Think of OPTIMIZE as a contract operating loop.
Radar brings signals in. Contracts lets you inspect and save the best fits. Evidence gives you the source trail behind decisions. CRM and Outreach turn a promising signal into a real conversation. Contract Desk tracks the pursuit and economics. The Opportunity Exchange helps route permitted private demand to capable providers. Market & AI Hub watches the broader environment. OPTI sits across the system and helps you decide what to do next.
Configure the system before judging the results.
Use a real business/workspace name and an email you control. Your workspace separates your operating data from everyone else's.
Select your primary trade, list services you actually perform, define your service area, and choose the contract market you want.
Run discovery after your profile is saved. Review the top-ranked signals first instead of treating every result as equally valuable.
Pick a result with plausible fit, inspect the source, then move it into your pursuit workflow so the rest of the system has something real to work with.
Use CRM or Outreach to record the person, organization, message, call, or follow-up that moves the pursuit forward.
Ask what deserves attention now. OPTI is most useful after the workspace contains real profile, contract, contact, and pursuit data.
Do not configure yourself as a “general everything company” unless that is genuinely how you operate. Broad inputs produce broad noise. Computers remain stubbornly literal creatures.
A practical 10-minute daily routine
- Overview: check momentum, trial/account state, and anything requiring attention.
- Radar: refresh signals and inspect the best matches to your trade, geography, and target market.
- Contracts: qualify the strongest opportunities. Ignore work that is outside your capabilities, geography, margin, timing, or compliance comfort zone.
- Evidence: verify original sources and keep the source trail attached to important decisions.
- CRM / Outreach: make the next contact, record the interaction, and schedule the next move.
- Contract Desk: update status, scope, quote/proposal information, expected economics, and outcome.
- OPTI: ask for a prioritized next-action summary when the board starts getting crowded.
What every major workspace is for
Overview
Your command center. Use it to understand system status, momentum, profile readiness, and the operating model. The Trade Profile here is foundational because it tells the rest of OPTIMIZE what “relevant” means for your business.
Contracts
The qualification workspace. Review source, scope, location, customer type, timing, match score, and any evidence before you commit attention. Saving a contract should mean, “this may deserve time,” not merely, “a card existed on my screen.”
Radar
Your discovery engine. Radar is where new demand enters the system. Use your industry and service-area settings to keep the feed focused. A smaller feed of high-fit work is more valuable than a giant feed of nonsense.
Outreach
Use Outreach to move from research into contact. Keep outreach tied to a concrete pursuit, use verified contact information where possible, and record what was sent so the next follow-up has context.
Evidence
The source-of-truth layer. Use it to preserve URLs, observed facts, supporting records, and provenance behind contract and provider decisions. Evidence is especially important when the system is making or assisting with commercial judgments.
CRM
The relationship layer. Track people, organizations, conversations, calls, follow-ups, and tasks. A lead without an owner and next action is merely decorative data.
Contract Desk
The pursuit and commercial execution workspace. Use it for scope, pricing, quote/proposal activity, status, delivery planning, and economics. This is where a promising signal should become a managed business process.
Opportunity Exchange
Use the Exchange for private demand that may be routed to another capable provider. Respect the sharing permission shown on each lead. Customer identity and sensitive lead details should only move when permission allows it.
Market & AI Hub
Use the Hub to monitor market shifts, procurement changes, AI/software trends, competitor positioning, and external signals that may affect strategy. Treat research results as leads to verify at their original source before making material decisions.
Revenue Lab
Track monetization experiments as experiments. Record the move, expected upside, implementation cost, confidence, status, and actual revenue. “Expected” revenue remains imaginary until a customer performs the ancient ritual of paying you.
Integrations
Connect supported systems such as Jobber and configure the services that feed OPTIMIZE. OAuth connections belong here. API-key integrations are server-side secrets and should not be pasted into random front-end fields.
Billing
Shows your workspace entitlement and paid capabilities. This is where you move from trial access to the current Pilot, Core, or Pro commercial offer and manage billing when available.
Use OPTI as the operating copilot, not a magic eight ball.
Open OPTI from the floating bot button. Leave routing on Auto when you simply want the system to choose the right specialist, or select a crew member when you know the job:
Discovery, ranking, and opportunity fit.
Pursuit strategy and what it takes to win.
CRM, outreach, and follow-up.
Provider and execution planning.
Pricing, costs, and economics.
Evidence, source checking, and compliance awareness.
Market and competitor intelligence.
Useful prompts
- “What are the three highest-fit contracts for my business right now, and why?”
- “What information is missing before I should pursue this contract?”
- “Give me the next action for every open pursuit with no activity this week.”
- “Which provider is the best fit for this private lead based on trade, geography, and evidence?”
- “Where is margin at risk in this pursuit?”
Three ways to use the system end to end
Local contractor looking for work
Trade Profile → Radar → qualify local/commercial fit → save contract → verify source → identify buyer/contact → outreach → CRM follow-up → quote/proposal → Contract Desk → outcome.
Prime contractor routing private work
Capture demand → set sharing permission → Opportunity Exchange → generate contractor matches → review evidence → route to selected provider → track response/completion → record revenue/outcome.
Owner testing a new revenue idea
Market & AI Hub → identify evidence → Revenue Lab → define expected upside and cost → build/test → record actual impact → keep, revise, or kill the experiment.
Know which layer you are using.
New workspaces currently begin with a 7-day Pro trial. The Billing page shows the entitlement that is active for the workspace. Paid checkout is handled through Stripe, and access should change only after verified billing events reach OPTIMIZE.
Guided proof period and setup.
Core contract intelligence, CRM, evidence, and pursuit tracking.
Adds heavier enrichment, outreach, provider due diligence, quote desk, and assisted operations.
Keep the system useful and commercially sane.
- Verify original sources before committing money, making legal representations, or submitting bids.
- Do not treat a government award as freely transferable. Review solicitation terms, award requirements, NAICS/small-business rules, and subcontracting limits.
- Keep your Trade Profile current when your capabilities or service area changes.
- Record outcomes, including losses. The system learns more from truthful outcomes than from an artificially perfect pipeline.
- Respect sharing permissions in the Opportunity Exchange.
- Keep secrets in server-side configuration, not in customer-facing fields or notes.
When something is not behaving
Revisit Trade Profile. Narrow services, geography, and contract focus before assuming the discovery layer is broken.
Refresh the app first. If the problem persists, confirm the app shows a live connection and retry after the current operation finishes.
Open Integrations and reconnect it there. Server-secret integrations may require configuration in Railway rather than the browser.
Return to Billing and refresh. Entitlements rely on verified billing events, so a successful payment page alone is not the final source of truth.
Open OPTI and ask for the highest-priority next actions based on the current workspace.