Features
Everything a contractor needs to run the whole business, in one system.
Sorsi OS replaces the owner as the integration layer: one live project record, AI that acts on it, and workspaces for every company on the job.
Sorsi OS combines a KPI dashboard, an AI assistant you can talk to from your phone, 25 trade blueprints, AI procurement, contract-to-kickoff automation, partner and customer portals, and integrations with tools like QuickBooks, so one live project record runs the company from first lead to final service call.
KPI-first
One dashboard for the whole company.
Sorsi runs on KPIs, and grows the contractor with them.
Track
Every KPI across the company on one dashboard. Click any number to drill down.
Recommend
What to change to hit each target, and who should do it.
Raise the bar
Hit a target consistently and Sorsi sets the next one.
Unlock
The next features, trades or tier to grow into.
Works with Claude, ChatGPT and more
Run the whole business from your phone.
Connect Sorsi to the AI you already use, then just talk to it.
Ask
Pull up any job, number or document by voice.
Act
Send an email or assign a task to the team.
Report
Get an automated CEO report on the business.
Trade blueprints
Flip a switch. Add a trade.
Take on work outside your trade without starting from scratch.
Switch on the trade
HVAC workflows, SOPs, playbooks and photo checklists load in minutes.
Sell the job
Quote and close HVAC work for customers who already trust you.
Assign or refer
Hand it to a rated HVAC partner and keep a margin, or refer it and earn.
- 25trade blueprints
- 79automation templates
- 27AI photo checklists
- 1data model across every trade
Start with the story for your trade:
AI procurement
Better pricing on every item, without chasing a single quote.
Compare every supplier
AI checks each product's price across your suppliers.
Build the best bill
A target bill of materials with the best price per item.
Send quote requests
Out to each supplier, tracked by who received it.
Automatic follow-up
Sorsi chases missing quotes so nobody has to remember.
Order at the best price
Purchase orders go out at the pricing you've locked in.
Contract to kickoff
From signed contract to crew assignment in a few clicks.
Contract compliance
AI checks every document is in, notes match the contract, equipment matches and margins hit target.
Bill of materials
Created automatically and sent out for quotes.
Installer work orders
Created automatically for every crew.
Assign the crew
Your crew or a subcontractor, in one click.
Sub accepts the job
In the partner portal, on the proposed date or a new one.
Questions as tickets
Tracked back to the project manager.
What contractors get
Protect margins. Keep work moving. Build customer trust.
Protect margins
- Cost drift against the bid, flagged past your tolerance
- Three-way match turns supplier bills into an exceptions list
- Change orders recorded, so extra work gets billed
- Receivables aging and AI help with collections
Keep work moving
- Crew capacity and schedule conflicts before you book the next job
- Stage-gate checklists and task dependencies
- Timesheets with manager approval
- Punch lists, photo checklists and RFIs kept with the job
Build customer trust
- A customer portal for progress, photos, documents and messages
- Customers ask the AI about their project in plain language
- Feedback scores with a recovery plan for unhappy customers
- Referrals captured and tracked
New to a term? See the glossary.
Built for every company on the job
One shared project, live status for every party.
General contractor, subcontractors, suppliers and customer each keep their own workspace and share one live record.
Partner portal
Auto-assigned workflows, scopes of work, photo checklists, invoicing, compliance and scorecards.
Customer portal
White-labeled progress, photos, documents, milestone payments and ratings, plus an AI project manager customers can ask in plain language.
FlowBoard
Describe a process in plain English and Sorsi builds the stages, tasks, gates and automations.
Field and scheduling
GPS check-in and out, route optimization, conflict detection, offline-first mobile, timesheets to payroll and on-site e-signatures.
Spanish and English
Every person works in their own language.
Planned for Q2 2027. Spanish screens, checklists and voice for crews, owners and customers.
Crews and subs
Instructions from the project manager arrive in each person's language.
Owners and office
A Spanish-first owner runs the company in Spanish while English-speaking staff see English.
Customers
Updates go out in each customer's language.
Integrations
Works with the tools contractors already use.
Marketing and leads
GoHighLevel, Google Ads, Business Profile and Analytics, Facebook and Instagram.
Money
QuickBooks, Stripe payments and partner lenders.
Field
CompanyCam photos.
AI
Claude, ChatGPT and other MCP assistants.
Suppliers
Price lists, email orders, API and EDI.
Delivery
Uber Direct and Curri.
Some connections are planned; availability varies.
Security and data
Your data stays yours.
Permissions everywhere
Every screen and every AI action respects each person's role.
Separate workspaces
Each company's data stays in its own workspace. Partners see only the jobs they're assigned.
No AI training on your data
Sorsi uses paid AI services that don't train on customer data.
Opt-in sharing only
Partner matching and benchmarks use only data a company chooses to share.
Full history
Every change is recorded, so you can see who did what and when.
SOC 2 planned
Independent security certification is planned.
Early access
Join the waitlist
Be the first to know when Sorsi OS opens up. Starter is free for your first 6 months.
- No demo call required
- Starter free for your first 6 months
- Confirm by email before we message you