HVAC Contractor Software

Deliver the perfect climate to your customers with your HVAC services while Optsy software assists in bringing a continuous boost to your revenue airflow.

Field Service Management Software Enables HVAC Businesses To Manage and Foster Growth and Success.

Optsy’s HVAC software streamlines your company’s operations, enhancing efficiency and promoting growth. Automating tasks such as scheduling, dispatching, and inventory management helps prevent minor challenges from escalating into significant issues. HVAC businesses can now focus on achieving business objectives without unnecessary interruptions.

Make Business Simpler

Make your HVAC business run smoothly with reduced administrative tasks and shorter hours.

Unite Your Team in Real Time

Enable your HVAC technicians and office staff to work together without waiting for paperwork or importing files into the correct client accounts.

In-Depth Data & Reporting

Gain a daily overview of your business with comprehensive reports available anytime without waiting for the end of the quarter.

Grow with Powerful Tools

This field service software offers features that help you identify areas for improvement and opportunities to maximize ongoing growth.

Elevate Customer Satisfaction

With Optsy’s advanced software, you’ll be able to communicate with customers more effectively and complete heating and cooling jobs more efficiently.

Onboarding & Support

With our onboarding specialists and technical support, we guarantee 100% customer satisfaction so you can focus on increasing profits for your HVAC business.

Hvac business software

Advance The Future Of Your HVAC Business

Optsy’s HVAC Service Software helps businesses reach new goals and build lasting success. With improved organization, you can grow your client base, expand into new regions, and increase profits—all with a straightforward, common-sense field service solution.

  • Efficiently create detailed job estimates for HVAC projects.
  • Schedule and dispatch jobs smoothly for consistent performance
  • View your customers’ information and history anytime, anywhere.
  • Operate HVAC service contracts to maximize your business power.
  • Process payments on-site with an integrated credit card system.
  • Get customized data reports, all within the software.
Software management solutions app

Unlock your HVAC company’s full potential with a robust field service management CRM.

A simple solution can elevate your HVAC business by revolutionizing tasks and removing unnecessary obstacles. Put it in the hands of Optsy’s field service management software, which handles tasks such as creating estimates and work orders, scheduling and dispatching jobs, signing agreements, invoicing customers, tracking inventory, and monitoring equipment locations.

  • Optimize your business in real time, connecting your field team and office staff to reduce delays and interruptions.
  • Track your inventory, including what’s in stock, on order, what you paid for, and their selling prices.
  • Monitor equipment locations at job sites, warehouses, and shops.
  • Stay updated on when employees start and end their day through their login updates.
  • Process and sign agreements with our simple yet sophisticated functionality, including estimates and invoice generators, all within the inventory and field management system.
  • Your customers can log in to the CRM client portal to request field service quickly and efficiently.
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Software management solutions app
Schedule and dispatch software

Optimized scheduling and dispatching for HVAC businesses

Simplify your HVAC business for smooth operations, allowing your team to focus on delivering exceptional results with a CRM designed to increase performance

  • Designate or modify job assignments using the schedule board, with SMS notifications sent to the appointed technician.
  • Set and prioritize tasks based on urgency or proximity to the nearest technician.
  • Monitor HVAC technicians’ tasks in real time and reassign additional work when they are ahead of schedule.
  • Assess each technician’s skills by analyzing job completion times and the accuracy of estimates for continual improvement.
  • Improve customer interactions by understanding the technician’s work through detailed notes about a job.

Mobile app for HVAC software

There is no need to carry a laptop around the job sites. HVAC installers can log into the Optsy mobile app with a phone or tablet with a Wi-Fi connection, which provides complete access to everything required to perform the job effectively and detailed information about upcoming tasks.

  • Generate detailed reports complete with photos of the site before and after the job.
  • Update job information with ease, including PO requests and job-specific notes.
  • Create agreements, send invoices, and capture signatures before and after work completion.
  • Accept on-site payments through a credit card processing system powered by Fidelity.
  • The Optsy mobile app is created to work for iOS and Android devices.
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HVAC Mobile app
Hvac Software New
Reporting HVAC software

Customized reporting data to drive your business forward

Get detailed reports on almost any aspect of your HVAC software, gaining valuable insights to optimize your operations and enhance your decision-making.

