Welcome. Here’s how COS gets into your business.
A real contractor business is encoded into COS during onboarding. The product comes shaped to your trade, your crew, your customers, not a generic SaaS for the first 90 days.
What you need before we start.
QuickBooks Online subscription
Plus or Advanced tier (Projects feature required). Bring your own. We don’t touch your billing.
Google Workspace subscription
Minimum Business Starter for your office. Your crew can stay on personal Gmail. No Workspace seat for them.
An active business doing the work
COS is built for contractors with 1-25 employees and $500K-$5M in annual revenue. We work best with trade-specific operations where the trade is the primary work.
A person we can reach
One owner / operator who can spend 2 hours of guided setup and answer questions during the 2-week supervised launch. After that, COS runs the day-to-day.
How onboarding works.
4 steps, ~6 weeks elapsed, about 3 hours of your time total.
1
Discovery call (60 minutes, your time)
We learn your trade. Your services. Your crews. Your customers. Your current workflow, what’s working, what’s not. We come prepared with questions, not a sales pitch.
2
Customization (us, 2 weeks, no time from you)
We configure COS to match your trade and your pace. Color codes, phase workflows, lead intake patterns, scope formatting, calendar structure. Your business, encoded into the system. You don’t see this part; we just deliver a working deployment at the end.
3
Go-live setup (2 hours, your time)
Connect QuickBooks Online via OAuth (one click). Connect Google Calendar. Confirm crew calendars and crew lead identities. We’re on the call the whole time. End of session: COS is live on your operation.
4
Supervised launch (2 weeks, no standing meetings)
No daily check-ins, no standing meetings. We watch the system pick up your live data from our side and catch the inevitable ‘wait, that’s not right’ moments. You get a direct support channel from day one; when something looks off, drop it there and it gets handled. By week 3, you’re running COS independently.
One flat monthly fee. No per-user charges.
COS is launching with a small group of hand-picked founding partners, and founding partners get a founding rate: the best number anyone will ever pay for COS, held for a full two years. We quote it in conversation, on the fit call, because we’d rather talk through what your operation actually needs than hide behind a pricing grid.
Setup and training are included.
Month-to-month. Cancel anytime, no annual lock-in.
We don’t take a percentage of your revenue.
We don’t process payments. You keep your existing setup.
No per-user charges. Your office, your crew, and you all ride on the same flat fee.
What happens if it’s not the right fit
Not every contractor business is the right fit for COS. If during the discovery call we figure out you’re better served by something else, different trade focus, different scale, different operational style, we’ll say so. We’d rather lose the sale than burn a contractor through a launch that doesn’t work.
Got more questions? See the FAQ.