01 — The switch
Optimus AI runs your shop end-to-end — proposals, dispatch, inventory, design, billing, customer portal. AI woven through every screen. Built to replace the legacy platform, the legacy cloud platform, and the seven other tabs your team has open right now.
Built around the brands your customers already specify
02 — The real thing
02 — The real thing
Everything below is captured straight from a live Optimus workspace — a seven-figure pipeline on the board, thirty projects in flight, the vans on the map, the money ledgered. No renders, no staging. And Optimus reads all of it — the sharpest business advisor you'll ever hire, on every screen.
Six more surfaces →
03 — The product
03 — The product
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 — Pillar
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.
02 — Pillar
Dispatch, scheduling, inventory, alerts, signal monitoring. Optimus watches the board and acts on rules you set once — fewer Slack pings, fewer dropped balls.
03 — Pillar
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?'
01 — Dispatch
Drag jobs onto techs. Optimus checks drive time, skills, and conflicts in real time — then tells the customer their tech is on the way.
02 — Network + design
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.
03 — Field
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.
The field app · the real portal at 390px
04 — Recurring revenue
Service plans become agreements, agreements become invoices, invoices collect themselves on AutoPay. MRR, renewals, and churn on one screen — the monthly check arrives without anyone chasing it.
03.1 — Capabilities
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.
Win the job
01
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.
02
Drag-drop topology, AP coverage maps, VLAN planning, structured cabling docs. Optimus checks IP allocations and PoE budgets before the truck rolls.
03
Every product carries real labor — type, hours, install phase — so the quote prices the work the way your senior estimator would. Rough-in, trim, and finish split out.
04
The close is a room, not an attachment. Cinematic room-by-room presentations, good-better-best tiers, option toggles — sign and pay the deposit in one sitting.
Run the job
05
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.
06
Every install, service call, and survey on one timeline — synced to Outlook/Google. Conflict warnings before you confirm. Drive-time aware across the day.
07
One catalog feeds quoting, purchasing, and the warehouse. Reservations, POs, serial tracking — no legacy-platform double entry. Stockouts flagged before they hit a job.
08
Specs always change. Optimus runs the math, applies your approval thresholds, routes the CO. Customers see a clean amendment, not a forwarded email thread.
Keep the customer
09
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.
10
Service plans bill themselves. AutoPay on saved cards and ACH, smart retries, renewal and churn tracking. The monthly check shows up without a phone call.
11
Win rate, gross margin, tech utilization, project profitability — refreshed every time data changes. No pivot tables, no Tuesday-morning export ritual.
12
Offer letters, employment agreements, handbook acknowledgments — drafted, branded, e-signed, filed. Time approvals clear field hours before they hit job cost.
03.2 — Solutions
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
Commercial AV
Enterprise
04 — The film
05 — Why shops switch
05 — Why shops switch
01
Legacy platforms ship quarterly and call it a roadmap. This platform shipped 4,724 times since mid-May, every one to production, every one dated in public. Whatever gap exists today widens every week you wait.
Read the ship log02
Before go-live, every screen and control went through a full certification pass — and the same automated sweep runs against our own production shop around the clock. We’re the first crew a bug can hurt, so we find it before yours ever could.
See how we harden it03
The scariest step is engineered like a product feature: field-level fidelity auditing, zero writes to your legacy system, hand corrections never overwritten, 48 hours to a first dispatched job.
How switching works05.1 — Voices
“We tried four modern AV-platform 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 legacy-platform 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
06 — Compare
06 — Compare
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.
| Capability | Optimus AI | the legacy desktop platform | the legacy cloud platform |
|---|---|---|---|
| AI-drafted proposals | Native, every screen | Not available | Add-on |
| Live dispatch board | Drag-drop, AI-suggested | Not available | Basic |
| Mobile field app | iOS + Android, offline-ready | Not available | Web only |
| Customer portal | One link, e-sign, journal | Not available | Not available |
| Network design + topology | Drag-drop + PoE check | Visio export only | Not available |
| Plain-English query | Built-in Optimus chat | Not available | Not available |
| Client signing experience | Cinematic + e-sign + deposit | Not available | PDF quote |
| Recurring-revenue billing | AutoPay + dunning built-in | Not available | Add-on |
| Per-product labor engine | Type, hours + phase per SKU | Desktop only | Basic |
| Always-on AI agents | Named fleet, human-gated | Not available | Not available |
| Inventory + serial tracking | Live across jobs | Manual | Basic |
| Reports refresh latency | Real-time | Nightly | Daily |
| Onboarding cost | $0 | $5–15k | $2–4k |
| Pricing model | Per seat, no annual lock | Annual contract | Annual contract |
07 — By the numbers
0
production ships since May · measured in commits, not promises
08 — Fair questions
08 — Fair questions
It's the most engineered part of the product: read-only against your legacy account, a field-level fidelity audit (226,938 comparisons on the first production pass), and a 48-hour median to a first dispatched job. The full playbook is public.
How switching worksAt money and at customer messages, always. Agents watch, judge, and propose; a human approves, and the action executes against the vetted proposal only. Every agent ships off until you enable it, one signal at a time.
Meet the agent fleetCompletely. Full export at any time: every record, every document, every raw payload from your original migration. Holding data hostage is a legacy-platform business model we're happy to leave behind.
Per seat, monthly, no annual lock, $0 onboarding on Pro and Enterprise. The tiers are below, and the pricing page has an ROI calculator you can argue with.
Run the ROI mathEvery interface on this site is the product rendered live in your browser, and the changelog carries dated, countable receipts: 4,724 production ships since May, certified across all 24 product families before go-live. Take the tour, then make us prove it on your data.
Take the 90-second tour09 — Pricing
09 — Pricing
Three tiers. Per-seat. No $20k enterprise contract before you've seen the product work.
01 — Starter
Small shops getting off spreadsheets
Up to 5 users
$79
/ seat / month
02 — Pro
Growing integrators running real ops
Up to 25 users
$149
/ seat / month
Most popular
03 — Enterprise
Multi-location shops and franchises
Unlimited users
Contact
Custom contract
Every tier includes the full Optimus AI agent — the cap shifts what it can do, not whether it's there. Annual billing available.
10 — The next step
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.
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