  • Delve into the data from work orders, including different problems, profits, losses, and other activities.
  • Know exactly when a customer will be charged based on contract agreements.
  • Get a detailed report on inventory status, including stock, pending orders, approvals, and total cost.
  • Generate a comprehensive range of customizable reports for your business, including employee performance and revenue generation.
  • Review detailed accounting reports with seamless QuickBooks integration.
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Customer Support and Onboarding Software Setup

This HVAC field management software has a dedicated staff behind it, providing you with the support you need, from onboarding assistance to day-to-day customer support. We are here to ensure that you are taken care of and are available via phone and email.

  • The onboarding process may seem challenging, but with us here to guide you through it, there is nothing to worry about.
  • Any time you need assistance, we are always here to help. We never disappear after your onboarding process.
  • We are open Monday through Thursday from 9 AM to 5 PM with any support questions.
  • Our phone number is 201-490-4309, or you can email us at info@optsy.com and we will get back to you asap.
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Optsy Support Team
Optsy Support Team
HVAC Field Service Contracts

Fully Customizable Field Service Contract

  • Technicians and office staff can create detailed service contracts that automatically calculate pricing based on the agreed terms.
  • Advanced billing makes it easy to split costs between your business and another party, ensuring accurate billing.
  • The agreement can define the hours eligible for discounted rates and specify when standard pricing applies.
  • Review your company’s performance within a specific agreement, identifying profit margins and areas for pricing adjustments.
  • HVAC service contracts are available for both residential and commercial customers.
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HVAC Field Service Contracts
Account Management
A/R MANAGEMENT
Customization
CRM
Dispatching & Scheduling
Technician Management
Equipment Tracking
Inventory Management
Mapping & Routing
Mobile App
Quickbook Integration
Reporting
Service Agreements
Task Management
Work Order Management

Manage your HVAC business with a straightforward software solution and increase your results by up to 40%.

HVAC Software for technicians

Frequently Asked Questions about Optsy HVAC Technician Software

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.

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.

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:

  • Target customers who may need your services.
  • Upsell your offerings when new technology features are introduced.
  • Reconnect with customers you haven’t contacted in a while.
  • Provide more time to focus on acquiring new clients.

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.

When looking for HVAC software, ensure the software includes the following points:

  • Most importantly, the software should address any challenges currently affecting your business that you seek to resolve.
  • Ensure the software has reliable customer service in place to assist with any issues that may arise.
  • You should be able to understand the software’s functionality and use it with ease, minimizing downtime.

Optsy checks all these boxes and will empower your HVAC business to grow to levels you never imagined.

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.

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.

Not everyone is a tech geek, so we created an easy-to-use field service software that anyone can use. Optsy’s interface resembles Excel and Google Sheets, making it simple and intuitive. Your office staff or HVAC technicians won’t face difficulties using the software. Instead, they can focus on fixing or installing heating and air conditioning units, rather than spending time figuring out how the software works.

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.

At Optsy, we are here to help companies grow, as that is what we are known for. Therefore, when looking for software for your HVAC business, we want to work directly with your company to ensure the software assists everyone. Therefore, we will provide tailored pricing for each company.

Feedback From Field Service Management Customers

Jennifer D.

Jennifer D.

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.
Mark S.

Mark S.

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. 
Kim R.

Kim R.

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.
Gary G.

Gary G.

Get the job done, one ticket at a time! Easy to schedule appointments, collect customer information, and invoicing was a breeze for this software.
Matthew S.

Matthew S.

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.
Nate A.

Nate A.

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.

Field service software’s for additional industries

HVAC
Refrigeration
Alarm Security
Plumbing
Computer Service
Electrical
Roofing
Locksmith

Our solution positions your business in a comfortable environment with field service software designed for HVAC businesses.

Advance your business future ahead

Let’s schedule a one-on-one demo to explore how we can enhance and expand your business toolkit.