One platform. Every workflow.
From AI-powered proposals to dispatch, invoicing, recurring agreements and reporting — OptiServe AI replaces 6+ tools with one purpose-built platform.
SalesAI Proposals & Takeoff
Win more bids in less time with AI-generated proposals and computer-vision takeoff. Upload a blueprint or photo, get measured quantities, line-item pricing and a branded PDF in minutes.
- Drag-drop blueprint upload
- Computer-vision area & length detection
- Auto line-item pricing from your price book
- Branded, customer-facing PDF in 2 clicks
- E-signature & deposit collection
- Pipeline tracking & follow-up automations
- Multi-version proposal history
- Markup, margin and gross profit by line
OperationsSmart Scheduling & Dispatch
Drag-drop scheduling with route optimization, traffic awareness, skill matching and live tech tracking. Dispatchers run more jobs per day with fewer empty miles.
- Drag-drop calendar (day / week / map view)
- Route optimization with live traffic
- Skill, certification & territory matching
- Live GPS tech tracking
- Geofence clock-in / clock-out
- Customer ETA SMS automatically
- Recurring & multi-day job support
- Idle, overtime & utilization analytics
FieldMobile App for Techs
Native iOS + Android app. Techs see every job, capture photos, collect signatures, take payment in the field — works offline.
- Offline mode with auto-sync
- Job photos with timestamp & GPS
- Customer signature capture
- In-field invoicing & Stripe payment
- Equipment, parts & inventory lookup
- Voice-to-text job notes
- Service history at a glance
- Time tracking & travel logs
MoneyInvoicing, Payments & Deposits
Invoicing built for service businesses. Variable, fixed or percentage deposits, milestone billing, Stripe + ACH, automated dunning and QuickBooks / Xero sync.
- Fixed, variable, percentage deposits
- Stripe credit card + ACH
- Milestone & progress invoicing
- Automated 3-day & 7-day reminders
- Late fees & payment plans
- Refunds & partial credits
- QuickBooks Online + Xero sync
- Tax rate, tip & surcharge handling
RecurringPMA & Service Agreements
Recurring revenue without spreadsheets. Build PMA contracts, schedule visits automatically, bill monthly or annually and renew without lifting a finger.
- PMA / service-agreement builder
- Auto-scheduled recurring visits
- Monthly, quarterly or annual billing
- Renewal reminders & e-sign
- Equipment-level service history
- Profitability per agreement
- SLA tracking & breach alerts
- Bulk renewal workflow
CustomersCRM, Booking & Customer Portal
Every interaction in one place. Online booking widget on your website, customer portal for invoices and history, and an integrated CRM your team will actually use.
- Online booking widget for your site
- Customer self-service portal
- Quote → job → invoice timeline
- Tags, segments & custom fields
- Two-way SMS + email
- Automated review-request workflow
- Lead source attribution
- Net-promoter & CSAT surveys
AIAI Assistant & Smart Dispatch
Built-in AI handles the busywork — drafts proposals, suggests dispatch decisions, answers customer questions and flags at-risk jobs before they slip.
- AI proposal draft from a job description
- Smart dispatch suggestions
- Predictive arrival times
- Customer chat assistant (24/7)
- At-risk-job early warnings
- Auto-summary of long calls / notes
- Inventory reorder forecasting
- Cancellation-risk scoring
ReportingReporting & Business Intelligence
Know your numbers — revenue, margin, tech utilization, customer LTV — with dashboards built for service businesses, not spreadsheets.
- Revenue, AR & cash dashboards
- Job profitability with cost breakdown
- Tech & crew utilization
- Customer LTV & churn
- Marketing source ROI
- Inventory turn & shrinkage
- Custom report builder
- Scheduled email exports
IntegrationsIntegrations & Open API
Plug into the tools you already use. Stripe, QuickBooks, Xero, Twilio, Google Calendar, Mailchimp, Zapier and a clean REST API for everything else.
- Stripe (cards + ACH)
- QuickBooks Online & Desktop
- Xero, Sage
- Twilio SMS / voice
- Google Calendar 2-way sync
- Mailchimp, HubSpot, ActiveCampaign
- Zapier + Make.com
- REST API + webhooks
SecuritySecurity & Compliance
Enterprise-grade controls — SSO, role-based access, audit logs, encryption at rest and in transit, plus compliance packs for HIPAA and SOC 2 on Enterprise plans.
- SSO (SAML, Google, Microsoft)
- SCIM user provisioning
- Role-based access control
- Granular audit logs
- TLS 1.3 + AES-256 at rest
- Daily encrypted backups
- HIPAA + BAA on Enterprise
- SOC 2 Type II in progress