Built for smart home integrators, AV companies, and low-voltage teams. Start a 7-day trial.

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 your operation

Every segment runs on the same connected platform — just weighted to the modules that matter most to your business.

Residential integrators

Luxury homes, one system of record

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

Commercial & light-commercial AV

Bigger jobs, cleaner documentation

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 orders & receivingDocuments & photosHandoff checklistsReports

Security, surveillance & access

Every device on record, every ticket tied to it

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

Lighting & motorized shades

Loads and engraving from the floorplan

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

Networking & managed services

Recurring revenue you can actually track

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

Solo pros & small crews

One person, still organized

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

CRMProposalsUnified calendarInvoices & paymentsField mobile app

Multi-location & growing teams

See every branch; let each team see their own

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-location operationsRoles & permissionsCategory command centersCross-location reports

Outcomes

What changes when it's all connected

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

One system, not twelve

Retire the spreadsheets, the proposal tool, the project app, and the file folders. It all lives in one company memory.

Nothing re-entered

A client, a property, a device, a price — captured once and connected to every module that needs it.

Cleaner handoffs

Completion is gated behind a real checklist, so jobs don't ship half-finished and service starts with full context.

Owner-level visibility

Pipeline, profitability, and utilization across every location — without chasing anyone for a status update.

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.