Grow your recurring monitoring revenue, dispatch techs efficiently, and manage contracts end-to-end. OptiServe AI is the platform electronic security companies use to professionalize operations and scale their RMR base.
Electronic security is a recurring revenue business — but only if your billing, contract renewals, and monitoring agreements are managed tightly. Most security companies leave significant RMR on the table through poor contract tracking, inconsistent renewal follow-up, and manual billing.
OptiServe's contract management module tracks every monitoring agreement, maintenance contract, and warranty by customer site. Automated renewal reminders go out 90, 60, and 30 days before expiration — dramatically increasing your renewal rate and protecting your RMR base.
For new installations, the AI proposal builder generates professional security system proposals with equipment specs, monitoring plan options, and pricing — in minutes instead of hours. Your salespeople close faster when proposals look polished and pricing is transparent.
Technician dispatch integrates with your monitoring platform. When an alarm event requires a field response or a system needs service, dispatch the nearest qualified tech directly from the same system you use for everything else. No jumping between platforms.
Purpose-built tools for your industry — not repackaged generic software.
Track every monitoring and maintenance contract with auto-renewal alerts.
Generate professional system proposals with equipment specs and monitoring pricing.
Auto-bill monthly monitoring fees, central station charges, and maintenance plans.
Dispatch installers and service techs by skill, certification, and location.
Document system tests, NFPA inspections, and UL certification records by site.
Track installed equipment by customer site with zone maps and device serial numbers.
Customers view their system details, service history, and current monitoring plan.
Full audit logs for installations, tests, and monitoring events — ready for inspections.
Flat-rate plans. No per-user fees. No surprise add-ons. Everything you see is what you get — AI included.
All plans include a 30-day free trial. No credit card required. Cancel anytime.
Get answers to the most common questions from Electronic Security Companies.
OptiServe tracks every monitoring agreement and sends automated renewal reminders at 90, 60, and 30 days before expiration. It also tracks customers on residential plans who might be upsold to commercial monitoring, and generates renewal proposals automatically.
Yes. Each customer site has a full equipment record including device type, manufacturer, model, serial number, installation date, and zone assignment. This is critical for service calls — your tech knows exactly what's installed before they arrive.
Yes. The system test and inspection module lets you document NFPA 72 fire alarm inspections, UL certificate tracking, and deficiency reports by customer site. Reports can be exported as PDF for customer delivery and regulatory records.
Yes. Account types can be classified as residential or commercial, with different billing rates, monitoring plan tiers, and service level agreements. Dashboards can be filtered by account type to manage each segment appropriately.
When a service request comes in, you can see all available technicians on a map view with their current location and assigned jobs. Dispatch the best-fit tech based on skill level, certifications (e.g., NICET, ESA), and location — then the job details push to their mobile app instantly.
Join thousands of electronic security companies using OptiServe AI to work smarter, grow faster, and keep more of what they earn.