OptiMiser
by OptiMiser Energy Inc.
Last updated Mar 29, 2026 · 1 revision
Home performance software, streamlined
Highlights
Capabilities
Media
optimiserenergy.com
About This Product
Home performance and energy audit software with Salesforce CRM integration, DIY audit import, combustion appliance testing wizard, and team/partner collaboration workflows. Designed for home performance contractors and weatherization programs.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.0
Features 8.6
Support 5.0
Value 4.5
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
71 features confirmed across
13categories· Showing confirmed capabilities only
Platform & Customization15features
hpXML SupportHPXML supportAudit TrailAudit WizardCustom API AccessPre-loaded file generation via APICustom FieldsAge- and region-specific defaultsData ExportCustom data extract deliveryData ImportPreloaded audit data from DIY auditsDocument ManagementPhoto and report archivingCustom Templates
Show 7 more
Automatic File DeliveryAutomatic File SyncBackup And RestoreCustomizable Interface with Thousands of InputsThird-Party Integrationauto-syncing for multi-user collaborationCustom BrandingCustom report brandingData Connectors
Compliance & Safety11features
Energy ModelingEnergy modelingPV Solar ModelingPV modeling with panel and inverter databasesDOE Energy SimulationDOE-approved WAP modelingNIST Calibration TrackingUtility bill calibrationManual J Calculationsdesign load calculationAuditsAuto CalibrationDesign Load Calculation
Show 3 more
Combustion AnalysisCombustion safety analysisASHRAE 62 ComplianceASHRAE 62.2 complianceASHRAE 152 ComplianceASHRAE 152 duct analysis
Reporting & Analytics9features
AnalyticsContinuous Savings EstimationReportingPDF Reports with instant page previewsEnergy Rate AnalysisBPI-2400 utility bill analysisMIRR CalculationModified internal rate of return (MIRR) calculationsAutomated Utility Bill CalibrationAudit Report GenerationDesign Your Own ReportsMulti-Fuel Utility Bill Analysis
Show 1 more
Economic AnalysisFinancial analysis with MIRR
Mobile & Field Tools8features
Offline ModeOffline data entry and processingDigital SignaturesSignature captureImage Capture And TaggingLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentLive Diagnostic Tool IntegrationOffline Mobile Data CollectionPT Calculator, Superheat Calculator, and Duct CalculatorsAI Photo AnalysisAI-assisted appliance identification
Scheduling & Dispatch6features
DispatchingJob re-assignmentWork OrdersStaged workflow managementSchedulingJob scheduling and appointment managementWeather Data IntegrationJob Assignment and DispatchingProject ManagementNexus CRM and project management
Equipment & Asset Management6features
NREL Database Integration2,000+ item NREL measures and cost databaseAI Appliance IdentificationDemand Management For Peak Load Forecasting And FlatteningOver The Air Software UpdatesRemote DiagnosticsExpert system for building diagnosticsBAS AutomationAutomatic funding allocation
AI & Automation4features
AI SupportPre-Energy Audit Diagnostic Expert SystemAI Feedback AnalysisReal-time feedbackAI Powered Prompts and RemindersDual Knowledge Base Architecture
Customer Communication3features
Client PortalePortal collaborationHelp Desk ChatAI Chat Receptionistlive help chat
Technician Management3features
Inspection Managementhealth and safety auditAutomated Quality AssuranceAutomatic weather updatesCertification ManagementAutomatic file delivery
Estimating & Quoting2features
Quoting & Estimatesworkscope buildingAutoCAD GenerationDIY audit generation
Training & Education2features
Energy Audit and Analysis CertificateQuizzes & AssessmentsLight Commercial Audits
CRM & Sales1feature
CRMNexus CRM
Accounting Integration1feature
AI Bill ScanningUtility bill scraping tool
Integrations 5 across 4 categories
CRM 2
Nexus CRM
Salesforce
Salesforce
Productivity 1
Dropbox
Dropbox
Data & Automation 1
HPXML
HPXML
Industry-Specific 1
EnergySavvy Optix
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing
- Notes
- Subscription-based. Contact for pricing. Salesforce integration available.
