MASTER SUPPLY. PROTECT MARGINS.
Operations and estimating software built for specialty trade contractors ($5M–$25M). Connect supplier price lists with your estimating engine to help estimators identify margin risks before submitting bids.
Engineered for Specialty Trades
Contractor Intelligence at Scale
Traditional contractor software runs on stale, month-old price sheets. SummitOS bridges supplier catalogs with active project estimates to help estimators identify margin risks before submitting bids.
Supplier Catalog Sync
Directly ingest supplier CSV feeds, price books, and catalog updates. Staging tables validate SKU drift before updates are applied to your pricing catalog.
Estimate Impact Analysis
When supplier prices change, SummitOS runs impact analysis across draft and active estimates, recalculating Bills of Materials and flagging margin exposure before bids are finalized.
Database-Level Tenant Isolation
Database-level tenant isolation using PostgreSQL Row-Level Security. Every organization operates in an isolated workspace for its supplier relationships, estimates, and bidding formulas.
Controlled Paid Pilot · Participation by Application
SummitOS Pilot Tiers
Proposed paid-pilot subscription pricing in Canadian Dollars (CAD), tax-exclusive. All three tiers require NEXORA review and commercial acceptance before billing or workspace provisioning.
Foundation Pilot
Complete estimating, CRM, job costing, and procurement engine for growing specialty trade contractors.
- Up to 10 Active Contractor Seats
- Full Estimating & BOM Engine
- Purchase Orders & Work Orders
- Client CRM & Project Dashboard
- Reviewed Pilot Onboarding & Assisted Setup
Live Intelligence Pilot
For established contractors requiring supplier catalog sync, price-change impact analysis, and margin risk alerts.
- Everything in Foundation Pilot, plus:
- Up to 25 Active Contractor Seats
- Live Supplier Feed Ingestion & Staging
- Automated Margin Risk & Impact Analysis
- Priority Pilot Onboarding & Engineering Support
- Assisted Price Book & Catalog Configuration
Enterprise Pilot
For multi-branch contractors ($25M+) requiring custom ERP integrations, multi-entity workflows, and dedicated engineering.
- Unlimited Contractor Seats
- Multi-Branch & Multi-Entity Division Hierarchy
- Custom API & General Ledger Integrations
- Dedicated Solutions Architect
- Scoped Custom Implementation & Onboarding
Enterprise Suite Capabilities
Complete Operating System Modules
Every operational domain of a high-performance specialty contractor, unified into a single real-time data architecture with zero desktop software requirements.
Operations & Field Dispatch
Real-time job scheduling, crew assignment, and dynamic mobile work orders.
- Jobs & Projects Pipeline: Multi-phase tracking from signed contract to final warranty signoff.
- Work Orders Engine: Field-ready scopes of work, safety hazard attachments, and material manifests.
- Multi-Crew Visual Scheduler: Drag-and-drop Gantt & calendar dispatch with weather buffer tracking.
- Crew & Team Directory: Personnel profiles, trade certifications, hourly burden, and skills matrix.
- GPS Time Tracking & Geo-Log: Mobile clock-in/out with location verification and auto job-tagging.
- Timesheets Review & Approval: Manager audit queue, overtime validation, and payroll batching.
Finance & Margin Protection
Dynamic Bills of Materials, progress billing, and live variance job costing.
- Dynamic BOM Estimating: Automated material calculation by pitch, squares, layers, and waste factors.
- Progress Invoicing & Change Orders: AIA-style milestone billing, deposit collection, and PDF invoices.
- Real-Time Job Costing: Live variance analysis comparing Estimated vs. Actual across Labor and Materials.
- Payment Gateway (Stripe & EFT): Integrated credit card processing and bank transfer disbursements.
- General Ledger & Accounting: Automated tax allocation (GST/HST/PST), P&L reporting, and ERP sync.
- Canadian Payroll Engine: Hourly wage calculations, employer burden factors, and pay period exports.
