OptimizeIt
Platform
PricingResourcesFAQAbout

Field service software with an AI workforce

Run your entire business in one place: estimates, scheduling, crews, customers, payments and more.

Try Opti

Your AI workforce, built into OptimizeIt.

More software. Half the price.

One platform to run and grow your business

  • Win more jobs with better estimates

    Build clear estimates from job details, photos and plans.

  • Keep every customer in one place

    Leads, conversations and project history stay connected.

  • Keep your team on schedule

    Book jobs, assign crews and manage schedule changes.

  • Get paid with less chasing

    Quotes, deposits, invoices and payments in one workflow.

  • Keep the conversation moving

    Answer calls, capture enquiries and follow up with customers.

5 ways AI optimizes your business

Swipe right β†’

30 minutes Β· your whole business, connected

Is your moving software really as smart as it claims?

Your next hire isn’t a hire. It’s Opti.

An AI workforce for calls, estimates and follow-upsβ€”without adding another salary.

More than software.
Your AI workforce.

OptimizeIt
01Trusted by real operators

Run your entire business from one place.

From the first phone call to the final payment, OptimizeIt keeps your leads, estimates, schedules, crews, invoices, payments, and customer communication connected in one system. No more juggling five different apps just to get one job done.

CRM
Connected customers
AI
Reviewed estimate drafts
Crew
Shared scheduling
Pay
Clear balances
02Built for service businesses

Your business shouldn't need five different apps.

Keep office, crew and customer context together. Review the tools and connections your business needs before switching systems.

03The AI tool belt

Turn job photos into an estimate you can review.

Add job photos and details to an Opti-assisted draft. Confirm quantities, prices and uncertain conditions before sending the proposal. Tools and allowances vary by plan.

Try the live intake

Field service software for small businesses.

Capture the inquiry, review an estimate, schedule the technician and invoice the customer from connected records. Start with your services and rates, check team permissions, then test one complete job before migrating.

Customer CRM

Keep the customer, address and work history together.

Explore customer crm β†’

Reviewed estimates

Check scope and prices before customer approval.

Explore reviewed estimates β†’

Job scheduling

Confirm the time and assignments separately from signing.

Explore job scheduling β†’

Invoices and payments

Review deposits and the remaining balance.

Explore invoices and payments β†’
ContractorsHandymanHVACJunk removalMoving companiesPlans and allowances
    Estimate #1042
    Example preview
    JR

    β€œRemodel my 10x12 kitchen: new cabinets, quartz counters and tile backsplash.”

    Opti is writing line items

      Customer-ready total$26,310

      Now explain an upcoming job β€” sign in free.

      14-DAY FREE TRIAL Β· STEP 1 OF 2

      Choose your industry

      Choose your industry below. Next, create your login and start using your custom OptimizeIt workspace.

      Popular industries Β· or type anything

      Real owners.
      Real stories.

      Hear business owners share what OptimizeIt brings to their business.

      Real owners, real results

      Mold Solutionz 24/7
      All Panthers Plumbing
      NetZero Construction
      Rodriguez Remodeling
      Clausen Moving
      Matt's Motivated Movers
      5 Star Moving
      Commander Moving
      Smoove
      24/7 Mold Solutionz
      R&M Remodeling
      Haulogy
      Burley Homes
      NorthBrae Landscaping
      True Magic Landscaping
      Gandaras Construction
      Xpro Handyman
      AG1 Appliances
      All Panthers Plumbing
      NetZero Construction
      Rodriguez Remodeling
      Clausen Moving
      Matt's Motivated Movers
      5 Star Moving
      Commander Moving
      Smoove
      24/7 Mold Solutionz
      R&M Remodeling
      Haulogy
      Burley Homes
      NorthBrae Landscaping
      True Magic Landscaping
      Gandaras Construction
      Xpro Handyman
      AG1 Appliances
      FeatureOptimizeItJobber /
      Housecall Pro
      AI intake form that prices from photos
      AI built into every estimate
      Opti 3D design studio
      AI job diagnostic tools
      AI answers & books calls 24/7Plan / add-on
      Scheduling & route planningAvailable
      Payments, invoices & reviewsAvailable
      Set up for your tradeCheck trade

      Features vary by plan and add-on. Jobber features Β· Housecall Pro features

      Tokenized AI Ecosystem

      One meter powers your entire AI Tool Belt.

