Residential
Built around how custom installers actually work.
Residential AV is a 20-year relationship business. The platform you run on should be too. Optimus AI handles the proposal, the install coordination, and the service record — for the home you sign tomorrow and the warranty call you'll get in 2046.
The lifecycle
Discovery → install → twenty years.
Three lifecycle phases that residential shops actually run. The platform shape follows the work shape, not the other way around.
01
Discovery → proposal
From walkthrough to signed proposal in 72 hours
Walk the home with your iPad. Capture room dimensions, brand preferences, concealment requirements. Optimus drafts the line-item proposal — your spec, your catalog, your margin policy — ready for review the next morning.
- AI proposal builder draws from your catalog
- Customer portal with photo journal + e-sign
- Builder + architect collaboration view
- Concealment policy enforced (no exposed gear)
02
Install + commissioning
Multi-trade coordination without the spreadsheet
Frame stage, drywall stage, finish stage. Optimus coordinates your install crew with the builder's schedule, flags blocking dependencies, and surfaces what each trade needs from you next week.
- GC + architect timeline sync
- Pre-wire vs. trim-out work orders
- As-built documentation generated automatically
- Commissioning checklist enforced before sign-off
03
Service + warranty
Twenty-year relationships, not transactions
Every install becomes a service record that lives forever. Year-3 warranty call doesn't start with 'who installed this?' — the entire history is on one screen. Service plans bill recurring revenue automatically.
- Service plans + recurring revenue billing
- Customer portal stays active post-install
- Equipment-aging alerts (5/10/15 yr)
- Original install team flagged for service routing
Real shapes
The proposals that don't fit a template.
8,400 sqft new construction
Theater + whole-home AV + smart-home automation
$485k proposal · 14-week install · 7 trades coordinated
- Builder portal
- Pre-wire scheduling
- Theater design package
- Lutron + Control4 integration
4,200 sqft retrofit
Invisible speakers, hidden gear, scene-based lighting
$185k proposal · 6-week install · architect coordination
- Concealment-only enforcement
- Wisdom Audio in-wall specs
- Architectural lighting handoff
- Scene programming workflow
12,000 sqft estate
Multi-zone with golf simulator + dedicated theater + outdoor AV
$1.4M proposal · 22-week install · 4-stage payment schedule
- Multi-stage payment
- Golf sim package
- Outdoor AV (Coastal Source)
- Long-lead-item tracking
“We do $14M annually across 40 active residential projects at any given moment. Optimus is the first tool that didn't make us feel like we'd outgrown it by month three.”
Carlos Rivera
Owner, Bay Integration
San Francisco · 28 techs
Built in
Eight residential moves that ship on day one.
AI proposal builder
Describe the rooms — Optimus drafts the quote with your margins, your catalog, your concealment policy.
Change orders
The spec always changes. CO math + customer e-sign in two taps. Approval routing built in.
Builder coordination
Sync the install schedule with the GC's framing + drywall + finish stages. Pre-wire + trim-out flagged separately.
Trade-aware dispatch
Theater specialist, lighting specialist, network tech — Optimus routes the right tech to the right room.
Homeowner portal
One link. Customers track the install, see the photo journal, sign change orders, message your team.
Service plans
Recurring service revenue billed automatically. Tier-based response time. Built-in upsell at install close.
20-year service record
Every install becomes a service record. Year-7 warranty call has the full history on screen.
Customer comms
Reply-by-email integration. Customer texts land on the project record. Optimus drafts the reply.
See your shop's workflow in Optimus.
We'll model a real proposal, real dispatch board, real customer portal — your catalog, your team — in a 30-minute demo.