Features

Six pillars. One operating system.

AOS replaces the patchwork of estimating tools, project management software, accounting add-ons, field apps, owner-portal logins, compliance vendors, and the spreadsheet you call "the board packet." Every module knows about every other one — the way your business already works.

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Pillar 01

Project management

The operating record for every job — drawings, RFIs, submittals, change orders, daily logs, schedule, and pay apps. Every artifact is linked, audited, and surfaceable on the owner portal when it's time.
Drawings

Drawings & revisions

Versioned drawing sets with current-rev pinning. Field crews always see the latest without losing the audit trail.

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RFIs

RFIs with escalation

Auto-escalation when responses go past your client's average turnaround. Engineer-side reminders included.

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Submittals

Submittals & procurement

Submittal log connected to procurement schedule — long-lead items get flagged before they slip.

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Change orders

Change orders

Self-perform pricing from your MasterFormat catalog, owner SLA tracking, schedule-task linkage, and aging dashboards.

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Daily log

Daily logs

NOAA weather, EXIF-geotagged photos, productivity-vs-plan, manpower by trade — captured from the field, not retyped at the trailer.

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Schedule

CPM schedule & slip alerts

Baseline-vs-actual with daily drift tracking. Slip alerts only fire when drift crosses your threshold — no alarm fatigue.

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Files

Files & markups

Project file system with version history, role-based access, and one-click owner-portal exposure.

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Pay apps

AIA-grade pay apps

G702 + G703 with rolled-up or per-location modes, multi-location subtotals, and packet PDF bundles.

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Workflows

Approval workflows

Tiered approval routing (PM → Accounting → Owner) configurable per object type. $0 minimums by default.

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GL Gate

Ship-out gate

Every off-site material move from work orders, equipment transfers, procurement shipments, or salvage stages a GL draft for accounting to review before it posts.

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BIM

BIM viewer & annotations

Open IFC models in the browser, drop annotations on the drawing or the 3D model, and set a default view so the team opens to the same camera.

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Closeouts

Closeouts & O&M

Documents, equipment lists, O&M manuals, and a PDF combiner. Hand the owner a single bound deliverable.

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Pillar 02

Estimating, ITB & pay apps

The money-in side: takeoff, bid packages, the sub bid portal, leveling, and AIA pay applications — without leaving the platform that runs the job afterward. The same cost code structure follows the project end-to-end.
Estimating

GC takeoff

Quantity takeoff with assemblies and unit-cost catalogs. Multi-region catalogs (Cleveland / Columbus / Cincinnati) with project-level defaults.

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ITB

Bid packages & ITB

Build packages by trade, invite subs in bulk, manage addenda and walkthroughs, run a qualification gate before leveling.

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Sub portal

Tokenized sub bid portal

Subs respond via a secure one-click link — no account creation required. Their bids feed straight into your leveling sheet.

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Leveling

Leveling sheet

Side-by-side bid comparison with inclusions, exclusions, and qualification flags. One click to apparent low.

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Sub matching

Multi-location sub matching

Subs with multiple branches get matched by service radius and state coverage — the right yard gets invited, not the corporate office.

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Self-perform

Self-perform pricing catalog

MasterFormat-backed cost catalog generates change order line items. Maintain your own labor + material rates per region.

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Pay apps

Pay app cycles

Monthly cycle automation — schedule of values, retainage, stored materials, and lien waiver tracking handled in the same flow.

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Subcontracts

Subcontract management

From award through closeout: subcontract documents, COIs, prevailing wage tracking, change order execution, and final lien releases.

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Estimates → Jobs

Estimate-to-job handoff

The winning estimate becomes the project budget — same cost codes, same SOV structure. No re-keying.

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Pillar 03

AP, accounting & reporting

The money-out side: accounts payable end-to-end, GL with consolidated multi-entity reporting, KPI dashboards, and a platform API for everything we don't surface in the UI.
AP

Accounts payable

End-to-end AP with vendor onboarding, invoice capture, tiered approvals, and payment release. AOS is the source of truth for every bill the owner approves.

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Approvals

Tiered AP approval

PM → Accounting → Owner routing with configurable thresholds (default: $0). Defensible audit trail per bill.

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Budget

Budget upload & snapshot

Bulk CSV/XLSX upload with preview, snapshot audit, and PM-gated revision history.

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Reporting

Consolidated reporting

Single-entity and multi-EIN consolidated balance sheet, P&L, cash flow, and equity statements — with period comparison (LM/LQ/PY/YTD-PY/Budget) and one-click drilldown to GL lines.

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Cash

Cash forecast 30/60/90

A daily cash forecast — AR aging into inflows, AP aging into outflows with a configurable pay-lag, plus assumption levers your CFO can tune per company.

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Treasury

Treasury panel

Bank account balances, sweep targets, and loan amortization with a bank-reconciliation heat chip (green < 7d, amber 8-30d, red 31d+) so stale recs don't hide.

