AIOS modules
Browse the AIOS modules.
68 modules, 8 areas, 4 always on.
In every install
Foundation, always on.
In every build. Not selectable.
- Brand and voice kitYour tone, your words, your banned phrases.
- Connections to your systemsEmail, calendar, CRM, and accounting wired in once.
- Automation health monitorEvery module checked daily.
- Backup and change historyEvery build versioned and restorable.
Area 1 · 10 modules
Daily Command
The morning page. Who needs you, what ran overnight, what's slipping.
- Morning briefOne page when you open your laptop.
- Who needs you todayPulled from email, calls, and your CRM.
- Overnight run logEverything the AI workforce did while you were off.
- Voice captureSay it out loud.
- Ask-anything boxOne question, answered from your own data.
- Meeting briefsA one-page prep doc before every call.
- Meeting prepAgenda drafted, background pulled, questions ready.
- Post-meeting follow-up nudgeThe moment a call ends, the follow-up is drafted.
- Dictation in any appHold a key, talk, let go.
- Phone captureCapture tasks, ideas, and client notes from your phone.
Area 2 · 14 modules
Sales and Follow-up
Leads, proposals, and the follow-up that closes them.
- CRM and follow-up recordEvery conversation logged, every next step set.
- Proposal tracking and nudgeKnow which proposals are going cold before they do.
- Proposal generatorDescribe the job, get a draft proposal.
- Speed to lead and bookingNew lead comes in, reply goes out in under a minute.
- Missed-call text-backEvery missed call gets a text in seconds.
- Website chat agentAnswers questions, qualifies visitors, books calls.
- Referral partner trackerKnows who sent what, when to say thank you, and who's overdue for a check-in.
- Opportunity and renewal watchFlags the client who's 60 days from renewal before they start shopping around.
- Past client campaignsYour best leads are clients who already trust you.
- Contact backlog cleanupThe pile of half-entered contacts and old business cards.
- Business card capturePhoto of a card becomes a CRM entry.
- Goal lens and pipelineRevenue vs. goal, visible every morning.
- Partner and client book from callsEvery meeting becomes a CRM update.
- Vacancy FillerWhen a booking cancels, it offers the open slot to the people most likely to want it.
Area 3 · 8 modules
Client Delivery
Reports, portals, and what your clients see.
- Client status updatesDrafted and ready for your approval.
- Client reports, built for youWeekly or monthly, formatted your way, pulled from your real numbers.
- Branded client portalYour clients log in to see their project, their documents, their next step.
- Document chaseKnows what's missing from every client file.
- New client onboardingThe checklist runs itself.
- Deliverables galleryEvery report, proposal, and document delivered to a client, organized and findable.
- Case or file processingIntake arrives, the file is built, the checklist starts.
- Deadline and docket watchEvery deadline tracked, reminders sent at 14 days, 7 days, and the morning of.
Area 4 · 8 modules
Operations
Intake, scheduling, jobs, and the team's workload.
- Crew scheduling and dispatchRoutes sent before 6am.
- Job board and statusEvery job in one place, every stage visible.
- Smart intake checkNew client, new project.
- Project hours and scope alertsFlags when a job is running over before it becomes a conversation you dread.
- Supply alertsReads supplier emails and flags delays before your crew shows up to an empty site.
- Team workload and handoffsSees who's overloaded and who has capacity.
- RFI and submittal trackerEvery open RFI tracked by project, due date, and who's holding the ball.
- Onboarding and offboarding runbooksNew hire or departing employee.
Area 5 · 4 modules
Owner Intelligence
Briefs, scorecards, and a second opinion, for the owner, not the team.
- Chief of Staff briefOne daily brief written for you, not your team.
- Thinking partnerAsk a business question and get a structured answer from your own data, history, and context.
- Work recordA running log of what actually happened this week: decisions made, work done, problems solved.
- AI audit and build planWhat to automate next, ranked by time saved and buildability.
Area 6 · 7 modules
Finance
Billing, margin, and what you haven't collected yet.
- Unbilled work and receivablesFinds the hours and jobs that slipped through without an invoice.
- Invoice and payment trackingKnows what's out, what's overdue, and who needs a nudge.
- Pricing and margin guardFlags the job you're about to underprice.
- Month-end close trackerThe checklist runs, the variances surface, the questions get answered.
- Commission engineTracks referral fees and sales commissions automatically.
- Revenue trackerRevenue vs. goal, visible every day.
- Variance explainer"Why is this number up this month?" Answered from your own books in plain English.
Area 7 · 7 modules
Knowledge
What the business knows, kept and searchable.
- Company memoryYour decisions, your clients, your way of doing things, written down once, available forever.
- SOP builderHow you do things gets captured and kept.
- Private document searchAsk a question, get the answer from your own contracts, emails, and files.
- Idea libraryEvery idea you've had, filed where you can find it.
- Self-filing notes wikiNotes that organize themselves by client, project, and topic.
- Web and research toolkitAsk a business question, get an answer with sources.
- Diagram makerProcess maps, org charts, and workflow diagrams, built from a description, ready to share.
Area 8 · 6 modules
Content and Reputation
Your voice, your story, without the hours.
- Content in your voiceOne recording or a brain dump becomes a week of content.
- Social posts from your weekWhat you did this week, turned into posts.
- Review requests and repliesAsks at the right moment, thanks the happy ones, flags the unhappy ones for you.
- Newsletter, drafted for youYour clients hear from you every month.
- Blog from your callsEvery client conversation is content you're not using.
- Competitor and industry watchTells you what's moving in your market before your clients ask why you're behind.