      One monthly credit balance powers your AI tools, so you can see what you use and top up when you need more.

      AI Tokens
      3,000
      of 3,000 / month
      Live usage
      Live AI activity
      Running…
      Monthly cycle reset β€” meter refilled to 3,000 credits.
      Starter
      $49
      300 credits/mo
      Core
      $99
      1,500 credits/mo
      Popular
      Plus
      $199
      3,000 credits/mo
      Pro
      $299
      6,000 credits/mo

      Credits regenerate at the start of every billing cycle. Unused credits don't roll over β€” but you'll never hit a hard wall: top-ups are available anytime.

      AI Route Planner

      Stop paying someone to build tomorrow's routes.

      Opti plans efficient routes for every truck, so you spend less time dispatching and your crews spend less time driving.

      Tomorrow Β· Berkeley, CA Β· 8 stops Β· Truck 3
      Loading the day…
      Berkeley, CA Β· Β© Esri, OpenStreetMap contributors14853762
      26 mi plannedBacktracking across town
      Seconds
      Planning time
      9
      Miles cut / truck / day
      23 min
      Drive time back

      What routing by hand costs you

      Move the sliders to your own numbers. This counts the wage you pay for planning, the drive hours it gives back, and the fuel that never gets burned.

      Saved every year
      $65,073
      Planning wages
      $9,100
      Drive hours back (867 hrs)
      $39,000
      Fuel and wear
      $16,973

      Estimate based on 260 working days, a $45 loaded crew hour, and $0.68 per mile for fuel and wear. Your results depend on your own routes and rates.

      Route tomorrow in seconds β†’

      FAQ

      Common Questions About Moving Company Software

      OptimizeIt Platform

      14-day free trial. No credit card required to start. Choose a plan and enter payment details to continue. No automatic charge. 60-day satisfaction money-back guarantee starts after your first successful subscription payment.

      OptimizeIt is the AI Operating System for service businesses β€” one platform that replaces your CRM, dispatch board, quoting tool, call center, review app, and customer portal. It ships with 50+ industry packs (moving, hauling, cleaning, lawn care, HVAC, plumbing, painting, pressure washing, detailing, handyman, electrical, pest control, roofing, junk removal, dumpster rental, snow removal, restoration, and more), and Pack Forge can generate a new pack for any trade in about 60 seconds. Every customer interaction β€” call, photo, text, booking, quote, deposit, invoice, review β€” runs through one AI brain.

      Jobber, Housecall Pro, and ServiceTitan are CRMs with AI bolted on as paid add-ons. OptimizeIt is AI-native β€” photo-to-quote, the 24/7 voice agent, route optimization, and automated dispatch are core, not upsells. A typical operator replaces 4–6 separate subscriptions (CRM + dialer + voice AI + review tool + customer portal + scheduling app) with one OptimizeIt account and cuts software spend by 40–70% while booking more jobs.

      Three ways to pay on every tier: month-to-month, a 12-month term billed monthly (save 20%), or the 12 months paid up front (save ~36% β€” Starter $31, Core $63, Plus $127, Pro $191 per month equivalent). Prices below are the annual-billed-monthly rate: Starter $39/mo annual ($49 monthly) for the full AI Co-Pilot, Core $79/mo annual ($99 monthly) for every AI tool with 500 monthly tokens, Plus $159/mo annual ($199 monthly) adds the business phone line, SMS, booking widget, and 1,000 monthly tokens, Pro $239/mo annual ($299 monthly) adds the 24/7 AI Voice Agent (inbound + outbound) with 2,000 monthly tokens and 300 voice minutes. Extra seats are $25/mo flat at every tier. Free white-glove migration from Jobber or Housecall Pro on every paid plan. 14-day free trial. See /pricing for the full matrix.

