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Optimus AI
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Now in early access for select integratorsv1.0

The operating system for the AV industry.

Optimus AI runs your shop end-to-end — proposals, dispatch, inventory, network design, customer portal. AI woven through every screen. Built to replace D-Tools, Cloud.co, and the seven other tabs your team has open right now.

Book a demoWatch the 90-second tour
SOC 2 readyD-Tools migration in 48 hOutlook + Google nativeiOS + Android field app$0 onboarding

Proposals drafted

12,840

this week

Jobs dispatched

3,612

today

Hours saved / shop

18.4

weekly avg

AI suggestions accepted

94%

30-day

Built around the brands your customers already specify

Control4CrestronLutronSonanceSonySamsungUbiquitiVantageQSCShureWisdomLoeweControl4CrestronLutronSonanceSonySamsungUbiquitiVantageQSCShureWisdomLoewe

The product

One record. Every step of the job.

From the first walkthrough to the warranty visit two years later — every signature, every change order, every truck-roll lives on the same record. Optimus reads all of it, and acts on it.

01 · Dashboard

The morning view that replaces three spreadsheets.

Pipeline, booked revenue, win rate, tech utilization — live. Optimus surfaces what needs attention before you start forwarding emails.

Oapp.optimus.ai/dashboard
Dashboard

Operations overview

Good morning, Daniel

Pipeline

$487,200

+12% vs last week

Booked MTD

$214,900

+24% vs last week

Win rate

38%

+4 pts vs last week

Tech utilization

82%

-3 pts vs last week

Revenue trend

90d
O

Optimus suggestions

  • →Reassign Westlake install — Mike has a closer route Tue AM.
  • →3 quotes have been open 14+ days — draft follow-ups?
  • →Reorder Sony X90L 65″ — 2 on hand, 4 reserved.
Oapp.optimus.ai/dispatch
Dispatch

Tuesday · May 12

Dispatch board

8a
9a
10a
11a
12p
1p
2p
3p
MMike R.

8:00

Lincoln Park — rack build

11:00

Service — Wilson Ave display

2:00

Westlake AV walkthrough

SSara T.

9:00

Riverdale conf room install

2:00

Punch-list — Aldridge

JJordan K.

8:30

Site survey — Edgewater

12:00

Warranty — Trump Tower 4302

O

Suggestion — Move Westlake walkthrough to 10:00. Saves Mike 28 min of drive time and clears 2pm for the Aldridge punch-list.

02 · Dispatch

The whiteboard your shop stopped fighting over.

Drag jobs onto techs. Optimus checks drive time, skills, and conflicts in real time — then tells the customer their tech is on the way.

03 · Optimus chat

Ask a question. Optimus does the work.

Plain-English commands across your live data — quotes, inventory, schedules, jobs. Optimus answers, then offers to take the next action with one tap.

Oapp.optimus.ai/optimus-chat
Optimus chat
O

Optimus

Online · trained on your shop

Who's free Thursday for the Lincoln Park rack-build? It's a 6-hour job, needs Crestron cert.

O

Three options, ranked by drive-time fit:

  1. 01Mike R. — clear all day, 18 min drive · Crestron Master cert
  2. 02Jordan K. — half day, finishing Edgewater AM · Crestron L2
  3. 03Sara T. — fully booked, would need to reshuffle Riverdale

What does the quote pipeline look like for next month?

O

$487k across 14 active opportunities

＋Ask Optimus to do something…⌘ K

Three pillars

What Optimus actually does for your shop.

Pillar 01

AI that drafts the work

Proposals, change orders, follow-ups, customer comms. Optimus produces the first draft — your team approves and ships. The boring half of every job, done before lunch.

Pillar 02

Ops that runs itself

Dispatch, scheduling, inventory, alerts, signal monitoring. Optimus watches the board and acts on rules you set once — fewer Slack pings, fewer dropped balls.

Pillar 03

One record, end-to-end

Quote → install → service for years. Every conversation, doc, photo, signature lives on the same record. The warranty call in year 3 doesn't start with 'who was on this job?'

Solutions

Built for the shape of your shop.

Residential, commercial, multi-location — every workflow speaks AV. The pipeline, the proposal, the dispatch board, the service record all match how integrators actually run.

