Streamline Your Operations with AI-Powered Insights
Our platform helps you automate workflows, visualize performance, and make smarter decisions in minutes—no technical expertise required.
"I built OptiServe because I saw firsthand how field service businesses struggled with disconnected systems and manual processes. Our platform brings everything together so you can focus on what matters—serving your clients."
— Amanda Crespo, Founder
Why Choose OptiServe?
See how our platform transforms field service operations. Click each card to watch a demo.
Everything You Need in One Platform
From scheduling to invoicing, OptiServe handles every aspect of your field service operations.
Smart Dashboards
Visualize your entire operation at a glance. Track jobs, revenue, technician performance, and customer satisfaction in real-time.
Workflow Automation
Design custom workflows that automatically assign jobs, send notifications, and update status—saving hours of manual work.
Alerts & Notifications
Stay informed with real-time alerts for urgent jobs, overdue tasks, and important updates—across web and mobile.
Team Management
Assign jobs, track technician locations, manage schedules, and monitor performance—all from one central hub.
Role-Based Access
Control who sees what with flexible permissions. Protect sensitive data while keeping your team connected.
Revenue Tracking
From proposals to invoices to payments, track every dollar and optimize your cash flow with complete financial visibility.
Get Started in 3 Simple Steps
No complicated setup. No technical expertise required. Start optimizing your operations today.
Connect Your Data
Import your customer list, team info, and existing jobs with our simple CSV upload or enter manually.
Customize Workflows
Set up your job types, pricing, and automated workflows that match how your business operates.
Track and Optimize
Start managing jobs, tracking performance, and growing your business with data-driven insights.
Watch Amanda's Message
Meet Amanda Crespo
After spending a decade managing field operations for a mid-sized HVAC company, Amanda experienced firsthand the frustration of juggling multiple disconnected systems—spreadsheets, paper forms, and clunky software that never quite fit the workflow.
She founded OptiServe with a clear mission: build a platform that actually works the way field service businesses operate—not the other way around. Today, OptiServe helps hundreds of companies streamline operations, delight customers, and scale profitably.
"Technology should empower your team, not complicate their day."
Team Focused
AI Powered
Growth Driven
Trusted by Field Service Leaders
See how businesses like yours are transforming operations with OptiServe.
Michael R.
Operations Manager, HVAC Services
"OptiServe cut our scheduling time by 70%. What used to take hours now takes minutes. Our technicians love the mobile app, and our customers love the faster service."
Sarah L.
Owner, Commercial Cleaning
"We reduced billing errors by 90% and got paid faster. The automated invoicing alone has been worth the investment. Plus, the dashboards give me insights I never had before."
David K.
CEO, Facilities Management
"After switching to OptiServe, we scaled from 5 to 15 technicians without adding admin staff. The automation handles what used to require two full-time coordinators."
Take OptiServe Anywhere
Download our mobile app and manage your field operations on the go. Available for iOS and Android.
Get real-time updates, manage jobs, and communicate with your team from anywhere.
Real-Time Sync
All changes sync instantly across web and mobile apps
Push Notifications
Stay updated with instant alerts for new jobs and updates
Offline Mode
Access key features even without an internet connection
Frequently Asked Questions
Got questions? We've got answers.
Ready to Transform Your Operations?
Join hundreds of field service businesses that are saving time, increasing revenue, and delighting customers with OptiServe.
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