Stop losing jobs to slow response times. OptiServe AI gives your HVAC company AI-powered dispatch, instant estimates, automated maintenance reminders, and route optimization — so your techs stay productive and your customers stay cool.
Running an HVAC company means managing emergency calls at 2 AM, keeping track of refrigerant inventory, juggling seasonal demand spikes, and chasing unpaid invoices — all while trying to grow. Generic business software wasn't built for this.
OptiServe AI is purpose-built for HVAC contractors. Our AI dispatcher learns your service area and team capacity to route jobs intelligently, reducing windshield time by up to 30%. When a customer calls for an emergency repair, your techs can generate a professional estimate on-site and get approval in minutes, not days.
Our automated maintenance agreement system quietly grows your recurring revenue while you sleep. OptiServe sends timely reminders, books the appointments, and processes payments automatically. Customers on maintenance plans spend 3x more annually than one-time callers.
QuickBooks, Stripe, and your existing tools integrate seamlessly. Your technicians use the mobile app to clock in, document work with photos, capture signatures, and collect payment — all without calling the office.
Purpose-built tools for your industry — not repackaged generic software.
Intelligent job routing based on tech skills, location, and urgency. Slash drive time.
Techs generate professional estimates on mobile. Get signed approvals instantly.
Automate reminders, bookings, and payments for recurring service plans.
Track refrigerants, parts, and equipment across trucks and warehouse in real time.
Spot top-performing techs, high-margin job types, and seasonal demand trends.
Job details, GPS navigation, photo capture, e-signatures, and payments — offline capable.
Clients view job history, upcoming maintenance, invoices, and warranties online.
Track equipment age, warranty status, and flag overdue maintenance automatically.
Flat-rate plans. No per-user fees. No surprise add-ons. Everything you see is what you get — AI included.
All plans include a 30-day free trial. No credit card required. Cancel anytime.
Get answers to the most common questions from HVAC Companies.
OptiServe AI offers comparable core functionality — dispatch, estimates, customer management, invoicing — but at a significantly lower price point with AI capabilities built in rather than sold as add-ons. ServiceTitan charges per-tech fees that can balloon to $500–$1,000+/month for a growing team. OptiServe's flat-rate plans mean your costs are predictable as you grow.
Yes. The OptiServe mobile app caches job data for offline use. Techs can view job details, capture photos, and collect signatures without connectivity. Everything syncs automatically when they're back online.
Absolutely. Maintenance agreement management is a core feature. You can set up tiered plans (e.g., Bronze/Silver/Gold), automate annual reminders, book visits, and charge cards on file automatically — building predictable recurring revenue.
Yes. OptiServe integrates with QuickBooks Online and Desktop to sync invoices, payments, customers, and expenses. We also support Xero, and Stripe for payment processing.
Most HVAC companies are fully operational within 1–2 weeks. We handle data import from your existing system, configure your service areas and tech profiles, and provide onboarding training for your team.
Join thousands of hvac companies using OptiServe AI to work smarter, grow faster, and keep more of what they earn.