CRM & SALES

Capture leads. Qualify them. Close more deals.

Your pipeline shouldn't be a mental list of people to call back. Opsite's CRM tracks every lead from first contact to signed contract — with AI scoring that tells you who's worth your time.

✓ Centralized lead intake with source tracking and auto-timestamps
✓ AI lead scoring (0-100) based on budget, timeline, and decision-maker status
✓ 7-step pre-meeting questionnaire — know the budget before you walk in
✓ Visual pipeline board: New → Contacted → Proposal Sent → Won
✓ Opportunities pipeline with proposal linking and view tracking
✓ AI meeting prep brief — talking points, priorities, decision-makers
✓ Lead nurture agent — automated follow-ups for cold leads

PROPOSALS

Build proposals that close. Not ones that collect dust.

Stop emailing PDFs that go to spam. Opsite proposals are live web pages with view tracking, e-signatures, and stage payments built in. You'll know the second they open it.

✓ Professional proposal builder with rich text, scope editor, and branding
✓ Built-in e-signatures — client signs on their phone, no DocuSign needed
✓ Real-time view tracking — sessions, time spent, last viewed
✓ Stage payments — define deposit, milestones, and completion amounts
✓ AI templates — Lino learns from your past proposals
✓ Decline reason tracking — learn why you lost and adjust
✓ One-click PDF generation with company branding

JOB MANAGEMENT

Everything about the job. One screen. Zero digging.

Your job info is spread across 7 apps. Opsite puts it all in one dashboard — financial summary, phase tracking, documents, inspections, and AI assistant. Every tab, every number, one screen.

✓ Full-screen job dashboard with financial KPIs
✓ 8-phase tracking: Pre-Con through Closeout with linked subtasks
✓ Real-time profit margin — contract value, PO costs, expenses, back charges
✓ AI document categorization — upload and it auto-files
✓ Budget tab with cost code tracking and PO drilldown
✓ Daily logs — voice recording, photo logs, AI-structured notes
✓ Tabs: Overview, Income, Expenses, Operations, Documents, AI

REVENUE & BILLING

Inspection passes. Invoice sends. Money moves.

Stop forgetting to invoice. Opsite's automation chain goes from inspection passed to invoice in your client's inbox — in 5 minutes, every single time. No manual steps.

✓ Draws linked to phases, inspections, and invoices
✓ Auto-invoice generation: inspection → draw → invoice → PDF → sent
✓ AI Collections Agent — 3-tier escalation (7, 14, 30 days)
✓ Payment links embedded in every invoice
✓ Overdue invoice dashboard with color-coded urgency
✓ QuickBooks sync — invoices, bills, and payments flow automatically
✓ Professional branded invoice PDFs — one click

COST MANAGEMENT

Every dollar to every sub. Documented and tracked.

No more thumbs-up POs or handshake agreements. Opsite tracks purchase orders, scope changes, sub payments, and expenses with full audit trails and digital signatures.

✓ Purchase orders with 6 line item categories
✓ Scope changes and amendments with sub e-signature via portal
✓ Sub payment validation — lien waiver, insurance, license checks
✓ Digital PO signatures — zero-login, timestamp and IP captured
✓ Receipt tracking — photo or PDF, linked to job and category
✓ Change orders with 6-status approval workflow and client e-sign
✓ Back charge integration — sub damage auto-deducted from PO
✓ 8-category expense tracking per job

SCHEDULE & OPERATIONS

See every job. Every deadline. Every weather alert.

Gantt-style scheduling, a Command Center that shows all jobs at a glance, daily logs with voice-to-AI, and subtask management that connects operations to billing.

✓ Gantt schedule with drag-drop, draw linking, and phase milestones
✓ Command Center — unified view of all jobs with 7-day lookahead
✓ Weather integration — alerts for job sites with rain/wind warnings
✓ Daily logs — voice record, AI structures into log + action items
✓ Photo daily logs — capture site photos with AI captions
✓ Subtasks with materials, triggers, and auto-ordering logic
✓ Inspection management with multi-sub checklists

INSPECTIONS & COMPLIANCE

Never miss an inspection. Never pay an uninsured sub.

