Revision 2

Why the investment is different

Revision 1 was designed as a comprehensive standalone operating system, with substantially more bespoke backend infrastructure and advanced automation across the business.

Revision 2 is still one complete ADS operating system. The difference is that FTOS uses HighLevel invisibly behind the scenes for selected automation, workflows and communications rather than rebuilding those commodity services from scratch. Everything ADS staff see and manage remains inside the ADS OS.

Revision 1
£24,995 + VAT
Full custom operating system
Revision 2
£6,997 + VAT
One ADS operating system · hidden automation engine

Revision 2 is therefore a different architecture, not a discounted copy of Revision 1. Deferred functionality can be added later as separate phases.

ADS Smart Home Specialist
ADS Smart Home × FTOS Studio

One ADS operating system for the way your team actually works.

Everything ADS staff use — CRM, sales, proposals, projects, engineers, procurement, stock, support and finance visibility — is managed inside one OS. Selected automations and communications are powered invisibly in the backend to reduce build cost.

Explore Revision 2 Toybox
Revision 2 walkthrough

Start here.

The walkthrough will explain the single ADS OS, what the team manages inside it, and how hidden backend automation reduces the cost of the build across sales follow-up, communications and recurring workflows.

Executive summary

The requirement is still bigger than a CRM.

Revision 2 changes the technical architecture, not the operational problem. ADS still needs one practical way to see customers, properties, sales, projects, engineers, kit, finance status and aftercare without reconstructing the picture from separate systems and personal knowledge.

Reuse proven backend infrastructure

We do not need to rebuild the underlying engines for automation, follow-up, email, SMS, messaging, newsletters and notifications. They remain hidden behind the ADS OS.

Build one OS around ADS

FTOS concentrates the custom work on the complete operational experience ADS actually needs day to day.

What we understood

The same operational problems still need solving.

The revised architecture is lower cost because less underlying infrastructure is bespoke — not because the core ADS problems have disappeared.

160 quotes shown as awaiting response in Jobber
A large sales pipeline without one collective view of stage, next action or ownership.
Approximately 50–75 significant live quotes
Knowledge is split between directors, inboxes, WhatsApp threads and individual memory.
Two to five showroom demonstrations on busy days
Long sales cycles mean context can be difficult to recall months later.
Projects can run for 18 months and 100+ visits
Notes, drawings, changes, site visits and kit status need a permanent structured record.
Substantial equipment value on individual projects
Stock, ordering, allocation and installation status require better traceability.
Around 50 maintenance customers
Support needs a central process and history rather than depending on direct messages to senior staff.
15 staff with different responsibilities
Each person needs a simple role-based view rather than the same complicated interface.
Historic records remain important years later
Customer, property, project, invoice, photo and credential information needs to stay accessible.
The commercial opportunity

A simpler architecture can still return meaningful capacity.

These are the same illustrative scenarios used in Revision 1. They are not guaranteed savings; they show the scale of modest improvements across a 15-person team.

≈650 hrs/year
Less searching / duplicate admin

10 team members save 15 minutes per working day

≈217 hrs/year
Faster quote follow-up administration

25 quotes/week save 10 minutes each

≈87 hrs/year
Demo administration captured once

10 demos/week save 10 minutes

≈65 hrs/year
Cleaner property-management reporting

5 reports/week save 15 minutes

650 hours is more than 17 standard working weeks.

The value may show up as more project work, faster service, less overtime or more senior time spent on sales and delivery decisions.

Sales protection remains important.

A shared pipeline and visible next actions can make follow-up behaviour more consistent even though Revision 2 uses HighLevel for the underlying automation.

The proposed solution

One ADS Operations OS

One ADS-branded system across the customer and project lifecycle. The team works entirely inside the OS; selected backend automation and communications are powered by proven infrastructure that ADS never needs to see or manage separately.

EnquiryDemoOpportunityProposalFollow-upDepositProjectInstallationHandoverSupport
Included Revision 2

A detailed look at what is included.

Revision 2 is a complete operating proposal in its own right. Open each section below for the detailed capability set.

User experience

One system, different views for different people.

ADS staff do not need to learn or log into HighLevel. Directors, sales, projects, procurement, finance and engineers each work from the relevant view inside the same ADS OS.

See the role-based Toybox
Directors / Senior Management
Shared operational visibility across sales, delivery, support, finance indicators and exceptions.
Sales
Enquiries, demos, opportunities, proposal status, communications and follow-up.
Design / Estimating
Relevant proposal, document, product and project information without unnecessary back-office complexity.
Technical / Project Management
Projects, milestones, visits, files, engineers, kit and delivery status.
Procurement
Requirements, POs, deliveries, stock, CSV exports and project allocation.
Finance / Administration
Invoice/deposit visibility, Xero sync status, reports and administration.
Engineers / Installers
Assigned work, property details, scope, kit, credentials, uploads, notes and completion actions.
System Administrator
Users, permissions, configuration and controlled access to the ADS operational layer.
How it fits together

One OS for ADS. Invisible automation underneath.

Revision 2 looks and behaves like one ADS system. The technical saving comes from reusing proven backend engines for communications and automation rather than custom-building every background service.

ADS manages everything here

CRM, customers, properties & sales
Proposals, invoices & project records
Projects, visits & engineer workflows
Procurement, stock & credentials
Support, reporting & Xero visibility

Powered invisibly behind the scenes

Workflow automation
Email & follow-up sequences
SMS / messaging automation
Newsletters & nurture
Reminders and notifications
The principle: ADS gets one operating system. HighLevel is simply part of the hidden technical stack FTOS uses to reduce development cost — with no separate HighLevel subscription for ADS and no second system for staff to learn.
Security & QA

Lower scope does not mean lower baseline security.

