VERTICAL·OS
About Vertical OS
Updated August 2026
Vertical OS builds done-for-you operating systems for owner-operated businesses — one industry at a time. Each is a working system, not a template pack: a Notion workspace, a set of working automations, and Claude Skills that carry the recurring, owner-side work your existing software leaves on your desk.
What we make
Every product is a complete operating layer for one specific trade — the workspace, the automations, and the playbooks an owner needs to run the back office without hiring for it. It sits on top of the CRM, dispatch, booking, or accounting tools you already run; it doesn't replace them.
- Brokerage OS — for owner-operators of 2–30-agent residential brokerages
- Practice OS — for small accounting + bookkeeping firms (1–15 staff)
- HVAC OS — for owner-operators of 5–30-truck HVAC contractors
- Roofing OS — for residential roofing contractors (storm + retail)
- MedSpa OS — for owner-operated med spas (single-location + small chain)
How our free resources are made
The calculators, templates, guides, and comparisons on these sites are free and ungated — no email wall. We hold them to a simple standard: every page has to be genuinely useful on its own. That means real formulas you can verify, complete copy-pasteable templates, and comparisons that tell you honestly when a competitor is the better fit or when you should keep the tool you already have. We don't publish fabricated reviews, ratings, testimonials, or invented statistics, and competitor details are dated so you can check them at the source.
What these products are not
They are an operations layer, not a system of record — not a CRM, field-service platform, booking system, or general ledger. Their outputs (drafts, estimates, checklists) are meant for human review, not automated decision-making, and nothing here is legal, medical, tax, or financial advice. The med spa product is strictly owner-side operations — it never touches clinical or patient care.
Contact
Reach us by replying to any email we send, or through any of our product pages on Whop. See also our privacy policy.
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