Proposals, projects, field crews, inventory, service, and the money — one system, one record of truth, from first walkthrough to the tenth year of service.
You build rooms people never want to leave — and run the business from six tools that don’t talk. Scope in one place, parts in another, the schedule on a whiteboard, the margin in your head. SmartBuildOS is the other way to live: one record of truth from the first walkthrough to the tenth year of service — proposal to paid, job to handoff, ticket to recurring revenue.
Room-by-room scope from your own price book, live pricing, payment schedules, and e-signature. Clients approve from their phone; cost and margin stay yours to see.
Pipeline, active installs, deposits outstanding, and blocked jobs surface on one dashboard — the numbers that usually hide between six disconnected tools.
Routes, crew assignments, job checklists, photos, and time — on the technician's phone, online or offline. The office sees progress without calling anyone.
What's in stock, what's ordered, what's reserved against which job, and what's about to block an install date. Purchase orders, receiving, and distributor pricing in the same motion.
Service plans attach to the property itself — monitoring, priority response, seasonal visits — billed automatically each month. This is how a project firm becomes a firm with recurring revenue.
Contacts, properties, devices, tickets, proposals, photos, and every approval — attached to the client record, not buried in email. Forge AI reads the same record to draft the scopes, summaries, and client letters that eat your evenings.
Real screens from a working SmartBuildOS company — not mockups. This is what your Tuesday looks like.
“For the first time, I can see the entire firm on one page — and it looks the way our work looks.”The promise we build toward, for every principal who signs in
Composed from the dealer price book instead of last year's spreadsheet — sent while the site visit is still fresh.
i.Administrative hours handed back once quoting, ordering, dispatch, and invoicing stop being separate errands.
ii.Dormant opportunity found sitting in old estimates, unanswered proposals, and clients due for an upgrade.
iii.Items closed with photographic proof before the crew leaves the driveway — because the list travels with the technician.
iv.Illustrative of a mid-size integration firm’s first season on SmartBuildOS.
SmartBuildOS is not a tool bolted onto one department. The proposal the principal signs is the job the desk dispatches, is the checklist the technician closes, is the invoice the client pays.
A field app with today's route, checklists, photos, and a time clock — built for gloves, glare, and basements with no signal.
Dispatch, tickets, purchasing, and client communication from one screen, with permissions that match the org chart.
Pipeline, margin, service revenue, and risk — live, by location, without asking anyone to build a report.
A calm, focused page where homeowners follow progress, review photo updates from site, approve change orders with a signature, and settle invoices — without an awkward phone call. Every approval is recorded; every payment reconciles to the ledger.
Cost and margin never leave the office. What the client sees is exactly what you chose to show.
This one works — try the buttons.
Good evening, The Hartwells
Wildflower Ridge Residence · Phase II of III
Not a CRM with a construction label — a system built around rooms, racks, devices, tickets, shipments, drawings, and approvals.
Fourteen days on us. No card required.
forever
A working sandbox to learn the system.
per month
Core operations for growing service teams.
per month
Sales, supply chain, and the client portal.
per month
Engineering, monitoring, and multi-crew scale.
Tailored to the operation
Everything unlocked — including Forge AI.
Paid plans include a 14-day trial. Additional seats $29/user monthly. Cancel anytime — your data exports cleanly.
New capabilities, integrator playbooks, and the occasional beautiful project — a short letter, only when there’s something worth your time.
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