Refrigeration Software
Win more refrigeration customers without working harder by automating everyday tasks to enhance customer service and make the most of your business resources.
Keep Things Running and Cooling Efficiently with Expert Refrigeration Service
Whether you service commercial freezers, install walk-in coolers, or maintain supermarket refrigeration systems, Optsy’s all-in-one field service management software is designed to help refrigeration contractors streamline operations from the office to the job site.

Install the Future of Your Refrigeration Business
Optsy’s Refrigeration interface empowers you to reach new milestones and operate more efficiently.
- Make refrigeration estimating easy with accurate, customized quotes for every install, repair, or maintenance job.
- Dispatch and schedule service calls accurately to guarantee dependable, on-time service.
- Use detailed customer history to support the optimization of projects and deliver more effective marketing
- Secure more sales and service contracts to boost your business growth.
- Easily accept money on-site using our integrated credit card processing.
- Utilize detailed job, equipment, and inventory records to streamline your entire workflow.

Refrigeration Project Management Software
With intuitive tools, you can assign and oversee tasks from scheduling to service completion, monitoring temperature, and ensuring your team delivers compliant, high-quality refrigeration work every time.
- Make real-time decisions between office staff and field techs to prevent service delays and disruptions.
- Track and manage inventory, including refrigerants, parts, and pricing.
- Monitor equipment and tools across job sites, service vehicles, and your warehouse.
- Stay informed on employee work hours with time-stamped mobile logins and activity tracking.
- Easily invoice, quote jobs, and capture signatures — all from one powerful software platform.
- Let customers request service calls directly through your CRM portal, saving time and improving response rates.


Scheduling & Dispatching for Refrigeration Efficiency
Elevate your refrigeration service with smart job management software and see the difference throughout your entire industry.
- Quickly update and assign jobs using a drag-and-drop calendar — get service calls on the schedule within minutes.
- Track and prioritize appointments by urgency and location, with instant technician notifications.
- If a job finishes early, assign the next refrigeration task in real-time to maximize productivity.
- Monitor technician performance by tracking completion times, skills used, and detailed job notes.
- Improve customer experience with clear documentation and updates on each service call.
Components of Optsy’s Mobile App for Refrigeration Pros
In today’s fast-paced service world, all your refrigeration techs need is a mobile device and a Wi-Fi connection. With Optsy’s mobile app, they can handle admin tasks, manage materials, and resolve job-related issues — ensuring every job is completed quickly and professionally.
- Create detailed service reports with before-and-after photos of refrigeration units and equipment.
- Update critical job information, including refrigerant usage, part requests, PO submissions, and service notes.
- Generate service agreements, send invoices, and collect digital signatures before and after each job.
- Accept payments on-site using our secure, built-in credit card processing powered by Fidelity.
- Fully compatible with both iOS and Android devices — your entire team stays connected, no matter the platform.



Reporting and Analytics for Smarter Refrigeration Insights
Unlock powerful insights with comprehensive reporting tools built for refrigeration businesses. From service activity to inventory value, our software helps you make data-driven decisions that boost efficiency and profitability.
Create clear, customized reports and charts tailored to your operations — all while minimizing errors and streamlining data entry.
- Review detailed service reports including labor hours, equipment serviced, refrigerant usage, and customer notes.
- Track upcoming charges and renewals tied to maintenance agreements directly from each customer’s profile.
- Monitor inventory levels — including refrigerants, parts, and tools — across stock, pending orders, and approved requests.
- Generate custom reports on technician performance, service trends, and job profitability to guide smarter decisions.
- Access full accounting insights, from daily costs to long-term budgeting, with seamless QuickBooks integration.
Onboarding and Customer Support for Refrigeration Contractors
Optsy is more than just refrigeration service management software — we’re your partner every step of the way. From seamless onboarding to ongoing support, our team is ready to help you maximize your software’s potential.
- We guide you through onboarding to ensure zero downtime and a smooth transition.
- Once you’re set up, expert support is just a click or call away — we’re here whenever you need us.
- Our support team is available Monday through Thursday, 9 AM to 5 PM.
- Reach out anytime by email at info@optsy.com or call us at 201-490-4309.

Flexible Contract Agreements for Refrigeration Professionals
Our software is the tool that gives you the energy to operate at a higher level, establishing you as a trusted refrigeration expert. Collaborate seamlessly with other trades on shared job sites while confidently managing billing and cash flow to achieve your business goals.
- Simplify office workflows by automatically calculating service rates within your refrigeration service agreements.
- Advanced billing features let you split invoices with partner companies, such as HVAC or electrical contractors, ensuring clear and fair cost sharing.
- Customize contracts or choose from ready-made templates — contract costs populate automatically, including special pricing tiers.
- Monitor agreement profitability with detailed reports, allowing you to make informed adjustments as needed.
Optsy Refrigeration Technician Software Frequently Asked Questions
Feedback and Insights from Optsy’s CRM on Customer Experience
Feedback and Insights from Optsy’s CRM on Customer Experience
Field Service Automation Software’s Impact and Efficiency Across Additional Industries
Blogs for Refrigeration Software
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