Help & FAQ

OptiBuild is a contractor command center for the Kansas City metro. It helps you quickly check permit requirements, manage contacts, track bids, and keep job details in one place so you can spend less time chasing paperwork and more time building.

OptiBuild is built for KC-area contractors, remodelers, and small trade teams who need fast answers on permits and a lightweight CRM that works in the real world.

We source permit guidance from official jurisdiction websites and public records, then organize it so it is faster to use. Because requirements can change, treat OptiBuild as your starting point and confirm final details with the local jurisdiction before pulling a permit.

We regularly review and refresh jurisdiction content, especially when cities publish changes. If you spot something off, email support and we will review it quickly.

OptiBuild currently focuses on the Kansas City metro with coverage across 20 local jurisdictions. We are expanding over time and prioritize areas requested by active contractors.

You can start by adding contacts one-by-one in the CRM. If you have a larger list to move over, contact support and we can help with import options.

Create bids in CRM and update status as they move from draft to sent, follow-up, won, or lost. This gives you a live pipeline so you know what needs attention each week.

Each account is scoped so your company data is isolated from other accounts. Access is tied to your authenticated session, and we apply standard security controls to protect stored records.

Free includes core CRM + permit lookup with usage caps. Pro removes limits and adds advanced workflows for contractors who run more jobs. Visit the pricing page for the latest plan details.

Yes. There are no long-term contracts. You can cancel from billing settings, and your paid access remains active through the current billing period.

Pro starts with a 7-day free trial so you can test it on real jobs before paying. If you cancel during trial, you are not charged.

OptiBuild stores application data in managed cloud infrastructure with access controls and operational safeguards designed for SaaS reliability.

Only authorized users on your account can access your workspace data in normal operation. Internal access is restricted to essential support and operations needs.

Yes. Data is encrypted in transit over HTTPS/TLS, and platform storage uses encryption at rest through managed providers.

Click Get Started, create your account, and complete the quick setup. Once you are in, you can begin lookup and CRM tracking immediately.

Go to CRM → Contacts, click Add Contact, enter basic customer info, and save. From there you can attach notes, bids, files, and follow-ups.