Features
Everything you need to
quote, win, and order.
Manual quoting and professional proposals are included on every plan. The AI add-on turns a forwarded email or a spec document into a finished proposal automatically.
Time-savings figures are conservative estimates based on the founder's real workflow. Actual results vary by contractor, job size, and process.
Core platform
Included on every plan — manual quoting is always available, no AI required.
Digital quoting engine
Available at launchBuild professional quotes fast with a guided, tabbed workflow. Your pricing templates, tax rules, and exclusions apply automatically. Manual quoting is always included on every plan.
Est. 2–4 hrs saved per quote vs. spreadsheets
Professional proposal PDFs
Available at launchMulti-page branded proposals — cover, scope of work, bill of materials, exclusions, terms, and an approval page. Even a small cable job goes out looking like a six-figure bid.
Est. 30–60 min saved per proposal
Product catalog + CSV converter
Available at launchUpload any manufacturer or distributor price list. ApexOS maps the columns, normalizes manufacturers, detects subscription products, and keeps your catalog current. Connect a distributor account to verify live pricing on demand.
Est. hours saved on every price-list update
Live distributor pricing & inventory
Available at launchApexOS connects to leading national low voltage distributors and pulls live pricing and inventory into your quotes. Verify any line item against current distributor pricing with one click before the proposal goes out — no more stale price lists, no more quoting discontinued products. Starter includes 1 live connection. Growth adds a second. Professional a third. Enterprise is unlimited.
Est. 1–2 hrs saved per quote on price verification
QR code approvals
Available at launchCustomers approve from any device, anywhere — no login required. You get notified the moment they sign off.
Est. days faster to a signed approval
Purchase order organization
Available at launchOn approval, ApexOS automatically generates organized purchase orders, ready to submit — with live pricing verified at order time. Ready the moment the deal closes.
Est. 30–45 min saved per job
Customer CRM
Available at launchCustomers, multiple contacts, multiple job sites, and full quote history in one place. Tax status and pricing follow each customer automatically.
Pricing templates
Available at launchSave and reuse markup, labor rates, overhead, freight, and tax configurations. Assign a default template per customer.
Pipeline dashboard
Available at launchSee open quotes, what went out this week, what was approved this month, and your win rate at a glance.
Job management
Available at launchWhen a quote is approved, ApexOS automatically creates a linked job record carrying the scope of work and bill of materials from the approved quote — no re-entering data, no disconnected systems. Full job-management workflow is on the roadmap.
Automatic NVR / DVR sizing
Available at launchTell ApexOS your camera count, resolution, and retention period. The sizing engine calculates required storage and recommends the right NVR or DVR from your catalog, ready to add to your bill of materials. Works across all manufacturers in your catalog.
Email integration + follow-up automation
Available at launchConnect Gmail or Outlook. Schedule proposal delivery and automate follow-ups so no quote goes cold.
The magic layer.
AI-powered quoting is included at every tier — no add-on required. The features below are available from your first day on any plan.
Natural language quoting
Available at launchDescribe a job in plain English and get a complete bill of materials and proposal back. The contractor never types a line item.
Est. 3–5 hrs saved per complex quote
Document & drawing reading
Available at launchUpload a spec, a drawing, or a hand sketch. ApexOS reads the uploaded PDF or image, identifies the scope, and builds the quote.
Est. 2–4 hrs saved per takeoff
AI-written proposal narrative
Available at launchExecutive summary and scope of work written in professional language, referencing the right standards for the system type. You edit before sending.
Est. 30–60 min saved per proposal
Addendum analysis
Available at launchUpload an addendum and ApexOS compares it to your existing scope and flags exactly what changed.
On the roadmap
ApexOS starts as the quoting engine and grows into the full operating system for your business. These are planned for future releases and are not available at launch.
Comparative distributor pricing
Coming soonCompare live prices from multiple distributors on every line item, so you always order from the lowest. Self-gates by how many live distributor connections your plan includes.
Datasheet package compilation
Coming soonAutomatically compile manufacturer datasheets into a single submittal package attached to every proposal — no more hunting down cut sheets by hand.
Field survey module
On the roadmapWalk a site, document every location with photos and notes, and build a per-location bill of materials on mobile. Attaches to any quote.
Job management & field app
On the roadmapDaily reports, time logging, material tracking, and live job costing from the field — built for techs on a ladder.
Opportunity monitoring
On the roadmapApexOS watches bid services for projects that match your filters and surfaces them for one-tap approval. AI only fires when you say go.
Historical intelligence
On the roadmapLearns from every quote, acceptance, and dismissal to predict what you will specify. Your platform gets smarter the longer you use it.
Asset & warranty tracking
On the roadmapSerial number capture, warranty management, and automated renewal quotes.
Financial & billing automation
On the roadmapJob costing, P&L by job, invoicing, and recurring revenue management for monitoring and cloud licensing.