Choose the size of your ambition.
Use the Free sandbox to explore the workflow. Paid plans include a 14-day trial, and annual billing includes one month free.
Choose the size of your ambition.
Fourteen days on us. No card required.
forever
A working sandbox to learn the system.
- 1 user
- 5 clients, 3 projects
- Dashboard, clients & properties
- Schedule & service tickets
- Sample data to explore with
per month
Core operations for growing service teams.
- Up to 5 users
- Clients & service tickets
- Scheduling & dispatch
- Projects & invoicing
- Service plans & assets
- Time clock & team feed
per month
Sales, supply chain, and the client portal.
- Up to 20 users
- Everything in Essential
- Opportunity pipeline, CRM & proposals
- Inventory, catalog, vendors & POs
- Field forms & reports
- Client portal & knowledge base
- Email & integrations
per month
Engineering, monitoring, and multi-crew scale.
- Up to 50 users
- Everything in Professional
- Design Studio — racks, floorplans & engraving
- Sentinel network monitoring
- Exchange partner network
Tailored to the operation
Everything unlocked — including Forge AI.
- Unlimited users
- Everything in Business
- SmartBuild AI assistant
- Design Studio documents & drawings
- RMA / warranty center
- Priority support & onboarding
- Unlimited storage
Paid plans include a 14-day trial. Additional seats $29/user monthly. Cancel anytime — your data exports cleanly.
Which plan is right for me?
Start with the plan that matches your team size and operational complexity — you can change it anytime.
| Feature | Free | Essential | Professional | Business | Enterprise |
|---|---|---|---|---|---|
| Free sandbox | Included | — | — | — | — |
| 14-day trial | — | Included | Included | Included | Included |
| Mobile access | Limited | Included | Included | Included | Included |
| Client portal | — | — | Included | Included | Included |
| Multi-location | — | — | — | Included | Included |
| Forge AI | — | — | — | — | Included |
| Design Studio | — | — | — | Included | Included |
| Advanced export/import | — | — | Included | Included | Included |
Additional seats $29/user monthly on paid plans. Cancel anytime — your data exports cleanly.
Asked, answered.
Is there a free account?
Yes. The Free account is a constrained sandbox for exploring SmartBuildOS with sample data and small limits. Live operations, payments, portal, inventory, AI, and automations start on paid plans.
Do I need a credit card to start?
No — trials start without a card. You pick a plan and pay before the trial ends.
Can SmartBuildOS support multiple offices?
Yes. The Business and Enterprise plans are built for multi-location operations, reporting, and location-based access.
Does Forge AI use my company data?
Forge AI is 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 hide internal notes, supplier cost, margins, and profit analysis.