Business Operating System Modules
BOS Setup unifies contractor CRM, inspection software, scheduling, estimates, and field operations in one platform—built for contractors, construction and home improvement companies, and growing service teams.
New to BOS Setup? See the full platform overview.
One system. Multiple modules. Shared data.
Every module runs on one shared business infrastructure framework, with industry packages that adapt inspections, workflows, and operational logic for contractors and service companies.
CRM
Client profiles, contacts, service locations, opportunities, follow-ups, and communication history.
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Owners · Office Staff · Intake Teams · Sales Teams
Sales & Estimates
Opportunity tracking, estimates, proposals, and deal progression inside BOS.
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Sales Teams · Estimators · Owners
Inspection Forms
Structured inspections, field notes, on-site workflows, and inspection documentation.
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Inspectors · Field Teams · Estimators
Estimate & Takeoff
Measurement extraction, plan and photo review, markup, and estimate preparation support.
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Estimators · Inspectors · Office Teams
Scheduling & Route View
Appointment coordination, Route View visibility, inspector availability, and scheduling intelligence.
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Dispatchers · Field Coordinators · Inspectors
Field Visibility
Inspection status, job progress, activity tracking, and operational visibility across office and field.
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Inspectors · Crews · Production Managers
Operations
Project operations, uploaded files and photos, inspection handoffs, and workflow visibility.
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Project Managers · Production Teams · Contractors
Communication
Team chat, group communication, and opportunity-based internal collaboration.
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Office Teams · Sales Teams · Field Teams
Automation
Follow-up reminders, workflow triggers, and operational task handoffs inside BOS.
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Operations Teams · Admins · Owners
Reporting
Follow-up visibility, overdue work monitoring, and operational activity signals.
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Owners · Managers · Leadership
Recruiting
Applicant tracking, hiring pipeline, candidate management, and onboarding readiness.
Owners · Operations Leaders · Growing Teams
AI-Assisted Workflows
Assisted extraction, review, workflow insights, and operational support across inspections, estimates, and follow-ups.
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Owners · Estimators · Operations Leaders
More modules in development
Operational infrastructure—not a patchwork of apps.
BOS Setup is business infrastructure software for construction and field service operations, with CRM, inspections, scheduling, estimates, and reporting in one platform.
Explore each BOS module in detail
See how every module works inside the BOS ecosystem.
Every client, contact, and opportunity in one place.
BOS Setup connects client profiles, contacts, service locations, opportunities, follow-ups, and communication history.
Best for
Owners · Office Managers · Intake Teams · Sales Staff
Result
Every client relationship, service location, and open opportunity stays organized from first contact forward.
BOS screen preview
Every client, contact, and opportunity in one place.
BOS Setup connects client profiles, contacts, service locations, opportunities, follow-ups, and communication history.
Best for
Owners · Office Managers · Intake Teams · Sales Staff
Result
Every client relationship, service location, and open opportunity stays organized from first contact forward.
BOS screen preview
Ready to run on one business operating system?
See how BOS Setup connects contractor CRM, inspections, scheduling, and field operations in one connected platform.