      A customer uploads photos of the job (a pile of junk, a lawn, a room, an HVAC unit, a driveway, a moving inventory). Our vision model measures the work β€” square footage, linear feet, cubic yards, item count β€” applies your industry's pricing rules (per-sqft, per-unit, hourly, flat, volume), and returns an itemized quote with a deposit link in under 5 seconds. You can edit anything before it sends. The model is trained on real jobs across every supported trade.

      Yes. It is trained on your services, pricing, service radius, business hours, and live calendar. It answers in a natural voice 24/7, qualifies the lead, generates a quote (including a request for photos by SMS mid-call), books a real time slot, captures a deposit, and texts the customer a confirmation. It warm-transfers to you any time you want. Operators see missed-call rates drop from 15–30% to effectively zero.

      Moving, hauling and junk removal, dumpster rental, cleaning (residential + commercial), lawn care and landscaping, HVAC, plumbing, electrical, painting, pressure washing, window cleaning, auto detailing, mobile detailing, handyman, roofing, pest control, snow removal, tree service, pool service, garage door, appliance repair, restoration (water/fire/mold), carpet cleaning, locksmith, towing, septic, chimney sweep, fence install, deck building, drywall, and concrete β€” to name a few. If your trade isn't pre-built, Pack Forge generates a full industry pack (intake form, pricing rules, PDF templates, AI prompts) in about 60 seconds.

      Yes. We import customers, jobs, recurring schedules, line items, historical revenue, and notes. Migration is self-serve on Pro and white-glove on Elite β€” typically completed in 24–48 hours with zero downtime.

      All data lives in your own tenant with strict row-level security. Payments route through your own Stripe Connect account β€” you own the funds, payouts hit your bank directly, and no middleman touches the money.

      Yes. Crews see their day's stops with turn-by-turn routing, clock in/out with geofencing, capture before/after photos, collect signatures, run change orders through the AI re-quote engine, and trigger invoices on geofence exit. Works offline and syncs when back online.

      Yes. Role-based access control covers owners, office managers, dispatchers, crew leads, and field techs. Co-owner accounts get full access with audit logging; field staff only see what they need.

      Moving Companies

      OptimizeIt is purpose-built for moving companies β€” AI quoting from room photos, 24/7 call handling, automated dispatch, Digital Bills of Lading, cube sheets, tariff pricing, and Carmack valuation are all included in one platform. It replaces 5+ tools (CRM, dialer, voice AI, dispatch, BOL software) with one subscription. Competitors: Supermove ($176/crew + add-ons) and SmartMoving ($299–399/user) are solid traditional CRMs; Jobber ($69–249/mo) handles basic scheduling but lacks moving-specific features.

      Moving software ranges from $69/month for basic field tools to $400+/month for full AI platforms. OptimizeIt is unified across all 50+ verticals including moving: $79/mo annual ($99 monthly) on Core gets the full CRM and AI quoting, $159/mo annual ($199 monthly) on Plus adds the integrated phone system and SMS, and $239/mo annual ($299 monthly) on Pro adds the 24/7 AI Voice Agent. All paid plans include 14-day free trial. Compare to Supermove ($176/crew + $39/truck), SmartMoving ($299–399/user), and Jobber ($69–249/month). If you run 100+ quotes a month, the time saved by AI quoting alone typically pays for the platform in week one.

      Yes. AI photo quoting is now accurate enough to replace most field visits. OptimizeIt's vision model analyzes uploaded room photos, identifies furniture, estimates cubic feet, flags stairs and access challenges, and returns a quote in about 5 minutes. 5 Star Moving hasn't done a field visit in 3 months since switching, and reports better accuracy than in-person estimates because the AI doesn't miss closet items or underestimate volume. When confidence is low (blurry photos, unusual pianos), the quote is flagged for human review.

