7:42 AM
Missed call
New customer called while the team was on a job
Caller said: water heater leaking in the garage. Agent texted back, got the address, and booked the 10:30 slot.
AI for home service companies
Cortex sets up AI agents that answer missed calls, follow up on estimates, catch unbilled jobs and send you a daily summary. They work inside your CRM, field software and books.
Watch the 2-minute film
Built around the software home service companies already use

The problem
Calls get missed while the crew is on a job. Estimates go out and nobody follows up. Jobs get finished and never invoiced.
It all sits in your CRM, field software and books, and it only gets done when someone remembers. Usually that's you, at the kitchen table at 9 p.m.
ChatGPT can't fix that. It doesn't see your jobs unless you paste them in. Agents built into your software can.
A day with Cortex
An example day for a home service company. The agents work inside your phone line, CRM, field software and books. Anything that spends money or makes a promise waits for a person.
Northside Home Services
Today · Activity log
7:42 AM
Missed call
New customer called while the team was on a job
Caller said: water heater leaking in the garage. Agent texted back, got the address, and booked the 10:30 slot.
9:15 AM
Estimate #2041 · $8,400
No reply from the customer in 3 days
Agent wrote a follow-up in your voice. It goes out when you tap approve.
11:30 AM
Review
Job closed, customer happy
Agent sent the review request with a link to your Google profile.
2:10 PM
Job #3318 · $2,480
Marked complete, but no invoice in QuickBooks
Agent flagged it to the office so it gets billed today.
6:00 PM
Daily summary
Your end-of-day report
6 jobs booked, 2 estimates waiting on you, $2,480 to invoice. Sent to your phone.
Example activity. Every action is logged, and you choose what agents can do without asking.
What we build
Marketing, sales and operations. We start with the one that's costing you the most.
Get found
Agents turn the jobs you already finished into posts, ask happy customers for reviews, and check your ad spend against the jobs it actually booked.
Google Business Profile. Job photos and short recaps get posted from the work your team already did.
Reviews. Happy customers get a review request at the right moment, automatically.
Ads. Spend gets compared to booked jobs, not clicks, so you know what's working.
Win the job
The first company to respond usually gets the job. Agents watch your phone line, web forms and CRM so new leads hear back fast and open estimates never go quiet.
Missed calls. Callers get a text back right away with a way to book, and your team sees every message.
Lead screening. Spam and tire-kickers get filtered out. Real jobs go to a person.
Estimate follow-up. Open quotes get followed up on a schedule, written the way you'd write it.
Run the business
Agents check your field software and books every day and flag what didn't move: jobs waiting on parts, work that was finished but never invoiced, and invoices past due.
Stalled jobs. See what didn't move today, in the software your team already uses.
Billing. Finished but unbilled work gets flagged the same day.
Keep your tools. ServiceTitan, Jobber, Housecall Pro and QuickBooks stay. We build around them.
How it works

Step 1
A 30-minute call. We look at how work moves through your software and show you where agents would save the most time and money.

Step 2
We connect agents to your phone line, CRM, field software and books, test them with your team, and set what needs your approval.

Step 3
You get a daily summary. We watch the agents, fix connections when your software updates, and add the next job when you're ready.
Industries
Each trade runs on different software and loses money in different places. We build for yours.
A note from the founder
Most owners have tried ChatGPT. It's useful, but it isn't working in your business. The follow-up still depends on whoever remembers, and the reports still get built by hand.
We build AI agents into the software you already pay for. Each agent has one job, only the access it needs, a log of everything it does, and a person who approves anything that matters. You stay in charge.
One of our first builds connects agents across four businesses, including their shop software, CRM, ads, reviews and books, with one dashboard on top.

McGuire Flanigan
Founder, Cortex
FAQ
No. That's the point. Most owners don't, and they shouldn't have to. We understand AI. We build it into the software and workflows you already run. You stay in charge.
ChatGPT is a tab you open. It waits for a prompt. It does not watch ServiceTitan, Tekmetric, Jobber, or the books unless you paste the job in. Cortex agents are built into those systems. They watch for follow-up nobody owns, draft the next step, and flag what needs a person. You never have to become someone who 'does AI.'
No. Your shop software, CRM, and accounting stay the system of record. Cortex works across them.
Anything we can reach through an API, an approved integration, webhooks, or, where it is the only option, controlled browser automation. We confirm what we can reach during the audit. Named tools are examples, not a promise.
Yes, where you approve it. Draft a follow-up. Flag a stalled job. Assemble the morning report. Write a note in the CRM. What it can do without a person is a permission you set.
Anything that spends money, changes a customer promise, or is hard to undo. By default, agents alert and draft until you are ready to let a task run on its own.
Yes, for companies that want it. Dedicated hardware you control, cloud models, or a mix. We route each job to rules, a smaller local model, or a capable cloud model depending on the work.
Agents only see the systems and records you approve. Private or hybrid setups keep more of the work on infrastructure you control. We set the details for each setup.

Book a free 30-minute audit. You'll get a ranked list of what agents could handle in the software you already run, and what should stay with your team.
No credit card. No obligation to build.