B
BOREAL
BuildOS
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Built for commercial specialty subcontractors

One commercial scope thread
from tender to invoice.

Boreal BuildOS helps specialty subcontractors carry what they bid through scope, changes and progress billing — so commercial context does not disappear between the bid and the bill.

Win it→ Build it→ Get paid
01 · TENDER
Requirements, addenda, source traceability
02 · SCOPE / ESTIMATE
Inclusions, exclusions, pricing, proposal
03 · AWARD / CHANGE
Commercial baseline, exposure, approvals
04 · BILLING / INVOICE
SOV, progress claims, holdback, receivables
The problem

Small company. Big-company complexity.

Commercial specialty subcontractors deal with tender requirements, exclusions, field changes, progress claims, holdback and project controls — often without a large back office.

Revenue
Unbilled work, missed changes, delayed claims and cash leakage.
Risk
Scope gaps, undocumented changes, weak evidence and approval gaps.
Reputation
Incomplete submissions, billing friction and reduced trust.
How it works

What you bid. What changes. What you bill. Connected.

The commercial event starts once and moves forward with its job, scope, approval and audit context intact.

Tender
ITB intake, commercial requirements, addenda, bid validity and source traceability.
Scope & Estimate
Included, excluded and review states, pricing, assumptions, proposal and bid output.
Award & Change
Awarded commercial baseline, change-order lifecycle, pending exposure and approved contract impact.
Billing & Invoice
SOV, progress billing applications, holdback, invoice issuance, payments and receivables.
Built and demonstrable today

A working commercial workflow — not a slideware concept.

Boreal preserves the awarded commercial basis into project billing, incorporates approved changes into revised contract value and billing, and carries progress applications through invoice issuance.

Tender / commercial requirements
Structure what the tender requires.

Bid validity, submission instructions, required forms, bonding, insurance and holdback terms can be reviewed against their source.

Scope / bid pricing
Carry scope state into pricing.

Scope lines keep included, excluded and review states alongside quantities, units, inclusions, exclusions and pricing.

Change control
Track commercial exposure before it disappears.

Pending and authorized contract exposure sit alongside change-order status and contract impact.

Billing / invoice
Carry progress billing through invoice.

Progress claims, certified billing source, holdback, outstanding balance, payments and receivables remain connected to the job.

Pre-customer; entering design-partner validation. Product capabilities shown here are built and demonstrable today.

Why Boreal

Built around the subcontractor’s commercial position.

Not only project collaboration. Not only accounting entry. Not only estimating.

Spreadsheets, email, QuickBooks / Sage
Good at: cheap, flexible, familiar.

Typical gap: tender, change and billing live in separate places; context is re-keyed or lost.
Trade estimating tools
Good at: takeoff and pricing.

Typical gap: often stop at the bid; downstream changes and billing are disconnected.
GC-oriented platforms
Good at: project management at scale.

Typical gap: often organized around the GC’s project environment and larger implementation capacity.
Boreal BuildOS
Designed for: the specialty subcontractor’s own commercial position from tender through billing.
Project financial health

Know where the margin is going before the job is over.

What was bid becomes the commercial baseline for understanding what changed, what cost moved, and where projected margin is heading.

✓ Awarded commercial baseline
✓ Approved changes and revised contract value
✓ Actual and committed cost
✓ Forecast final cost / EAC
✓ Projected profit and margin
Original award basisBaseline
Approved changesRevised value
Actual + committed costExposure
Forecast remainingEAC input
Projected profit / marginForecast
More than a point solution

A broader contractor platform sits underneath the commercial thread.

Boreal can extend the same tenant and project context into the operational workflows around the job.

CRM & Opportunities
Customers, contacts, pursuits and ITBs.
Field Operations
Jobs, crews, schedules, daily work and T&M.
Workforce & Time
Timekeeping, approvals, labour allocation and payroll-ready exports.
Procurement & Inventory
RFQs, POs, receipts, equipment and custody.
Accounting Connectivity
Operational records connected to accounting controls and governed exports.
Quality & Closeout
Deficiencies, evidence, turnover, warranty and service.
Reporting & Controls
Financial health, audit trails, reports and exports.
Governed Automation
Rules-based assistance and human-controlled approval boundaries.
Who it is for

Starting with commercial specialty subcontractors.

Initial beachhead selection is being validated directly with contractors. Boreal’s underlying platform is designed to extend across specialty trades.

Electrical
Mechanical / HVAC
Roofing / Waterproofing
Interiors / Painting
Concrete

Candidate beachheads. Selection is part of current market validation.

Delegation-native

The work can be delegated. Commercial authority stays with the contractor.

An owner, internal administrator or authorized operator can prepare work inside controlled workflows while contractor approval remains explicit.

Boreal Assist
Optional, governed administrative support.

Selected workflows can be prepared with capped administrative support and contractor approval. Service scope and pricing are being validated separately from the SaaS subscription.

Data → future intelligence

Workflow first. Structured commercial data next. Intelligence later.

Today, Boreal uses structured workflows, deterministic rules, provenance and human review. Over time, linked scope-to-cost history can support better recommendations and automation.

Tender scope
↓
Estimate assumptions
↓
Approved changes
↓
Actual cost / time
↓
Billing outcomes
No proprietary AI or ML is claimed today.
Security & governance

Built to survive an audit, not just a demo.

Tenant isolation, server-side permission enforcement, audit history and controlled delegated access are foundational platform concerns.

Tenant data isolation
PostgreSQL Row Level Security reinforces tenant boundaries at the database layer.
Backend permissions
UI visibility is not authorization; governed actions are checked server-side.
Auditability
Privileged actions retain actor attribution and audit context.
Human-controlled automation
Drafting and assistance remain inside explicit approval boundaries.
Founding-customer validation

Bring one real tender, change workflow or billing cycle.

See how Boreal carries the commercial thread using the way your business actually works. We are currently speaking with Alberta commercial specialty subcontractors and selecting the first trade beachhead.