HVAC Software: Boost Profit, Automate Service

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 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.

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.