The Operation Buildup platform
One place to run the whole office.
Help desk, onboarding, invoices, projects, your website and an AI assistant that knows your company, all on one platform built in Oxford. Let our team run it, or use the platform yourself.
Sample data · “Your Business”, Oxford, AL
One login replaces
Six tools, one sign-in.
- the help desk app
- the onboarding checklist
- the invoice inbox
- the project tool
- the website host
- the signature tool
The platform
Everything behind the front counter, connected.
Every module shares the same people, vendors and records, so nothing gets typed twice and nothing falls through the cracks between apps.
Help desk
Staff report problems by email or portal. Every request is tracked, assigned and closed, with a knowledge base so the same question isn’t answered twice.
Onboarding & offboarding
New hire on Monday? Accounts, laptop and email are ready. Someone leaves? Access is shut off the same day, every system, with a record of it.
Invoices & approvals
Forward a vendor invoice. AI reads it, matches the vendor and routes it for approval. No more invoices lost in someone’s inbox. 100 invoices a month included.
Projects
Boards, tasks and due dates for the jobs that matter, tied to the people and vendors already in the system.
Website builder
A mobile-friendly site you edit by dragging blocks. Contact forms drop straight into your customer list.
Email signatures & directory
Every employee’s signature, title and phone kept consistent and current from one place, pulled from Microsoft 365.
CRM, sold separately
Every website form and chat becomes a customer record, with a pipeline, estimates and quotes, tasks and full history. From $149 a month.
Atlas AI
The built-in assistant reads across your records and answers in plain English, with sources.
Atlas, the built-in AI assistant
Ask your business a question. Get the answer.
Atlas reads across your tickets, invoices, people and projects, and only what each person is allowed to see. It shows where every answer came from.
- Answers in plain English, with sources
- Respects each person’s permissions
- Your data stays yours and is never used to train public AI
Pricing
Two ways to run it.
Same platform either way. The only question is who does the work.
For businesses that already have someone handling IT. 5-user minimum ($145/month). $25/user/month billed annually.
- Every module above except the CRM, plus Atlas AI
- Microsoft 365 sign-in and sync
- Website builder and hosting
- Email and chat support
- AI invoice reading includes 100 invoices a month; more on request
We run it, and everything else with a plug or a password. For businesses with nobody on IT. 5-user minimum. Microsoft 365 licenses billed separately at Microsoft’s price.
- Everything in Platform
- Microsoft 365 administration and support
- Unlimited help desk by our local team
- Security, 24/7 monitoring and backup management
- Quarterly on-site visits
- CRM sold separately
Both plans have a 5-user minimum, so this is priced as 5 users.
Managed is $175 per user, per month. Platform is $29 per user, per month, or $25 billed annually. Both have a 5-user minimum.
Who built it
Built by a local IT leader, for local offices.
The platform was built by Cody Burgess, a U.S. Army veteran with 15+ years of IT leadership, to handle the everyday work around a company’s technology: its help desk, its people, its invoices and its projects.
Questions
Questions owners ask.
Do I need Platform or Managed?
If someone at your business already handles IT, Platform gives them better tools. If nobody does, Managed puts our team on it and runs Microsoft 365 for you (licenses billed separately at Microsoft’s price), plus security and backups.
What does the Platform plan cost?
$29 per user, per month, with a 5-user minimum ($145/month), or $25 per user, per month billed annually. AI invoice reading includes 100 invoices a month; more on request. We set you up through a short demo, and founding customers lock their price for 2 years.
Is $175 per person worth it for a small office?
Add up what you pay today: the help desk or IT person’s bill, web hosting, backups, antivirus and the apps you’d retire. Ours includes the help desk platform too. Microsoft 365 licenses are billed separately at Microsoft’s price, the same as you pay now.
Do we have to switch everything at once?
No. You can start with the help desk and onboarding, then add invoices and the website as you go.
Where is our data kept?
Each customer’s data is kept separate from every other customer’s, and you can export it anytime.
Is there a contract?
Your terms are in writing before you sign. If you leave, you keep your data, passwords and documents.
Contact
Book a 20-minute demo.
The platform is in early access, so every new customer is set up through a short demo. Founding customers lock their price for 2 years.