You can record all your staff details in the software and they can track their time and work tasks there too. No more manual timesheets and you can even see how productive each staff member is. Best of all, you can customize the user rights and credentials for each staff member so they only have access to the parts of the tool that you want them to access. Similarly, you can customize the purchasing rights of each staff member, so you have the right staff making the right purchases.

Optsy’s suite of tools includes billing software. With it, staff can issue invoices, view payments and billing history, and even take credit card payments with Optsy Payments powered by Fidelity. You can create customized reports from that data and if you use Quickbooks, you can connect our software with your existing Quickbooks account. The invoices created will be automatically connected with the relevant customer profiles, work orders and quotes and you’ll be able to quickly and easily see who’s paid what and whether there are any overdue invoices.

When it comes to ongoing HVAC clients, an SLA is vital. An SLA that lays out the immense value you deliver while protecting your business from scope creep and unfair litigation in the event there’s ever an issue.

With our software you can create and manage SLAs and other contracts. It’ll even automatically schedule tasks and issue invoices based on the contracts you have in place. With Optsy, you’ll spend far less time serving those valuable, ongoing clients while offering them a smoother, more reliable service. That’s a win for everyone.

When it comes to dispatching HVAC technicians, our HVAC dispatch software is legendary. The tool will automatically suggest the closest available electrician and tell them the fastest way to get to the location taking traffic into consideration, so your staff get more work done and your clients receive faster service, helping you win repeat and referral clients and increase your revenue.

Optsy’s suite of tools includes HVAC scheduling software which makes it easy to schedule once-off tasks (like installing a new HVAC system) and reoccurring jobs (like servicing existing HVAC installations) from the office and on the go. The software automatically suggests the best technician for each job based on their availability and other tasks for the day, so there’s no more zigzagging all over the map and no more late finish times because someone has been overbooked.

So much goes into successfully managing electrical jobs. You’ve got to know the client’s history, exactly what needs to be done and which equipment and tools are needed for the job, so they can be made available. Then you’ve got to assign the job to an available member of your staff, hopefully someone who has another job in close proximity, and make sure all the paperwork gets done so you get paid promptly, have all the information you need at tax time and everyone knows you’re maintaining the level of service required by your SLA (if relevant).
If you’re using several pieces of software to do all that, you know it takes ages to input all the data and make sure it’s consistent across tools. That’s why we included HVAC service management software in our suite of field services management tools. With Optsy, you can quickly, efficiently and accurately manage every single aspect of all your jobs in one place, regardless of whether they’re once-off installations, regular maintenance jobs, or everything in between. You’ll save time on data entry and reduce data entry errors, get more jobs done each day, increase staff satisfaction because they spend less time on paperwork and zigzagging all over the map, be able to serve your clients more professionally, and save money by not having to buy or subscribe to an array of tools.

Our software will help you keep track of your equipment and its maintenance schedules, so you always know where everything is and when it needs a service.

Our software offers real-time inventory tracking, so your staff won’t ever turn up to a job without the parts they need to install and your clients won’t ever get grumpy that their jobs need to be rescheduled due to an unexpected lack of parts.

Everyone can create and assign tasks and set reminders, so no one ever drops the ball and forgets to do something. No cranky clients or lost revenue because someone on your team forgot about a job or left a tool behind, and no late payment fees because someone overlooked a bill.

Worried Jimmy’s been slacking off? Think Cho might be ready for a raise? Optsy’s fully customizable reporting tools will tell you how productive your team is whenever you need to know. Want to check your cashflow? There’s a report for that. Trying to figure out who your best clients are, so you can see if they’ll refer other customers to you? You can create a report for that too.

Need to send a regular report to your larger clients that summarizes the HVAC tasks you’ve completed? Optsy’s customer reporting functionality will allow you to do just that. You can even automate it!

Basically, if you want to know something about your business or your clients want to know something about the services you’ve performed, as long as you’ve put the data in the system, our service management software will be able to generate the report you need. We’ll even help you set up custom report templates, so accessing the business insights that will help you grow is super easy.

Regardless of whether your staff have Apple or Android phones or tablets, they’ll be able to install Optsy and sync data in real time. And if they’re heading into an area without mobile reception, they’ll be able to record data in the system ‘offline’ and it’ll automatically sync once they’re back in range. So Optsy has you covered no matter how you’re set up or where you are.

Don’t need some of the amazing Optsy features? No problem, just disable that feature. Prefer your software to look a particular way? We’ll help you customize the interface. However you need your software to work, Optsy can make it happen.