Track every inspection, every permit, and every sub's compliance documents. Auto-reminders when insurance expires. Block payments to non-compliant subs.

✓ Multi-sub inspection scheduling with checklist templates
✓ Correction items — track, assign, and verify fixes
✓ Inspection-to-draw linking — pass triggers invoice automation
✓ Permit tracking with status management
✓ Compliance Hub — GL, WC, License, W9 per sub
✓ Auto-reminders for expiring documents (30, 14, 7 days)
✓ Block non-compliant subs from receiving POs or payments
✓ Company-level compliance document management

SUB & CLIENT PORTALS

Zero-login portals. For subs who won't download an app.

Your subs won't download another app. Your clients want updates without calling you. Opsite portals work via a link — no login, no password, no app store. Available in English and Spanish.

✓ Sub Portal — view POs, request payments, upload compliance docs
✓ Bilingual: full English and Spanish support
✓ Zero-login — unique link per sub, works on any device
✓ Sub daily logs — voice and photo logs from the portal
✓ Client Portal — project progress, CO approval, financials
✓ Material selection portal — 9-phase system for remodel clients
✓ E-signatures on POs, change orders, and contracts
✓ Branded portal pages with your company identity

AI & AUTOMATION

AI that knows your entire business

Lino isn't a chatbot with canned responses. It queries 26+ data tables, reads your documents, and gives you real answers. Plus 5 AI agents and 27 automation chains that run 24/7.

Lino AI Assistant

Ask Lino anything about your business in plain English. It has read access to every job, invoice, PO, sub, payment, inspection, draw, expense, and document in your account.

✓ "What's the profit margin on the Oak Street job?"
✓ "Which subs have expiring insurance this month?"
✓ "Show me all unpaid invoices over 30 days"
✓ "How much did we spend on plumbing across all jobs?"
✓ Train with custom knowledge via the Brain feature

AI Agents

Autonomous agents that handle tasks 24/7 without your input. They monitor, alert, and act on your behalf — with more agents shipping regularly.

✓ Collections Agent — 3-tier escalation for overdue invoices
✓ Inspection Agent — reminders before scheduled inspections
✓ Lead Nurture Agent — automated follow-ups for cold leads
✓ Compliance Agent — alerts on expiring sub documents
✓ Audit Agent — flags financial anomalies and discrepancies

27 Automation Chains

Real automation — not just notifications. Events trigger actions that trigger more actions. End-to-end, hands-off.

Inspection PASSED

↓

Invoice generated, PDF sent, draw updated

Lead Submitted

↓

AI scores lead, follow-up scheduled

PO Fully Paid

↓

Status → Completed, compliance verified

Change Order Approved

↓

Draws created, budget updated, sub notified

Compliance Expiring

↓

Reminder sent, sub blocked if expired

Proposal Won

↓

Job auto-created, subtasks generated, schedule ready

INTEGRATIONS

Connects to your existing tools

Opsite integrates with the tools you already use — no data silos, no double entry.

📚

QuickBooks

Sync invoices, bills, and payments. Create in Opsite, it appears in QuickBooks. Zero double-entry.

📍

Google Maps

Address autocomplete and location lookup for jobs, leads, and contacts.

🌤

Weather

Real-time weather for job sites. Rain alerts, wind warnings, and 7-day forecast in the Command Center.

📧

Email

Automated email notifications, invoice delivery, compliance reminders, and lead follow-ups.

What is Opsite?

Opsite is a construction management platform built by a licensed general contractor for small-to-mid-size general contractors. It combines job management, invoicing, sub portals, CRM, proposals, scheduling, compliance tracking, and AI into one platform with 97 features, 27 automation chains, and 5 AI agents. Opsite starts at $349/month with no per-user fees and no annual contracts.

One platform. Every tool a contractor needs.

The complete construction operations stack

Job Dashboard

Smart Invoicing

Purchase Orders

Sub Portal

Schedule & Timeline

AI Assistant (Lino)

CRM & Proposals

Compliance Hub