Home
Your role-tuned overview.
CRM Workspace
Projects
Today's installs, upcoming crews, delayed work.
| Job # | Lead | Address | Contractor | Scheduled | Status | RCV | Profit |
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Production Contracts
Customer and subcontractor agreements tied to jobs.
| Contract # | Job | Counterparty | Type | Value | Effective | Expires | Status |
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Production Permits
Government permits and expiry tracking for active jobs.
| Permit # | Type | Jurisdiction | Address | Filed | Expires | Status | Flag |
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Production Material Orders
Vendor orders for active jobs — ETA tracking, stage, and itemized cost roll-up.
| Vendor | Job | Material | Qty | Unit | Total | Order Date | ETA | Items | Stage |
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Production Change Orders
Scope changes and cost deltas tied to active jobs.
| Job | Description | Delta | Original | Status | Created |
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Search
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Save view
Bulk action
Leads
Your sales pipeline
| Name | Phone | Pipeline | Est. Value | Score | |
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Crews
Manage your installation crews
Crew Calendar
Drag-and-drop job scheduling
Analytics
Trial signup → paid conversion funnel
Signup Sources
Conversion Rate — 30 Day Trend
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Funnel Stage Reach
Drop-off at each step — Landing Page through Paid Conversion
Signup → Paid Conversion Funnel
Drop-off at each stage — trial expired is step 9, paid upgrade is step 10
Stage Details
| # | Stage | Companies | Step Conversion | Overall Conversion |
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Retention by Cohort
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Actual vs Projected Revenue
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Revenue by Rep
| Rep Name | Closed Revenue | Open Pipeline | Close Rate |
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Rep Performance Leaderboard
Ranked by closed revenue. Click a rep for the scorecard.
| Rank | Rep | Closed Revenue | Jobs | Close Rate | |
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Reports
CRM + Production KPIs
Lead Status Distribution
Pipeline stage counts
Job Pipeline Volume — Last 30 Days
Created vs Completed
Welcome to ApexOS
Complete the steps below to get your CRM ready.
Company name, slug, and admin account
Add sales reps, admins, or contractors
Define your service ZIP codes by state
Track where your leads come from
Route Optimization
Plan and optimize your daily field stops
Your Profile
Funnel steps you've completed in your onboarding journey.
Messages
Two-way SMS conversations per contact. Templates and bulk campaigns below.
Tenant Branding
Customize your logo, colors, and meta tags. Changes apply immediately across the app and landing page.
Brand Settings
Live Preview
QuickBooks Online
Sync invoices, payments, customers, and expense categories with QuickBooks Online.
Connection
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▾Sync History
| Type | Direction | QBO ID | Apex ID | Status | Time | Error |
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Create Job
Billing & Subscription
Manage your plan, payment method, and subscription status
Available Plans
14-day free trial on every plan. Switch or cancel anytime.
Sales — Proposals
Estimates and signed agreements.
| Proposal | Lead | Total | Status | Created |
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Documents
Contracts, photos, and claim files.
Automation
Triggers, conditions, actions, templates.
Marketplace
Open job postings and matched contractors.
Administration
Super-admin tools.