Security companies leave recurring monthly revenue on the table when monitoring agreements aren't tracked, UL certificates expire unnoticed, and service call invoicing lags the technician by two weeks. OptiServe AI closes every one of those gaps.
✓ 30-day free trial | No credit card required | Cancel anytime
Work orders, UL certificates, RMR billing, and service agreements in one platform.
Manage installation, service, and inspection work orders by system type — intrusion, access, CCTV, and fire alarm. Zone lists and panel programming notes attach to every job.
Track UL certificate issuance, renewal, and expiration per account. Monitoring center credentials, signal path tests, and annual inspection dates are stored per system.
Invoice recurring monitoring fees, extended warranty plans, and service agreements on your billing cycle. RMR dashboard shows MRR, churn, and agreement renewal rate.
Store panel model, zone list, user codes, and cable run notes per installation. Techs arrive for service calls with the full system record on their phones.
Schedule annual required tests, fire alarm inspections, and access control audits. Inspection results and deficiency photos attach to the account record.
Track agreement start dates, cancellation reasons, and churn rate by account type and geography. Identify which installer or territory generates the highest-retention accounts.
No per-subscriber or per-account fees. Scale your RMR base without scaling your bill.
For small security installation companies managing fewer than 200 monitoring accounts.
For growing security companies with installation teams and monitoring agreement programs.
For established security companies with UL compliance and RMR analytics programs.
For multi-branch security groups needing custom CMS and monitoring integrations.
All plans include a 30-day free trial. No credit card required.
Alarm, access, CCTV, and integrated systems installers.
"RMR billing automation recovered $3,800 in missed monthly fees in the first quarter. The system catches lapsed agreements and rebills without me touching anything."
"UL certificate tracking keeps us compliant without a separate filing system. The alert fires 60 days before renewal. We schedule the annual test, pass, and certificate renews — all tracked in one record."
"Zone documentation in the app means my service techs show up knowing the panel model, the zone list, and the last fault history. Service calls that used to take 90 minutes take 35 now."
Get your RMR billing, UL compliance, and inspection scheduling running this week.
✓ 30 days free | Setup in under 10 minutes | Cancel anytime