      A CRM tracks your work β€” it stores data and may add AI helpers. An AI OS does your work β€” agents handle quoting, calls, booking, and dispatch end-to-end. With a CRM you still answer the phone and type quotes; with OptimizeIt the AI answers at 2am, quotes from photos, and books the move on your calendar before you wake up. Operators see admin time drop by ~90%.

      Generic field service tools work for basic scheduling and invoicing, but they weren't built for moving. They lack cube sheets, Digital BOLs, long-distance tariff pricing, and moving-trained AI vision. Operators on generic tools typically maintain 2–3 spreadsheets to cover the gaps. OptimizeIt was built by Lucas Cannon, who ran 5 Star Moving for 15 years, specifically to handle what generic tools miss.

      The AI Voice Agent answers calls 24/7, including evenings and weekends when ~67% of moving leads come in. It greets in a natural voice, asks qualifying questions (move date, origin, destination, bedroom count), and either generates an instant quote or schedules a callback. Every call is transcribed with AI notes; new leads land in your pipeline automatically. 5 Star Moving went from missing 15% of calls to 0% missed.

      Yes. The moving configuration includes a full FMCSA compliance suite: digital Bill of Lading with e-signatures, carrier tariff management, DOT documentation, claims management, and the 110% Rule. The Insurance add-on adds AI pre-move condition documentation β€” crews photograph each room, AI detects existing damage, generates weight-based valuations, and creates timestamped condition reports. Users report 73% fewer damage claims and ~$12,000/year saved on disputes.

      Hauling, Junk Removal & Dumpster Rental

      OptimizeIt's hauling configuration is purpose-built for junk removal, debris cleanup, and dumpster rental. It includes AI photo quoting that estimates load volume in cubic yards from a customer's pile photo, multi-truck route optimization, dump-fee tracking, certified weight ticket logging, and unified pricing across all tiers: Core ($79/mo annual or $99/mo monthly), Plus ($159/mo annual or $199/mo monthly), and Pro ($239/mo annual or $299/mo monthly), with the 24/7 AI Voice Agent unlocking on Pro. Competitors like Workiz, ServiceTitan, and Jobber work for general field service but lack volume-based pricing, dump weight tracking, and AI vision models trained on real junk loads.

      Customers upload a photo of the pile, garage, attic, yard, or jobsite from your widget, text link, or AI voice agent. The vision model identifies items (mattresses, appliances, e-waste, yard debris, construction debris), estimates cubic yardage, flags hazardous materials, and applies your volume-based rate card β€” 1/8 truck, 1/4, 1/2, 3/4, full load. The quote arrives in under 60 seconds with itemized lines the customer can approve and book online. Operators report 4–6x more booked jobs versus phone-only quoting because customers get a price immediately, day or night.

      OptimizeIt uses unified pricing across all 50+ verticals (junk removal and hauling included). Core $79/mo annual ($99/mo monthly) for a small team and two industry packs, Plus $159/mo annual ($199/mo monthly) adds the phone system and four packs, and Pro $239/mo annual ($299/mo monthly) unlocks the 24/7 AI Voice Agent for inbound and outbound. Compare to Workiz ($65-$245/user/month), ServiceTitan ($398+/user/month), Jobber ($69-$249/month with limited junk features), and Housecall Pro ($65-$199/user/month). For a 2-4 truck operation, savings versus per-user pricing typically exceed $3,000/year.

      Yes. The route optimizer pulls every confirmed job, splits them across available trucks and crews, and orders stops by drive time, dump windows, time-of-day requests, and truck capacity. It re-optimizes when a job is added, canceled, or runs long. Dispatchers can drag a stop between trucks and the ETA updates in real time; crews see turn-by-turn routing inside the mobile app.

