Work management
Run the job from kickoff through changing site conditions.
- Task board and projects
- Risk register and calendar
- Org chart and cross-entity search
- Due-date notifications
Shipped operational capability
The working parts of the business, connected.
YumaOS combines work management, commercial control, documents and knowledge, AI agents, client communications, market intelligence and access administration in a dedicated client deployment.
Commercial
Connect the price, the customer and the actual job position.
- Customer register and CSV import
- Private estimates and draft quotes
- Xero invoice and AR mirror
- Expenses, imported time and rate cards
Documents and knowledge
Turn uploaded material into searchable operational context.
- Pluggable document storage
- Replace, download and reindex
- pgvector retrieval
- Keyword fallback without embeddings
AI agents
Give agents real capability while keeping authority attached.
- 89 registered product tools
- Queued human approval
- Shared memory and handoff
- Optional audited guardrails
Client communications
Draft and deliver campaigns through consent-aware controls.
- Email and SMS campaigns
- Segments and branded templates
- Suppression and unsubscribe
- Delivery, bounce and complaint feedback
Access and administration
Control identity, configuration and accountability per deployment.
- Password, magic link and TOTP
- Entra ID and SCIM
- Role permissions and audit log
- White-label branding and lists
Also in the system
Social publishing and market intelligence
Approved social posts publish through Buffer. Competitor monitors take scheduled snapshots, compare changes and keep price history, with user-supplied URLs governed by the shared outbound-request policy.
Check the integration map