HVAC Software: Boost Profit, Automate Service

There’s no need to carry a laptop around job sites. HVAC installers can log into the Optsy mobile app using a phone or tablet with a Wi-Fi connection, providing complete access to everything needed to perform the job effectively. The app features templates, reporting, and advanced CRM software with analytics, offering detailed information about upcoming tasks and enhancing overall productivity in the HVAC industry.

• Generate detailed reports with photos of the site before and after the job, including insights on employees and contractors.
• Update job information with ease, including appointment details, 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 designed for iOS and Android devices, ensuring compatibility across all types of devices.

Get detailed reports on almost any aspect of your HVAC software, including forms and marketing tools, gaining valuable insights to optimize operations and make the best decisions.

• 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 QuickBooks integration, supporting financing, bookings, and key factors.
• With real-time analytics, HVAC software enhances decision-making by providing insights into performance metrics to optimize operations and boost efficiency.

This HVAC field management software is supported by a dedicated team offering onboarding assistance and ongoing customer support via phone and email, ensuring satisfaction and customer loyalty for your crew, members, and users.

• The onboarding process may seem challenging, but with our knowledge and guidance, there’s no need to worry.
• Our community is here to help every step of the way, and we’re always available for assistance, never disappearing after onboarding.
• We are available for support from 9 AM to 5 PM Monday through Thursday. You can also call us or contact us in other ways for assistance.
• You can reach us at 201-490-4309 or email info@optsy.com, and our professionals will respond as soon as possible, keeping your needs in mind.

Our software allows technicians and office staff to create service contracts with clear pricing and billing visibility. Advanced billing ensures transparency by setting rules within the app. This budget-friendly solution improves integrity and efficiency in managing HVAC service contracts.

• Technicians and office staff can create detailed service contracts that automatically calculate pricing according to the agreed terms.
• Advanced billing simplifies splitting costs between your business, parts, products, and another party, ensuring accurate billing.
• The agreement can define the hours eligible for discounted rates, specify when standard pricing applies, and include purchase orders.
• Review your company’s performance within an agreement to spot profit margins and areas for pricing adjustments based on size. 
• Service contracts are available for residential and commercial customers and tailored for HVAC companies.

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.