Missed dispatch windows and paper maintenance agreements bleed revenue every week. OptiServe AI gives HVAC contractors real-time technician tracking, automated PM reminders, and flat-rate quoting that closes jobs on the first visit.
✓ 30-day free trial | No credit card required | Cancel anytime
From load calcs to warranty callbacks, every workflow your shop runs lives in one place.
Attach Manual J summaries and equipment specs to work orders. Techs arrive with the right tonnage already approved — no back-and-forth with the office.
Log refrigerant type, quantity recovered, and cylinder serial numbers per job. Stay audit-ready without separate spreadsheets.
Choose from pre-built flat-rate books or build your own. Customers approve quotes on-screen; jobs invoice in seconds.
Drag-and-drop scheduling board shows tech location, skill set, and van inventory. Cut windshield time and fit one more call into every day.
Automate PM renewal reminders, bi-annual tune-up scheduling, and agreement invoicing. PMA revenue adds up without adding admin.
See labor cost vs. billed hours, parts margin, and call-back rate by technician. Know your most profitable job types before next season.
No per-technician seat fees. One price covers your whole crew.
Perfect for owner-operators and one- or two-truck shops getting off paper.
The sweet spot for growing HVAC companies with a dispatcher and 3–8 techs.
For established contractors running multiple crews and service agreements.
Multi-location HVAC groups needing white-label portals and custom ERP connections.
All plans include a 30-day free trial. No credit card required.
Real results from real shops across the country.
"We added a fourth truck six months after switching to OptiServe AI. The dispatch board alone saved us two hours of phone calls every morning — we just book more calls now."
"Refrigerant tracking used to be three different notebooks. Now my techs log it on the app and I can pull an EPA audit report in under a minute. That peace of mind is worth everything."
"Flat-rate quoting on tablets changed our close rate dramatically. Customers stopped asking to think about it — they just sign right there at the unit."
Get your dispatch board, flat-rate book, and technician app live in one afternoon. No hardware. No installation fee.
✓ 30 days free | Setup in under 10 minutes | Cancel anytime