OptimizeIt
OptimizeIt is field service management software for HVAC, plumbing, roofing, electrical, lawn care, moving, cleaning and dozens more trades, covering quoting, dispatch, scheduling, invoicing and 24/7 call answering in one system. It is the AI operating system for field service: photo to quote in about five minutes instead of forty-five, a voice agent that answers after hours, and dispatch that assigns by skill, distance and equipment.
Send a link, the customer photographs the job from their phone, and AI returns a priced quote in about five minutes rather than the forty-five a manual estimate takes. No truck roll to produce a number.
Jobs are assigned by skill, distance and equipment rather than by whoever is free. Schedules, crews and routes live on one board instead of a whiteboard and a group text.
An AI voice agent picks up nights, weekends and overflow, answers questions, and books the job into the same calendar your crews already work from, so an after-hours call is not a lost customer.
Accepted quotes become jobs, and completed jobs become invoices without re-entry. Payment is collected in the field or by link, and the record follows the customer.
Generic CRMs model a sales pipeline. Field service work is a schedule, a crew, a truck and a job site, and the software is built around that shape across 50+ trades.
Software that runs the operational side of a trades business: quoting, scheduling, dispatch, crew coordination, invoicing and customer communication, in one system rather than across a spreadsheet, a whiteboard and a phone.
More than 50, including HVAC, plumbing, roofing, electrical, lawn care and landscaping, cleaning, pest control, pool service, pressure washing, moving and junk removal.
About five minutes from photos to a priced quote, against roughly forty-five minutes for a manual estimate, and without sending an estimator to the property.
Yes. Every plan includes a 30-day free trial.