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Product

One system for the whole job — lead to lifetime

SmartBuildOS runs the integrator lifecycle end to end: sell, design, schedule, install, service, monitor, bill, and grow — on one connected data model instead of a dozen disconnected apps.

Lifecycle

Every stage of the job, in one place

Each stage hands off cleanly to the next because they share the same clients, properties, and projects — no re-keying, no lost context.

01 · Sell

Win the work

Capture every lead, keep the whole customer relationship in one memory, and turn a walkthrough into a room-by-room proposal your client can approve online.

Leads & CRMClient & property recordsGood / Better / Best proposalsChange ordersReferrals & commissions

02 · Design

Engineer the system

Place devices on the client's floorplan once, then generate racks, keypad engraving, lighting loads, network maps, and camera coverage off that single model.

Design StudioFloorplan placementRack builderKeypad engravingNetwork & camera layouts

03 · Schedule

Dispatch the crew

See every job on one calendar, assign crews and sub-jobs, and route technicians with an On-My-Way workflow that keeps the client in the loop.

Unified calendarDispatch timelineCrews & sub-jobsRoutes & On-My-Way

04 · Install

Run the project

Coordinate rooms, scope, tasks, documents, and photos — then gate completion behind a real handoff checklist so nothing ships half-finished.

Projects & roomsTask listsDocuments & photosHandoff & job checklists

05 · Service

Support the client

Keep tickets, technician notes, parts, and sign-offs connected to the exact system you installed — with recurring service plans and warranty tracking.

Service ticketsService plans (RMR)Warranty & RMASystem registry

06 · Monitor

Watch the estate

Bring device health in from the field, open a ticket automatically when something goes offline, and give every property its own network view.

Property monitoringSystem health loopAuto-ticketingSentinel views

07 · Bill

Get paid

Invoice straight from the job, collect through Stripe, PayPal, or Square, run payroll and paystubs, and apply location-based sales tax automatically.

Invoices & paymentsPayroll & paystubsSales tax enginePurchase orders & price books

08 · Grow

Run the business

See revenue, profitability, utilization, and pipeline across every location — and put AI workers on the repetitive back-office work.

Reports & dashboardsProfitability & utilizationCategory command centersForge Workforce AI

Connected model

Enter it once. It stays connected.

The reason nothing falls through the cracks: every record is linked from the company down to a single logged activity.

Company
Location
Client
Property
Project
Activity

A proposal knows its client, property, and location. A service ticket knows the exact rack it was installed in. An invoice knows the project it came from. Enter it once — it stays connected everywhere.

Platform

The layer under every stage

AI, design engineering, the field app, the client portal, cross-company labor, and database-level security work across the whole lifecycle.

Forge AI

Generate proposal and room descriptions, scopes, service reports, client emails, and project summaries in your company's voice.

Design Studio

Floorplans, racks, engraving, lighting, network, and cameras — engineered off one shared device model, out as a branded document set.

Field mobile app

A phone-and-tablet field experience for schedules, checklists, photos, parts used, and On-My-Way — same data, built for the truck.

Client portal

A branded space where clients approve proposals, follow project progress, message the team, and see their own system — cost and margin hidden.

SmartBuildOS Exchange

Share labor across companies and discover certified professionals by skill, certification, and geography when a job needs more hands.

Built for multi-tenant SaaS

Company, role, location, and row-level permissions enforced in the database — so every team sees exactly what they should.

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.