Industries
Who we help.
We work with growing businesses in Calgary and across Alberta, usually between 15 and 300 people. If the same work gets typed in twice, we can probably help.
Construction
Contractors and trades with about 15 to 150 people
Usually decided by: Owner, operations manager or office manager
Common problems
- Estimates, purchase orders and invoices live in different places.
- Supplier prices change and quotes go out with old numbers.
- You find out a job lost money after it is finished.
How we help
We connect estimating, supplier pricing, work orders and invoicing so each number is entered once. SummitOS is our Controlled Paid Pilot platform built for specialty trade contractors.
What to expect: Fewer re-typed numbers and earlier warning on jobs that drift over budget. Results depend on where you start.
SummitOS is offered as a Controlled Paid Pilot (Foundation CAD $299/mo, Live Intelligence CAD $599/mo, Enterprise Custom) with participation by application and reviewed onboarding.
- SummitOS Controlled Paid Pilot
- Apply for SummitOS Pilot Access
- Construction demo (sample data)
- Blue Moon Construction (Active Pilot)
- Margin leak checklist
Logistics and warehousing
Carriers, warehouses and distributors with about 20 to 300 people
Usually decided by: Operations manager or warehouse manager
Common problems
- Stock counts on the shelf and in the system do not match.
- Dispatch, receiving and invoicing rely on spreadsheets and phone calls.
- Customers keep asking where their order is.
How we help
We map how goods and paperwork move, then connect the tools you already use and automate the repeat steps, such as status updates.
What to expect: Less manual re-entry and fewer status calls. Results depend on your current process.
Our warehouse tool is a demonstration only. We build custom work for logistics teams.
Talk about your warehouse workflowMedical clinics
Private clinics and practices with about 15 to 200 staff
Usually decided by: Clinic manager or practice owner
Common problems
- Front-desk staff re-type the same details in several systems.
- Appointment reminders and follow-ups are done by hand.
- Patient information is hard to keep tidy and private.
How we help
We start with the front-office work: websites, booking, reminders and reporting. We do not handle patient health records without a privacy review first.
What to expect: Less front-desk typing and clearer patient communication.
Our clinic software, VITALIS, is under development and not available. Alberta health information rules may apply to your clinic, so get your own advice.
Talk about your clinic's office workProperty and facilities
Property managers and facilities companies with about 15 to 250 people
Usually decided by: Operations director or property manager
Common problems
- Maintenance requests come in by email, text and phone.
- Tenant and vendor details are scattered.
- Owner reports take hours to put together.
How we help
We set up one place for requests, connect it to your email and calendar, and build simple reports. This is custom work, not a ready-made product.
What to expect: Fewer lost requests and faster reporting.
We do not have a property management product. Everything here is built to fit your business.
Talk about your requests and reportsProfessional services
Firms with about 15 to 100 people
Usually decided by: Partner, owner or office manager
Common problems
- Leads are followed up late, or not at all.
- Client details sit in inboxes instead of one list.
- Billing and status updates are done by hand.
How we help
We set up a simple customer list, automate follow-up reminders and connect it to the tools your team already uses.
What to expect: Fewer missed follow-ups and a clearer view of your pipeline.
Talk about your follow-up process