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 5.0
Features 8.0
Support 5.0
Value 6.0
Integrations 8.0
AI Capabilities 1.5
Features
82 features confirmed across
14categories· Showing confirmed capabilities only
Compliance & Safety16features
Energy ModelingEnergy modelingPV Solar ModelingPV modeling with panel and inverter databasesASHRAE 152 ComplianceASHRAE 152 duct analysisAuditsHealth and safety auditCode ComplianceBPI-2400 complianceCombustion AnalysisCombustion safety analysisDesign Load CalculationDesign load calculationDOE Energy SimulationDOE-approved WAP modeling
Show 8 more
Manual D Duct DesignManual DManual J CalculationsManual JNIST Calibration TrackingUtility bill calibrationASHRAE 62 ComplianceASHRAE 62.2 ventilation complianceQA Review Checklists Accessible via Desktop, Tablet, or SmartphoneTouch-optimized tablet interfaceAuto CalibrationAuto-calibrationAudit ManagementWizard-guided auditsASHRAE Level 1 & 2 Energy AuditsLight Commercial Audits
Platform & Customization15features
Approval ManagementStaged workflow managementAudit TrailAudit WizardCustom API AccessPre-loaded file generation via APICustomizable Interface with Thousands of InputsCustomizable interfaceData ExportCustom data extract deliveryDocument ManagementPhoto and report archivingCustom FieldsData ConnectorsDatabase Integrator tool
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Department Of Energy API IntegrationHome Energy Score API integrationBackup And RestoreAutomatic File SyncAuto-syncing for multi-user collaborationCustom BrandingCustomizationAutomatic File DeliveryAutomatic file deliveryDesign Collaborationauto-syncing for multi-user collaborationExcel and Google Sheets IntegrationSpreadsheet calculator integration
Reporting & Analytics8features
Energy Rate AnalysisBPI-2400 utility bill analysisMIRR CalculationModified internal rate of return (MIRR) calculationsAudit Report GenerationAudit report generationAutomated Utility Bill CalibrationAutomated utility bill calibrationDesign Your Own Reportsreport customizationMulti-Fuel Utility Bill AnalysisAutomated utility bill analysisPeer BenchmarkingPeer Group BenchmarkingEnergy Consumption ReportingAutomated utility bill analysis
Mobile & Field Tools8features
Offline ModeOffline data entry and processingDigital SignaturesSignature captureImage Capture And TaggingIntegrated photo captureLive Diagnostic Tool IntegrationPre-Audit Diagnostic toolLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentOffline 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 IntegrationProject ManagementNexus CRM & Project ManagementJob Assignment and Dispatching
Equipment & Asset Management6features
NREL Database Integration2,000+ item NREL measures and cost databaseAI Appliance IdentificationAI-assisted appliance identificationDemand Management For Peak Load Forecasting And FlatteningOver The Air Software UpdatesBAS AutomationUser-configurable reportsRemote DiagnosticsPre-Audit Diagnostic tool
AI & Automation6features
AI SupportPre-Energy Audit Diagnostic Expert SystemDual Knowledge Base Architectureknowledgebase searchAI Powered Prompts and RemindersAI Feedback AnalysisReal-time feedbackConfigurable WorkflowsStaged workflow managementAutomation RulesAutomatic funding allocation
Estimating & Quoting3features
Quoting & Estimatesworkscope buildingAutoCAD GenerationDIY audit generationDesign OptimisationMulti-package optimization
Customer Communication3features
Client PortalePortal collaborationHelp Desk Chatlive help chatAI Chat Receptionistlive help chat
Technician Management3features
Inspection Managementhealth and safety auditAutomated Quality AssuranceAutomatic weather updatesCertification ManagementAutomatic file delivery
Invoicing & Payments2features
AHRI Rebate TrackingIncentive and rebate calculationPrice BookAutomatic updates
CRM & Sales2features
CRMNexus CRM integrationLead ManagementLead Generation and Intake System
Accounting Integration2features
Funding AllocationsAutomatic funding allocationAI Bill ScanningUtility bill scraping tool
Training & Education2features
Energy Auditing & PerformanceDIY auditQuizzes & AssessmentsLight Commercial Audits
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.
