Product tour
Twelve surfaces. One record.
The homepage previews six. This page tours all twelve — Analytics, CRM, Timelines, Smart home, Surveillance, Enterprise multi-location — at the same fidelity. Every mockup is rendered live in the browser (no images, no Figma exports). Click through for the homepage if you haven't seen Dashboard / Dispatch / Optimus chat / Proposal / Mobile / Network design.
07 · Analytics
The executive view — live, gradient, indisputable.
Every KPI an AV-shop exec actually wants — pipeline, booked revenue, gross margin, tech utilization, win rate, segment mix — refreshed every time data changes. No pivot tables, no Tuesday-morning export ritual, no spreadsheet drift between locations.
FY26 Q2 · Operations executive
Performance dashboard
Booked revenue
$8.42M
+27.4%
Gross margin
41.2%
+3.1 pts
Avg deal size
$184k
+12%
Win rate
38.4%
+4.8 pts
Booked revenue · trailing 12 months
MonthlyRevenue mix
- Residential52%
- Commercial28%
- Service plans12%
- Other8%
Tech utilization · this week
8 techs08 · CRM
Opportunities, honest pipeline math.
Kanban for the way your team thinks. Pipeline for the way the CFO thinks. Stage-by-stage value and count, with deal cards that surface days-since-touch + Optimus's nudge-to-follow-up. Drag-to-move-stage works, but Optimus also suggests when a deal has gone stale.
Active pipeline · 18 opportunities
Opportunities
Discovery
$684k
8 deals
Proposal
$1.42M
5 deals
Negotiation
$685k
3 deals
Closing
$420k
2 deals
Discovery
Caldwell residence — theater
Aldridge office buildout
Proposal
Westlake estate — full home
Riverdale conf rooms (12)
Negotiation
Skyline Bank — exec floor
Closing
Trump Tower 4302 — penthouse
09 · Project timelines
Gantt that actually talks to the GC.
Phase-by-phase install timelines that sync with the builder's framing / drywall / finish schedule. Pre-wire on week 2, speaker placement on week 9 — Optimus checks dependencies and flags conflicts before your crew shows up to a job that isn't ready.
Westlake estate · dedicated theater
Install timeline
Dependency check — Speaker placement (W8–W10) needs drywall complete by Fri W7. GC's schedule shows finish Thu W7 — 1-day buffer. Tight but on track.
10 · Smart home control
The customer-facing homeowner surface.
The other side of the same record — what your customer sees on their phone. Scenes, rooms, real-time status. Lives at app.optimus.ai/home/<token> with a unique link per residence. The customer never installs an app, never creates a password.
Good evening, Caldwell residence
Home dashboard
Scenes
Rooms
Great room
Lights62%
Climate72°F
AudioJazz · Volume 28
Theater
Lights8%
Climate70°F
AudioInception · 1:24:00
Master suite
Lights45%
Climate68°F
AudioOff
Kitchen
Lights78%
Climate73°F
AudioOff
Outdoor pool
Lights100%
Climate—
AudioLo-fi · Volume 22
Guest wing
LightsOff
Climate65°F
AudioOff
11 · Surveillance
Multi-camera management, AI-classified events.
Live grid of every camera under management. AI-classified events (person / vehicle / package / known face) with 24h retention default. Built for shops selling surveillance as a service plan — customer portal access included.
8 cameras · 4 zones · 24h retention
Surveillance — Caldwell residence
Today's events · AI-classified
- 19:22personPerson identified — Caldwell at front entry (recognized)
- 18:47vehicleVehicle — Amazon delivery van, driveway
- 16:12personPerson — unknown at front entry, knocked + left
- 14:08vehicleVehicle — Caldwell's BMW, driveway exit
12 · Enterprise multi-location
Four locations, one record each.
For franchise networks and regional shops. Network-wide KPIs, per-location P&L, cross-location tech sharing suggestions from Optimus. The Apex Custom rollout (4 locations, 92 techs) lives on this surface today.
Apex Custom · 4 locations · 92 techs
Network overview
Network revenue MTD
$5.95M
+12.3%
Techs active
92
+4 hired
Jobs in progress
58
—
Cross-location share
24%
+6 pts
| Location | Techs | Active jobs | Revenue MTD | YoY | Status |
|---|---|---|---|---|---|
CChicago HQ | 38 | 24 | $2.84M | +18% | Live |
AAtlanta | 22 | 14 | $1.42M | +12% | Live |
DDallas | 18 | 11 | $0.98M | +6% | Live |
PPhoenix | 14 | 9 | $0.71M | +3% | Live |
Cross-location opportunity — Dallas has 3 commercial techs idle this week. Atlanta has 2 RFP responses blocked on Crestron Master cert. Suggest temporary cross-loan?
