The Custom Home Builder Agency OS

The Custom Home Builder Agency OS

Tired of juggling client emails, subcontractor invoices, project schedules, and change orders across five different apps? The Custom Home Builder Agency OS is the only Notion system designed to manage your entire business, from the first lead to the final warranty claim.

Stop paying $300+/month for clunky, slow construction software. This is your single source of truth, built to save you time and stop profits from falling through the cracks.

What's Inside This 32-Database System?

This OS is built on 6 interconnected dashboards to manage every part of your business:

1. 🏗️ Project Management Dashboard Run all your builds from one command center.

• Core Hub: Projects, Tasks & Schedule, Project Phases
• Compliance & Site: Inspections & Permits, Site Reports, Change Orders

2. 🤝 Clients & Stakeholders (CRM) Manage every relationship professionally.

• People: Clients, Subcontractors & Crew, Suppliers & Vendors
• Documents: Contracts & Proposals, Testimonials & Feedback

3. 💰 Business & Finance Dashboard Finally understand your true profitability on every job.

• Project Finances: Project Budget, Expenses & Bills (for job costing), Client Invoices, Income Tracker
• Company Assets: Equipment & Assets, Software & Subscriptions

4. 🏛️ Resources & Documentation (Company Wiki) Your central brain for all plans, procedures, and marketing.

• Project Resources: Plans & Blueprints, Design Selections, Materials Library
• Internal Knowledge: SOPs, Master Checklists
• Marketing: Marketing & Portfolio, Design Inspiration

5. 🛠️ Warranty & Post-Construction Dashboard Manage the crucial "after-build" process and earn clients for life.

• Handover: Handover & Closeout
• Support: Warranty Claims, Maintenance Schedules

6. 📈 Team & Strategy HQ Dashboard Manage your internal team and business growth.

• Strategy: Business Goals & OKRs, Company Planner, Meetings & Notes
• Development: Internal Team Directory, Licenses & Certifications, Industry Learning

This Template is Built For:

• Custom Home Builders
• General Contractors
• Remodeling Agencies
• Construction Project Managers

Stop the chaos. Get instant access to the Custom Home Builder Agency OS and start running your business on a single, powerful system today.