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Features

One system. Built for the whole operation.

The brain runs operations, answers your phone, tells you what matters, and finds you more work. Same memory. Same conversation interface. Same system underneath.

Operations

Run the work without the paperwork.

AI chat assistant

The primary way you interact with OpSystem. Ask anything, tell it to do anything. The AI knows your business inside and out because it lives in the memory.

  • Natural language processing
  • Tool calling with preview-before-write
  • Rich card responses
  • Context-aware suggestions

Estimates and invoices

Branded PDF proposals with line items, tax calculation, and deposit terms. One-click estimate-to-invoice. Payment tracking with aging reports.

  • Branded PDF generation
  • Estimate versioning
  • Partial payment handling
  • AR aging view

Scheduling and calendar

Month, week, day, and list views. Drag to reschedule. Team availability and conflict detection. Two-way Google Calendar sync.

  • Availability and conflict detection
  • Recurring engagement scheduling
  • Google Calendar sync
  • Drag-to-reschedule

Project management

Every project is a record with full history: proposal, schedule, team, files, deliverables, time, payments. Nothing in spreadsheets. Nothing in your head.

  • Full project timeline
  • File and document attachments
  • Time tracking per project
  • Profitability report

Inventory and assets

Track inventory, equipment, vehicles, and any physical assets the business depends on. Low-stock alerts, project forecasting, maintenance schedules, checkout tracking.

  • Reorder point alerts
  • Forecasting from project pipeline
  • Equipment maintenance
  • Checkout and return tracking

Compliance and renewals

Licenses, insurance, certifications, subscriptions, contracts. Tiered 90/60/30/14-day expiration alerts. Document storage and retrieval per record.

  • Tiered expiration alerts
  • Incident and issue logging
  • Document request handling
  • Renewal calendar
Communications

Every channel routes back to one brain.

AI phone receptionist

AI answers your business phone. Qualifies leads, books appointments, checks your schedule, sends follow-up texts. Transfers to you when needed. Every call is logged in the memory.

  • 24/7 inbound call handling
  • Real-time Claude processing
  • Lead creation from calls
  • Call recordings and transcripts

Voice input

Push-to-talk from anywhere. Log time, update project status, create expenses, add notes without typing. Whisper transcribes. The brain files it.

  • Hands-free operation
  • Offline queuing
  • Text-to-speech responses
  • Multi-language

Automation bots

A bot engine watches the vault on a schedule and acts on what it sees. Templates ready to deploy during onboarding: lead follow-up, review requests, appointment reminders, invoice chasing, compliance watchdog, morning briefing. Personalized, timed, logged. With guardrails so they never spam.

  • Rate limiting per client
  • Quiet hours enforcement
  • Human override detection
  • Personalized messages

SMS and email

Two-way SMS conversations from inside OpSystem via Twilio. Templates pull from the memory: client name, job details, scheduled date. Every thread logged on the client record. Email delivery via Mailgun is wired into the same templating layer.

  • Two-way SMS via Twilio
  • Email delivery via Mailgun
  • Templated outreach
  • Full thread history

White-label client portal

Your clients see their jobs, approve estimates, pay invoices, message your team, view photos. In your colors and logo. They never see OpSystem.

  • White-label branding
  • Stripe payment integration
  • Estimate approval flow
  • Before/after photo galleries
Intelligence

The system knows your business better every day.

Morning briefing

Every morning at 5am, the AI reads everything from yesterday and compiles a briefing: what happened, what needs you today, cash position, action items, wins worth celebrating.

  • Automated daily generation
  • Customizable widget grid
  • Real-time WebSocket updates
  • Role-based views

Knowledge base

SOPs, pricing rules, vendor preferences, lessons learned. The AI references this when answering team questions, so everyone gets the same answer.

  • Markdown-native authoring
  • Role-scoped access
  • AI-referenced in chat answers
  • Search across the whole base

Analytics and reporting

Financial reports and operational metrics powered by the same memory the AI uses. Ask in plain English; get the answer with the data behind it.

  • P&L and revenue reports
  • Project profitability tracking
  • Natural language queries
  • Export to CSV

Global search

Find anything across your entire memory. People, jobs, invoices, knowledge, files. Fuzzy matching, natural language, permission-filtered.

  • Full-memory search
  • Fuzzy matching
  • Permission filtering
  • Natural language queries
Growth

Find work, win work, keep work.

Smart CRM

Clients, leads, vendors, companies with full lifecycle tracking. Lead scoring, duplicate detection, contact preferences, communication history all in one place.

  • 8-stage lifecycle tracking
  • Automatic lead scoring
  • Contact preference enforcement
  • Bulk import from CSV

Reviews and reputation

Store reviews from Google, Facebook, and Yelp in the vault. Paste them in or drop them via chat; the AI helps draft a thoughtful response in your voice for you to approve. FTC-aware review request templates.

  • Per-platform vault storage
  • AI-assisted response drafting
  • Owner approval before send
  • FTC-aware request templates

Marketing tools

Track campaigns and referrals as records in the vault. UTM attribution captured at signup and persisted on every lead. Photos and content stored next to the work they came from.

  • UTM attribution on leads
  • Campaign records in vault
  • Referral tracking
  • Before/after photo storage

Compliance and documentation

Licenses, insurance, certifications, subscriptions, contracts. Tiered alerts. Same compliance engine as Operations, surfaced here because new business hinges on having current paperwork ready.

  • License and insurance renewal tracking
  • Document request handling
  • Per-record document attachments
  • Renewal calendar export


from your head.

Every day without a system is a day of forgotten follow-ups, late invoices, and missed calls. OpSystem is the system.

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