What you see on this page isn't just a list of software features — it's a collection of automations that run every day for real operators across the industry. Some customers use a handful. Some use most of them. All of them spend less time initiating, checking, and remembering — and more time on work that actually requires them.
We've spent over 20 years building automations for OCS, vending, water, and micro-market operators. Every one of them started the same way — a customer told us something they were tired of doing manually, and we figured out how to make it happen automatically.
You don't have to replace your existing systems or change how your operation runs. MDS Insight works alongside what you already use — pulling the data it needs, running the automations, and delivering results. You get the benefit without the disruption.
You don't need to know exactly what you want built. Describe what's eating your time — the report nobody wants to run, the thing that slips when you're busy, the check that depends on someone remembering. We'll work out how to get the data and automate it.
Some customers add a single automation that solves one specific problem. Others run dozens that cover their entire operation. Either way is fine. There's no minimum, no forced rollout, no "you have to use the whole system." Use what helps. Ignore what doesn't.
From filter changes that generate themselves to daily reports delivered without anyone asking, field service is one of the most automated areas in MDS Insight.
Set your filter change schedule once — by equipment type, interval, and assignment. MDS Insight creates service tickets automatically from that point forward. No manual entry, no missed changes.
Preventive maintenance, scheduled site visits, recurring inspections — configure them once and the tickets generate automatically on schedule. Your recurring work queue builds itself.
A daily summary of filter changes completed — what was done, by whom, across which accounts. Keeps filter revenue tracking accurate without anyone having to compile it.
All billable service activity for the day, delivered automatically. Nothing falls through the cracks between the field and your billing process.
Open tickets that weren't completed, delivered each morning automatically. Service managers start the day knowing exactly what's outstanding — not discovering it mid-morning.
A full month of filter activity — by account, equipment type, or technician — emailed automatically at month-end, ready for review or client reporting.
For multi-state operators, service volume broken down by state for the month — delivered automatically for territory management and planning.
Complete export of all billable field service events for the month, delivered automatically as a CSV. Simplifies month-end billing with zero manual effort.
If a service ticket sits on hold beyond a configurable threshold, the system automatically sends an alert — with escalation to a manager if it still isn't addressed.
Optional daily summary of equipment verification activity across the field team, delivered by email. Managers stay informed without logging in to check.
Equipment rental agreements and loaner agreements have a predictable lifecycle. MDS Insight monitors every one of them and tells you what's coming — long before it arrives.
Set alert thresholds at 365, 90, 60, 30, 15, 10, 7, 3, 2, and 1 day(s) before an equipment rental or loaner agreement expires. Choose your intervals once — the system handles the rest.
On the first of each month, a report lands in your inbox listing every agreement expiring that month. Plan your full renewal outreach calendar in one sitting.
Tracks agreements expired in the past year that haven't been renewed or closed — a safety net so nothing disappears from view.
From customers who've gone quiet to recurring orders that need to generate on schedule, MDS Insight keeps your revenue pipeline visible without any manual monitoring.
Every customer who didn't place an order in the prior month — with priority flags for high-value accounts. Your sales team gets actionable intelligence without lifting a finger.
Standing orders — internal or placed through the customer web portal — generate automatically on their configured schedule. No manual entry, no missed recurring revenue.
Monthly summary of activity across chain and segment accounts — additions, removals, follow-ups, and net changes. Automatically compiled and delivered for strategic account reviews.
Know what came in, what went out, and what's still open — without anyone having to manually compile the picture.
All PO receiving activity for the day — what came in, by whom, and what remains open. Scheduled to deliver by email at end of day without anyone having to log in and run it.
A scheduled daily summary of delivery activity for the service department — what was delivered, to whom, and current status. Automatically emailed so the team starts each day informed.
Configurable alerts for overdue POs, receiving anomalies, and other thresholds you define. Alerts fire automatically when conditions are met — no one has to check.
The OCS Access customer portal includes its own automated notifications to keep customers ordering and your team informed of stock status.
Out-of-stock and low-stock items in the customer web portal, emailed to your team on schedule. Keep your catalog current without manually checking.
When a customer starts an order but doesn't complete it, a configurable reminder email goes out automatically. Recover orders without anyone on your team having to notice.
Customers who haven't placed a web order within a configurable window get an automatic reminder — with a second reminder if the first is ignored.
Beyond reports and field service, MDS Insight monitors internal workflows — service ticket alerts, dispatch notifications, and more.
Configurable alerts monitor ticket conditions across the board — stalled tickets, stage transitions, region-based thresholds. Each alert type has its own recipients and triggers.
When a ticket is dispatched to a technician, MDS Insight automatically sends a notification via email or SMS with the ticket details. Technicians stay informed without anyone manually reaching out.
Every one of these processes is configured once — your recipients, your timing, your thresholds. After that, the system runs on its own. Your team gets the information they need without anyone having to remember to pull it.
Choose which reports and alerts apply to your operation. Set recipients, timing, and thresholds once.
MDS Insight watches continuously — tracking conditions, watching schedules, and queuing up what needs to be sent.
The right information lands in the right inbox at the right time — no manual effort required, every time.
Instead of spending time gathering information, your people spend time acting on it. That's the difference.
Automation doesn't just benefit your internal team. MDS Insight automatically keeps customers in the loop on service activity — reducing incoming calls and building trust.
Technician Assigned
When a service ticket is assigned to a technician, the customer automatically receives a notification — who's coming and when. No one on your team has to make a call.
Technician En Route
When the technician updates their status to en route, the customer gets an automatic notification via email or SMS — or both. Professional, timely, and zero effort.
Service Complete
When the ticket is closed, a completion notification goes out automatically. Your customers always know where things stand.
Customer notifications are optional and individually configurable. Deliver by email, SMS, or both.
You don't need a fully formed plan. Just describe the recurring thing that nobody wants to do — the report, the check, the follow-up that depends on someone remembering. We'll figure out together where the data is, how to get to it, and how to automate it. No infrastructure changes required.
We've been solving these problems for OCS, vending, water, and micro-market operators since 2003. If it's a repeating burden in your operation, there's a good chance we've seen it — or can solve it.