Whether you service equipment, install systems, or provide on-site expertise, the operational challenges are the same — scheduling chaos, slow invoicing, and technicians who can't access job history in the field. OptiServe AI solves all three.
✓ 30-day free trial | No credit card required | Cancel anytime
Dispatch, job tracking, work orders, invoicing, and reporting — everything your service business needs.
Drag-and-drop scheduling with technician availability, skill matching, and geographic clustering. Handle same-day calls and planned appointments on the same board.
Techs access job details, customer history, and task checklists on their phones. No paper, no phone calls back to the office, no missed details.
Invoice at job completion. Customers pay by card, ACH, or tap-to-pay on the tech's device. Payment records appear in your books instantly.
Customers book appointments, track their technician's ETA, view service history, and pay invoices online — without calling your office.
Track revenue per technician, job type, and customer. Identify your most profitable service lines and your highest-performing team members.
Appointment confirmations, technician ETA alerts, and post-service follow-ups send automatically. Customer satisfaction scores collected without manual outreach.
One flat rate for your whole team — no per-tech or per-job fees.
For owner-operators and small service businesses moving off paper work orders.
For growing service companies with 3–10 technicians and a dispatcher.
For established service businesses with multiple divisions and reporting needs.
For multi-location service groups needing custom integrations and white-label portals.
All plans include a 30-day free trial. No credit card required.
Trades, specialty services, and equipment companies of every kind.
"I switched from paper work orders to OptiServe AI in one afternoon. By the end of the first week I had invoiced $8,400 I would have forgotten to bill. The ROI was instant."
"The customer portal stopped 80% of our inbound "where is my tech?" calls. Customers track the arrival on their phone. My office phone rings half as much."
"Technician performance reports showed me that two of my five techs were completing 40% more jobs per day than the others — using the same truck and the same territory. I changed the routing for the slower techs based on what the top performers were doing."
Dispatch, invoice, and grow — get started in one afternoon.
✓ 30 days free | Setup in under 10 minutes | Cancel anytime