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Solutions

Built for the way your shop actually works.

Whether you wire luxury homes, light commercial spaces, security estates, or run a growing multi-location operation, SmartBuildOS shapes to your workflow — because it's built on the real work, not a generic CRM.

Who it's for

Find the workflow that looks like your company.

01
Luxury homes, one system of recordResidential integrators

Run high-touch residential jobs from first walkthrough to lifetime service — with proposals, floorplan-driven design, and a branded client portal that hides your cost and margin.

Good / Better / Best proposalsDesign StudioProjects & handoffService plansClient portal
02
Bigger jobs, cleaner documentationCommercial & light-commercial AV

Coordinate multi-room scopes, more stakeholders, and long lead times with purchase orders, receiving, documents, and a handoff checklist that keeps closeout honest.

Projects & roomsPurchase ordersDocuments & photosHandoff checklistsReports
03
Every device on record, every ticket tied to itSecurity, surveillance & access

Keep a per-property registry of exactly what you installed, so a service ticket, a warranty claim, or a monitoring alert always points at the right system.

System registryService ticketsProperty monitoringWarranty & RMA
04
Loads and engraving from the floorplanLighting & motorized shades

Engineer lighting loads and keypad engraving off the same device model you designed the rest of the system on — then send a clean, branded document set to the field.

Design StudioKeypad engravingLighting layoutsProposals
05
Recurring revenue you can actually trackNetworking & managed services

Turn networks into recurring revenue with service plans, bring device health in from the field, and invoice the monitoring you already deliver.

Service plans (RMR)Property monitoringSentinel viewsInvoices & payments
06
One person, still organizedSolo pros & small crews

Skip the twelve-app stack. Track leads, send proposals, schedule the week, log service, and get paid — from the office or the truck.

CRMProposalsUnified calendarInvoicesField app
07
See every branch; let each team see their ownMulti-location & growing teams

Owners get company-wide performance across locations. Each team sees only their location, their clients, and their jobs — enforced in the database, not the UI.

Multi-locationRoles & permissionsCommand centersCross-location reports
Crew working on a construction site
Outcomes

What changes when it's all connected.

No invented statistics — just the operational shifts the platform is designed to produce.

i.One system, not twelveRetire the spreadsheets, the proposal tool, the project app, and the file folders. It all lives in one company memory.
ii.Nothing re-enteredA client, a property, a device, a price — captured once and connected to every module that needs it.
iii.Cleaner handoffsCompletion is gated behind a real checklist, so jobs don't ship half-finished and service starts with full context.
iv.Owner-level visibilityPipeline, profitability, and utilization across every location — without chasing anyone for a status update.

Your workflow, finally in one place.

Fourteen days, every module, no card required.

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