13 · Customer portal
Your customer's view — on the same record.
The other side of every project: the homeowner or facilities-team view. Install progress timeline, photo journal, signed documents, change orders awaiting signature, inline messaging with your team. Auto-generated per-project at app.optimus.ai/portal/<token>. No app install, no password.
Welcome back, Mr. Caldwell
Your project
Install progress
Week 8 of 14Next site visit
Thu · 9:00 AM
Mike R. · Speaker install · 4 hr
Recent photos
12 new this week
Awaiting signature
Change order #3
Outdoor TV addition · +$8,400
Message your team
3 unread14 · Onboarding
Optimus trained on your shop's history.
Day-one setup that ingests your catalog, your historical proposals, your margin policy, your vendor preferences, your concealment rules. By hour 24, Optimus drafts proposals that read as if your senior estimator wrote them. By hour 48, dispatch suggestions match your scheduler's judgment.
Setup · day 1 of 2
Train Optimus on your shop
Catalog + history ingestion
14,206 SKUs · 1,847 historical proposals · 11 yrs of installs
68%
~22 min remaining · running in background
Catalog mapping
✓100%
Margin policy learning
82%
Vendor preferences
65%
Concealment rules
41%
Capability unlocks
8 active- 9:42✓Learned your shop's 12-month median margin policy (37.4%). Future proposals enforce automatically.
- 9:38✓Indexed 432 unique vendor preferences across 18 brand partners. Concealment rules respected on every quote.
- 9:31✓Trained on 1,847 historical proposals. Optimus can now match your shop's writing style on customer comms.
- nowBuilding dispatch-pattern model from 11 yrs of job-completion data. ETA ~12 min.
15 · Design suite
Signal flow + system design, all on one canvas.
Drag-drop AV system design with live PoE budget, HDMI bandwidth, acoustic, and lead-time validation. Every signal path animates so you can see the chain at a glance. As-built drawings, control-system flowcharts, and submittal packages generate from the canvas.
Edgewater estate · Theater room A
Signal flow + system design
PoE budget
184 / 240 W
HDMI bandwidth
18 Gbps OK
Acoustic model
RT60 0.32s
Lead-time check
1 long-lead
16 · Cost tracking
Job cost vs. budget, live.
Per-project P&L with labor allocation, committed POs, and category-level variance. Optimus forecasts margin and flags drift before it hits the financial. Five cost categories, real-time progress bars, and an AI nudge when one category trends out of bounds.
Westlake estate · 14-week install
Job cost vs. budget
Contract
$685,000
Signed
Spent to date
$412,180
60.2% of budget
Committed
$94,250
13.8% (POs out)
Margin (est.)
38.6%
+1.4 pts vs. plan
| Category | Budget | Actual | Δ | Progress |
|---|---|---|---|---|
| Equipment + gear | $285k | $271k | −$14k | |
| Installation labor | $148k | $86k | −$62k | |
| Programming | $42k | $20k | −$23k | |
| Custom millwork | $68k | $35k | −$33k | |
| Project mgmt overhead | $28k | $18k | −$10k |
Forecast — Project tracks +1.4 pts to margin vs. plan. Custom millwork trending under budget; redirect savings to contingency reserve?
17 · Business development
The pipeline that follows itself up.
Lead sources, weighted pipeline value, time-to-quote, and BD nudges all in one record. Optimus surfaces who needs a follow-up, who's gone cold, and which referral deserves a thank-you. Replaces the spreadsheet your sales manager updates every Monday.
Pipeline · this quarter
Business development
New leads MTD
47
+12 this week
Pipeline value
$3.2M
Weighted: $1.4M
Avg time to quote
1.8d
Was 4.2d pre-Optimus
Lead sources · MTD
47 leadsToday's BD nudges
- →Follow up · Caldwell (5 days since quote sent · $185k)
- →Send referral thank-you · Aldridge (closed last week)
- →Architect intro · Schwartz Studio asked about a Q4 reno
- →Trade-show RSVP · CEDIA Expo · 3 prospects awaiting reply
Want to see this with your data?
We'll spin up a sandbox tenant pre-loaded with your shop's catalog and run a live tour. 45 minutes.