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