Manage client tickets, track SLAs, grow your MRR, and win new contracts with AI-generated proposals. OptiServe AI gives managed service providers the operational platform to deliver world-class service and build a scalable, predictable business.
MSPs succeed by delivering consistent service across multiple clients simultaneously. When tickets fall through cracks, SLAs are missed, or billing is inconsistent, client relationships erode fast. And in a business built on trust, one bad month can end a multi-year contract.
OptiServe centralizes your entire MSP operation. Client tickets flow into a unified queue with automatic SLA clock tracking. Your technicians see their assignments prioritized by urgency and SLA deadline. Nothing falls through the cracks when the system enforces accountability.
Recurring MRR billing is built in. Define your managed service packages — per-device, per-user, or flat fee — and OptiServe handles the monthly billing automatically. New devices added during the month are tracked and billed on the next cycle, ensuring you capture every dollar.
Winning new MSP contracts requires professional proposals. OptiServe's AI proposal builder generates customized managed service proposals in minutes — complete with service descriptions, SLA terms, pricing tables, and projected ROI calculations. Your close rate improves when prospects see the detail and professionalism.
Purpose-built tools for your industry — not repackaged generic software.
Multi-client ticketing with SLA tracking, priority scoring, and escalation alerts.
SLA timers start automatically. Supervisors alerted before breach — not after.
Per-device, per-user, and flat-fee billing. Auto-capture device additions mid-cycle.
Generate professional managed service proposals with SLA terms and pricing in minutes.
Onboarding projects, migrations, and implementations tracked to completion.
Track billable and non-billable time by client, project, and tech. Sync to invoicing.
Track all client devices, software licenses, and warranties in a searchable CMDB.
Clients view tickets, invoices, assets, and service history in a branded portal.
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 Managed Service Providers.
When a ticket is created, the SLA clock starts based on the client's contracted response and resolution times (e.g., Priority 1: 1-hour response, 4-hour resolution). The system displays time remaining on each ticket and sends escalation alerts to supervisors at configurable thresholds before breach.
Yes. You define your pricing by device category (workstation, server, network device, mobile). When you add or remove devices from a client's managed environment, the billing adjusts automatically on the next cycle. The monthly invoice shows each device category with quantities and rates for full transparency.
Yes. When a technician logs time on a ticket or project, they classify it as billable or non-billable. Billable hours outside the managed services contract can be invoiced at your T&M rate. The time tracking dashboard shows utilization by technician and profitability by client.
Yes. The asset inventory module lets you track every client device with full details — make, model, serial number, OS version, warranty expiration, and assigned user. This is the source of truth for billing counts and is visible to techs when they open a ticket.
Each client gets a branded portal (sub-domain or white-label URL) where they can submit tickets, view open and closed tickets, see their device inventory, download invoices, and review their service reports. This self-service access reduces inbound calls and demonstrates the value you deliver.
Join thousands of managed service providers using OptiServe AI to work smarter, grow faster, and keep more of what they earn.