Residential

Luxury home installs at scale

  • Architect + builder coordination
  • Concealed gear & smart-home scenes
  • 20-year warranty workflow
  • Homeowner portal with photo journal
See the residential workflow

Commercial AV

Boardrooms to stadium installs

  • RFP intake to bid response
  • Multi-trade coordination
  • As-built docs & commissioning
  • SLA-grade remote monitoring
See the commercial av workflow

Enterprise

Multi-location, multi-brand

  • Shared catalog + per-location pricing
  • Franchise / dealer network support
  • Cross-shop tech sharing
  • Volume seat + SSO
See the enterprise workflow

04 · Proposal builder

Describe the room. Send the quote.

Optimus picks gear from your catalog, applies your margin policy, honors your concealment + brand preferences, and produces a clean customer-facing proposal in under three minutes.

  • Margin policy enforced automatically
  • Lead-time flagged before you send
  • E-sign envelope generated on the spot
  • Round-trips the design suite for changes
Oapp.optimus.ai/proposal-builder
Proposal builder

Draft · Edgewater Residence · 4,200 sqft

Proposal builder

Auto-drafting
O

Tell Optimus what to build

7.4.4 Atmos theater, 11' screen, hidden speakers throughout great room, lighting + shade scenes across 14 zones, Control4 OS3 head-end, Ubiquiti enterprise network with 4 APs.
Catalog · 14,206 SKUs

Optimus did the math

  • · Picked margins from your shop's 12-month median
  • · Honored your concealment-only speaker policy
  • · Substituted 2 SKUs out of stock with same-tier alts
  • · Flagged 1 long-lead item (Wisdom in-walls, 8 wks)

Quote · v3 draft

12 sections · 184 lines
01Dedicated theater38 items$84,250
02Great room AV + lighting42 items$67,400
03Whole-home audio28 items$31,800
04Control4 head-end + UI12 items$18,650
05Network + structured cabling26 items$22,400
06Installation labor18 items$48,000
07Programming + commissioning8 items$12,500
Net 30 · 50/40/10 schedule

Total

$285,000

05 · Field

The field app your techs actually open.

One screen tells the tech where to be, what's in the truck, what the customer paid for, and who to call when something goes sideways. Check-in, check-out, photos, signatures, parts pulled — all on the same record.

Median tech tap depth

2 taps

Offline-resilient

100%

Photo + sig per job

Forced

GPS check-in radius

200 ft

Optimus AI
Live

Tuesday · 9:14 AM

Hey Mike — your next stop

In progress12 min away

Lincoln Park — rack build

2440 N Lakeview Ave · 6-hr est.

· Crestron CP4-R · serial 4F8290

· 14 SDI inputs · pre-labeled

· Customer: Mrs. Caldwell · onsite at 2pm

After this

11:00

8 mi

Wilson Ave service

2:00

14 mi

Westlake walkthrough

Today
Jobs
Parts
Optimus

06 · Network + design

Topology, drawings, commissioning.

Drag-drop topology, AP coverage maps, VLAN planning, structured cabling schedules. Optimus checks PoE budgets and IP space before the install. Hand-off docs generated automatically from the design.

Oapp.optimus.ai/network-design
Network design

Mission Hills · Caldwell Residence

Network topology

42 / 42 devices online
UDM-ProAPAP · Great rmAPAP · TheaterAPAP · 2FTV ×3Speakers ×14ProjectorControl4Cameras ×8

Uptime

99.98%

Latency

4 ms

Wi-Fi 6E APs

3

VLAN segments

5

Compare

Optimus AI vs. the incumbents.

The honest, line-by-line comparison your team will fact-check anyway. Each row is something a real shop has told us mattered when they switched.

OOptimus AI
D-Tools SID-Tools Cloud
AI-drafted proposalsNative, every screenNot availableAdd-on
Live dispatch boardDrag-drop, AI-suggestedNot availableBasic
Mobile field appiOS + Android, offline-readyNot availableWeb only
Customer portalOne link, e-sign, journalNot availableNot available
Network design + topologyDrag-drop + PoE checkVisio export onlyNot available
Plain-English queryBuilt-in Optimus chatNot availableNot available
Inventory + serial trackingLive across jobsManualBasic
Reports refresh latencyReal-timeNightlyDaily
Onboarding cost$0$5–15k$2–4k
Pricing modelPer seat, no annual lockAnnual contractAnnual contract

By the numbers

What it looks like when ops just runs.

