Questions before you start?
Current answers about OptimizeIt, Moving, Opti, plans and the way your team works.
What is OptimizeIt?
OptimizeIt combines customers, estimates, projects, scheduling, communications and payments with Opti AI tools. Field-service businesses and movers use product-specific workflows.
Can I try it before choosing a plan?
14-day free trial. No credit card required to start. Choose a plan and enter payment details to continue. No automatic charge.
What if my trade is not listed?
Describe your trade to Opti during the supported custom-trade setup. Review the generated starter services and configure your own prices. Your saved custom trade can be used in the Price Book and supported intake tools.
What happens when my free trial ends?
Saved work remains view-only after an unpaid trial expires. Choose a plan and enter payment details to continue. No automatic charge.
When does the money-back guarantee start?
60-day satisfaction money-back guarantee starts after your first successful subscription payment.
Can I choose monthly or annual billing?
Yes. Month-to-month has no annual commitment. Annual options have a 12-month commitment, billed monthly or paid up front. Review the full amount and signed terms before choosing.
Are users charged separately?
Starter includes one user. Core, Plus and Pro include unlimited users. The pricing page separates software access from AI credits, phone minutes, texts and AI agent allowances.
Does Lead Desk send replies automatically?
Lead Desk starts with Drafts only. You review the proposed reply. Instant replies and eligible AI callbacks are optional settings, with channel, consent, schedule and plan requirements.
Can Opti give a price to every visitor?
No. Pricing depends on the tool, intake mode, saved rates and owner permission. Opti Takeoffs does not show visitor prices; uncertain scope and AI-derived quantities require review.
Does every plan include an AI phone agent?
AI Voice Agent access is included on Pro. Plus includes the phone system without the AI agent. Agent minutes are separate from ordinary call minutes. Existing account-specific add-ons may differ.
Does signing a quote automatically book and pay the job?
No. Review the project’s signature and scheduling status, then use the available booking action. Payment collection is a separate step and requires a configured payment account.
Is Moving the same as the field-service workspace?
They share the OptimizeIt brand and relevant tools, but Moving has its own estimating, surveys, dispatch and BOL paperwork. PlanScan, project Gantt and design tools have OptimizeIt-specific workflows.
Who can see project chat and files?
Access depends on company, branch, role and assignment. Private conversations and files are participant-only. Sharing a link does not grant access.
Are all integrations available immediately?
No. Available integrations require setup and authorization. Unfinished or unconfigured integrations are labelled Coming soon; verify the specific connection before relying on it.
Can I book a demo before creating an account?
Yes. Use Book a demo to choose an available time and provide your contact details. You do not need a password to book.
Can I get help setting up?
Use the existing setup-help booking or Book a demo to discuss your services and workflow with the team. Confirm the data and connections you need rather than assuming every import is automatic.
Your next project starts here.
14-day free trial. No credit card required to start.