Building the operating system for service businesses

Why we built OptiServe

After years running and consulting for service companies, our founders kept seeing the same problem: software was either built for accountants and ignored the field, or built for the field and broke the books. So we built one platform — proposal-to-payment — that respects how service work actually flows. From the first lead to the last invoice, every step lives in OptiServe AI. No data silos. No double entry. No exports.

Help service businesses grow without burning out

Service operators are the backbone of every economy and the most underserved by software. Our mission is to put enterprise-grade operations, AI and automation into the hands of every plumber, technician, stylist and dispatcher — at a price that works on day one.

Where we are

OptiServe AI LLC is headquartered at 148 Remington Blvd Suite 1, Ronkonkoma, NY 11779. Our team is distributed across North America, with engineering hubs in New York, Toronto and Austin.

What we believe

• Operators first. Every feature ships only after a real operator validates it.
• Transparent pricing. No hidden fees. No setup costs. Cancel anytime.
• Own your data. Export anything, anytime — no lock-in.
• Reliability is a feature. 99.95% uptime, daily backups, 24/7 monitoring.
• Security by default. SOC 2 Type II in progress, HIPAA-ready Enterprise.
• Real human support. Live humans, not bots, on email, chat and phone.