Run your entire business in one place: estimates, scheduling, crews, customers, payments and more.
Your AI workforce, built into OptimizeIt.
More software. Half the price.
30 minutes Β· your whole business, connected
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.
Your office, field crews, customers, payments, and AI all work together in one connected platform. No duplicate data entry. No switching between software. Just faster operations and more jobs completed.
Snap a photo and let OptimizeIt generate branded estimates, pricing, customer follow-up, and AI-powered workflows built specifically for your trade. Close jobs faster while your competitors are still returning the call.
βRemodel my 10x12 kitchen: new cabinets, quartz counters and tile backsplash.β
Opti is writing line items
Now explain an upcoming job β sign in free.
Choose your trade below. Next, create your login and start using your custom OptimizeIt workspace.
Hear business owners share what OptimizeIt brings to their business.
Real owners, real results
Features vary by plan and add-on. Jobber features Β· Housecall Pro features
One monthly credit balance powers your AI tools, so you can see what you use and top up when you need more.
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.
Opti plans efficient routes for every truck, so you spend less time dispatching and your crews spend less time driving.
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.
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.
FAQ
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 4β6 separate subscriptions (CRM + dialer + voice AI + review tool + customer portal + scheduling app) with one OptimizeIt account and cuts software spend by 40β70% 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 15β30% 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 24β48 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 ($299β399/user) are solid traditional CRMs; Jobber ($69β249/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 ($299β399/user), and Jobber ($69β249/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 2β3 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 4β6x 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.
Moving, hauling, HVAC, cleaning, lawn, painting, detailing, plumbing, and 40+ more.
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