One operating system. Built for every stage.
Sales, projects, financial visibility, field operations, team accountability, client communication, and Executive Vorty—connected in one contractor-focused platform.
Take the free assessment to confirm your plan.
The assessment reviews your annual revenue, systems, financial visibility, operating complexity, and implementation needs. It is free and does not require a purchase.
Vortex OS Beta
Every plan includes the connected beta platform. Beta pricing is shown beside the published standard price for each annual-revenue band.
Standard price: $397/month
For contractors building their operating foundation. Connect sales, projects, financial visibility, team accountability, and owner reporting before growth creates unnecessary chaos.
Beta members retain their original rate while continuously subscribed and while the company remains within the intended operating range of the plan.
What every Vortex OS beta plan includes
- Executive Dashboard
- Sales and Pipeline Management
- Project Management and Project Intelligence
- Financial Intelligence
- Teams, Roles, and Accountability
- Marketing Operations
- Vortex Field beta
- Customer Project Portal
- Business Reconstruction Assessment
- Company Intelligence Profile
- QuickBooks, Plaid, and supported integrations
- Limited beta Executive Vorty
- Manager Briefings
- Security, governance, and audit history
- Beta support and platform improvements
Beta capabilities are released only after their applicable QA and certification gates pass. Full Vorty Brain, autonomous specialist agents, unrestricted Vorty Voice, Vortex Phone, and deferred homeowner lifecycle features are not included in the current beta promise.
Setup and Implementation
Your assessment helps determine the appropriate onboarding level.
Guided Setup
$500
Clean company data, minimal historical migration, guided configuration, and team training.
Assisted Implementation
$1,500
QuickBooks, CRM, supported imports, limited mapping, workflow setup, and bounded data cleanup.
Full Operating-System Buildout
$2,500
Multiple supported sources, substantial bounded mapping and cleanup, roles, workflows, templates, and team training.
Onboarding scope depends on
- Business size and complexity
- QuickBooks condition and data quality
- Historical data and supported migration needs
- Required integrations and workflows
- Role, template, and operating-system setup depth
- Training and implementation support for your team
Find the plan aligned with your business.
Complete the free assessment to confirm your revenue band, operating stage, and onboarding scope before beginning membership.
Common questions
Why is pricing tied to annual revenue?+
Every plan includes the connected beta platform. Pricing scales with the operating stage and complexity of the business rather than hiding core modules behind feature tiers.
How is my plan determined?+
Your free assessment helps confirm the plan aligned with your annual revenue band and operating stage. All five plans remain visible so the pricing structure is transparent.
What is the difference between beta and standard pricing?+
Beta pricing recognizes that early members are helping validate workflows and provide feedback before general availability. Standard pricing is the published post-beta price for the completed core platform.
Do beta members keep their rate?+
Beta members retain their original monthly rate while the subscription remains continuously active and the company remains within the intended operating range of its plan.
Does the free assessment cost anything?+
No. The Business Reconstruction Assessment is free and does not require a card or purchase.
What if my business is above $50M in annual revenue?+
Vortex OS currently serves contractor and construction companies up to $50M in annual revenue. Larger organizations require a separate future enterprise review.
Is onboarding separate?+
Yes. Membership covers the platform. Onboarding is a one-time engagement for data, integrations, workflows, configuration, and training. The assessment helps determine the appropriate level.
Can I cancel?+
Yes. Beta membership is month-to-month. Cancelling ends any protected beta rate, and a later return would use the then-current price.