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.
RackForge
Design rack elevations with rack units, equipment images, notes, and PDF export.
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
RackForge
Front elevation with rack unit snapping
RackForge
Build better rack elevations
Drag-and-drop rack planning, rack unit snapping, front and rear views, product images, PDF export, and project/client rack storage.
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.
Solo Integrator
One-person shops, freelance programmers, and consultants.
1 user
Leads
Clients
Projects
Proposals
Service tickets
Basic documents
Basic reports
Mobile access
500 clients
50 active projects
Team
Small integration teams ready to organize field and office work.
Up to 10 users
Roles and permissions
Scheduling
Purchase orders
Inventory
Shipping monitor
Vehicles and assets
Proposal templates
Client portal
Forms and documents
Additional users $15/user/month
Professional
Established integration companies with advanced operational needs.
Up to 25 users
Multi-location support
Advanced reporting
Profit analytics
Forge AI
Advanced documentation
Vendor integrations
Accounting exports
RackForge
API access
Company default workflows
Advanced proposal controls
Enterprise
Large integrators, multi-office companies, and high-volume teams.
Unlimited users
Advanced security
Audit logs
SSO-ready architecture
White labeling-ready architecture
Priority support
Dedicated onboarding
Company-wide analytics
Advanced export/import
Enterprise reporting
Custom rollout planning
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, RackForge, and Forge AI.