      Yes. OptimizeIt tracks dumpster inventory by size (10, 15, 20, 30, 40 yard), assigns units to jobs, schedules drop-off and pickup as separate dispatch events, calculates rental day overage fees automatically, and lets customers extend rentals from the customer portal. Each dumpster has a status (available, on rent, in service, retired) so you never double-book a unit.

      Yes. Each load is logged with destination (transfer station, landfill, donation center, scrapyard), gross/tare/net weight from a certified ticket, disposal cost, and recycling/donation diversion. The numbers roll up into per-job margin and a weekly Disposal & Diversion report so you can see exactly where your dump spend is going and what percentage of material you're diverting from landfill.

      Yes. The same AI Voice Agent that powers moving calls handles junk intake. It asks for the pile photo via SMS link mid-call, qualifies hazardous items, books a same-day or next-day slot from live dispatch availability, and writes the full transcript and audio recording back to the lead β€” so the crew arriving on site already has every detail.

      Cleaning, Lawn, HVAC, Plumbing & 50+ Other Trades

      Yes. The cleaning pack handles recurring schedules (weekly, bi-weekly, monthly, one-time), per-sqft and per-room pricing, add-ons (oven, fridge, baseboards, move-in/move-out), team assignment, key/code tracking, and the AI voice agent answers booking calls with full recurring-customer recognition. Customers self-book online and see their entire history in the portal.

      Yes. The lawn pack supports per-sqft pricing from satellite imagery (the AI measures the yard from an address), recurring routes, crew dispatch by zone, equipment tracking, chemical application logs, and seasonal contract billing. Multi-truck routing minimizes drive time across high-density route days.

      Yes. Trades packs include service-call pricing (diagnostic fee + flat rate book), maintenance contract billing, parts/inventory tracking, multi-visit jobs, dispatch by skill/license, and on-site invoice + payment. The AI voice agent triages emergency vs. scheduled calls and books to the right tech's calendar.

      Yes. AI photo quoting measures walls, decks, fences, and driveways from photos; pricing applies per-sqft, per-linear-ft, or by surface type. Weather-aware scheduling auto-reschedules rain-outs. Before/after photos auto-attach to the job for review requests.

      Yes. The handyman and detailing packs use flat-rate plus hourly pricing, with a Trip Charge default. Solo operators love the AI voice agent because it lets them stay on the job while it books work β€” no missed calls means no missed jobs.

      Pack Forge generates a full industry pack for any trade in about 60 seconds. You answer a short intake (what you do, how you price, what photos you need), and the AI produces the intake form, pricing rules, PDF templates, email/SMS copy, and the voice agent's prompts. You can launch the same day.

      Industries
      50+ trades supported

      Moving, hauling, HVAC, cleaning, lawn, painting, detailing, plumbing, and 40+ more.

      Browse all β†’
      Comparisons
      vs Jobber, HCP, ServiceTitan

      Feature-by-feature breakdowns vs every major field-service CRM. Real numbers, no fluff.

      See comparisons β†’
      Full FAQ hub
      175+ in-depth answers

      Pricing, AI, migration, compliance, payments β€” every question we get, in one searchable hub.

      Open the hub β†’

      Platform

      • OptimizeIt β€” AI OS for Service Pros
      • All Solutions
      • Pricing
      • Schedule a Demo
      • OptimizeIt FAQ

      AI Features

      • AI Photo Quoting
      • AI Voice Agent (24/7)
      • Smart Scheduling & Dispatch
      • Multi-Truck Route Optimization
      • Branded Customer Portal
      • Pack Forge β€” Build a Trade Pack

      Compare

      • OptimizeIt vs Jobber
      • OptimizeIt vs Housecall Pro
      • OptimizeIt vs ServiceTitan
      • OptimizeIt vs Workiz
      • OptimizeIt vs FieldEdge
      • OptimizeIt vs SmartMoving

