Your Investment in Building Long OS
A phased approach that aligns investment with value delivery — protecting margins, reducing overhead, and creating visibility across the business.
Investment Summary
| Phase | Duration | Investment | Focus |
|---|---|---|---|
Phase 0Complete | Complete | Included | Platform Foundation (Makerkit) |
Phase 1Current Scope | ~15 weeks | $500K | Core Operations OS |
Phase 2 | ~10 weeks | $250K | Costing, Inventory & Procurement |
Phase 3 | ~12 weeks | $500K | Analytics, Controls & Reporting |
Phase 4 | ~8 weeks | $250K | AI-Driven Operations |
All investments are fixed-fee and tied to defined deliverables.
Where the Value Lives
LongOS exists to eliminate margin leakage and expand Long Heating & Air's profitability through rigorous control of COGS, purchasing, inventory, and builder pricing.
Office Efficiency
$150K–$300K/year
Reduced coordinator hours through automated portal intake, scheduling, and status tracking. Fewer people per branch doing the same work.
BOM Standardization
$250K–$750K/year
Margin recovery from standardized floorplan pricing. Based on real discovery: $35K found in a single plan in a single market.
Purchasing Controls
$200K–$500K/year
Eliminating counter purchases, 3-way match enforcement, and volume pricing leverage across branches.
Branch Visibility
Strategic
Identify why some branches profit and others struggle. Replicate winners, fix underperformers.
Warranty Recovery
$50K–$150K/year
Ensure builder reimbursements are filed and collected. Track warranty costs by builder and community.
AI-Native Operations
Decision Velocity
Morning briefs, proactive exception handling, and instant answers to complex operational questions.
Projected Annual Impact
Across all phases: BOM optimization, purchasing controls, inventory strategy, office efficiency, and warranty recovery.
$750K – $2.5M+
annual margin improvement
Phase 1 Breakdown
Includes
- Branch / Division Management
- Builder Management & Communities
- Jobs & Work Orders
- Scheduling & Crew Management
- Builder Portal Integrations
- QuickBooks Integration (Conductor)
- Document & Compliance Management
- Alerts & Exception Handling
- UI/UX Design & Training
Payment Structure
On kickoff
Project initiation
Mid-phase milestone
Core development complete
On delivery
Go-live and handoff
Peace of Mind ROI
Beyond the financial return, LongOS creates a culture of follow-through by making every workflow, plan, directive, and outcome visible, trackable, and reviewable.
Every Dollar Has an Owner
BOMs, material flows, labor, and vendor invoices all trace back to decisions with audit trails.
Every Initiative Has Follow-Through
The system surfaces incomplete tasks, unmanaged risks, overdue work, and stalled directives.
No More Surprises
The Morning Brief keeps leadership ahead of operational and financial problems.
Branches Are No Longer Black Boxes
Lead the company strategically, not reactively. See what works and replicate it.
The Real Story
LongOS gives Long Heating & Air complete control over margin performance by standardizing the inputs (BOMs, purchasing, inventory), enforcing financial controls (3-way match, approval workflows), surfacing profit leaks, and ensuring accountability from branch to builder to job.
A $1.5M+ investment that realistically generates $750K to $2.5M+ in annual margin improvement.