From work orders to invoicing, OptiServe AI automates your entire operation — AI proposals, smart dispatch, real-time scheduling, and profit protection built for the trades.
Built by contractors, for contractors — no hidden fees, no add-on fees, no per-user fees.
Trusted by 30+ Industries
Powerful modules built for the way trades actually work — from the field to the back office.
Create, assign, and track work orders with real-time status updates. Attach photos, notes, and completion reports from the field.
AI-optimized scheduling that accounts for technician skills, travel time, job priority, and real-time availability.
Capture and organize jobsite documentation. Before/after photos, video walkthroughs, and timestamped field reports.
Generate professional proposals in minutes with AI. Auto-populate scope, pricing, and terms based on job details.
Automated invoicing with Stripe and QuickBooks integration. Accept payments in the field, track aging, and sync to your books.
Give clients a branded portal to request service, approve proposals, track jobs in progress, and view their service history.
Digital site survey forms with custom fields, photo upload, GPS tagging, and automatic report generation for any industry.
Build custom workflows that trigger actions automatically — from job assignment to follow-up emails to escalation alerts.
Profit protection AI monitors job costs in real time. Get dashboards, trend reports, and alerts before issues hit your bottom line.
Automatic time tracking based on technician GPS location. Clock in/out is handled by geofence boundaries — no manual entry needed.
Set virtual boundaries around job sites. Get real-time alerts when techs arrive, leave, or step off-site during active jobs.
Manage multi-phase jobs with milestone tracking, budget monitoring, and payment schedules tied to project completion stages.
Techs fill out digital service reports on-site with signature capture. Customers automatically receive a professional email summary.
Upload and manage project documents — plans, drawings, permits, photos. Customers can upload files through the portal.
Built-in AI chat on every screen — admin and customer portal. Ask about jobs, invoices, proposals, pricing, or get instant help.
Calculate hours, overtime, and salary proration automatically. Export payroll-ready CSVs for ADP, Gusto, Paychex, Paylocity, and QuickBooks.
Manage your entire workforce — roles, pay rates, certifications. Import staff via CSV and track performance across jobs.
Build recurring revenue with auto-renewing service contracts, recurring billing, and auto-scheduled inspections.
From first capture to final invoice, OptiServe AI handles the entire lifecycle.
Log service requests, site surveys, and job details from any device.
AI generates accurate proposals with scope, pricing, and terms in minutes.
Smart dispatch, real-time tracking, photo documentation, and field updates.
Automated invoicing, payment collection, and QuickBooks sync on completion.
OptiServe AI adapts terminology, workflows, and pricing to match your industry. Pick yours below to see how we solve your specific challenges.
Plans tuned to each industry — salons start at $89/mo, service businesses at $199/mo. No per-user fees. No hidden add-ons.
Browse IndustriesFlexible financing through Affirm, Afterpay & Klarna via Stripe. Split your annual plan into easy monthly payments.
Book a personalized demo and see how OptiServe AI can streamline your entire operation — from the first call to the final invoice.
Schedule a personalized walkthrough with our team. Pick a time that works for you and we'll show you how OptiServe AI can transform your operations.
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