Everything You Need in One Platform

Stop paying for 5+ different tools. ConstruxOS replaces your entire tech stack.

Lead Management

Track every lead from first contact to closed deal with an 11-stage pipeline, full-text search, and multiple views.

  • 11-stage pipeline: New → Contacted → Qualified → Appointment Set → Confirmed → Issued → Sold → Archived
  • 12 lead source types
  • Kanban board, list, and calendar views
  • Co-buyer tracking
  • Full-text search with server-side indexing
  • Email history with pixel-based open tracking
  • Document attachments
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Built-In Call Center

Never lose a lead to missed follow-ups. Auto-escalation buckets ensure every lead gets worked systematically.

  • Auto-escalation: Active → 30 Days → 60 Days → 90 Days → Archived
  • 5 call dispositions: LM, NA, CB, NI, WN
  • Callback scheduling
  • Do Not Call management
  • Confirmation queue
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Quotes & Financing

Generate professional PDF quotes in seconds and show customers exact financing options with real math.

  • Quote lifecycle: Draft → Sent → Accepted → Rejected/Expired
  • Line items with quantity, unit price, and per-item tax
  • 15+ pre-loaded financing products
  • APR, term, dealer fee, and par pricing calculations
  • Commission tiers: ≥90% par = 10%, ≥80% = 5%, ≥75% = 3%
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Deal Pipeline

Auto-progressing stages from site survey to completed install.

  • Stages: Site Survey → Order Materials → Schedule Install → Completed Install
  • Material ordering with supplier tracking
  • Installer assignment and labor entry
  • Rescind period auto-compliance (3 business days)
  • Photo documentation at every stage
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Digital Contracts & E-Signatures

Upload PDF templates, place fields with drag-and-drop, and get contracts signed — no DocuSign fees.

  • Upload PDF templates with multi-page support
  • 7 field types: Auto Text, Manual Text, Signature, Initials, Checkbox, Date, Currency
  • 17 auto-population sources
  • Digital signature capture (mobile-compatible)
  • PDF annotation tools
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Email & Marketing Campaigns

Rich text email editor with tracking, templates, and multi-channel campaigns.

  • Rich text editor with formatting
  • Email templates with 15+ variable substitutions
  • Pixel-based open tracking
  • Email + SMS combined campaigns
  • Schedule for future delivery
  • Multiple email signature management
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Calendar & Dispatch

Two-way Google Calendar sync with proximity-based dispatch.

  • Two-way Google Calendar sync
  • Personal and team calendar views
  • 5 event types
  • Event conflict detection
  • Proximity dispatch: ZIP → City → State priority
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Vendor Management

Track vendors, monitor insurance/license expiry, and manage payments.

  • 5 vendor types
  • Insurance/license expiry monitoring with color alerts
  • Payment tracking
  • Performance ratings and reliability scoring
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Analytics & Reporting

7 comprehensive dashboards with date range presets and PDF export.

  • 7 dashboard tabs: Overview, Sales, Financial, Deals, Leads, Call Center, Breakdown
  • Date presets: Today, This Week, This Month, Last 7/30/90 days, YTD, Custom
  • Comparison modes: Previous Period, Month, Year
  • PDF export for every section
Learn more

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AI Assistant

GPT-4o powered assistant that queries your business data and takes actions.

  • 9 read-only functions
  • 4 action functions: send email, create task, update status, add note
  • Permission-aware execution
  • Streaming responses with conversation history
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Reputation Management

Monitor Google reviews, reply from your dashboard, and send review requests.

  • Multi-location Google Business Profile support
  • Real-time review monitoring
  • Reply to reviews from dashboard
  • Review request campaigns via email or SMS
  • Rating trend analytics
Learn more

Screenshot coming soon

Built-In Integrations

All included. No extra fees. No add-ons.

Google Calendar

Two-way calendar sync

Google Workspace

Gmail

Email sending and tracking

Google Workspace

Google Maps

Distance and routing calculations

Google Workspace

Google Places

Address autocomplete

Google Workspace

Google Business Profile

Review monitoring

Google Workspace

Google Ads

Campaign management

Google Workspace

SendGrid

Transactional email delivery

Communications

Twilio

SMS campaigns

Communications

Mailchimp

Marketing audience sync

Marketing

OpenAI

GPT-4o AI assistant

AI

AWS S3

Secure file storage

Infrastructure

Facebook Lead Ads

Lead Ads webhook

Marketing

Stripe

Subscription billing

Billing

Sunlight Financial

15+ financing products

Financial

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