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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.

The lifecycle

Follow the job from lead to lifetime service.

Each stage hands off to the next with the same clients, properties, projects, and devices — nothing re-entered.

01
Win the workSell

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.

Opportunity pipelineClient & property recordsGood / Better / Best proposalsChange ordersReferrals
02
Engineer the systemDesign

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 layouts
03
Dispatch the crewSchedule

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
Run the projectInstall

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

Projects & roomsTask listsDocuments & photosHandoff checklists
05
Support the clientService

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
Watch the estateMonitor

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
Get paidBill

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
08
Run the businessGrow

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

Reports & dashboardsProfitability & utilizationCommand centersForge AI
Architectural double-height interior
The connected model

Enter it once. It stays connected.

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.

The platform layer

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.

i.Forge AIProposal and room descriptions, scopes, service reports, client emails, and project summaries — drafted in your company's voice.
ii.Design StudioFloorplans, racks, engraving, lighting, network, and cameras — engineered off one shared device model, out as a branded document set.
iii.Field mobile appSchedules, checklists, photos, parts used, and On-My-Way on the technician's phone — same data, built for the truck.
iv.Client portalA branded space where clients approve proposals, follow progress, and message the team — cost and margin hidden.
v.SmartBuildOS ExchangeShare labor across companies and discover certified professionals by skill and geography when a job needs more hands.
vi.Multi-tenant securityCompany, role, location, and row-level permissions enforced in the database — every team sees exactly what it should.

See the whole system, in action.

Fourteen days, every module, no card required.

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