For Residential Owners / Builders

Every home, in one live record.

Custom and production residential builders run small portfolios with thin margins, picky owners, and lots of subs. AOS gives the builder a live P&L per home, a schedule of values that talks to the bank, and a sub register that doesn't blow up at closing.

Per-home P&L live Bank draw schedule integrated Owner allowance tracking Sub COI + waiver compliance
Your reality today

Eight homes, eight versions of the truth.

Residential builders run on QuickBooks, a wall calendar, a sub spreadsheet, and an owner who texts at midnight. The data exists. The roll-up doesn't.

P&L per home at year-end.

You bid a home, you build a home, you find out the margin in QuickBooks at year-end. By then, the loss is locked in and the lessons are lost.

Owner allowances on a sticky note.

Cabinets $25K, floors $18K, fixtures $12K — written on the contract. Tracked on a spreadsheet. Surfaced when the owner wants the upgrade.

Bank draws by paper.

Pay app + lien waivers + photos — printed, signed, scanned, emailed. Per draw. Per bank. Per home.

Sub COIs by memory.

Apex Plumbing's COI expires today. You only find out when the title company holds closing because there's no current cert on file.

What AOS does for you

Residential ops on live records.

AOS gives residential builders a live per-home P&L, an owner allowance tracker, a bank draw workflow, and a sub compliance gate — all on one record.

P&L

Per-home live P&L

Budget, cost-to-date, projected-at-completion — per home, live. The home that's going to lose money flags before the slab is poured.

Allowances

Owner allowance tracking

Cabinets, floors, fixtures, appliances — each with allowance and running cost. Overages surface to the owner with a one-tap change-order request.

Draws

Bank draw workflow

Pay app + lien waivers + photo evidence assembled into a single signed PDF per draw. Per-bank format supported.

Subs

Sub register + COI gate

Sub register with COI, W-9, lien waiver, and contract compliance. Expirations surface before closing, not at closing.

Selections

Owner selections + deadlines

Selections tracked per room with deadlines and reminders. Owners get the push; you get the trail.

Closeout

Closeout binder + warranty

One-button closing binder. Warranty period tracker per system. Punch list lives past handover.

Per-home
Live P&L per lot — costs and margin surface nightly
100%
Of sub COIs gated before pay
1d
Bank draw assembly
SOC 2-aligned
Aligned controls; field-level audit trail
Related roles on the build team

Built for the whole build team, not just one seat.

AOS gives every role on the build team a screen tuned to their workflow — sharing the same record with the GC, the subs, the owner, and the design team. See how it fits the rest of your build team, or start at the residential builders overview.

Work alongside other parts of the project? AOS also fits commercial general contractors, owners and developers, and architecture firms on the same shared record.

Run residential on a live record per home.

30-minute walkthrough. We'll set up one of your active homes and show you the P&L, the allowances, the draw — live.