The Operating System for Smart Home Integrators
SmartBuildOS brings CRM, proposals, projects, service, inventory, scheduling, shipments, documentation, payroll, assets, vehicles, rack building, and AI into one platform built for AV and smart home professionals.
No credit card required. Cancel anytime.
Command Center
All locations view
Revenue
$325K
Company total
Active projects
42
Across locations
Delayed shipments
7
Needs attention
Open tickets
18
Service queue
Proposal pipeline
$1.8M open
Field pulse
Problem
Stop running your business from 12 different apps
Most integrators are juggling spreadsheets, proposal tools, project apps, text messages, file folders, accounting software, and memory. SmartBuildOS brings the whole operation into one system.
Platform
Everything connected from first lead to final handoff
SmartBuildOS keeps every project, person, device, document, shipment, and service call connected.
CRM
Track leads, clients, properties, contacts, notes, and history in one company memory.
Proposals
Build clean room-by-room proposals with payments, change orders, and client approval.
Projects
Coordinate rooms, scope, tasks, schedule, documents, photos, and handoff.
Service
Keep service tickets, technician notes, photos, parts, and sign-offs connected.
Inventory
Know what is in stock, ordered, reserved, delayed, received, or missing.
Shipments
Track carrier links, labels, packing slips, receiving photos, and exceptions.
Design Studio
Place devices on the floorplan, then engineer racks, engraving, lighting, network, and cameras off that one model.
Fleet
Manage vehicles, assets, assignments, incidents, inspections, and location transfers.
Reports
See revenue, profitability, utilization, projects, proposals, service, and operations.
Forge AI
Generate scopes, room descriptions, client emails, service reports, and notes.
Vault
Store blueprints, documents, photos, forms, exports, and client files securely.
Security
Company, role, location, and row-level permission patterns built for SaaS.
Multi-location command center
Owners see company-wide performance. Teams see their assigned location.
Atlanta Revenue
$100,000
Miami Revenue
$150,000
New York Revenue
$75,000
Company Total
$325,000
Proposal #291
1902 AV and Automation Proposal
Proposal total
$31,813.83
85 inch display
IP-controlled surge
Mount and configure
Design Studio
One device model — every drawing stays in sync
Design Studio
Design the whole system, not just the rack
Place devices on the client's floorplan once, then engineer racks, keypad engraving, lighting loads, network, and camera coverage off that same model — with labels, commissioning checklists, and a branded document set out the other end.
Forge AI helps generate proposal descriptions, room descriptions, scopes, service reports, client emails, project summaries, troubleshooting steps, and change order language.
Pricing
Plans for every stage of the integration business
All plans include a 7-day free trial. Save 15% annually when annual billing is connected.
Essential
Core operations for growing service teams.
$1,419/yr billed annually — 1 month free
Up to 5 users
Clients & service tickets
Scheduling & dispatch
Projects & invoicing
Service plans & assets
Time clock & team feed
5 users included
Additional users $29/user/mo
7-day free trial
Professional
Sales, supply chain, and the client portal.
$4,389/yr billed annually — 1 month free
Up to 10 users
Everything in Essential
Leads / CRM & proposals
Inventory, catalog, vendors & POs
Field forms & reports
Client portal & knowledge base
Email & integrations
10 users included
Additional users $29/user/mo
7-day free trial
Business
Engineering, monitoring, and automation.
$7,689/yr billed annually — 1 month free
Up to 20 users
Everything in Professional
Rack Builder & RackForge
Sentinel network monitoring
Workflow automation
Change orders & referrals
20 users included
Additional users $29/user/mo
7-day free trial
Enterprise
Everything, unlocked — including Forge AI.
$17,589/yr billed annually — 1 month free
Unlimited users
Everything in Business
Forge AI Assistant
Priority support & onboarding
Unlimited storage
Unlimited users
Everything unlocked
7-day free trial
FAQ
Common questions
Short answers for owners evaluating SmartBuildOS.
Is there a free forever plan?
No. Every plan includes a 7-day free trial, then the account moves to a paid subscription.
Do I need a credit card to start?
The product is prepared for no-credit-card trials. Final billing behavior depends on the connected Stripe configuration.
Can SmartBuildOS support multiple offices?
Yes. The Professional and Enterprise plans highlight multi-location operations, reporting, and location-based access.
Does Forge AI use my company data?
Forge AI is designed as an account-level tool for proposals, scopes, reports, and communication. Subscriber API keys stay company-scoped.
Can client-facing proposals hide profit and cost?
Yes. Client preview surfaces are designed to hide internal notes, supplier cost, margins, and profit analysis.
Run the business from one command center.
Start with the tools your team needs today and grow into multi-location operations, advanced reporting, Design Studio, and Forge AI.