HVAC & Plumbing
Organize custom property logs, heating and cooling equipment profiles, flat-rate price books, and site service records.
FOUNDING OPERATOR PILOT OPEN
Run the job from request to payment
without losing control
OperelliOS helps service companies organize customers, properties, price-book items, estimates, public proposals, work orders, invoices, and payments through one connected operational ecosystem.
Operations Overview SCHEMA MODEL
1. Intake Request Input Node
2. Connected Office Staging Processing
3. Field Work Order Execution
4. Billing & Settlement Cleared
CANONICAL DATA BOUNDARY 100% DETERMINISTIC
01 / SERVICE FOCUS
Built for
US Service Companies
OperelliOS is built specifically for service-company owners, general managers, office managers, and operators. We organize daily logistics without administrative drag.
Electrical & Maintenance
Draft electrical service quotes, maintain equipment serial catalogs, coordinate dispatcher work orders, and log on-site checkoffs.
Landscaping & Cleaning
Manage client accounts, track scheduled service locations, organize service frequency catalogs, and process payments.
General Contracting
Consolidate multiple project estimates, coordinate technician workloads, generate public proposals, and capture customer authorizations.
02 / THE INEFFICIENCY PROBLEM
Operational Chaos
Leaking Office Hours
When software programs don't connect, office admins waste valuable hours copy-pasting customer notes, and technicians struggle with outdated price-book lists. This manual overhead slows billing and stalls cash flow.
● DATA DISCONNECTS
Scattered Spreadsheets
Traditional tools silo estimates away from active work orders. When properties change hands or service histories are lost, dispatchers have to re-key historical details.
● MARKUP ERRORS
Inconsistent Calculations
Without a central price book, estimator margins slide. Complex tax boundaries and part markups introduce human errors that eat directly into profit margins.
● BILLING DELAYS
Slow Invoicing Loops
Waiting for technicians to return physical paperwork creates days of administrative lag, holding up invoices and slowing customer payments.
03 / SYSTEM DIRECT FLOW
The Connected Customer-to-Payment Workflow
OperelliOS maps the complete field service lifecycle onto a single, unbroken chain of events.
01
Customer
Organize client contact profiles, contact info, and custom communication records in one centralized database.
02
Property
Track service addresses, site notes, and historical operational records for each location.
03
Price Book
Maintain flat-rate services, materials, and labor rates for consistent calculation across your team.
04
Estimate
Generate draft quotes with clear, transparent breakdowns of labor, materials, and sales tax.
05
Public Proposal
Present clear, digital estimates to your customers for fast online review and digital authorization.
06
Work Order
Convert authorized proposals into active jobs, coordinating dispatcher queues and technical tasks.
07
Invoice
Generate clear, accurate bills compiled directly from the completed work order details.
08
Payment
Collect customer payments online or in-person to close out the workflow cleanly.
04 / SYSTEM GUIDELINES
Designed for
Absolute Clarity
OperelliOS operates with complete transparency. We remove SaaS complexity so your office team and field technicians can execute without friction.
One Connected Workflow
OperelliOS connects customers, properties, estimates, proposals, work orders, invoices, and payments so service companies can operate without data fragmentation.
Governed AI Assistance
AI assists with drafting, summarization, extraction, classification, and recommendations. AI does not control financial truth, permissions, payments, or irreversible workflow actions.
Operator-First Simplicity
Built with dense, clear interfaces designed for fast navigation in the office or on-site, keeping your administrative workload as light as possible.
05 / CORE LAYOUT PREVIEWS
Modular Architecture Previews
Explore how our connected templates organize client records, quotes, proposals, and invoices cleanly.
Estimate Workflow MODULE COMPONENT
Line Item #1: Services$150.00
Line Item #2: Materials$75.00
Draft Estimate Total$225.00
100% Deterministic Math Block
Public Proposal MODULE COMPONENT
Client Access Token Generated●
Secure Online Authorizations Captured●
Verify estimate totals and approvals
Work Order MODULE COMPONENT
Task Checklist InitializationREADY
Site Completion Verification LogsPENDING
Track site progress steps
Invoice and Payment Visibility MODULE COMPONENT
Invoice DraftAuto-Compiled
Manual or Offline StatusRECORDED
Direct invoice creation from work order details
06 / TRUST MATRIX
Simple Operational
Integrity
We focus on absolute integrity in our data handling. Workspaces are isolated per organization, and your workflow operations are protected.
Verify Security ModelTenant-Isolated Workspaces
Each organization operates in a strictly isolated workspace environment, keeping customer records separate.
Role-Based Access Controls
Manage access and permissions carefully between administrative dispatchers and field operators.
Governed Public Links
Proposal and estimate links shared with your customers are governed by structured access parameters.
Deterministic Financials
Calculations for pricing, markups, labor, and taxes are fully deterministic.
PILOT PHASE 01
Founding Operator Pilot Program
Guided Setup & Pilot Program
We are onboarding a select cluster of service companies. As a Founding Operator, you will collaborate with us on optimizing the connected customer-to-payment workflow based on an early feedback relationship.
01 // ACCESS MODEL
Controlled Access 02 // INTEGRATION MODE
Guided Setup 03 // PILOT SUPPORT
Direct Product Support