      Company

      • About
      • Blog & Resources
      • Glossary
      • Pricing
      • Schedule a Demo
      • OptimizeIt FAQ

      Industries we support

      See all 50+ trades β†’

      Moving, Hauling & Storage

      • Dumpster Rental Operators
      • Hauling & Junk Removal
      • Moving Companies
      • Storage Facility Management

      Home Services & Trades

      • Chimney Sweep
      • Chimney, Fireplace & Hearth
      • Deck Builders & Outdoor Living
      • Door & Garage Door
      • Drywall, Plaster & Patch Repair
      • Electrical Contractors
      • +11 more β†’

      Cleaning & Restoration

      • Carpet Cleaning & Installation
      • Mold Remediation & Air Quality
      • Residential & Commercial Cleaning
      • Water Damage & Restoration

      Exterior, Lawn & Outdoor

      • Awnings, Shades & Window Treatments
      • Irrigation & Sprinkler
      • Landscaping & Lawn Care
      • Mulch & Landscape Supply
      • Pool Service & Maintenance
      • Pressure Washing & Soft Wash
      • +1 more β†’

      Auto, Marine & Mobile Service

      • Auto & Mobile Detailing
      • Auto & Window Glass Repair
      • Auto Repair & Mechanic Shops
      • Boat Detailing & Marine Service
      • Ceramic Coating & PPF
      • Heavy-Duty Truck & Fleet Service
      • +2 more β†’

      Specialty Trades & Install

      • EV Charger Installation
      • Hardwood, LVP & Laminate Flooring
      • Security Guard & Patrol
      • Septic Pumping & Inspection
      • Smart Home & Low-Voltage Install
      • Solar & Battery Storage
      • +2 more β†’

      Platform

      • OptimizeIt β€” AI OS for Service Pros
      • All Solutions
      • Pricing
      • Schedule a Demo
      • OptimizeIt FAQ

      AI Features

      • AI Photo Quoting
      • AI Voice Agent (24/7)
      • Smart Scheduling & Dispatch
      • Multi-Truck Route Optimization
      • Branded Customer Portal
      • Pack Forge β€” Build a Trade Pack

      Compare

      • OptimizeIt vs Jobber
      • OptimizeIt vs Housecall Pro
      • OptimizeIt vs ServiceTitan
      • OptimizeIt vs Workiz
      • OptimizeIt vs FieldEdge
      • OptimizeIt vs SmartMoving

      Company

      • About
      • Blog & Resources
      • Glossary
      • Pricing
      • Schedule a Demo
      • OptimizeIt FAQ

      Industries

      See all β†’

      Moving, Hauling & Storage

      • Dumpster Rental Operators
      • Hauling & Junk Removal
      • Moving Companies
      • Storage Facility Management

      Home Services & Trades

      • Chimney Sweep
      • Chimney, Fireplace & Hearth
      • Deck Builders & Outdoor Living
      • Door & Garage Door
      • +13 more

      Cleaning & Restoration

      • Carpet Cleaning & Installation
      • Mold Remediation & Air Quality
      • Residential & Commercial Cleaning
      • Water Damage & Restoration

      Exterior, Lawn & Outdoor

      • Awnings, Shades & Window Treatments
      • Irrigation & Sprinkler
      • Landscaping & Lawn Care
      • Mulch & Landscape Supply
      • +3 more

      Auto, Marine & Mobile Service

      • Auto & Mobile Detailing
      • Auto & Window Glass Repair
      • Auto Repair & Mechanic Shops
      • Boat Detailing & Marine Service
      • +4 more

      Specialty Trades & Install

      • EV Charger Installation
      • Hardwood, LVP & Laminate Flooring
      • Security Guard & Patrol
      • Septic Pumping & Inspection
      • +4 more
      Β© 2026 OptimizeIt.ai Β· operated by LoadIt AI Inc
      Privacy PolicyMaster Service AgreementDPAAcceptable Use