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Tax

Tax planning

Federal + 15-state quarterly estimates with safe-harbor (110% AGI > $150k) and annualized installment (IRC §6654) computed side-by-side, lower one picked, K-1 box mapping built in.

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KPI

KPI dashboard

Backlog, win rate, FAC variance, gross margin by trade — refreshed daily and exportable as a weekly PDF.

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API

Platform API + webhooks

Secure API key access, scoped per integration. Event webhooks for projects, pay apps, change orders, RFIs, and AP events — so your team can wire AOS into whatever else they run.

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Audit

Field-level audit trail

Soft-delete with deletion approval workflow, field-level change history, and a compliance log you can hand to an auditor.

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Pillar 04

Field operations & trust

What happens on site, captured in a way you can defend in a labor audit, an insurer review, or an owner conversation. Foreman dashboard, geofence, photo, weather, voice logs, and crew attestation come standard — not as a paid add-on. Full deep dive →
Dashboard

Foreman dashboard

A drag-to-arrange 12-column dashboard for the field. Morning briefing, crew of the day, equipment at site, punch panel, voice logs, and the day's safety severity.

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Crew

Crew of the day

Foreman assigns workers in seconds with a fast typeahead. Draft → published → closed, with a return path from published back to draft for in-flight corrections.

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Equipment

Equipment pinned at site

Pin company assets to the site they're working on. Folds in transfer-derived locations with first-pin-wins duplicate handling and soft-unpin support.

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Voice

Voice logs

Five-category capture — safety / quality / progress / incident / general — newest-first with 120-char excerpt cards. Hands-free during a pour.

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Punch

Punch panel

Active / ready / closed-today buckets, overdue first, then by priority, then by due date. Field crews see exactly what to chase next.

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Timesheets

Trust-scored timesheets

Geofence soft-warn, photo proof, EXIF geotag, and crew attestation. Supervisor overrides leave a documented trail.

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Weather

NOAA weather on the daily log

Pulled by lat/long for every active site, every day. No more "looking up what the weather was last Thursday."

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Productivity

Productivity vs. plan

Crew output rolled up by trade and cost code, compared to estimate. Bad days surface before they become bad weeks.

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Work orders

Work orders

Repair and service tickets with labor materializing to project timesheets on close-out.

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Toolbox

Toolbox talk library

52-week bilingual EN/ES safety meeting library — assign weekly, track sign-offs from the phone.

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Permits

Building permits

Jurisdictional permit tracking with daily expiration alerts. Distinct from your safety work-permit log.

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Mileage

Mileage & hotels

SMS-based mileage capture for field crews; long-commute hotel cost tracking with weekly summaries.

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Compliance

Certs & licenses

Per-worker certifications and licenses with expiration alerts and license requirement matching by jurisdiction.

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Fleet

Fleet

Vehicle and equipment tracking with maintenance alerts — overdue and upcoming surfaced in a daily digest.

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Per diem

Per diem — federal vs. excess

GSA high-low + OCONUS rate engine with automatic federal-vs-excess split. Excess posts with the correct OASDI/Medicare/FUTA/SUTA/WC flags downstream.

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Pillar 05

Owner & executive command center

The single-pane view for whoever runs the company. Morning briefing, cash, treasury, tax, consolidated statements, and the boardroom packet — built so an owner can run the business from a phone before the lookahead meeting. Full deep dive →
Briefing

Morning briefing

Greeting, KPIs, today's alerts (sorted by severity, due date, then item number), todos, renewal alerts, and a company switcher — composed for the owner before the day starts.

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KPIs

KPI strip

Backlog, active projects, FAC variance, 90-day cash, gross margin by trade. Each KPI is a one-click drill into the underlying period & drill path.

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Layout

Layout editor

12-column slot-based widget layout you can rearrange. Per-user saved layouts with reset-to-default. Owner vs. foreman widget registries are separate namespaces.

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Cash

Cash forecast — 30/60/90

AR aging → inflow walker. AP aging → outflow walker with pay-lag slide. Payroll, tax, and loan walkers. Min-balance tracker with horizon-days-of-min.

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Treasury

Treasury panel

Bank balances and sweep targets, loan amortization, and a bank-rec heat chip. CFOs see stale recs before they hide.

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Levers

Assumption levers

Five customer-tunable levers (AR collection %, retention release %, AP pay-lag days, tax-due buffer, discretionary spend per 30d). Apply absolute, then percent. Tweak and re-forecast.

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Tax

Quarterly tax planner

Safe-harbor (110% AGI > $150k else 100%) and annualized installment (IRC §6654) computed side-by-side. Federal + 15 state-overridden due dates with weekend slide.

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K-1

K-1 box mapping

Every postable COA code pinned to a K-1 box — 42/42 codes resolve. Partner-by-partner allocation. Capital walk with contribution / income / distribution / other.

