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.