Solar projects stall in the gap between signed contract and permission to operate. OptiServe AI tracks interconnection applications, permit submissions, utility deadlines, and O&M service agreements so nothing waits on a missed email.
✓ 30-day free trial | No credit card required | Cancel anytime
Design proposals, permit tracking, interconnection, and O&M — all connected in OptiServe AI.
Generate production estimates, payback period calculations, and system specs in a professional proposal. Customers sign digitally and the job kicks off immediately.
Log permit numbers, AHJ contacts, utility interconnection application numbers, and NEM agreement status per project. Never miss a deadline buried in your inbox.
Visual kanban of every project from contract to PTO (permission to operate). See which projects are waiting on structural review, electrical inspection, or utility approval.
Create post-installation operation and maintenance agreements. Schedule annual inspections, inverter monitoring check-ins, and automate renewal invoicing.
Capture pre-installation roof photos, panel layout photos, and final array images. Build a permanent record for warranty claims and insurance.
See every lead, pending permit, active install, and PTO-pending project in one dashboard. Forecast monthly revenue from your current pipeline.
Flat monthly rate — no per-project fees regardless of system size.
For small residential solar installers tracking fewer than 20 projects per month.
For growing solar companies with design, permitting, and installation teams.
For established solar contractors running commercial and residential pipelines.
For multi-state solar companies needing custom integrations and white-label portals.
All plans include a 30-day free trial. No credit card required.
Residential, commercial, and community solar installers.
"The interconnection status board changed how we manage our pipeline. I know exactly which projects are waiting on the utility vs. waiting on us. We cut our average permit-to-PTO timeline by six weeks."
"O&M renewals used to require a full week of outreach every spring. Now the automated reminder goes out 60 days before expiration and 80% of customers renew without us picking up the phone."
"The proposal builder is the closest thing I have seen to a professional tool at a non-enterprise price. Customers love the payback period chart. Our close rate on proposals went from 31% to 52%."
Stop losing permits and interconnection deadlines to email overload. Start today.
✓ 30 days free | Setup in under 10 minutes | Cancel anytime