73%

Faster proposal cycle

vs. manual quote build

18.4 h

Saved per shop, per week

across 80-shop early access

2.6×

More opportunities closed

vs. team's last 90-day baseline

94%

AI suggestion accept rate

30-day rolling average

$0

D-Tools migration cost

white-glove on Pro + Enterprise

48 h

Median time-to-live

from contract to first job dispatched

99.98%

Field-app uptime

trailing 12 months

1

Record per customer

from quote through year-10 service

Capabilities

Every tool your ops team opens nine tabs for.

Optimus AI isn't a CRM with an AI bolt-on. It's a platform built around the workflow of an AV integrator from day one — AI woven through every screen.

AI-assisted proposals

Describe the room — Optimus drafts the line-item quote. Pulls your catalog, picks margins, generates the customer PDF and e-sign envelope. Hours back per opportunity.

Dispatch & tech assignment

Optimus reads your dispatch board, traffic, and tech skills — and suggests the right person before you finish your coffee. Drag-to-reassign, mobile work orders, GPS check-in.

Calendar & scheduling

Every install, service call, and survey on one timeline — synced to Outlook/Google. Conflict warnings before you confirm. Drive-time aware across the day.

Catalog & inventory

One catalog feeds quoting, purchasing, and the warehouse. Reservations, POs, serial tracking — no D-Tools double entry. Stockouts flagged before they hit a job.

Customer portal + e-sign

One link. Customers review the proposal, ask questions, sign, and watch the job's progress. Every signature, change, and document on the same record your team works from.

Change orders & approvals

Specs always change. Optimus runs the math, applies your approval thresholds, routes the CO. Customers see a clean amendment, not a forwarded email thread.

Reports & dashboards

Win rate, gross margin, tech utilization, project profitability — refreshed every time data changes. No pivot tables, no Tuesday-morning export ritual.

Network + system design

Drag-drop topology, AP coverage maps, VLAN planning, structured cabling docs. Optimus checks IP allocations and PoE budgets before the truck rolls.

Trusted

Built by integrators. For integrators.

“We tried four D-Tools alternatives. Optimus is the first one our techs actually opened on day two.”

Margaret Liu

COO, Skyline AV · Chicago

32-tech residential

“The AI doesn't just suggest — it proposes the right thing. We pulled six hours per proposal out of the cycle in week one.”

Carlos Rivera

President, Bay Integration · SF

Commercial · 110 jobs/mo

“Our D-Tools data was migrated cleanly in 36 hours. We dropped seven SaaS subscriptions the next quarter.”

Aisha Patel

CFO, Apex Custom · Atlanta

Multi-location · 4 cities

Pricing

Priced by the team you actually have.

Three tiers. Per-seat. No $20k enterprise contract before you've seen the product work.

MonthlyAnnual -15%

Starter

Small shops getting off spreadsheets

Up to 5 users

$XX/ user / month
Start free trial
  • CRM + opportunities
  • AI-assisted proposals
  • Calendar + scheduling
  • Basic Optimus AI chat
  • Email support
Most popular

Pro

Growing integrators running real ops

Up to 25 users

$XX/ user / month
Book a demo
  • Everything in Starter
  • Dispatch + field service
  • Inventory + catalog management
  • Customer portal + e-sign
  • Change orders + approvals
  • Advanced Optimus AI workflows
  • Priority email + chat support

Enterprise

Multi-location shops and franchises

Unlimited users

ContactCustom contract
Talk to sales
  • Everything in Pro
  • SSO + advanced permissions
  • Custom workflows & approval chains
  • Dedicated Optimus AI training on your data
  • White-glove D-Tools migration
  • Named CSM + 24/7 priority support
  • Volume seat pricing

Every tier includes the full Optimus AI agent — the cap shifts what it can do, not whether it's there. Annual billing available.

Limited early-access seats remaining

The next decade of AV runs on Optimus.

Book a 30-minute demo. We'll show you your shop's workflow in Optimus — your catalog, your team, your pipeline — running in under a week.

Book a demo Talk to sales

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