Procurement & Live Supplier Sync
Automated supplier price book ingestion, PO dispatch, and inventory tracking.
- Live Supplier Price Sync: Automated catalog ingestion for Beacon, ABC Supply, and Convoy Supply.
- Pricing Engine & Dynamic Price Book: Target gross margin rules, price inflation alerts, and margin locks.
- Purchase Orders (PO) Management: Direct supplier dispatch, back-order tracking, and invoice matching.
- Warehouse & Truck Inventory: Stock levels, minimum threshold alerts, and serialized tool checkout.
- Materials Master Catalog: Comprehensive SKU library of shingles, underlayments, fasteners, and flashing.
- Supplier Branch Directory: Vendor contacts, credit terms, account numbers, and order history.
Client Experience & Portals
Interactive customer approval portals and dedicated subcontractor workflows.
- Client CRM & History: Property records, multi-contact management, communication timeline, and LTV.
- Interactive Client Portal: Public link where clients select finishes, e-sign contracts, and make deposits.
- Subcontractor Portal: Trade partners view assigned work, confirm schedules, and upload milestone photos.
- Subcontractor MSA & Agreements: Digital onboarding agreements, insurance tracking, and WCB compliance.
Safety, Quality & Media Logs
Digital OHS safety forms, secure document vault, and timestamped photo logs.
- Safety & Daily Tailgate OHS: FLHA hazard assessments, fall protection checklists, and incident logs.
- Secure Document Vault: Building permits, engineering stamps, warranties, and insurance policies storage.
- Timestamped Photo Log: High-resolution before/after quality inspection photos and warranty records.
- Automated Notification Center: SMS/Email alerts for client milestone updates, invoice dues, and weather.
Enterprise Administration & SFL
Multi-tenant super-admin, custom formula rules, and automated telemetry.
- Multi-Tenant Workspace Admin: Database-level tenant isolation (PostgreSQL RLS), seat governance, and reviewed pilot onboarding.
- Production Readiness Gates: Pre-construction checklists preventing unpermitted or un-staged dispatches.
- Data Migration & CSV Importer: Bulk migrator for historic jobs, price books, clients, and vendor lists.
- Summit Formula Language (SFL): Custom formulas for complex commercial trade calculation rules.
Feature & Module Pilot Matrix
Comprehensive breakdown of capabilities by Controlled Paid Pilot tier.
| Capability / Module | Foundation Pilot ($299 CAD/mo) | Live Intelligence Pilot ($599 CAD/mo) | Enterprise Pilot (Custom) |
|---|---|---|---|
| Included Contractor User Seats | Up to 10 Seats | Up to 25 Seats | Unlimited Seats |
| Full Estimating & Dynamic BOM Engine | ✔ Included | ✔ Included | ✔ Included |
| Client CRM, Documents & Timestamped Photos | ✔ Included | ✔ Included | ✔ Included |
| Work Orders & Purchase Orders | ✔ Included | ✔ Included | ✔ Included |
| Live Supplier Price Sync (Beacon, ABC, Convoy) | — | ✔ Automated Ingestion | ✔ Custom Scrapers & APIs |
| Automated Margin Risk & Variance Analysis | — | ✔ Live Protection | ✔ Real-Time Auditing |
| Multi-Crew Visual Scheduler & GPS Time Tracking | Basic | ✔ Full Mobile Suite | ✔ Multi-Branch Fleet |
| Interactive Client & Subcontractor Portals | Standard View | ✔ Interactive & E-Sign | ✔ White-Label Portals |
| Multi-Branch Hierarchy & Custom ERP Integrations | — | — | ✔ Custom API / Sage / QB |
| Pilot Onboarding & Engineering Support | Reviewed Pilot Onboarding | Priority Pilot Onboarding & Engineering Support | Dedicated Solutions Architect |
SummitOS is a proprietary digital operating platform developed by NEXORA Technologies Corp. (Calgary, Alberta, Canada). Participation is offered under a Controlled Paid Pilot subject to NEXORA review and acceptance.