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Services 12–13 · Contractor automation

Design it. Quote it. Follow up. Schedule the work.

Plan Studio, Proposal Center and Sales CRM connect the full contractor workflow. Move from a field-ready system layout to a visual customer proposal, then manage follow-up and installation without rebuilding the project.

Best fit for a working contractor team

Complete Team · $369/month

For up to five users who need design, quoting, customer management and scheduling in one controlled workspace.

  • Shared Plan Studio projects
  • Visual proposals and attached plans
  • Customer CRM and assigned follow-up
  • Installation calendar and employee permissions
Choose Complete Team
One equipment and customer record—from plan to installation.

The design becomes the quote, the quote stays with the customer and the approved work moves into follow-up and scheduling.

01

Design

Place cameras, network devices, access control, AV and pathways on a scaled plan.

02

Quote

Reuse the same industry icons in an itemized, easy-to-read customer proposal.

03

Attach

Connect the finished plan to the matching customer, quote and project record.

04

Follow up

Keep leads, calls, prepared emails and customer actions in one assigned sales queue.

05

Schedule

Collect approval, hand off payment and schedule the installation from the same record.

Included with every software membership

Notes and organization travel with the work.

Project Notes Desk and Workspace Organizer appear beside Workflow in Plan Studio, Proposal Center and Sales CRM. Notes remain customer-linked; inactive work moves into Review Later without deleting its data.

  • No three-software bundle required
  • Complete Notes Desk can be minimized
  • Organizer synchronizes the A1OSIS queue across open A1OSIS tabs
  • Optional Windows companion planned for permissioned browser and Explorer management
See Project Notes Tutorial

Premium workspace control

Clear the clutter without losing the project.

The web organizer safely controls A1OSIS work. Broader Windows and browser cleanup requires a signed companion plus browser extension because a website cannot inspect or close unrelated operating-system windows.

Built for office and field teams

One connected workspace across every screen.

Use a tablet or laptop for intensive plan production, a foldable for site corrections, and any modern phone for customer-ready quoting. Connected members can autosave and move between applications without rebuilding the project.

A1OSIS Plan Studio
Plan production10″+ screen recommended

A laptop, Surface or tablet gives complex plans, legends and cable routes the room they deserve.

Field layout
Field walkthroughPhone and Z Fold ready

Pinch, move, place and correct devices beside the real installation, then return to the same saved workspace.

Proposal Center
Customer quotingPerfect phone fit

Create, revise and present a visual quote without horizontal scrolling or a second desktop workflow.

Buy together or separately

Start with one workspace—or connect the whole operation.

Design teams can subscribe to Plan Studio, sales teams can use Proposal Center, and growing contractors can add Sales CRM and Scheduling. The Complete membership delivers the strongest automation and monthly value.

A COMPLETE LEARNING PATH

Learn each workspace—and the handoffs between them.

Every tutorial combines a captioned follow-along video with a readable field reference. Start with setup or jump directly to the workflow you need.

Open the Tutorial Center

LEARN BEFORE OR AFTER YOU SUBSCRIBE

Master Plan Studio at your pace.

Start with a focused visual walkthrough, then use the written steps as a field reference.

All Plan Studio tutorials

LEARN BEFORE OR AFTER YOU SUBSCRIBE

Master Proposal Center at your pace.

Start with a focused visual walkthrough, then use the written steps as a field reference.

All Proposal Center tutorials

LEARN BEFORE OR AFTER YOU SUBSCRIBE

Master Sales CRM at your pace.

Start with a focused visual walkthrough, then use the written steps as a field reference.

All Sales CRM tutorials