Revision 2 still requires deliberate permissions, controlled access to sensitive credentials, role testing and integration QA. The saving comes from a smaller architecture, not from removing security work.

Role permissions

Users only see the records and actions appropriate to their operational role.

Credential controls

Sensitive technical access is masked, restricted and auditable.

Integration testing

Backend automation and Xero connections are tested against the agreed scope before rollout.

Mobile QA

Engineer and support journeys are tested on the devices and screen sizes they are intended for.

Journey testing

Core sales, project, procurement, finance and support flows are checked end to end.

Ongoing maintenance

Security, integration and platform maintenance continue through the concierge service.

Delivery

Build one ADS OS, connect the hidden automation layer, then roll it out in controlled stages.

The detailed programme and dates will be confirmed after the architecture session. Revision 2 still follows a controlled software-build process; the lower cost comes from reusing backend automation infrastructure, not from giving ADS a generic CRM setup.

01
Architecture & workflow confirmation

Confirm the ADS data relationships, roles, operational workflows, Xero scope, migration sources, automation requirements and priorities.

02
Automation & communications foundation

Configure the hidden backend workflows for follow-up, email, SMS, messaging, newsletters, reminders and notifications that support the ADS OS.

03
ADS operations layer

Build the custom navigation, role-based dashboards and connected customer/property/project experience.

04
Revenue workflow

Connect enquiries, demos, opportunities, proposals, follow-up and commercial visibility.

05
Project & engineer workflow

Build the focused project workspace, visits, engineer field view, files, credentials and internal updates.

06
Operational modules

Complete procurement, stock/kit, CSV export, support portal, finance visibility and simple Xero connection.

07
Security & QA

Test permissions, roles, mobile workflows, core journeys, integrations and simulated edge cases.

08
Active-data migration

Import agreed current/active records from accessible exports and prepare the starting operational dataset.

09
Pilot, training & rollout

Run the system with realistic records, make agreed refinements and train the relevant ADS users.

10
Concierge optimisation

Continue maintenance, support and reasonable smaller improvements after launch.

Data migration

Start Revision 2 with the active information the team actually needs.

Revision 2 includes a more focused migration approach than the full historical migration envisaged in Revision 1.

Review accessible CSV/API exports from agreed current systems.
Import agreed active customers, properties, open opportunities and current projects where practical.
Bring across the operational records required for the starting workflow.
Use controlled mapping and duplicate handling for the agreed dataset.
Retain legacy systems as reference where importing everything does not create enough value.
Migration boundary

Revision 2 is priced around a practical active/current-data migration, not five years of manual legacy reconstruction. If a source cannot provide usable exports or extensive manual clean-up/re-entry is required, that work will be assessed separately before it is undertaken.

Investment

One complete ADS Operations OS.

The £6,997 implementation covers one connected ADS system, including the hidden automation and communications setup required behind it. ADS is not buying or operating two software platforms.

Revision 2 implementation
£6,997 + VAT

Architecture, the complete ADS OS, CRM and sales workflows, proposals and commercial records, project and engineer experience, procurement and stock with CSV export, internal updates, secure credentials, support, simple Xero integration, reporting, and the hidden automation/communications configuration behind the system.

Architecture & workflow confirmation
ADS CRM & sales workflows
ADS role-based operations dashboard
Customer / property / project structure
Proposals & commercial records
Automation & communications setup
Focused project workspace
Engineer field experience
Procurement & stock management
CSV export
Simple Xero integration
Secure credential vault
Support portal
Core reporting
QA & rollout support
What is separate
No separate HighLevel subscription

The backend HighLevel layer is included within the FTOS solution. ADS staff do not need a separate HighLevel account or login.

Third-party usage

Variable provider usage such as SMS, WhatsApp or other metered services may be charged separately where applicable.

Deferred modules

Major functionality listed in the future roadmap is not silently assumed within £6,997.

Ongoing platform service

£297 + VAT per month

The custom ADS layer is intended to remain maintained and useful after launch rather than being handed over as static software.

Hosting and core FTOS platform infrastructure
Ongoing maintenance and security updates
Bug fixes and custom integration maintenance
Monitoring of the agreed custom workflows/integrations
Reasonable smaller workflow, dashboard and configuration changes
Ongoing FTOS support and optimisation
Unlimited platform users within the agreed ADS organisation
Management of the agreed custom operational layer
The HighLevel backend layer is included within the FTOS solution — there is no separate HighLevel software subscription for ADS. Variable third-party messaging/provider usage may still apply where relevant.
Future roadmap

Start focused. Add deeper automation only where it earns its place.

The following Revision 1-level capabilities can be added later but are not assumed inside the £6,997 Revision 2 implementation.

Full customer project portal
Advanced AI assistants and autonomous workflows
Engineer voice transcription / AI summarisation
Bespoke premium proposal engine and product-specification infrastructure
Advanced procurement automation and supplier workflows
Xero-linked purchasing and stock
Advanced finance approvals and deeper accounting automation
Complex supplier portals or enterprise messaging layers
Large-scale manual reconstruction of inaccessible historic data
Next steps

Ready to move forward?

If ADS is happy with the proposed direction, the next step is simply to confirm that you would like FTOS to proceed. We will then organise project commencement, onboarding, the initial architecture session and the development schedule.

Explore the Toybox again
To proceed
Contact Karl Muir

Karl can confirm the next step and get the project commencement process moving.

karl@karlmuir.co.uk
ADS Smart Home Operations OS · Revision 2 · Proposal prepared by FTOS Studio · September 2026
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