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Reporting

Consolidated statements

Single-entity and multi-EIN balance sheet, P&L, cash flow, and equity. Period comparison kinds: last month, last quarter, prior year, YTD-PY, budget — with heat-coloured variance chips.

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Drill-down

Drill-down to GL

Any line on any statement → drill to GL lines (BS/PL/CF) or stmt-equity components (SE). The CFO answers an owner question in two clicks.

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Board

Board packets

Generated → reviewed → approved board packets pull from the same statements + KPI strip. PDF export with a company logo cover and presenter notes.

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Distribution

Board distribution

Secure one-click link board portal with engagement tracking (section views, scroll depth, heartbeats) and a single-level Q&A thread. No more email attachments.

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Renewals

Renewal alerts

90/60/30/7-day window engine for warranty, license, insurance, and certificate renewals. Critical count rolls up to the morning briefing.

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Audit

Owner action log

Every signal acknowledged or actioned by the owner moves through a simple status workflow (open / in-progress / done) and writes an audit row. Defensible record of who moved on what.

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Pillar 06

Portals, compliance, back-office & platform

The way AOS reaches outside your office and underneath your operations: branded owner and subcontractor portals, lien-waiver and per-diem compliance, helpdesk + KB + training back-office, IT asset management, and the platform-level controls that keep multi-entity GCs and their auditors comfortable. Compliance deep dive →
Owner portal

Owner / client portal

External owners view pay apps, RFIs, submittals, COs, schedule, and docs through a secure one-click link — no account required.

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Permissions

Role-scoped visibility

Owner sees pay apps; architect sees RFIs; board member sees the packet; alumni sees their own pay history. Same project record, different lenses.

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SSO

SSO — Google & Microsoft

Standard single sign-on. Dedicated Microsoft Entra supported. Domain allowlist defaults to fail-closed.

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Per-customer

Per-customer separation from day one

A separate database per customer, per-customer integration credentials encrypted with industry-standard encryption, and per-customer feature overrides.

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Sub-jobs

Multi-location projects

Multi-location projects under one owner contract: SOV, COs, pay apps, and POs all carry location. G703 grouped subtotals.

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Templates

Notification templates

Override the sender name, subject lines, and body copy on every system email and SMS — your brand shows up on the message, not ours.

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Lien rights

Lien waiver state registry

51-jurisdiction registry — statutory forms in 12 states, notarize-any-variant in 10, advance-waiver-void in 12. Notarization gate wires Blue Notary RON; waivers refuse to advance until notarized.

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Lien rights

Lien rights tracker

Preliminary notice, NOI, NOC, filing, release, and bond claim with pure-function deadline calculators keyed off your jurisdiction window. No more guessing when a 20-day notice closes.

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Alumni

Alumni pay-history portal

Ex-employees self-serve their W-2s, pay stubs, certified payroll, and YTD summaries via a secure one-click link for the full 7-year retention window. Payroll inbox goes quiet.

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Insurance

Insurance auto-renewal

Windowed broker RFQ scheduler (90/60/30/14d), AI-parsed quote PDFs with a confidence score, and a quote-compare with premium → limits → deductible tiebreakers.

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Salvage

Salvage marketplace v2

Auction surplus materials by sealed bid, route donations to nonprofits with watchlist matching, and roll the LEED contribution into per-project sustainability scorecards.

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ITAM

ITAM & checkout

IT asset registry wired into helpdesk (Related Asset panel), HR (assigned-assets section), and onboarding (auto-opens checkout requests for laptops, phones, badges).

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Helpdesk

Helpdesk & KB v2

Internal helpdesk with related-asset linkage, knowledge base v2 with versioning and reading lists, and a 52-week training runner with windowed assignments.

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Rooms

Rooms & visitors

Conference-room booking with visitor sign-in. Visitor badge prints with your your company branding; arrival pings the host on Slack or SMS.

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Broadcast

Broadcast & retention

Org-wide broadcast tool with audience segmentation and a per-policy retention engine for old projects, terminated workers, and aged documents.

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Integrations

Connected to the tools you already pay for.

AOS doesn't try to replace your accounting software, your bank, your notary, or your existing PM platform — it sits where the data already needs to flow.

BN

Blue Notary (RON)

Remote online notarization for lien waivers and other notarized affidavits.

GSA

GSA Per Diem

Federal high-low + OCONUS rate ingestion with state-overrode locality lookups.

NOAA

NOAA Weather

Per-site lat/long forecasts and observed conditions on every daily log.

SES

AWS SES & Twilio

Managed for you email + SMS. Email + SMS deliverability handled — you don't run carrier accounts.

API

Platform API & webhooks

Scoped API keys and event webhooks for projects, pay apps, change orders, RFIs, and AP events. Everything we don't surface in the screen-based app, your team can wire into.

One demo, end-to-end.

We'll walk through a project from estimate to closeout on your real data. You decide what your team would stop using on day one.