Win better bids, keep projects on budget, and manage subcontractors without the spreadsheet chaos. OptiServe AI is the operating system for modern general contractors — from the first estimate to the final draw.
General contracting is a business of margins and relationships. Thin margins mean a single over-budget project can erase the profit from five successful ones. Poorly managed subcontractors mean delays, disputes, and damaged client relationships.
OptiServe's AI-powered bid builder pulls from your historical cost data to build more accurate estimates — by trade, region, and project type. See your projected margin before you submit. Stop winning jobs that cost you money.
Subcontractor management is deeply integrated. Issue RFQs, compare bids side-by-side, create subcontracts, track COI expirations, and issue conditional lien waivers with payment — all within one system. Your project manager's job becomes coordination, not paperwork.
Owner billing is handled with Schedule of Values billing, standard for commercial GC work. Set up the SOV once per project, update completion percentages each pay period, and OptiServe generates the AIA G702/G703 style application for payment automatically.
Purpose-built tools for your industry — not repackaged generic software.
AI-assisted estimates based on your historical data. Know your true margin before submitting.
RFQs, subcontracts, COI tracking, milestone scheduling, and lien waiver management.
AIA-style progress billing. Update completion %, generate pay applications automatically.
Budget vs. actual across all cost codes. Early warnings before overruns happen.
Document, approve, and price every change. Keep your contract value current.
Track every RFI, submittal, and drawing revision with response deadlines and logs.
Conditional and unconditional waivers generated and collected digitally from subs.
Owners view project progress, photos, RFIs, and approved change orders online.
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 General Contractors.
Yes. OptiServe's Schedule of Values module generates AIA G702/G703 style applications for payment. You set up cost codes and contract values, then update completion percentages each billing cycle — the system calculates the draw amount, retainage, and balance to complete automatically.
When you process a subcontractor payment, OptiServe generates a conditional lien waiver for the amount being paid. Once the check clears, you issue the unconditional waiver. All documents are stored electronically and attached to the project record — critical for protecting the owner and your own lien rights.
Yes. Role-based permissions let each project manager access only their assigned projects, while company leadership has visibility across all active jobs. Estimators, PMs, foremen, and accounting each have appropriate access levels.
Each subcontractor profile has a COI section where you store policy documents and track expiration dates by coverage type (GL, workers comp, auto). OptiServe sends renewal reminders automatically and flags expired COIs on the project risk dashboard.
Yes. Commercial projects use the full suite — SOV billing, RFI logs, submittal tracking, lien waivers. Residential projects can be managed more simply with standard estimates, fixed-price contracts, and draw billing, giving you flexibility based on project type.
Join thousands of general contractors using OptiServe AI to work smarter, grow faster, and keep more of what they earn.