVAC software, ensure the software includes the following points:
Optsy checks all these boxes and will empower your HVAC business to grow to levels you never imagined.
With Optsy’s HVAC software, you can focus more on customer interactions than administrative work. Instead of having information on paper, you can input it directly into the software, saving time and avoiding the headaches of losing anything. Additionally, since everything is within the software, you can use the reporting features to identify customers who may need maintenance on their HVAC units or just a basic filter replacement. You can even send targeted emails to customers, offering services that benefit them.
Optsy’s HVAC software provides in-depth features to assist with both billing and providing estimates to customers.
For billing, administrative staff and technicians can create invoices, accept credit card payments on-site or off-site (powered by Fidelity), track payments, and run customized reports.
Optsy integrates beautifully with QuickBooks, allowing you to sync all customer information, payments, and overdue invoices efficiently.
The software’s estimate feature enables you to quickly generate an estimate for a customer, which can be approved in minutes, making it easy to close job deals efficiently.
End-to-end HVAC software streamlines every stage of the service life-cycle: create estimates, book calls, route crews, capture signatures, invoice, sync to QuickBooks and report on profitability—all in one dashboard or our iOS/Android app.
In the software world, “HVAC” refers to field-service management platforms built specifically for heating, ventilation and air-conditioning contractors. Optsy HVAC module centralizes scheduling, dispatching, inventory, CRM and on-site payment tools so your technicians spend less time on admin and more time moving jobs forward.
I used to have to go into the office every morning 40 miles from my house. Now I just start work right from my house since my schedule is in the app! I love that I put my inventory right into my work orders! Love this app!
The best software out there from scheduling the job till ordering the part following up the PO’s etc just the best
This a one of a kind software with amazing features. I would recommend checking out the reporting as it’s extremely customizable. The customer service is outstanding.
How did they pack so many powerful tools into such a nice looking app? I’m very pleased to have this app on the play store now.
We use this software to run a small home services business with around 15 employees and 2 users.
It helps keep our business organized. This software does everything we need it to – scheduling, invoicing, routing, keeping track of labor and parts – I rated the ease of use a little low since it did take a while to get up to speed.
The support staff has always been super knowledgeable and helpful.
I love how user friendly this software is. It took me less than a day to be good at navigating around in the software.
Get the job done, one ticket at a time!
Easy to schedule appointments, collect customer information, and invoicing was a breeze for this software.
Very Good Support.
Optsy has been incredible. Their team and solutions are amazing. I would highly recommend at least speaking to them to see if it is the best fit for you also. Easy and Integrates well with any existing software in place, like QuickBooks, etc.
All-encompassing Field Service software. Great to manage both techs and customers seamlessly.
Very thorough and in-depth. Can use it as a basic scheduling system, or you can really dig deep and use it to run your entire company. Highly recommend.
Let’s schedule a one-on-one demo to explore how we can enhance and expand your business toolkit.
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