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
Screenshot coming soon
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
Screenshot coming soon
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%
Screenshot coming soon
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
Screenshot coming soon
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
Screenshot coming soon
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
Screenshot coming soon
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
Screenshot coming soon
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
Screenshot coming soon
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
Screenshot coming soon
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
Screenshot coming soon
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
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
